Best Practices for Transferring PPC Accounts between Managers
You want the transfer of the PPC accounts to go as smoothly as possible. Therefore, you need to acquire the necessary account information from the previous manager in a courteous and professional manner. The client may already have all of the information you need, but you still may need to contact the previous manager directly. If this happens, here are a few things to keep in mind.
Be professional and courteous
Treat the previous PPC manager with respect. Don’t demand information. Let the previous manager know what you need and submit a request that is clear, concise, and professional.
Request that ownership of all the PPC accounts be transferred to you
You don’t want to start from scratch or rebuild your client’s Google Quality Score. Taking ownership of an existing account allows you to work from an established base and ensure continuity for the client during the transition.
Don’t bad-mouth the work of the previous agency to your new client
Being negative about the previous account manager won’t get you anywhere. Even if the account is riddled with errors, you should just make your own improvements and let your results speak for themselves.