Checklist Categories
1) Brand Assets
- Logos (PNG + SVG)
- Brand guide (colors, typography, tone)
- Photography and approved visuals
2) Account Access
- Ads accounts / business managers
- Website CMS/admin access
- Analytics / tracking access (GA4, GTM, Search Console)
3) Business Context
- Core offers and target audience
- Top competitors
- Geo targeting and constraints
4) Approvals
- Decision-maker
- Feedback turnaround expectation
- Where approvals happen (email, Slack, project tool)
Generate A Welcome Packet PDF
Open the Onboarding Generator