
Account upkeep
Check profile details, links, staff permissions, and scheduled content. Remove outdated offers before they continue circulating. Confirm that the business can access its accounts after handover.
Define response windows, approved routine answers, and escalation for complaints or sensitive requests. Give staff a way to review exceptions. Leave the team with a decision, an owner, and a review date.
- A written brief
- Named responsibilities
- Agreed review points




