For creative tasks it is important to know; 

• The company’s tone of voice
• Brand guidelines (colours and fonts)
• Any sizing or formatting requirements needed for whatever we are creating
• Have access to any images either for inspiration, or ones you want us to use. Once we have received your booking, we will send you a link to a Google Drive Folder where you can add any files you want to share with us. Alternatively you can share your folder with the freelancer once the work is confirmed.
• A link to your social media profile – these will be requested as part of the booking form. 

The info we need to know is:

• What programme do you use/want to use for your email marketing? 
• Do you already have an account?
• What plan are you on?
• What are your brand guidelines? Branding colours, messaging, fonts, etc.
• Will you be providing copy, or do we need to write it from scratch?
• Share any links/images we can use for inspiration. Once we have received your booking, we will send you a link to a Google Drive Folder where you can add any files you want to share with us. Alternatively you can share your folder with the freelancer once they get in touch after booking.

• What are the call’s to action?
• Do you want to include proofreading? If this is not included in your freelancers skills, we will get in touch to suggest an alternative freelancer to take this part of the work.
• Have all sign ups on the email list given permission? As we are acting as the Data Processor for GDPR purposes, if we send out emails for a client and you have added someone to your mailing list without permission, as the Data Processor we could be prosecuted if someone complains.

Often we are just involved in the research part of this work, however if you did want us to book the hotel on your behalf we have different ways of doing this;

1. To arrange a time with you to call and take card payments over the phone
2. To take a 70% deposit to cover the total costs based on a rough estimate so we can place the orders for you on your behalf. We will then send you an invoice for any monies remaining, or a refund if we have managed to find cheaper deals. The reason we don’t wait until after the research has taken place is because it can often take time to receive the money, which risks prices changing between research and booking.

We cannot store your payment details. If we take the details over the phone, they will be put straight into the purchasing sites and not written down anywhere.

Information we will need to know:

• Where are you going?
• When are you going?
• What is the reason? And be specific. If it’s flying to a Madrid for a 3pm meeting on Wednesday 21st May at Xpm, it is useful to know. 
• Where do you want to be staying? Do you have any preference as to type of hotels? Facilities etc. 
• Do you want breakfast/other meals included?
• What is your budget?
• Do we need to book other travel around the flights?

As with booking hotels, often we are just involved in the research part of this work, however if you did want us to book the travel on your behalf we have different ways of doing this;

1. To arrange a time with you to call and take card payments over the phone
2. To take a 70% deposit to cover the total costs based on a rough estimate so we can place the orders for you on your behalf. We will then send you an invoice for any monies remaining, or a refund if we have managed to find cheaper deals. The reason we don’t wait until after the research has taken place is because it can often take time to receive the money, which risks prices changing between research and booking.

We cannot store your payment details. If we take the details over the phone, they will be put straight into the purchasing sites and not written down anywhere.

• Do you have any preferences in modes of transport?
• Do you have any preferences in class/seats etc (e.g. front facing, first class, with a plug socket on a train. Or, Economy Aisle seat on a plane)
• Will you be taking luggage?
• Where do you need to get to and by what time? 
• Do you need a return ticket? What flexibility do you need?
• Do you need additional transport (e.g. taxi to the train station/airport)
• You will need to share your passport details with us which can be done so securely via LastPass or an alternative system if you use one.
• Do you require a Visa? 
• Do you require currency?
• Put together an easy to read itinerary with all the details they need so they can have everything in one place

We will arrange access once the work is confirmed. Usually, we are added as a user and if necessary we will talk you through how to add us on the phone as it can be difficult, and the actual process of doing this can change depending on the user. 

Other information we need is:

• An overview of what your business is and your tone of voice etc is very helpful
• Any general marketing photos you would like to use
• Product Names
• Product Descriptions
• Product SKUs (if needed)
• Product Images
• Prices
• Product variation details – e.g. different sizes / colours etc
• Postage costs if applicable
• Product Links – where will the checkout be?
• Will the products be on both Facebook and Instagram?
• Do you already have a pre-existing Shop?

• Which platform do you want to use?
• Do you have an existing account already?
• What plan are you on?
• If we are making the account from scratch, we will need a full description of your tone of voice, brand guidelines (colours and fonts) etc. Please provide instruction (if any) as to what format you would like for your copy.  For example, all Titles to be H1 and all sub titles to be Paragraph. You will also need to share any images with us.  Once we have received your booking, we will send you a link to a Google Drive Folder where you can add any files you want to share with us. Alternatively you can share your folder with the freelancer once they get in touch after booking.
• All product images need to be less than 4472 x 4472 px or 20MB. If they aren’t we will resize them. It is helpful if the images are stored in folders named by the category they will fall within the shop. For example: Knitting, Painting, Sewing, Drawing. It is also really important to name any images with a relevant, identifiable name. Ie Red vase on table (this is also good for your SEO)
• How many listings would you like us to make/edit?
• Are there any variants to your products and if so, roughly or on average, how many for each?  Ie Size (6 options)  Colour (4 options)
• Do you have any design preferences for the task/webpage.  Ie. I would like a FAQ page with drop-down menus. Or I would like a services page with a table
• What is the name of your website template or theme? (Different themes offer different design options and it might be best to be clear on what is available from the outset.)
• If Shopify, are you using any integrated apps?
• Please give a brief description of your product so that we can quickly understand what it is and any categories your products may fall into.
  For example, I sell a range of artworks and they fall into categories Original artworks, Collages, Gilcee Prints, Postcards.  Or I sell clothes and they’re categorised: Tops, Skirts, Hats, Accessories etc
  (It can be confusing to open a shop full of listing titles and time is spent just getting your head around what the business is offering.)
• Please provide links to any social media accounts you want linked to
  
  If you do not have the information already in a spreadsheet that you can share with us, it would help us greatly if you could share it with us by downloading our Ecommerce Template Info Sheet.
  

When working with Stripe it is best to add the freelancer as a user to your account, and then remove them after.

Creating Product Links
The info we need is:

• How many products we are creating
• Product name
• Price
• Currency
• Recurring or one time payment *More on this below

The above is information we definitely need, and these are all optional:

• Product Description 
• Product Image 
• Statement descriptor – this is the description you want to show on your customer’s bank statement if it is different to your business name
• Unit label – this describes how you sell your product. For example, charge by the ‘seat’ 
• Metadata – more info on this here
• Feature list – describe different features or aspects of your product with a line by line breakdown
• Price description (internal) 

For the checkout link, these are the main things we need to know:

• Quantity (usually 1)
• Do you want to collect the customer’s address – we would advise you to do this as it helps stop the payment being rejected and classed as fraudulent 
• Do you want a custom message on the confirmation page?

• Include customer’s phone number?
• Allow promotion codes
• Do you want to let the customers adjust quantity
• Include customer’s tax ID’s e.g. VAT number

When working with Stripe it is best to add the freelancer as a user to your account, and then remove them after.

The info we need is:

• Discount coupon name – This will appear on customers’ receipts and invoices. 
• Discount type – percentage discount or fixed amount
• What products it applies to
• Duration of discount
• Are there any limits as to when this can be redeemed – dates or number of times
• What code do you want the customer to enter?

And then there are other options we can set, such as;

• Eligible for first time customers only
• Limit to a specific customer
• Limit the number of times the code can be used
• Add an expiry date
• Require a minimum order value

We will contact you once the work is confirmed to arrange getting access to your accounts. You may need to share passwords with us, which we do safely through Lastpass. More about this on our FAQ page.

It is useful for us to know where and how you are intending to use this link, e.g. send via message/email or link on LinkTree etc.

Information we need to know:

• Do you have a Calendly or similar account already?
• What plan are you on?
• If not, what email address do you want us to sign it up with?
• What calendars do you have that will need to be integrated? 
• Image for profile picture
• Description or welcome message for your booking page
• Any preference for the link. Usually it is /business name
• What is your general availability? E.g. 9am-5pm, Monday to Friday. The calendar integration will then read when you are available
• What are the options you want to offer? e.g. 30 minute booking etc

For each booking option:

• Name
• Location – do you want to integrate with a service like Zoom?
• Description
• How far in the future you want the option to be available
• Duration
• Are there any specifics around this booking option in terms of availability? Your general availability might be 9am-5pm, but for this option you may only want to offer 9am-3pm
• Do you want to build in buffer time before or after the booking?
• What increments do you want to show your time in? 30 mins / 1 hour etc
• What is the minimum amount of notice that is required and how many events are allowed per day?
• Do you want this booking option to be a private link, or available on your booking page?
• Do you want to ask any questions upon booking?
• Do you want to set up any automations around the booking? E.g. text notifications and email reminders. 
• Do you want to personalise the calendar invitation?
• Do you have a cancellation policy?
• When the booking is confirmed, do you want to re-direct them to a specific page?
• Do you want to take payments?
• If so, what service provider do you use? (E.g Stripe)
• What is the amount payable for this booking?
• Are there any payment terms?

We will contact you once the work is confirmed to arrange getting access to your accounts. You may need to share passwords with us, which we do safely through Lastpass. More about this on our FAQ page.

It is useful for us to know where and how you are intending to use this link, e.g. on your Instagram etc.

Information we need to know:

• Do you have an account already?
• What plan are you on?
• If not, what email address do you want us to sign it up with?
• What name do you want to use for the account?
• Profile image
• Any brand guidelines e.g. colours
• Short bio / description
• Do you want to add social icons?
• A banner?
•  Do you want to integrate a mailing list? Which one?
• Do you want to integrate to a payment provider? Which one?
• Do you have any specific metadata you want to use for SEO?
• Do you want to track conversions? (requires a paid plan)
• Are there any other integrations you want to include? Facebook / Google Analytics etc
•  Are you part of a LinkTree Affiliate Programme?

• URL
• Title
•  Image