Digital Marketing Client Kit

	A	B	C	D	E	F	G	H	I	J	K	L
1		Provider and account number	Username	Password and Phone Pin, if relevant	Associated account email receiving account and billing notifications	Does this email belong to a person in your organization or is it a general company email or agency email?	Can you access the account? YES or NO	Does the account have 2-Factor Authentication? If so, can you access the email and phone where the verification is routed? YES or NO	Do you have a document with all TXT, CNAME, MX and authentication records? YES or NO	Is the domain, DNS and web hosting housed in an agency account or separate client account? AGENCY or CLIENT	What is the current subscription/billing cycle end date?	Is the subscription set to auto renew?
2
3	WEBSITES
4	Domain
5	DNS
6	Web Hosting
7	Website Admin Login Credentials
8
9		Name	License Key Number	Associated email	Purchase date	Expiration date	Annual Cost
10	WEBSITE SETUP (if relevant)
11	Premium Theme
12	Premium Plugin 1
13	Premium Plugin 2
14	Premium Plugin 3
15	Contact Form Plugin
16
17		Provider and account number	Username	Password	Associated account email receiving account and billing notifications	Does this email belong to a person in your organization or is it a general company email or agency email?	Can you access the account? YES or NO	Does the account have 2-Factor Authentication? If so, can you access the email and phone where the verification is routed? YES or NO	Does the account have security questions activated? If so, list the answers which are often case sensitive.	Is the email service paid for by the organization or agency?	What is the current subscription/billing cycle end date?	Is the subscription set to auto renew?
18	EMAIL
19	Primary Account
20	Additional Account (if relevant)
21
22		Social Network	Username	Password	Associated account email receiving account and billing notifications	Associated account phone number	Can you access the account? YES or NO	Does the account have 2-Factor Authentication? If so, can you access the email and phone where the verification is routed? YES or NO	Verified? YES or NO	Agency access via Business Manager? YES or NO
23	SOCIAL MEDIA
24	Facebook
25	Instagram
26	YouTube
27	Other 1:
28	Other 2:
29	Other 3:
30
31			Administrative email	Password	Associated account email receiving account notifications	Verified? YES or NO	Can you access the account? YES or NO
32	GOOGLE
33	Analytics
34	Ads
35	Professional Profile
36	Looker Studio
37	Workspace account if tied to digital emails
38
39		Location and account number	Administrative email	Password
40	BRAND KIT
41	Logos (High and Low Resolution)
42	Logo Variants
43	Fonts
44	Colors
45
46			Administrative email	Password
47	ACCESS TO YOUR CREATIVES AND TEMPLATES
48	Canva
49	Dropbox
50	Adobe Suite
51	Paid Stock Photo Account
52
53		Job Title	Email	Cell
54	AGENCY CONTACTS
55	Contact 1
56	Contact 2
57	Contact 3
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100