Key Documents & Information

To ensure that we can tailor our digital marketing services to best fit your needs and to streamline the onboarding process, Sun Digital Marketing requires certain key documents and pieces of information from you. Providing these documents promptly will help us get your campaigns up and running without delays.

1. Business & Legal Information:

  • Business Name and Contact Information: Full legal name of your practice, address, phone number, and primary contact person.
  • Business Registration Documents: Copies of registration documents that confirm the legal status of your practice.

2. Branding & Marketing Materials:

  • Logo Files: High-resolution files of your firm’s logo in various formats (e.g., .PNG, .JPEG, .AI).
  • Brand Guidelines: Any existing brand guidelines including color schemes, fonts, and style preferences.
  • Previous Marketing Materials: Examples of previous marketing materials (both digital and print) to understand the brand voice and aesthetic.

3. Access to Digital Assets:

  • Website Access: Administrator credentials to your website’s content management system (e.g., WordPress, Joomla).
  • Social Media: Login information for all social media accounts, or permission to add us as managers/administrators.
  • Google Analytics and Other Tools: Access to existing Google Analytics, Google Ads, and any other relevant digital marketing accounts.

4. Legal Compliance & Permissions:

  • Privacy Policy and Terms of Service: Latest versions of your online privacy policy and terms of service, to ensure all marketing efforts comply with legal standards.
  • Permissions for Use of Client Testimonials and Case Studies: Confirmations of permissions to use client testimonials or case studies in marketing materials.

5. Financial Information:

  • Budget Information: Details regarding the marketing budget allocated for various campaigns including PPC, SEO, and other advertising expenses.
  • Billing Information: Preferred billing address and contact, and any necessary payment details or preferences.

6. Strategic Information:

  • Marketing Goals and Objectives: Clear outline of what you aim to achieve with your digital marketing efforts.
  • Target Audience Description: Detailed descriptions of your target audience segments, including demographics, interests, and behaviors.
  • Previous Performance Reports: If available, past performance reports of any marketing or advertising campaigns.

7. Additional Information:

  • Special Requests or Considerations: Any specific requests, compliance issues, or unique aspects of your practice that need special consideration in the marketing strategy.

Collecting these documents and pieces of information at the outset of our engagement will enable us to create more effective and customized marketing strategies tailored to your firm’s needs. Your cooperation in providing these details promptly is greatly appreciated and will help ensure a successful partnership.