Client Onboarding
What we need from you before work starts — and why each one matters.
Last reviewed: 7 September 2026
Everyone
Your business, in your wordsWhat you sell, who buys it, and what makes someone choose you. This shapes every piece of content; without it we write generic copy that could belong to anyone.
Who you are trying to reachThe more specific the better. 'Homeowners in Lahore, 30-55, renovating a kitchen' produces far better work than 'everyone'.
What success looks likeA number if you have one. 'Twenty qualified enquiries a month' is something we can measure against; 'more visibility' is not.
ToneHow you want to sound, and anything you never want said. Bring an example you like if you have one.
Brand assetsLogo, any brand colours or fonts, product photography. If you have none, say so — we work with licensed stock and will tell you what we used.
If email marketing is in scope
A real physical postal addressLegally required in commercial email in most jurisdictions, and its absence carries real per-email penalties. We cannot send without one.
Your sending domain or accountSo mail arrives from you, not from a stranger.
If WhatsApp is in scope
A Meta-verified WhatsApp Business numberAn unverified number hits tighter volume limits and a much higher spam-flag risk, which undermines your own ability to reach leads.
Evidence of opt-inDocumented consent naming your business and the message type. A past purchase is not consent on its own.
If ads are in scope
Agency access to your ad accountsThrough the platform's own mechanism — Google Ads Manager, Meta Business Manager, TikTok Business Center. Never a password, and you can revoke it yourself at any time.
Your own billing on the platformYou pay the platform directly. SEMRS never holds or moves your ad budget.
A landing page that worksAd traffic needs somewhere real to land. If yours has problems we will audit it and tell you before spending anything.
If we publish for you (Virtual Assistant)
Scoped access to each channelGenerated by you through the platform's own settings. Least privilege — only what the work needs.
Confirmation of who approvesNothing goes live without a human approval; we need to know whose.
What happens once we have it
Your brief is written up, reviewed and approved internally, and then the work runs in the fixed sequence set out in How It Works. Nothing reaches you, and nothing goes live, without passing review and a human approval first.
This page describes how SEMRS actually operates. It is written to match this system's documented practices rather than generic boilerplate, but it is not legal advice, and a qualified review is recommended before relying on it in a dispute.