01
What to preserve
Most CRO switches lose value because the old agency hands over dashboards but not decision context. You need the reasons behind tests, the quality of evidence, and the implementation notes that explain what happened.
A good migration protects both data and institutional memory.
| Asset | Why it matters | Minimum handover |
|---|---|---|
| Experiment log | Prevents retesting the same idea blindly | Hypothesis, audience, dates, traffic, result, decision |
| Analytics map | Protects metric continuity | Events, revenue logic, consent mode, known issues |
| Backlog | Keeps momentum | Prioritized ideas with rationale and evidence |
| Code and QA notes | Avoids rollout regressions | Variant code, screenshots, QA findings, rollback notes |
02
30-day transition plan
The first month should stabilize measurement and rebuild velocity. Avoid launching a large new program until access, tracking, past results, and implementation ownership are clear.
- Week 1: access, analytics, tool, and experiment log audit.
- Week 2: learning synthesis and backlog cleanup.
- Week 3: QA standards and first low-risk implementation tests.
- Week 4: new prioritization cadence and measurement review.
03
Where DRIP fits
DRIP's switch CRO page is built for companies replacing slow, opinion-led, or low-impact optimization programs. The first priority is to preserve what is useful, cut what is unreliable, and get testing velocity back without losing measurement discipline.