Once the scope of our work has been agreed, we collect the working information and access that is actually needed. The exact list depends on the selected services: you provide only what is relevant to your project.
1. Basic information
- Project contact person.
- Main products or services and their priorities.
- Target geography.
- Main business goals and target actions: purchase, enquiry, call, booking or another action.
- Agreed advertising budget.
- Important restrictions, seasonality, promotions or business-specific factors.
2. Google access – if used
- Google Ads.
- Google Analytics 4.
- Google Tag Manager.
- Google Search Console.
- Google Merchant Center – for online stores.
- Google Business Profile – for local marketing.
3. Meta and social media – if used
- Meta Business Portfolio / Business Manager.
- Meta advertising account.
- Facebook Page.
- Instagram.
- Pixel / Dataset and connected data sources, if already configured.
4. Website
- Access to WordPress, Shopify or another CMS if the work requires website changes.
- If necessary, contact details for the developer or technical specialist.
- Access to the domain, hosting or other technical systems is requested only when it is genuinely required for a specific task.
5. Company materials
- Logo and brand materials.
- Photos and videos.
- Product or service descriptions.
- Current prices.
- Promotions and special offers.
- Existing advertising creatives and materials that can be used or analysed.
6. Information for advertising and analytics
- Which actions count as a genuine enquiry or sale.
- Average order value and, if possible, approximate margin benchmarks.
- Target geography and times when enquiries are handled.
- Where enquiries arrive: email, phone, WhatsApp, website form, CRM or other channels.
- CRM and lead-handling process, if used.
- Data from previous advertising campaigns, if available.
Important: do not send passwords
Access to Google, Meta and other systems should preferably be provided through their official user-invitation and permissions features. There is no need to share passwords for personal accounts.
Not every project needs everything on this list
Google Ads does not require access to every social network, and SEO may not require a Meta advertising account. Once the task is agreed, we define the minimum set of information and access required for your project.