- 01
Identify business-owned access
List who controls your domain, Microsoft 365 or Google Workspace tenant, internet account and key applications. Do not send passwords through a website form.
- 02
Check recovery and renewal dates
Bring contract dates, backup arrangements and the systems the business depends on. Confirm how access and data will transfer before ending an existing relationship.
- 03
Agree the transition order
Discuss account access, documentation, onboarding work and employee communication. Set ownership and timing before scheduling changes to business systems.
You do not need to replace every system to have a useful discussion. Start with the problems, existing commitments and changes your business is already planning.