Succession Planning Toolkit for Freelancers, Small Businesses and Agencies
$5.00
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.
