Commerce Data Flow Handoff (Handoff)

Commerce Data Flow Handoff (Handoff)

1. 01

   Freeze the client's commerce stack inventory 5 business days before the handoff call

   List every storefront, checkout, subscription, and support tool in production, with the named owner and the billing entity for each. Include platforms like WooCommerce, BigCommerce, and SureCart so the receiving team knows which cart and payment layer they inherit.

2. 02

   Map each customer event to its source system and destination

   Document where order, refund, cart-abandonment, and support-ticket events originate and which system consumes them. Ambiguity here is what causes duplicate lifecycle emails after an agency transition.

3. 03

   Export a 90-day baseline of conversion, AOV, and repeat-purchase rate

   Pull the numbers from the client's analytics rather than the tool dashboards, and note the date range and any tracking gaps. The receiving team needs a defensible starting point before they change anything.

4. 04

   Transfer credentials through a shared vault, never over email or chat

   Rotate any API keys that were issued to the outgoing agency, and confirm the client holds ownership of the storefront account, not the agency's reseller account.

5. 05

   Record the integration depth for each tool in a one-page dependency map

   Note whether the connection is native, webhook-based, or middleware-routed. A support concierge such as Alhena may sit on a different data path than a recommendation engine, and the receiving team needs to know which breaks first.

6. 06

   Run a live order test end to end and capture the result

   Place a real transaction, trigger a refund, and open a support ticket. Screenshot each step so the receiving team has proof the flow worked on handoff day.

7. 07

   Schedule a 30-day check-in with the client and the receiving team

   Use the call to compare the baseline metrics against the first month of new ownership and to surface any integration that failed silently.