Evergreen guide

Agency client domain management

A workflow for agencies and freelancers to track client domains, prevent lapses, and keep personal inventory separate with labels.

Last reviewed: 11 August 2026

Agencies lose domains the same way they lose staging credentials: unclear ownership and no shared inventory.

Non-negotiables

Every client production domain is in the shared board
Labels identify the client
Expiry reminders are on
Who renews (client card vs agency card) is written in notes

Suggested label system

Client — Acme
Client — Globex
Internal
Parked / transfer pending

See organize domains with labels.

Multi-account reality

Clients often keep their own GoDaddy or Cloudflare logins. Connect those accounts with explicit labels rather than transferring everything into an agency registrar on day one.

Handoff checklist

When a project ends:

Confirm who pays renewals going forward
Transfer or disconnect API access intentionally
Keep notes of the final state
Remove stale credentials

FAQ

How should agencies organize client domains?

Use a dedicated label per client (or client + project), track the registrar connection that owns the name, and enable reminders on every production domain.