Succession Planning Toolkit for Freelancers, Small Businesses and Agencies
Every WordPress freelancer, agency owner, and small business owner needs this document. Most just haven't built it yet.
The Succession Planning Toolkit walks you through everything a trusted person would need to step in if you were suddenly unavailable — from passwords and hosting accounts to client projects, maintenance plan income, and legal contacts.
Fillable. Printable. Brandable. Built specifically for the WordPress world.
Includes a plain-English glossary of technical terms so your family can navigate the conversations that matter without needing a WordPress degree.
Your download includes two versions of the toolkit — a PDF for printing and reviewing, and a fully editable Word document so you can type directly into it, customize it to fit your business, and update it as things change.