Plan for a clean handover
The business should understand its accounts, assets, reporting, and next responsibilities when work changes hands. Document access and recurring costs so progress does not depend on one supplier or employee. Use dated records rather than relying on memory at the next review.
Check missing fields, delayed data, revoked permissions, and failed integrations. Keep a manual recovery process for important customer steps. Confirm who handles urgent changes and who checks the result.
Make the plan fit your market
Confirm which parts of Boston your business actually serves, whether customers visit or request delivery, and when staff can respond. Use your own inquiry history to choose service areas; city population alone does not show demand. Make practical service details easy for customers in Boston to find.
Agree who answers calls and forms, what counts as a suitable inquiry, and how results return to the marketing team. Missed calls can make an effective campaign look weak. Check the rights to photographs, quotations, and licensed material.
- Current accounts and assets
- Verified business information
- Customer questions
- Budget and team capacity
Discuss Your Priorities