Let’s unlock the value of your Content
Your existing content is one of the most powerful assets in shaping your strategy. We’ll carefully evaluate, organize, and prioritize it for every relevant application—ensuring it not only supports your brand positioning but also accelerates your business growth.
The Process:
- One-time setup (Onboarding) – To make the process simple, you can provide us with your content through a one-time transfer. From there, our team will extract all the necessary data and build a dedicated application inside our agency ecosystem—customized for your business. You can use WeTransfer, OneDrive, Google Workspace, Dropbox, ShareFile, Set up an FTP Client.
- Ongoing Updates – Once we’ve extracted and organized the date we need, we won’t use your shared access. Instead, your content database will be continuously updated and strengthened through your regular monthly check-ins with your Account Manager where you supply new content as it becomes available. This ensures your strategy remains aligned with your goals, and your content consistently works to drive results.
Content Checklist:
About your Company and your Brand
Please share all available information and background materials
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- All existing versions of your logo (vector and raster formats)
- All existing Marketing Materials (brochures, info sheets, flyers, signage, proposal templates, promotional items, letterhead, business cards)
- All Internal Communications Materials (newsletters, memo templates, presentation templates)
- Past Media Coverage (press releases, news articles, clippings, awards, PR features)
- Photo and Video Content (job-site, team, office, events, lifestyle)
About your Team
Information that helps us shape internal communications and understand your workflows:
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- Organizational Chart with roles and key responsibilities
- Team Bios (short and long versions, if available)
- Headshots and Team Photos (high-resolution)
- Job Application Form / Hiring Process Documents
About your Finances
Overview of financial health just to set benchmarks for annual reviews
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- Latest P&L Report
- Marketing Budget (Last year / YTD)
About your Sales & Business Development
Key information to define your Ideal Client and Ideal Project Profiles:
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- Access or Invitation to CRM software (pipeline and past opportunities)
- Past sales data (opportunities (won/lost), sales by client, forecasts, and revenue goals)
- List of Past and Current Clients with Contact Information (you can use THIS CSV TEMPLATE)
- Client Logos (vector files preferred)
- Client Testimonials and Case Quotes
About your Projects
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- Compiled Project List with status and projected completion dates
- Official Project Name
- Project Stage (Pre-Construction, In Progress, Completed)
- Client Name
- Project Profile Data (contract value, markets served, services provided, location, specs, client highlights)
- Project Description (scope, timeline, challenges, solutions, results)
- Compiled Project List with status and projected completion dates
IMPORTANT:
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- If you’re pulling data from your current project management tool, please send tables in .CSV format.
- If you’re building the project list manually, use THIS CSV TEMPLATE)
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- Individual Project Folders – Ideally, each project should be in an individual folder or entry with the following:
- Project Scope and Documentation
- Project Images (accepted formats: .jpg, .png, minimum 1000px wide; before/after if available)
- Project Videos (if available, with file names matching project folder)
- Individual Project Folders – Ideally, each project should be in an individual folder or entry with the following:
If you have any questions or issues, please let us know: [email protected].