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Sales notes and support questions can be useful source material, but they may contain private details or outdated instructions.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. Keep the original result alongside the updated version.
Record who reviews each asset and what changes should trigger an update. A library needs upkeep as well as new publication. Keep approvals with someone who can confirm the business facts.
Make the plan fit your market
Use questions from customers in Salt Lake City, 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. Base local references on service coverage and customer needs, not invented examples.
Confirm permission for photographs, quotations, customer stories, and licensed assets. Approval time belongs in the production schedule, not after it. Check access rights before giving another supplier an account login.
- Current accounts and assets
- Verified business information
- Customer questions
- Budget and team capacity
Discuss Your Priorities