How to Take Over and Migrate an Existing WordPress Site – More Than Passwords and Files

For Marketing Decision Makers Who Need a Win

You’ve decided or are considering a transition for your WordPress site to a new provider. The decision to switch agencies marks a pivotal moment. Perhaps the current website isn’t performing as expected, or maybe you’re ready for a fresh perspective and enhanced support. 

After migrating hundreds of websites successfully, we’ve learned a few things around how to make the process go the smoothest. One of the main points is it’s not simply about passwords and access. It’s about guiding you through a process that safeguards your reputation and elevates your digital presence.

It’s important to work with your team and the current vendor to learn about the existing build, gain all necessary credentials to the WordPress website, code repo, 3rd third-party systems, and ensure we have everything covered to reduce disruptions in operations.

Winning Over the Skeptics

We get it. Trust isn’t built overnight, especially when there’s skepticism about every move. Additionally, you likely aren’t moving your website just for kicks and giggles. The new agency may be operating on thin ice from a trust standpoint. As a result, it’s important to approach each migration with a lot of communication and transparency. 

Navigating the Unknown

Moving your current site can be daunting—sometimes even frustrating. The vast majority of website migrations go perfectly smooth with no issues. A good web development agency will try to plan and eliminate any unknowns. Most of the time, the current site is copied to a non-live staging environment so the developers can run checks, update plugins, and verify all the integrations happening on the site. It is also a good idea to have a senior developer handle the migration in the event of an unforeseen circumstance to be handled quickly.

Respecting Every Agency’s Past Decisions

Building a WordPress website involves countless decisions, and what may seem chaotic often has a rationale from the previous developer. You as the client may have been operating on different assumptions or had a limited budget at the time. Regardless of the circumstance, we focus on solutions, not blame. We try to give the benefit of the doubt for those who came before us. This may come with some suggestions for improvement on our part, with the goal of your long-term benefit and stability

The Detailed Process

Here’s how we ensure a seamless website transition:

1. Access and Evaluation:

  • We begin by gaining access to your current WordPress site. This involves working closely with your team to secure the necessary credentials.
  • Our experts comprehensively evaluate the site structure, plugins, themes, and custom code.

2. Planning and Strategy:

  • Our team will migrate a copy of the website to our staging server for testing to ensure that everything is working as expected.
  • We discuss and agree on DNS changes and coordinate with your IT team or domain registrar to ensure a seamless transition without downtime.

3. Execution and Timelines:

  • We execute the migration, keeping you informed at every step. We establish and adhere to timelines, minimizing disruption to your operations.
  • Our team remains available for support post-migration, ensuring any issues are swiftly addressed.

4. Post-Launch Monitoring:

  • After the migration, we monitor the site closely to ensure everything functions as expected.
  • We proactively address performance, security, or user experience issues that may arise post-launch.

We’ve successfully managed transitions for numerous MSO and DSO groups with over 100+ locations. From managing extensive content migrations to integrating complex third-party systems, we thrive on solving problems and delivering robust solutions tailored to your needs.

In Conclusion

Transitioning your WordPress site to a new provider is a significant decision that requires careful planning and execution. By partnering with an experienced agency that prioritizes communication, follows a detailed migration process, and can handle unique curveballs, you can ensure a smooth transition. 

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Chris Savage

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