The problem
The seller leaves in three months. They are the only one who knows the website password, the pricing logic and the big customers’ habits. The team is watching you, worried. Change everything too fast and you lose their trust; wait too long and the knowledge leaves with the seller.
The solution
- Days 1 to 30: understandShadow every role, map the processes, list the tools and accesses.
- Days 31 to 60: secureTransfer the accounts, record the seller’s knowledge, back up the data.
- Days 61 to 100: lightenTwo or three improvements the team asks for, measured.
- Domain name and website
- Microsoft or Google accounts
- Accounting software and its access
- Google profile and social media
- Business software and licences
- Backups: where they are, and who checks them
AI maturity assessment. Ten questions, five minutes.
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