agency client renewal checklist

Articles and resources grouped by this renewal operations topic.

Agency OperationsJun 28, 202612 min read

How to Manage Client Domains & Hosting (No Spreadsheets)

It usually starts with a single client. You register their domain, configure their web host, and log the credentials into a simple Google Sheet. It takes five minutes, and the system works flawlessly.

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Agency OperationsJun 25, 20265 min read

Client Renewal Tracker: What Agencies Should Track Before Anything Expires

A practical checklist for tracking client domains, SSL certificates, hosting, licenses, ownership, payment responsibility, access, and reminder history before renewal risk turns into an outage.

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