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List all of the assets you need to keep an eye on.Provide a short summary of what it is for.Is this a social network, software license, etc?Add the hyperlink to the relevant public-facing page or the back-end of the account for quick access.Who is the primary "owner" of the asset at your company?List all admins and editors; don't skimp on this part.Update the date to remind yourself of when you reviewed the asset to make sure it's up-to-date.You can either add the credentials here (only if you are saving this in a secure location) or make a note of where the credentials are stored.Who is the billing admin? What credit card is charged (last 4 digits only)When does billing occur?When does the tool renew?How much do you expect this to cost?Any special notes can go here! Flag if this item needs attention/needs to be updated.Is this asset active or no longer used?Is there a better alternative or something to be considered in the future?What would happen to your customer experience if you simply didn't have this anymore? It's a good double check to make sure it's necessary.
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AssetWhat's it for?Asset categoryLink to log in or pageLogin Email/UsernamePoint PersonWho else has access and at what level?Last time revisedWhere are Credentials Stored?Is there also an ad account?Billing Cadence (Monthly/Annual)Next renewal dateEstimate cost of renewalNotesNeeds attention?Active or Outdated?Alternative?Ditch it?
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ActivecampaignCRM/Marketing automation
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Adobe CSGraphics, video editing
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BuzzSproutPodcast distribution/hosting
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Bugherd PtyWebsite crowdsourced bug tracking
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CalendlyCalendar/meeting
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Callrail.comCall tracking
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CanvaGraphics, ebooks
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DropboxCloud storage
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DynomapperSitemap planner
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Ecamm NetworkVideo streaming
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WhitepaperDivi Theme Builder
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Envato ElementSubscription stock images and graphics, plugins etc.
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Flexibits/FantasticalCalendar - aggregates lots of calendars into one - replaces apple calendar
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GoDaddy.comDomain purchasing
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Gravity FormsWebsite form tool
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G-SuiteEmail, staff calendars
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HelloSignContract signing - eSignatures
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HootsuiteSocial scheduling
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Intuit (Quickbooks)Bookkeeping
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KajabiCourse hosting
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La PhotoLight & Airy photography photo filters for Lightroom
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LastpassPassword security
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LoomlySocial scheduling
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MicrosoftBing Maps - Office 365 (word, PPT, excel)
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MonotypeimaFont purchases
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MozSEO and site health checker
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Prezi.comPresentation tool (PPT alternative)
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rev.comTrascriptions and captions for videos
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Screaming FrogSite crawl tool
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semrush.comSEO and site health checker
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ShutterstockStock photography
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SLACKTeam communication
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SmartsheetCollaboration spreadsheet
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Social ReportSocial scheduling
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solarwindsPingdom - site uptime tracker - get a notification when site is down
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Suborbital SoftwarePower Prompter - teleprompter app setup
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Supermetrics.comConnects software to Google Data Studio
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Teachable.comOnline course platform
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Telestream.netScreenflow - to record video tutorials
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TrainualTeam training tool
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Tryinteract.comOnline quiz creator
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UnbounceLanding pages
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VimeoVideo hosting
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WP EngineWebsite hosting
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WrikeProject/task management
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ZapierData connector
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ZoomMeeting platform - virtual meetings
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99designs.comLogo creation
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Design PickleGraphic designers
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