Access & Assets
Post-onboarding access and assets request.
Start Form
Request Identification
Client/Company Name
*
Short answer preferred.
Project/Deal ID (or Contract Number)
*
Short answer preferred.
Primary Contact Name
*
Short answer preferred.
Email
*
Example: name@company.com
Phone / WhatsApp
*
Example: +201234567890
Market
*
Select...
EG
KSA
UAE
Other
Short answer preferred.
Active Services
*
Branding
Marketing & Performance
Social & Content
Media Production
Web Dev
App Dev
E-commerce
Short answer preferred.
Next
Shared Assets
Shared assets folder link
*
Example: https://your-link.com
Logo files available?
Yes
No
Not sure
Short answer preferred.
Brand guidelines available?
Yes
No
Not sure
Short answer preferred.
Approved fonts (names/files)
Short answer preferred.
Approved colors (HEX if available)
Short answer preferred.
Product/Service catalog
Short answer preferred.
Image/video library link
Example: https://your-link.com
Back
Next
Social Media Access
Do you want us to manage the accounts directly?
*
Yes
No
Short answer preferred.
Platforms to access
Instagram
Facebook Page
TikTok
LinkedIn Page
X
YouTube
Snapchat
Short answer preferred.
Preferred access method
*
Invite as Admin/Editor
Share credentials (not recommended)
Not sure
Short answer preferred.
Platform (Entry 1)
Select...
Instagram
Facebook Page
TikTok
LinkedIn Page
X
YouTube
Snapchat
Short answer preferred.
Account/Page link (Entry 1)
Example: https://your-link.com
Role to assign (Entry 1)
Select...
Admin
Editor
Analyst
Short answer preferred.
Invitation email (Entry 1)
Example: name@company.com
Notes (Entry 1)
Short answer preferred.
Platform (Entry 2)
Select...
Instagram
Facebook Page
TikTok
LinkedIn Page
X
YouTube
Snapchat
Short answer preferred.
Account/Page link (Entry 2)
Example: https://your-link.com
Role to assign (Entry 2)
Select...
Admin
Editor
Analyst
Short answer preferred.
Invitation email (Entry 2)
Example: name@company.com
Notes (Entry 2)
Short answer preferred.
Platform (Entry 3)
Select...
Instagram
Facebook Page
TikTok
LinkedIn Page
X
YouTube
Snapchat
Short answer preferred.
Account/Page link (Entry 3)
Example: https://your-link.com
Role to assign (Entry 3)
Select...
Admin
Editor
Analyst
Short answer preferred.
Invitation email (Entry 3)
Example: name@company.com
Notes (Entry 3)
Short answer preferred.
Back
Next
Ads Accounts & Tracking
Do you have Meta Business Manager?
*
Yes
No
Not sure
Short answer preferred.
Business Manager ID
Short answer preferred.
Ad Account ID
Short answer preferred.
Pixel ID
Short answer preferred.
Access level
Select...
Admin
Advertiser
Analyst
Short answer preferred.
Google Ads Customer ID
Short answer preferred.
GA4 Property ID
Short answer preferred.
GTM Container ID
Short answer preferred.
Search Console access
Yes
No
Not sure
Short answer preferred.
TikTok Ads Account ID
Short answer preferred.
Snapchat Ads Account ID
Short answer preferred.
Back
Next
Website / Hosting / DNS
Website CMS
Select...
WordPress
Shopify
Custom
Other
Short answer preferred.
Hosting provider
Short answer preferred.
Domain registrar
Select...
GoDaddy
Namecheap
Other
Short answer preferred.
DNS manager
Select...
Cloudflare
Registrar
Other
Short answer preferred.
Do you want us to manage DNS?
Yes
No
Short answer preferred.
Preferred access method
Invite user
Temporary access
Not sure
Short answer preferred.
WordPress admin invite email
Example: name@company.com
Staging URL (if any)
Example: https://your-link.com
Tracking currently installed
GA4
GTM
Pixel
None
Not sure
Short answer preferred.
Back
Next
Approvals & Content Inputs
Who approves content/design?
*
Short answer preferred.
Approval method
Select...
WhatsApp
Email
Trello
ClickUp
Zoho
Other
Short answer preferred.
Approval SLA
Select...
24h
48h
72h
1 week
Short answer preferred.
Do you have content resources ready?
Product photos
Brand photography
Past posts
Copy deck
Testimonials
Case studies
Other
Short answer preferred.
Back
Next
Uploads (Optional)
Upload: Logo files
Short answer preferred.
Upload: Brand guidelines
Short answer preferred.
Upload: Product photos / catalog
Short answer preferred.
Upload: Any other files
Short answer preferred.
Notes / constraints
Short answer preferred.
Back
Submit
Save & Continue Later
Submitting your response...