A complete reference of all documents, images, and assets that should be shared between agency and client for a smooth, efficient, and professional collaboration.
| Document / Asset | Preferred Format | Shared By | Purpose |
|---|---|---|---|
| Logo Files | PNG, SVG, PDF (transparent BG) | ⬆ Client | Used across all designs, funnels, emails & social |
| Brand Guidelines / Brand Book | ⬆ Client | Defines tone, colors, fonts, and logo usage rules | |
| Color Palette | HEX / RGB / CMYK (PDF or TXT) | ⬆ Client | Brand consistency across all materials |
| Typography / Fonts | TTF, OTF, or font name list | ⬆ Client | Consistent typography in designs and websites |
| Brand Photography / Imagery | JPG, PNG (high-res) | ⬆ Client | Authentic visuals for campaigns and web |
| Document / Asset | Preferred Format | Shared By | Purpose |
|---|---|---|---|
| Business Overview / Profile | PDF, Word, Google Doc | ⬆ Client | Agency understands the business, services & market |
| Product / Service Catalog | PDF, Excel, CSV | ⬆ Client | Used for funnels, ads, email campaigns & AI agents |
| Pricing List | PDF, Excel | ⬆ Client | Accurate pricing on websites, funnels & proposals |
| Business License / Registration | PDF, JPG | ⬆ Client | Required for ad account verification and compliance |
| Key Contact Info Sheet | PDF, Word | ⬆ Client | Point of contacts, phone, email, location details |
| Document / Asset | Preferred Format | Shared By | Purpose |
|---|---|---|---|
| Existing Ad Creatives | JPG, PNG, MP4 | ⬆ Client | Reference for style, messaging & past campaigns |
| Target Audience / Buyer Personas | PDF, Word | ⬆ Client | Shapes all campaign and content strategy |
| Customer Testimonials & Reviews | PDF, screenshots, text file | ⬆ Client | Social proof for funnels, ads & websites |
| Competitor Reference List | Word, Google Doc | ⬆ Client | Design and positioning inspiration |
| Campaign Reports & Analytics | PDF, Excel, screenshots | ⬇ Agency | Transparent performance reporting |
| Document / Asset | Preferred Format | Shared By | Purpose |
|---|---|---|---|
| Website / Funnel Copy | Word, Google Doc | ⬆ Client | Text content for web pages, landing pages & funnels |
| Email Templates / Scripts | Word, Google Doc | ↕ Both | Approved messaging for email sequences & automations |
| AI Agent / Chatbot Scripts | Word, Google Doc | ↕ Both | Defines how AI agents respond to leads & customers |
| FAQ Document | Word, PDF, Google Doc | ⬆ Client | Powers chatbots, knowledge bases & support flows |
| Blog / Article Content | Word, Google Doc | ↕ Both | SEO and content marketing |
| Document / Asset | Preferred Format | Shared By | Purpose |
|---|---|---|---|
| Social Media Account Access | Login or role access | ⬆ Client | To post, run ads & manage social platforms |
| Ad Account Access (Meta, Google) | Business Manager / Admin | ⬆ Client | To run and manage paid advertising campaigns |
| Domain / Hosting Access | Login or DNS details | ⬆ Client | For website setup & funnel domain connection |
| CRM Subaccount Access | User role / invitation | ⬇ Agency | Client access to their CRM, contacts & pipeline |
| Existing Contact / Lead Lists | CSV, Excel | ⬆ Client | Import leads into CRM for campaigns & follow-ups |
| Document / Asset | Preferred Format | Shared By | Purpose |
|---|---|---|---|
| Service Agreement / Contract | PDF (signed) | ⬇ Agency | Defines scope of work, deliverables & terms |
| Non-Disclosure Agreement (NDA) | PDF (signed) | ↕ Both | Protects confidential business information |
| Privacy Policy & Terms of Service | PDF, Word | ⬆ Client | Required for website compliance & ad approval |
| GDPR / Data Compliance Docs | ↕ Both | Ensures legal data handling & compliance |
| Document / Asset | Preferred Format | Shared By | Purpose |
|---|---|---|---|
| Onboarding Questionnaire | Google Form, PDF, Word | ⬇ Agency | Collects all essential info to kick off the project |
| Goals, KPIs & Success Metrics | PDF, Word, Google Doc | ↕ Both | Aligns both parties on expected outcomes |
| Project Timeline / Roadmap | PDF, Excel, Notion, Asana | ⬇ Agency | Keeps deliverables and deadlines transparent |
| Monthly Progress Reports | PDF, Google Slides | ⬇ Agency | Keeps client informed of results & next steps |