Handing a website over to a new agency

A new agency starts next week. They'll ask what's wrong with the current site, what has to stay, and what everyone's been meaning to fix for a year. The answers are spread across old tickets, a slide deck and the memories of three people, one of whom is on holiday.

What to do

Walk through the site before the kickoff and pin notes where they belong. The form that drops leads. The page legal insists stays exactly as it is. The hero everyone hates. The section that converts surprisingly well. Lasso takes a screenshot of each one, so the agency sees what you saw even if things change during the handover.

Group the notes into a couple of collections if it helps, like "known issues", "keep" and "ideas". Then share them. If the agency people are on your Lasso team they can reply on each note. If not, the PDF report from Export for AI gives them every note with its screenshot in one file they can keep.

Why it beats a briefing deck

A deck describes the site from a distance and goes stale quickly. Notes on the site itself point at the exact thing, and the agency can open each one on the live page when they get to it. It's also a decent record. Six months on, you can look back at what was flagged on day one and what got done.