Media Management

Media Management Intake

Everything we need to take the wheel on your media, social, and brand — current providers, account logins, third-party tools, and brand guidelines. Fill in what you know; you can always come back and submit updates.

Credentials are stored securely and only visible to authorized NCMG staff. We recommend rotating any password shared here once handoff is complete.

About you

Company / Brand *

Your name *

Your role

Current Media Management

Who currently handles your media, marketing, or content?

Current agency / manager (if any)

Point of contact at that agency

Their email

Their phone

What services do they handle for you?

When does the current contract end?

Anything we should know about the handoff

Primary Contacts at Your Company

Who on your team can we reach for approvals and access?

Contact 1

Name

Role / Title

Phone

Approval authority (posts, spend, contracts…)

Website & Domain

Website URL

Platform (WordPress, Squarespace, Wix, Shopify, custom…)

Admin login URL

Website admin username / email

Website admin password

Hosting provider

Hosting login (username / email)

Hosting password

Domain registrar (GoDaddy, Namecheap, Cloudflare…)

Registrar login

Registrar password

Email / Workspace

Email provider (Google Workspace, Microsoft 365, other)

Admin account email

Admin account password

2FA method / recovery contact

Social Media Accounts

List every social account you'd like us to manage or have visibility into.

Social account 1

Platform (Instagram, TikTok, Facebook, LinkedIn, X, YouTube, Pinterest, Threads…)

Handle / URL

Password

2FA method (SMS, authenticator, backup codes…)

Recovery email / phone on file

Linked business manager / page (if any)

Ads & Analytics

Meta Business Manager ID / URL

Meta ad account ID

Google Ads customer ID

Google Analytics property (GA4 ID)

Google Tag Manager container ID

TikTok Ads account ID

Other ad platforms in use

Third-Party Tools & Vendors

Anything else with access to your marketing stack — schedulers, CRMs, email/SMS tools, review sites, PR firms, etc.

Tool / Vendor 1

Tool or company name

What it's used for

Point of contact (if a vendor)

Contact email

Username / login

Password

Branding & Guidelines

Mission statement / one-line pitch

Voice & tone (how the brand sounds)

Tagline / slogan

Primary brand colors (with hex codes if known)

Secondary / accent colors

Fonts / typography

Link to logo files (Drive, Dropbox, etc.)

Link to existing brand guidelines PDF (if any)

Brand do's — always…

Brand don'ts — never…

Brands / creators that inspire your look

Anything else we should know