Accounts & Access Checklist

35 items

Everything we need from epoché to begin work — prioritized by urgency

Critical — before any work begins

High — within first week

Medium — within first month

Low — nice to have

Access Checklist

0/35 completed

Website & Ecommerce

Shopify Admin AccessCritical

Staff account with Marketing, Products, Analytics, and Online Store permissions. Anna confirmed access will be granted April 9

Shopify Theme AccessCritical

Edit access for technical SEO changes (meta tags, structured data, speed optimization)

Domain Registrar AccessHigh

DNS management for verification records (Google Search Console, email authentication)

Google Ecosystem

Google Analytics 4 (GA4)Critical

Editor access — if no GA4 exists, we'll create and install it

Google Tag Manager (GTM)Critical

Admin access — if no GTM exists, we'll create and install the container

Google Search ConsoleCritical

Owner or Full User access — verify domain property sc-domain:epochestudios.com

Google Ads AccountCritical

Admin access — if no account exists, we'll create one and link to GA4

Google Merchant CenterHigh

Admin access for Shopping campaigns — product feed setup required. Confirmed existing — connected to Shopify

Google Business Profile (Create)Medium

No GBP exists — needs to be created for local SEO and brand visibility in search

Meta (Facebook/Instagram)

Meta Business ManagerCritical

Admin or Partner access to epoché's Business Manager account

Facebook PageCritical

Advertiser access to run ads from the epoché Facebook Page

Instagram Business AccountCritical

Connected to Meta Business Manager for ad placement and analytics

Meta Ads ManagerCritical

Advertiser access to create and manage ad campaigns

Meta PixelCritical

Install and configure the Meta Pixel + Conversions API (CAPI) via Shopify

Additional Platforms

Pinterest Business AccountMedium

If applicable — for visual discovery and shopping pin campaigns

TikTok Ads ManagerLow

If applicable — for exploratory Spark Ads and in-feed video campaigns

Tracking & Attribution

Server-Side Tracking SetupHigh

Shopify + GTM server container for iOS-compliant measurement

Meta Conversions API (CAPI)High

Server-side event tracking for accurate Meta ad attribution

Google Ads Enhanced ConversionsHigh

First-party data matching for improved conversion tracking

UTM Tracking StandardsMedium

Agree on naming conventions for campaign, source, medium parameters

Brand Assets

Brand Guidelines DocumentHigh

Colors, fonts, tone of voice, logo usage rules, photography style

Logo FilesHigh

SVG, PNG in various sizes — primary logo, mark, wordmark, favicon

Product Photography LibraryHigh

High-res product images, lifestyle shots, on-model photography

Existing UGC & TestimonialsMedium

Customer photos, reviews, video testimonials for ad creative

Brand Universe DocumentHigh

Detailed brand voice, visual identity, and messaging guidelines — Anna will share

UGC & Influencer Content LibraryHigh

Existing UGC, customer testimonials, and influencer content for ad creative

Google Drive Folder (Shared)Medium

BrandRap's existing Google Drive folder for asset sharing — Anna prefers to use ours

Business Intelligence

Historical Sales Data (12 months)High

Revenue, orders, AOV, product performance — for baseline and seasonal planning

Customer Demographics & SegmentsMedium

Who's buying, where they're located, purchase frequency, CLV if known

Best-Selling Products ListHigh

Top products by revenue and units — priority for ad campaigns and SEO

Email List Size & PlatformMedium

Current email subscribers, platform used (Klaviyo, Mailchimp, etc.)

Competitor List (Client Perspective)Medium

Who epoché considers direct competitors — may differ from SEO competitors

Product Launch Timeline with VisualsHigh

Upcoming drops schedule with product images — May 15, June 1 swimsuits, then every 2 weeks

Email & CRM

Omnisend (Email Platform)Critical

Access to review email flows, campaigns, abandoned cart sequences, and subscriber data

Analytics & Tracking

Hotjar (Heatmaps & Session Recording)High

Access to review heatmaps, session recordings, and behavioral data on the site

Access Provisioning Notes

Timeline

All critical items should be provisioned within 48 hours of this meeting
High priority items within the first week
Remaining items as they become available

Important Notes

All accounts remain epoché's property per our agreement
We use minimum-privilege access — only requesting what's needed
Credentials are stored securely and never shared
Access can be revoked at any time