Access, audit, and decisions.
Month one is unglamorous and necessary. We get access, audit what exists, and lock in the workflows everything else depends on. Companies that skip this phase usually find out the hard way around month four, when no one can answer who is supposed to approve what.
- Full audit of website, social profiles, brand assets, sales materials, and current marketing activity.
- Define ideal customers, priority capabilities, best-fit RFQs, and the marketing goals leadership actually cares about.
- Document NDAs, content boundaries, and what can or cannot be photographed, named, or posted.
- Lock the approval workflow. Who signs off on what, and how fast.
- Map the website framework, core pages, RFQ paths, and the first content priorities.
- Set baseline metrics so future progress has something to compare to.