Website Handoff Checklist and Questionnaire

Please fill in relevant sections and submit. In many cases you can skip providing detailed information by uploading a file instead.

Domain Name

Domain Registration Information

DNS Records

Drop files here or
Accepted file types: jpg, jpeg, png, pdf, zone, html, htm, Max. file size: 1 GB.
    Please include all records and notes (A, MX, TXT, SPF, DKIM, DMARC, SRV, etc.)

    Web Hosting

    Website Platform & Backend

    cPanel, Plesk, WordPress.com, etc.

    Database Information

    Include database name/username/password and description of its purpose and if its active and in use.

    Plugins, Extensions and Licenses

    Please include license ownership status, renewal dates and other important information to minimize any downtime

    Custom Scripts & Integrations

    Please be detailed and include any custom scripts, their file names and locations, who created the script, ownership of script, purpose of script and any other information of importance.
    Please include details of third-party integrations and code provided. List APIs, services and dependencies.

    Email & Forms

    If Microsoft 365, Google Workspace or Other, we will address with additional questions via email. If self hosting email, please include SMTP settings, recipients, and form storage details along with form handling and email routing documentation
    Drop files here or
    Accepted file types: pdf, html, html, doc, docx, jpg, jpeg, txt, Max. file size: 1 GB, Max. files: 10.

      Analytics, SEO & Marketing Tools

      Please provide the login URL, username and password(s) for analytics, SEO and marketing tool platforms in use and/or integrated with the website domain.
      Drop files here or
      Accepted file types: pdf, html, html, doc, docx, jpg, jpeg, txt, Max. file size: 1 GB, Max. files: 10.

        Security & Backups

        To unzip and/or decrypt
        Transition Confirmation
        Outgoing Designer Name
        Drop files here or
        Accepted file types: jpg, html, html, doc, docx, pdf, zone, txt, Max. file size: 1 GB.
          Clear Signature
          MM slash DD slash YYYY