Eight Hats Insights

A Website Hosting Handoff Checklist for Marketing Agencies

by | Oct 29, 2026 | Uncategorized

# Agency Website Hosting Handoff Checklist

Who this is for: Marketing agencies bringing a client website to Eight Hats for hosting, maintenance and support. When to use it: Before moving a site or adding a hosting partner, so the agency, the client and the hosting partner know who owns each part of the service.

Put the responsibilities in writing. The checklist can be short, but it should be specific to the website and the working relationship. Tick each item as you confirm it.

Table of Contents

Domain & DNS Ownership

  • [ ] Identify who owns the domain.
  • [ ] Confirm who controls DNS.
  • [ ] Confirm who can authorize changes.

Access & Credentials

  • [ ] Record where access is managed.
  • [ ] Note who should receive important notices.
  • [ ] Confirm how access will be handed over if a team member leaves or the client changes providers.

Backup & Recovery

  • [ ] Ask how backups, restoration and change review are handled for this site.
  • [ ] Agree on the process for a failed update or a change that affects the layout.
  • [ ] Record any exclusions and release holds so the operating process matches the agreement.
  • [ ] Confirm who will carry out a recovery, not just the backup schedule.

Support Responsibilities

  • [ ] List the website tasks the agency handles.
  • [ ] List the tasks expected of the hosting or care partner.
  • [ ] Confirm support hours and the process for urgent issues.
  • [ ] Confirm how requests are routed.
  • [ ] Confirm whether the partner communicates with the agency, the end client or both.

For a deeper look at how support responsibilities translate into value, see Unlocking Website Support ROI for Louisiana Marketing Agencies.

Launch Day

  • [ ] Agree on the migration scope.
  • [ ] Define the checks needed before sign-off.
  • [ ] Name the person who approves the result.
  • [ ] Include important customer journeys, such as a contact form or checkout, in those checks.
  • [ ] Confirm the price and ongoing scope directly before committing.

After Launch

  • [ ] Set the date for the next review.
  • [ ] Compare the proposed responsibilities with this checklist.

Who to Contact

Eight Hats handles the technical website work so agencies and business owners can focus on their clients and business. To start a conversation about the hosting, maintenance and support relationship you need, use the agency hosting page: Website Hosting for Marketing Agencies.

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