Transfer a client to another agency

When a client moves to another agency that also uses ContentForge, you can hand the client over in one step. Their sites, CRM, store, bookings and history move to the new agency, and the sites stay live at the same address the whole time.

Before you start

• The client asked for this. There's no separate approval from the client, so you confirm it with the tick My client asked for this move. Every one of the client's portal people gets an email when the move is done.
• Add the new agency on the client's Google properties. Your Google login doesn't go with the client. Add the new agency (or the client) as an owner on GA4, Search Console and the Business Profile first. See the Google step in Transfer a client to the client.
• Get the receiving agency owner's email. Only their owner can accept.

How to send the transfer

1. Open the client, click the … menu, then Transfer client…. Only the agency owner sees it.
2. Choose To another agency.
3. Which sites go with them? All are ticked. An unticked site stays with you under a new client record with the same name.
4. Who gets the link? Enter the Receiving agency owner's email, then tick My client asked for this move.
5. What's included: read each line, do the Google step and tick Done, and answer the payments and domain questions if they show.
6. Before you send: type your password (or your 2-step code) and click Send transfer link.

The client page shows "Transfer link sent to … · expires …" with Resend and Cancel transfer. Keep working on the client as normal until the other agency accepts.

If the receiving owner doesn't have a ContentForge account yet, the link starts their sign-up first and comes back to the accept page.

Money

• No refund for you. Your plan doesn't renew the moved sites (or the Online Store add-on) from your next billing day.
• The new agency pays its own price, in full, when it accepts. See Receive a client from another agency.
• If you bill this client through your own payment account, ending that billing is up to you. ContentForge stops sending those invoices from your account.

Privacy

The receiving agency sees only counts (sites, pages, contacts and so on) until it accepts, never names or content. After the move you can't see the moved client or sites. Your internal site comments, notes about the client, team assignments, Agora chat and support tickets never go to the new agency. See What moves in a transfer.

Limits

• Owner only, with a password or 2-step code. Staff acting as your agency can't send one.
• Links work for 14 days. Resend makes a new one and the old link stops working.
• One open transfer per client.
• No self-serve undo after the move. ContentForge staff can reverse a transfer within 30 days.

Troubleshooting

• "Tick “My client asked for this move” to send it.": the tick is required for a move to another agency.
• "Enter the receiving agency owner’s email.": add a valid email.
• The link expired: you get an email saying "The transfer link expired". Nothing moved. Send a new link from the client page.
• The other agency can't accept: their plan may not hold the client (client limit, CRM plan or trial). They upgrade and then accept. The link keeps working until it expires.