Let us set the relationship up
properly from the beginning.

Enter the name used for contracts, invoicing and official records.

Enter the trading name exactly as customers should see it.

Provide the complete address required for records and invoices.

List the places and working hours that affect communication or delivery.

Share every active customer-facing website and profile.

Provide their name, role, email address and phone number.

Name the person who can approve strategy, creative work and spending.

Provide the correct billing contact details.

List each person, their role and the information they need to receive.

Identify any communication boundaries we must respect.

Select the approved place for routine questions, files and updates.

State a realistic response time during working days.

Define what qualifies as urgent and who should be contacted.

List recurring absences, holidays or working-hour limitations.

Choose a meeting rhythm that the responsible team can maintain.

Share the folder containing approved logos, fonts, colours and guidelines.

Identify the assets that are current, final and legally cleared.

List anything outdated, low quality, incomplete or unavailable.

Confirm that the business can legally use and share these materials.

Describe any unwritten preferences, restrictions or approval expectations.

List every website, advertising, analytics, social, email, CRM or sales platform.

Name the account owner or administrator responsible for permissions.

Identify any platform where ownership or access still needs to be resolved.

Describe how access codes and approval requests should be handled securely.

Identify restricted accounts, data or technical areas.

Name the subject matter experts responsible for factual answers.

List the founders, employees, customers or partners willing to participate.

Describe what can be accessed and any conditions that apply.

Describe the permissions and privacy limits affecting names, images, data or stories.

List launches, promotions, milestones, seasonal periods and operational changes.

Describe every step from first review to final authorisation.

Agree on a realistic turnaround time for reviews and approvals.

Name the person responsible for consolidating and deciding between opinions.

Describe the required checks and who is responsible for completing them.

List anything that must not be published, discussed or implied.

Describe any process that must be completed before invoices can be paid.

List purchase order numbers, departments, tax details or reference requirements.

Identify anything that could delay additional costs or media spending.

Identify missing access, decisions, assets, contracts or internal availability.

Share any context, concern or expectation not covered elsewhere.

Confirm whether the people, access, assets and approvals are ready.

Review the information carefully and confirm that access, assets and approval responsibilities are accurate.