The OM Marketing Client Checklist: Everything We Need to Get You Started

One of the questions we get most often from South London trades businesses thinking about working with us is: 'What do you actually need from me to get started?'

It's a great question. The faster we can get the right information and access from you, the faster we can get your strategy live and generating leads.

Here's the complete checklist — broken down by what we need immediately, what we need in the first week, and what's useful but not urgent.

Before we start: what we need immediately

• Google Business Profile access — we'll need manager access to your GBP to optimise and manage it. We'll send you step-by-step instructions for granting this
• Website access — either login credentials for your website platform (WordPress, Wix, Squarespace etc.) or your developer's contact details
• Your logo — in PNG or SVG format, high resolution, on a transparent background if possible
• Confirmation of your service areas — the specific South London boroughs and postcodes you cover
• Confirmation of your core services — exactly what you offer, with any specialisms noted

In the first week: what helps us build your strategy

• 5–10 photos of your best work — before and after where possible, high resolution
• A photo of you and/or your team — even a good smartphone photo is fine
• 3–5 written testimonials from happy clients — or Google review links we can reference
• Details of any existing social media accounts — Instagram, Facebook, LinkedIn
• Details of any existing email list — platform, approximate size, last send date
• Any previous marketing activity — what you've tried, what worked, what didn't
• Google Analytics access if you have it set up
• Google Search Console access if you have it

For Google Ads clients: additional requirements

• An existing Google Ads account — or confirmation you're happy for us to create one
• A payment method linked to Google Ads for your ad spend (separate from our management fee)
• Clarity on your target areas and services for campaign targeting
• Your average job value and typical lead-to-job conversion rate if known

For website build clients: additional requirements

• Domain registrar login — so we can either access the domain or guide you through pointing it to the new site
• Any websites you like the look of — for design reference
• Your brand colours in hex format if you have them
• Any existing copy or content you want to keep
• Your preferred hosting platform — or we'll recommend one

What you don't need to worry about

You don't need to know how any of this works. You don't need to understand SEO, Google Ads or analytics before we start. That's what we're here for.

What we ask of our clients is simple: be responsive, share what we ask for promptly, and give us honest feedback when something isn't right. The faster information flows between us, the faster your results appear.

What happens after you send us everything

Once we have the essentials, here's what the first two weeks look like:

• Week 1: Full audit of your Google presence, website and competitive landscape. Strategy session call to walk you through our findings and your plan
• Week 2: Implementation begins — GBP optimisation, on-page SEO, content calendar built, channels launched
• End of month 1: First performance report with baseline data and clear next steps

If you're ready to get started, the best first step is booking a free Discovery Call. We'll walk you through the process in detail and answer any questions before you commit to anything.