As a business owner looking for a digital marketing agency, you can have one piece of paper that will save you and the new agency loads of time. In this video, Kim Adamof of Edge Digital explains what should be on this piece of paper and why it’s essential.

A list of all the accounts you have that control your business is the one piece of paper that can save you hours of frustration when working with a third-party marketing agency. That list should include your domain name, website host, Google Analytics, YouTube channel, and social media profiles.

When a marketing firm starts working with a client, they need to access many of their client’s accounts. Without the information ready at hand, it can take weeks to get access because the business owner is scrambling to figure out who has access to the account, the email, and the password. It’s all very frustrating to everybody and can delay the work.

Most marketing agencies will send a setup checklist when they first get started, and it has all the accounts where access is needed. If the business has the list already assembled, this step is fast and easy.

We recommend that every business take the time and go through all their accounts and put all the information – the username, the password, the email that controls it, and even the phone number used to verify the account into one document. That way, when hiring a marketing manager or marketing agency, all you have to do is turn over one piece of paper, and all the information is there. You will save yourself hours of frustration.

If you would like to get a copy of our setup checklist template, send us a message. Edge Digital is waiting to help you with all your digital marketing needs. Call 919-726-4366 and see what we can do for you.