Use existing knowledge carefully
Sales notes and support questions can be useful source material, but they may contain private details or outdated instructions. Check accuracy, permissions, and audience fit before adapting them for publication. Explain why a change was made, not just when it happened.
Do not invent projects, credentials, quotations, or personal stories. Attribute external information and verify what is presented as the author's knowledge. Agree who can make decisions before the schedule is set.
Make the plan fit your market
Use questions from customers in Charlotte, actual service-area information, and examples your business can verify. Local references should explain an offer or decision, rather than insert neighborhood names without a reason. Make practical service details easy for customers in Charlotte to find.
Confirm permission for photographs, quotations, customer stories, and licensed assets. Approval time belongs in the production schedule, not after it. Agree how sensitive material will be shared and stored.
- Current accounts and assets
- Verified business information
- Customer questions
- Budget and team capacity
Discuss Your Priorities