The Digital Marketing Readiness Checklist
Everything to gather before you start a website or marketing project — so you show up organized, brief any vendor in minutes, and build something that ranks with both Google and AI. Vendor-neutral. Your progress saves automatically on this device.
Work top to bottom, checking off what you've gathered. When you're done, hit Print / PDF and hand the whole thing to your team or your web & marketing vendor.
The best projects start with a prepared client. Gathering this up front saves weeks, prevents do-overs, and gets you a site built for both human buyers and AI search.
Hiring one partner or several? This is your single master brief — so every vendor works from the same facts instead of guessing.
Brand Core
Before a single page is designed, get clear on who you are. Every good vendor will ask for this — and the ones who don't are guessing.
Business & Legal Basics
The factual backbone of your site and your listings. Inconsistent details here quietly tank local rankings.
Brand Assets — and the AI-readable versions
Gather the raw files now so your project never stalls waiting on a logo or a color code.
Services & Offers
A complete service map lets a vendor build the right pages, schema, and ad structure from day one.
Audience & Competitors
Knowing exactly who you're targeting — and who you're up against — shapes every word and design choice.
Proof & Content
Trust signals are what convert a visitor — and what AI engines quote when recommending you.
Digital Access & Accounts
Track down logins now. Hunting for a domain password mid-launch is the #1 cause of delays.
Goals & KPIs
A vendor can't hit a target you haven't set. Define success before the project starts.
AI & Search Readiness
The new frontier: showing up when a customer asks ChatGPT, Gemini, or Google's AI 'who's the best near me?'
Working With One or More Vendors
Whether you hire one partner or a few specialists, brief them consistently and hold them to the same standard.
Got it all gathered? Let's build something that wins.
Bring your completed checklist to a free strategy session. We'll turn it into an AI-first website and marketing plan — or pressure-test the plan you already have with another vendor. No obligation, no contract lock-in.