Operating ProcedureExecution layer

Platform Dependency Exit Review (Retention)

A checklist with 7 steps: Inventory every client app built on a no-code platform and tag each one with its publishing account owner.

By InnovaAI ResearchPublished

What are the steps?

checklist

Platform Dependency Exit Review (Retention)

  1. 01

    Inventory every client app built on a no-code platform and tag each one with its publishing account owner

    Record which app store accounts, bundle identifiers, and signing certificates sit under the agency versus the client. Apps published under an agency-owned developer account become a retention liability the moment the relationship sours.

  2. 02

    Score each app on customization ceiling against the client's next 12 months of roadmap requests

    A storefront wrapper built in AppMySite or Median handles catalog updates fine, but a client planning loyalty tiers, offline modes, or custom checkout will hit the platform's extension limit. Flag any app where two or more roadmap items require code the builder cannot emit.

  3. 03

    Quantify the switching cost in hours and dollars before renewal conversations, not during them

    Estimate rebuild effort on a comparable stack (FlutterFlow or Draftbit for native output, Retool or Appsmith for internal tools) and present it as a number. Clients renew faster when they see the exit price stated plainly rather than implied.

  4. 04

    Confirm data portability by exporting the full database and media library to a client-controlled destination

    Adalo and similar platforms host the database for you, so run a test export quarterly and store it where the client has credentials. An export that has never been tested is not a backup.

  5. 05

    Document the white-label and reseller terms that govern what the client may do if they leave

    BuildFire, GoodBarber, and Shoutem reseller programs differ on whether the client can take the app in-house or must rebuild. Put the answer in the contract summary so nobody discovers it mid-dispute.

  6. 06

    Set a renewal trigger at 90 days out that forces a build-versus-buy decision

    Pull the roadmap score, switching cost, and any platform pricing changes into one page. If the client's needs have outgrown the builder, propose the migration as a paid project rather than waiting for them to churn.

  7. 07

    Assign a named owner for app store compliance and OS update cycles between renewals

    Apple and Google deprecate APIs on their own schedule, and a neglected app that fails review damages the client relationship more than the original build cost. Route update tickets to a specific person, not a shared inbox.