What we need from you:
As a current or past client, we may have access to some resources needed to conduct this review, but likely not everything we need so access is the first step. We’ll be in and out and not break anything. If you don’t have items on the following list, no worries! We’ll work with what we can get. Our account leads are available to guide you through the process.
Marketing Automation Access
Your marketing automation platform, or automated email system (e.g. Mailchimp, HubSpot, SharpSpring).
Digital Ad Spend Access
Your digital campaign management (e.g. Google AdWords, Bing Ads, LinkedIn Ads, Facebook Ads, AdRoll).
Social Sites
We don’t need access, but just need to know what channels you use.
Sample Landing Pages
Send us links to pages that aren’t accessible from your main site (e.g. contest pages, email magnets, giveaways).
SEO / SEM Portal
Your SEO management account (e.g. Google Analytics)
Growth Strategy
If you have any growth strategy or marketing plan, we’d love to see whatever it is (e.g. powerpoint, document, wiki).
Goals
We’re going to do best if we know what you’re aiming for, so let us know big initiatives and goals going on!
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