Account Setup Requirements

Business Information Needed:

• Legal business name and DBA (if applicable)
• Business address, phone, and primary contact information
• Tax ID number and business license details
• Industry classification and detailed business description
• Website URL and all social media profile links
• Business registration and incorporation documents
• Key stakeholder information and decision-making authority

Contact Information Required:

• Primary contact person with title and responsibilities
• Secondary contact for emergencies and backup communication
• Billing contact with payment approval authority
• Technical contact for website and system access
• Marketing team contacts and internal stakeholders
• Preferred communication methods, times, and frequency
• Time zone considerations for global coordination

Brand Assets and Guidelines:

• Logo files in various formats (AI, EPS, PNG, JPG, SVG)
• Comprehensive brand style guide and color specifications
• Font families, typography guidelines, and licensing information
• Photography style preferences and existing image libraries
• Voice and tone documentation with messaging guidelines
• Existing marketing materials and campaign examples
• Competitor analysis and differentiation strategies
• Brand positioning statements and value propositions