Small Business Checklist

Managing a small business involves keeping track of numerous details, including social media accounts and website information. This checklist is essential for business continuity. You can't always rely on others, like a marketing agency or an in-house team, to manage these details for you. Situations like switching teams, losing information, or even losing access to essential social media profiles or business accounts make it imperative for owners to have direct knowledge and control over these aspects. As the year ends, conducting a digital marketing audit is an excellent practice. This involves taking inventory of various aspects of your business, ensuring you know how to access your social media pages, understanding your website hosting details, and more.  

Social Media and Website Checklists

For social media, it’s crucial to have login information for business email accounts associated with your social media profiles and online advertising accounts. Similarly, for website management, access to hosting services, domain registrar, e-commerce platforms, and CRM software is vital. Additionally, knowing login details for analytics tools like Google Analytics is important for tracking website and marketing data.  

General Business Information

Understanding and accessing general business information is equally crucial. This includes having the login details for business bank accounts, accounting software, payroll systems, tax services, and project management tools. Access to shared company drives, vendor portals, insurance accounts, and legal and compliance platforms are also part of the checklist.  

Security Checklist

Security is extremely important. Google recommends practices like using unique passwords, enabling two-step verification, adding recovery information, generating backup codes, and creating an additional super admin account. Regularly updating and reviewing this security checklist ensures efficient and secure access to all business areas.  

Final Thoughts

Having complete insight and access to all business areas, from bank accounts to social media, is essential for safeguarding your business. It’s not just about control but about protecting the business you’ve worked hard to build. This checklist helps ensure that you’re prepared for any changes, such as losing a marketing manager or redesigning your website. It’s a good practice to regularly evaluate your business against this checklist. For further evaluation and assistance, contacting a professional marketing team like Fusion One Marketing for a consultation can also help. This approach sets your business up for success, ensuring you’re well-prepared for any situation. Fusion One Marketing is a full-service digital marketing company headquartered in Birmingham, AL.  Fusion One specializes in Local SEO, Social Media Marketing, Pay-per-click, and Website Designs. Fusion One Marketing was created in 2011 with its main focus to help small and medium businesses navigate the digital marketing world. Our goal for businesses is simple “More Calls – More Businesses”. For any questions about this info or the services we provide, please contact us for your Free Digital Consultation.