SOPs · Client Intake
Required product & service information
The information sales consultants need to gather for each service line, so the handover to the technical team is smooth and nothing gets missed.
1. Search Engine Optimisation (SEO)
Website admin login
- Username
- Password
- Target keywords
- Carrying over current SEO
- Meta descriptions & title tags
CMS access
- URL of CMS login page
- Username
- Password
Web hosting login
- Hosting provider name
- Login page URL
- Username
- Password
Google Analytics
- Email used for Analytics
- Permission to add technical team email
Google Search Console
- Email used for Search Console
- Permission to add technical team email
Also collect
- List of target keywords
- Competitor information
2. Google Ads / AdWords
Account access
- Email associated with the Ads account
- Permission to add technical team email
Billing
- Who is responsible for billing plus details
Previous campaign data
- Export of past campaigns, if applicable
Goals & budget
- Monthly budget
- Specific goals: conversions, clicks, impressions
3. Google Business Profile
Login details
- Email associated with the GBP
- Permission to add technical team email (see location IDs on Team page)
Business information
- Business name
- Address
- Phone number
- Website URL
- Business hours
- High-quality images & logos
- Location IDs
4. Website Design & Development
Current website access
- URL of the current website
- Admin login (username & password)
Web hosting login
- Hosting provider name
- Login page URL
- Username
- Password
Domain registrar access
- Registrar name
- Login page URL
- Username
- Password
Content & media
- Text content for each page
- Images, videos & media files
- Logo & brand assets
Design preferences
- Examples of websites they like
- Colour schemes, fonts & branding guidelines
Functional requirements
- Desired features: contact forms, e-commerce, languages
Timeframes
- Mock-up design lead time
- Development lead time after client approval
5. Facebook & Instagram Ads
Business Manager access
- Email associated with Business Manager
- Permission to add technical team email
Ad account access
- Ad account ID
- Permission to add technical team email
Instagram access
- Username
- Password
- Permission to link Instagram to Business Manager
Billing
- Who is responsible for billing plus details
Goals & budget
- Monthly budget
- Specific goals: conversions, clicks, impressions
Target audience
- Demographics
- Interests
- Behaviours
General information (all services)
Client contact
- Name
- Phone number
Project timeline
- Start date
- Deadlines & milestones
Approvals
- Decision-makers & approvers
- Preferred communication channels & frequency
✅ This checklist helps sales consultants gather everything needed up front, ensuring a
smooth transition to the technical team.