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Sales notes and support questions can be useful source material, but they may contain private details or outdated instructions.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. Save a baseline before replacing an existing approach.
Check accuracy, redundant paragraphs, headings, links, and next steps before publication. Read the copy without the keyword brief to test its usefulness. Document responsibilities so delivery does not depend on assumptions.
Make the plan fit your market
Use questions from customers in New York, 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. Use accurate service coverage for customers in New York.
Confirm permission for photographs, quotations, customer stories, and licensed assets. Approval time belongs in the production schedule, not after it. Confirm permissions before sharing customer information or assets.
- Current accounts and assets
- Verified business information
- Customer questions
- Budget and team capacity
Discuss Your Priorities