Digital marketing onboarding kit

Hi [First name], Excited to get started — welcome aboard! To hit the ground running, I'll need access to a few of your digital platforms. Below is the full list. Don't worry if some don't apply; just share what you have and we can work through the rest together. WEBSITE & HOSTING • CMS login (e.g. WordPress, Webflow, Squarespace) — admin access preferred • Hosting/domain registrar (e.g. GoDaddy, Namecheap, Cloudflare) • FTP/SFTP or cPanel credentials (if applicable) ANALYTICS & TRACKING • Google Analytics 4 — please add [your email] as Editor or Administrator • Google Tag Manager — container access • Google Search Console — property access PAID ADVERTISING • Google Ads — add [your email] as admin • Meta Business Manager — ad account, page, and pixel access • LinkedIn Campaign Manager (if running LinkedIn ads) • TikTok Ads Manager / Microsoft Ads (if applicable) SOCIAL MEDIA • Facebook page admin • Instagram (via Meta Business Manager) • LinkedIn company page admin • X (Twitter), YouTube (if applicable) EMAIL & CRM • Email platform (Mailchimp, Klaviyo, HubSpot, etc.) • CRM (HubSpot, Salesforce, Zoho, etc.) HOUSECALL PRO • Team member access — admin role preferred so we can view jobs, customers, and campaign performance • Review management access so we can monitor and respond to customer reviews • To add us: go to Settings > My Team > Add Team Member and invite [your email] SEO TOOLS • Semrush / Ahrefs / Moz — if you have an active subscription • Google Business Profile BRAND ASSETS • Logo files (SVG, PNG, or EPS preferred) • Brand guidelines or style guide The quickest way to share most of these is by adding [your email] as an admin/user directly within each platform. For anything requiring shared passwords, I recommend using a password manager like 1Password or LastPass so credentials stay secure. Let me know if you have any questions — happy to jump on a quick call to walk through it together. Looking forward to it, [Your name]