Audit, data and access
The audit reviews the current position, audience, offer, content and relevant systems: website, chat, WhatsApp, Telegram, e-mail, forms, CRM and approved databases. Passwords are not requested in ordinary messages and access is not broader than necessary. Where a platform supports roles or invitations, a limited role is used. Sensitive data is minimized and is not placed in prompts without an operational reason and explicit approval.
Before implementation, we establish a baseline: what already works, where losses occur and which evidence is reliable. Names, contact details, languages, sources, asset rights and tracking are checked. Missing items are placed in a checklist instead of being hidden in an estimate. This makes later decisions defensible and allows the result to be compared with the original situation.