Build on systems you can own.
Inventory what exists, separate identities and responsibilities, preserve recovery access, and move one component at a time. Verify the destination before retiring the source.
A scope may include
- A system and ownership map
- A staged migration or website plan
- Recovery and handover requirements
- An export and exit-path checklist
Clear terms, before the work
Deliverables, timing, responsibilities and fees are agreed in writing before a paid engagement begins. No subscription or payment is created by an inquiry.
Website, email and client systems are separate projects. A public website is not a secure client portal, and ownership of one platform does not transfer ownership of another.