- Bathroom & Home Organization
- PROSPECT
- NEW · every 48h
- 3/day · may go to 4 now
- https://roha-home.com/
Step 1.1 · Intake & access
- What happens
- Send the onboarding questionnaire, then collect every access the work depends on: Pinterest, GA4, Search Console, CMS, brand book, content drive, product feed.
- Where
- Questionnaire goes to the client by email. Access requests happen inside each platform. Everything is recorded on the Intake form in this dashboard.
- Owner
- Client delivers
- Done when
- Filled organic.client_intake + organic.client_access rows, and every collected document link stored under Assets.
Send onboarding questionnaire
Send the questionnaire to the client. Four sections: contact, business, social presence, Pinterest goals. Maximum two priorities, which forces focus.
The completed questionnaire back from the client — attach the file or paste the link to their response.
GA4 Analyst access
Analyst level is enough. Needed to measure traffic quality, not volume: Pinterest native stays the source of truth for clicks.
Confirmation that Analyst access is granted: which GA4 property, and to which account.
Google Search Console
Look at Performance for queries and pages. Shows where the client already ranks organically. Also visible: how many pins already link to the site.
Access granted, plus the Performance export showing which queries and pages already rank.
Collect brand book
Logo as a transparent PNG, official hex codes, typography. Without this the design brief cannot be correct.
The brand book itself — logo as a transparent PNG, hex codes, typography. Attach the file or the drive link.
Connect content drive
Record the link and assess the quality; two things here decide the whole design route later. White backgrounds only makes the AI route mandatory. Social exports carrying a watermark are penalised by the algorithm, so ask for the originals rather than what is on the profile.
One link covering the client's existing visual material — the content drive plus whatever Instagram and TikTok hold, uncompressed and without watermarks — and one line on what is in it. White backgrounds only means the AI route becomes mandatory, so say so here.
Request Google keyword list
Indicative, not directly usable. Pinterest search behaviour differs from Google, but it gives direction.
The keyword list from the client's SEO or ads side. Attach the export — it is direction for phase 2, not a bank.
Audience document
Existing persona documentation. Feeds the taste graph mapping in phase 2.
The client's existing persona or audience document. Attach it — it feeds the taste graph in phase 2.
Connect product feed
XML or CSV feed URL. Needed for dynamic product pins and to know the catalogue.
The XML or CSV feed URL, and confirmation that it loads.