Existing sites

Taking Over a Website From Another Developer: A Checklist

Before anyone changes a line of code, secure the accounts, take a full backup, and get an honest inventory of how the site is built.

A lot of website projects change hands: the freelancer took a full-time job, the agency relationship ended, or the developer simply stopped replying. Handing a site to someone new goes smoothly when the business controls its own accounts and the new developer starts with a proper review instead of guesses.

1. Make sure your business owns the accounts

Every account the site depends on should be in your business’s name, with a login you control. Collect or recover access to:

  • The domain registrar (where the domain is registered and renewed).
  • DNS, if it is managed somewhere else, such as Cloudflare.
  • Hosting and its control panel, plus SFTP or SSH access.
  • The website admin: WordPress, Shopify, or another CMS. Create a new admin user rather than sharing the old developer’s login.
  • Code repositories (GitHub, Bitbucket) if the site is in version control.
  • Google Analytics, Tag Manager, and Search Console.
  • Third-party services: payment providers, email delivery, forms, CRM, and premium plugin or theme licenses.

If the previous developer registered something under their own account, ask them to transfer it. If they are unreachable, the hosting company and domain registrar have ownership recovery processes for the account holder of record.

2. Take a full backup before anything changes

Back up the files and the database, and store the copy somewhere other than the server. For Shopify, duplicate the live theme and export products and customers. This gives the new developer a safe starting point and protects you if access disappears later.

3. Remove access you no longer need

Once your own logins work, remove or downgrade the previous developer’s accounts on the hosting, CMS, and services, and change shared passwords. It’s routine housekeeping, not an accusation.

4. Get a technical review

A good handover starts with an inventory of what actually exists:

  • Platform, theme, and versions, and whether updates are overdue.
  • Plugins or apps in use, and which ones are no longer needed.
  • Custom code: where it lives, and whether it is documented.
  • Hosting setup, backups, SSL, and email deliverability (SPF and DKIM records).
  • Security: unknown admin users, malware, outdated software.
  • Tracking: whether analytics and conversion events actually fire.
  • A list of known bugs and unfinished features from the previous work.

5. Prioritize, then fix

Sort what you found into three groups: things that put the business at risk (security, broken checkout or forms, expiring domains), things that block planned work, and improvements that can wait. Fix in that order, on a staging copy where possible.

6. Write it down

Ask for a short, plain-English summary of how the site is built and which accounts it depends on. The next handover, whenever it happens, then takes an afternoon instead of weeks.

Picking up sites from other developers is a large part of DR3’s work. If your project stalled, send the site link and a few lines about what happened.

FAQ

Frequently asked questions

What accounts do I need before a new developer takes over my website?

The domain registrar, DNS, hosting and its control panel, the website admin (WordPress, Shopify, or other CMS), any code repository, Google Analytics, Tag Manager, Search Console, and the third-party services the site uses.

What if my previous developer registered the domain in their own name?

Ask them to transfer it to an account you control. If they can’t be reached, contact the registrar about its ownership recovery process for the registrant of record.

Should I remove the old developer’s access?

Yes, once your own logins work. Remove or downgrade their accounts and change shared passwords. It is routine security, not an accusation.

Does a new developer need to rebuild my website?

Usually not. A technical review shows what is worth keeping, and most sites need targeted fixes rather than a full rebuild.

Start with the technical side

Rather have a developer handle it?

Send the site link and a few lines about what is going on. Don will reply with how he would fix it.

Based in New Rochelle, NY, serving Westchester, New York City, and the tri-state area. We work remotely with clients across the US and are happy to meet in person nearby.