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Preparation Checklist

Use this checklist to ensure you have everything ready before our onboarding call

📋 Business Information

  • Complete list of practice areas and years of experience in each
  • All office locations with addresses and phone numbers
  • Attorney profiles including bio, education, and achievements
  • Major case results and firm accolades
  • Key team member contact information

🎨 Brand Assets

  • Logo files in various formats (PNG, SVG, EPS)
  • Brand color codes (hex codes or RGB values)
  • Fonts used in your branding
  • Any existing brand guidelines or style guides
  • High-quality photos of attorneys and office
  • Shared Google Drive folder with all materials

🌐 Website & Technical

  • Website hosting provider login information
  • Domain registrar login information
  • Website platform access (WordPress, Squarespace, etc.)
  • Google Analytics access
  • Google Search Console access
  • Professional email address (info@yourfirm.com)

📱 Marketing Accounts

  • Google Ads account (business verified)
  • Google Local Services Ads access
  • Meta Business Manager access
  • LinkedIn Company Page admin access
  • Any other social media accounts
  • Google Business Profile manager access

🚨 Critical Access Requirements

💡
You must add access@cirqley.com as an admin to all your marketing accounts. This is different from just knowing passwords - we need proper admin access to manage campaigns effectively.
 
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