Confirm the scope of work — new build, refresh, or ongoing maintenance, plus number of pages.
Check off each item below as you go. Your progress saves locally in this browser.
Tell us which retention services apply to this client so we know exactly what to scope at kickoff.
Confirm the scope of work — new build, refresh, or ongoing maintenance, plus number of pages.
Number of posts/week, platforms, who reviews drafts before publishing.
Blog cadence, target keywords, geographic pages.
Platforms, monthly budget, landing pages we drive traffic to.
We need access to wherever the site lives today so we can evaluate and migrate without losing history.
Even if you’re unhappy with it — we need to evaluate what’s working before we touch anything.
Hostinger, GoDaddy, Squarespace, Wix, etc. — whoever controls DNS and the server.
WordPress admin, Squarespace account, Webflow login — wherever edits happen.
Google Analytics 4 + Google Search Console — service account email works too.
Current social presence and the logins we need to take over posting and replies.
Page URL, not personal profile. Make us an admin so we can post and reply.
@handle and the login email currently on the account.
If active — we need the login email for the business account.
Channel URL — we’ll subscribe to it via the Brand account.
Company page URL; we need to be company-page admins, not personal-profile admins.
Make reviews part of the regular flow — post-job texts, receipts, and email signatures.
Manager-level access at business.google.com — Owner level is fine too.
Short URL like g.page/r/yourbiz — we add it to email signatures, receipts, and job-completion texts.
Who responds today, response time SLA, any topics you want us to avoid.
We post job photos and team photos weekly — no permission = no content.
Imagery and brand basics we’ll use across the website and social channels.
Vector (.svg or .ai) preferred; PNG fall-back okay. We need light + dark versions.
Hex codes if you have them; brand guide PDF if it exists.
10–30 photos minimum, taken on real jobs. Phone photos are fine — we make them look professional.
One-paragraph “about us” plus the 2–3 things you most want customers to remember.
Book a 15-minute handoff call and we’ll walk through it together.