How smoothly a partnership goes is often decided the moment it begins — the more thoroughly materials and accounts are prepared, the smoother things move forward.
To get your project started quickly and cut down on back-and-forth, this article lists the core materials and accounts you’ll need to prepare at the start of our collaboration.
During the project kickoff phase, how efficiently you prepare materials directly affects the project timeline. Below are the core items to prepare after signing.
1. Materials to Provide
- Company Basic Information: Company name, overview, history, core capabilities.
- Product Materials: Product images, spec sheets, specifications, use cases, and English copy.
- Qualifications and certifications: Business license, ISO, CE, FCC, and other certification documents.
- Brand assets: Logo, visual identity, brand colors, brand positioning statement.
- Business information: Contact info, target markets, historical leads and conversion data (if applicable).
2. Account permissions required
- Domain-related: Domain registrar account or DNS management access (for resolution).
- Server-related: Server/hosting account (if you provide your own).
- Other accounts: payment collection, logistics, third-party platforms, etc. (depending on business needs).
Tip: Materials and accounts can be provided in batches—no need to have everything ready at once. But Product materials and domain access This is a key prerequisite for launching the project and should be prepared first. The specific checklist will be discussed in detail with your account manager after signing.
One-sentence conclusion · TL;DR
: Two types of content need to be prepared before the engagement begins: materials (company info, product info, qualifications, brand assets, business info) and accounts (domain, server, etc.). Product materials and domain access are the key prerequisites — prepare those first, and the rest can be provided in batches.
Common Questions
The materials aren’t ready yet — can we start the project first?
You can start in phases. We recommend providing product materials and domain access first — these two prerequisites are enough to kick off the foundational work. Everything else can be supplied along the way without affecting the overall timeline.
Who provides the domain and server?
Depends on the partnership agreement. Common models include: the client provides the domain (better for maintaining control), with the service provider assisting with configuration; or the service provider handles everything on the client’s behalf. Either way, we recommend the client retain ownership of the domain.
Is it safe to provide account access?
It’s recommended to grant only the minimum permissions required for the project and clearly define permission boundaries. Reputable service providers will stipulate confidentiality obligations and data security responsibilities through contracts. When sensitive accounts are involved, you can request a confidentiality commitment from the other party.
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