Web Client - separation process
As we separate from a web client, we've found the below actions are best to take to ensure ownership of accounts is transferred, our server space is reclaimed, and data is archived.
- Receive e-mail/written confirmation from the client and/or Chet regarding the discontinuation of the service(s)
- Remove monthly maintenance tickets
- If warranted, share the username/password for Domain Registration, DNS, Hosting, and WordPress to new owner(s)
- Review and share list of plugins that need ownership moved over to the new owner. These plugins may need monitored to ensure renewals under our account do not occur.
- Review and ensure the WordPress theme (i.e. Divi) is moved over to a new account
- Within hosting (WP Engine), download a full copy .zip of most recent backup point
- Delete the site from hosting (WP Engine)
- Archive account within Hudu (password vault)