Platform Exit Readiness Review (Retention)

Platform Exit Readiness Review (Retention)

1. 01

   Inventory every client app against the builder it was published on, including store listing owner, bundle ID, and signing certificate holder

   Record whether the App Store and Google Play accounts sit under the agency or the client. An app published under an agency account is a churn liability the moment the retainer ends.

2. 02

   Score each app on portability: how much logic lives in the builder's hosted database versus an external source of truth

   A project whose data sits in a hosted Postgres instance behind the builder is harder to move than one reading from Airtable, Supabase, or a client-owned API. Flag anything above roughly 60 percent platform-resident.

3. 03

   Confirm the client owns export rights to screens, content, and user records in writing

   Pull the reseller or white-label terms and check for data export clauses. BuildFire and GoodBarber both run white-label programs, and the reseller agreement, not the marketing page, defines what leaves with you.

4. 04

   Test a full data export on one low-risk app before renewal season

   Export users, content tables, and media, then load them into a staging environment. A failed export discovered during an offboarding call costs the relationship; one discovered in a quiet week costs an afternoon.

5. 05

   Document the rebuild path for each app tier so a migration quote exists before it is needed

   For simple content or commerce wrappers, a webview conversion route such as MobiLoud or Median is a days-long job. For custom logic, price a FlutterFlow or Draftbit rebuild and keep that number in the account file.

6. 06

   Set a dependency register that names every single-vendor failure point in the delivery stack

   App builders sit alongside AI and automation vendors in the same risk pool. Product churn is now routine enough that a single tool shutting down can halt client delivery, so each critical dependency needs a documented fallback.

7. 07

   Schedule a quarterly exit drill with the delivery lead and account manager

   Walk one client app through the export and rebuild estimate end to end. Rotating which client goes first keeps the register honest and surfaces stale credentials before they block a real handoff.