Getting started: Access to tools and accounts

Hi there! 👋

We created this page just for you, as a step-by-step guide on what's needed to get our collaboration started. The primary focus is guidelines on how to provide Trickle with access tools, ad account and pages.

We’ve also included a friendly reminder to share any or all documents, strategies and relevant information that you have connected to your marketing activities to help us get up to speed.

Please follow the guide and don't hesitate to reach out to your point of contact at Trickle if you have any questions.

<aside> <img src="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/28a5a01d-d6fd-46db-b8d7-9f7991cbad34/trickle-logo.png" alt="https://s3-us-west-2.amazonaws.com/secure.notion-static.com/28a5a01d-d6fd-46db-b8d7-9f7991cbad34/trickle-logo.png" width="40px" /> Visit our website if you want to find individual contact information or get inspiration from articles or cases 🙂

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<aside> ✉️ Anything missing below? Just shoot an email to your Trickle rep or [email protected] and we will be happy to assist 👋

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Plans and previous work?

You probably have a lot of information that can be useful for Trickle to get access to. Please collect and share as much information as you can via email with your designated Trickle rep.

• Do you have any marketing or communication plans?
• Do you have any social media strategy?
• Do you have any keyword analysis or strategy?
• Any previous campaign briefs to share?
• Campaigns, monthly or yearly reports to share?
• Any documented audience analysis or personas definition?
• Do you have content bank or with old/new assets for us to repurpose?
• Do you have any updated brand guidelines?

How do we get access to your accounts and platforms?

One of the first steps in our collaboration is for you to share access to digital tools and platforms. The process for this varies from each platform or tool, so please read the instructions carefully. If you are unsure or have any questions, reach out and we’ll be happy to help!

Whether to use existing accounts, create new ones (that you own) or if Trickle as an agency should create the accounts for you vary from project to project.