{"id":6078,"date":"2026-10-10T04:27:25","date_gmt":"2026-10-10T04:27:25","guid":{"rendered":"https:\/\/marketingsatchel.com\/?p=6078"},"modified":"2026-10-10T04:27:26","modified_gmt":"2026-10-10T04:27:26","slug":"how-to-replace-a-marketing-agency-without-losing-momentum","status":"publish","type":"post","link":"https:\/\/marketingsatchel.com\/es\/plataformas-de-comercio-electronico\/how-to-replace-a-marketing-agency-without-losing-momentum\/","title":{"rendered":"How to Replace a Marketing Agency Without Losing Momentum"},"content":{"rendered":"

The results have slipped, the retainer cost is increasing, you\u2019re moving in a new direction; whatever the cause, ending work with a marketing agency and deciding what\u2019s next can feel risky. <\/p>\n\n\n\n

The risk is in the dead zone, the handoff between the agency that\u2019s being replaced and whatever comes next. That risks lives in the handoff period and most of it is decided before<\/em> you ever give notice. <\/p>\n\n\n\n

Where the momentum is most likely to leak<\/h2>\n\n\n
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\"how<\/figure><\/div>\n\n\n

As an agency owner for more than a decade, I know exactly where the momentum in your marketing plans is most likely to slow when you\u2019re ending the engagement with one agency and looking to replace them. It mainly comes down to four main leaks:<\/p>\n\n\n\n

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  1. Access<\/strong>: who has access to accounts, advertising information, assets, and tracking data. <\/li>\n\n\n\n
  2. Knowledge<\/strong>: the biggest knowledge gap is usually around why past decisions were made and what decisions need to be made next to keep moving forward.<\/li>\n\n\n\n
  3. Ownership<\/strong>: who will be responsible for what during the switch.<\/li>\n\n\n\n
  4. Disruption:<\/strong> how can we assure continuity when a lot of things are changing fast. <\/li>\n<\/ol>\n\n\n\n

    Making sure you have a plan to mitigate each of these will help ensure a cleaner transition and maintain that marketing momentum you\u2019ve built up. <\/p>\n\n\n\n

    Before you give notice to end your engagement with a marketing agency<\/h2>\n\n\n
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    \"Before<\/figure><\/div>\n\n\n

    If anyone\u2019s even talking about possibly moving on from working with a particular marketing agency, that\u2019s the time to ensure that you have the access<\/strong> you need, regardless of whether you ultimately choose to stay with them or move on.<\/p>\n\n\n\n

    First, ensure that any accounts and assets are in your company\u2019s name. This is especially important for things like ad accounts. <\/p>\n\n\n\n

    Next, do a close contract read, or ask legal to do so, specifically looking for termination terms, notice periods, IP or asset ownership terms, and non-solicit clauses. You want to be sure you know and remember exactly what you agreed to when you signed the contract with the agency. Some contracts will explicitly outline what the agency owes you at termination, like reports, assets, or a standard transition period. <\/p>\n\n\n\n

    It\u2019s also a good idea to check original proposals and specs for performance promises and compare those against actual performance baselines. If performance is the issue, it\u2019s a good idea to have your data lined up; but even if performance isn\u2019t the issue, you\u2019ll want documentation around what\u2019s been achieved. <\/p>\n\n\n\n

    Secure knowledge of what\u2019s been done and why<\/h2>\n\n\n
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    \"how<\/figure><\/div>\n\n\n

    To cover the knowledge<\/strong> gap, you\u2019ll want to request a change log and internal documentation of what they did and why. A change log is a history of all changes they made inside your accounts. Some ad accounts, for example, keep track of this natively. The change log matters especially if any campaigns are going to continue to run after the engagement with the agency ends. <\/p>\n\n\n\n

    Documentation is more about the \u201cwhy\u201d and \u201chow\u201d than the \u201cwhat\u201d of what the agency did. This might include things like:<\/p>\n\n\n\n