Could you get into your own marketing accounts tomorrow?

Imagine your usual marketing contact is unavailable tomorrow. Could your team update an opening time, pause an ad or renew the website domain? A good working relationship should make those questions easy to answer. It should also leave the business able to operate when people change roles.

Set aside a working session with the person who manages your marketing. Ask them to walk through the accounts with you. This is an access and continuity exercise, not a request to circulate passwords. Use each platform’s invitation and role controls where available.

Build one inventory, then verify it

Start with the systems that customers actually encounter. Record the account name or identifier, the person responsible, the business representative with access, the renewal or billing owner, and the next review date. Keep the inventory in an internal location the appropriate team can reach. Store credentials in your approved password manager, separately from this worksheet.

Separate access, responsibility and ownership

An agency may manage an account, a business may pay the bill, and a third party may supply the software. Those are different relationships. Note each one. Access to an account does not, by itself, answer every contractual or intellectual-property question. If ownership of code, creative work or customer records matters, confirm it in the agreement and handover scope.

For Google Business Profile, owners and managers use their own Google Accounts. The primary owner has a distinct role, and Google applies temporary restrictions to certain actions for newly added owners or managers. Check the actual role and any transfer timing before planning a same-day handover. [1]

A useful inventory names a responsible role as well as the current person: “Office manager — currently Alex” is more durable than an unexplained email address. For outside partners, add an internal sponsor who knows why access exists and when to review it.

Practice a small, safe handover

Pick one routine task, such as finding the current renewal date or locating an approved brand file. Have a second authorized person complete it from the written instructions. Watch where they get stuck. The gap may be missing access, unclear naming or a process known only to one person.

• Confirm the invitation reaches a business-controlled account and grants the intended role.
• Check the recovery contact and authentication method through the platform’s normal settings. Do not copy recovery codes into the inventory.
• Locate the approved files and verify that the team can open the formats it needs.
• Record the vendor’s ordinary process for transferring administration or exporting permitted data.
• Agree who removes access when a role or engagement ends, after continuity is in place.

Use a specific handover request

Try this: “Please review our account inventory with us. We want to confirm the business has the appropriate administrative access, that recovery and billing contacts are current, and that the next person can follow the agreed handover process. Please identify anything controlled by your license or contract that needs a separate transfer or replacement.”

That request creates a concrete conversation. It leaves room for legitimate vendor limitations while asking for the information your business needs. Avoid accepting “everything is covered” as the only record. Ask where the evidence lives and who can use it.

Review access when the business changes

Repeat the check when you hire or change a provider, replace a key employee, launch a new channel or move a website. Assign an owner for unresolved items and a date to revisit them. A short list with real follow-through is more useful than a complete-looking spreadsheet nobody maintains.

Your first deliverable can be simple: one inventory, one verified backup contact and one small handover task completed successfully. That gives the business more continuity and gives your marketing partner a clearer operating relationship.