Scorecard
Agency Exit Risk Scorecard
Score your current setup before you fire an agency, freelancer, or maintenance provider.
An agency exit risk scorecard helps you decide whether it is safe to end a vendor relationship now or whether you should first recover access, export records, and document operational dependencies.
High risk means delay the exit
If the vendor controls domain, DNS, hosting, backups, or source code, ending the relationship immediately can create avoidable downtime. Recover the critical controls first.
Medium risk means plan a supervised handover
If access exists but ownership is unclear, run the handover with both old and new providers present. Verify account transfers before disabling old users.
Low risk still needs documentation
Even if the business owns the core accounts, document renewal dates, backup settings, maintenance history, and outstanding issues so the new provider can work safely.
Checklist
- Score critical controls before giving notice.
- Recover domain, DNS, hosting, CMS, analytics, and email ownership first.
- Export backups and confirm restore instructions.
- Create a list of vendor-owned licenses or subscriptions.
- Set a final access removal date only after verification.
- Keep a written issue log for the first 30 days after transition.
Use the tool