Access & Foundations

These are the things we need in Week 1 — without these accesses we cannot start working. Please provide them within 72 hours of receiving this form.

Technical Accesses

Add [email protected] as Editor/Admin on the following platforms. The required access level is listed under each platform name.

Google Analytics 4

Required access: Editor

[email protected]

Google Search Console

Required access: Full

[email protected]

Google Tag Manager

Required access: Full access

[email protected]

CMS / Website Access

Webflow: Member access · Framer: Full access · HubSpot: Marketing/Manager/Editor · Other CMS: Admin

[email protected]

Product Analytics

Optional

Mixpanel, June, Amplitude, or other tool

[email protected]

Skip if not applicable

Microsoft Clarity

Optional

Session recording tool

[email protected]

Skip if not applicable

Team emails for document sharing

Add all team members who should receive access to documents we create

Press Enter or comma to add each email address.

Website Events & Forms

Part of our work is data tracking optimization — we need to understand what events are already set up so we can audit what's being measured, identify gaps, and build on top of your existing tracking. Please list all events, forms, and conversion goals currently configured in GTM or GA4.

Events, Forms & Conversion Goals

List all tracking events, forms, and conversion goals you have set up in GTM/GA4.

Competitors

A list of your direct and indirect competitors. We need this immediately so we can begin market research.

Your Competitors

What should we avoid when comparing to competitors?

e.g. 'Never mention price directly' or 'Don't compare to X'