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What tools or logins do I need to prepare before we begin?

Overview: This article helps clients gather the necessary credentials, access, and files before onboarding begins—saving time and avoiding project delays.

You can fill out the "Set-up Intake Form" below or via this link.

Details to include:

  • A downloadable or visual checklist of items such as:

    • Domain registrar (e.g., GoDaddy, Google Domains)

    • CMS or website platform (e.g., WordPress, Squarespace)

    • CRM logins (if migrating data)

    • Existing email marketing platform (e.g., Mailchimp, Constant Contact)

    • Google Analytics, Google Tag Manager

    • Brand assets (logo, brand guide, etc.)

    • DNS access or IT contact for domain changes