Account access
Identify who needs access to each account, what they can do, and who can approve changes. Include account ownership and removal of access when the work ends.
Security and access
Start with the systems.
Ask the right questions.
Outbound email, websites and search work can involve your accounts and business information. The security discussion should match the actual tools, data and access your engagement needs.
Talk to usWhat to review
Make responsibilities clear.
Use these topics to prepare for a project discussion with us and your own IT or security team.
Connected systems
List the website, email, CRM, analytics and other systems involved in your engagement. Review the permissions each connection requires before connecting it.
Business and prospect data
Establish what data the work needs, where it comes from, where it is processed and how long it is retained. Your requirements belong in the project discussion.
AI-assisted work
Identify which AI tools are involved and what information they receive. Agree how outputs are reviewed before they become campaign copy or published website content.
Sending infrastructure
For outbound email, review sending domains, mailbox access, authentication, suppression handling and responsibilities for monitoring. These are part of the outbound setup.
Changes and handover
Agree how changes are approved, how issues are reported and what you receive at handover. Document the accounts, assets and ongoing responsibilities involved.
Your requirements
Bring your security questions.
Tell us about your access policies, data restrictions and review requirements before work begins. We’ll discuss what the proposed service involves and which questions need further documentation.
Third-party tools have their own terms and security documentation. Provider certifications do not establish certification of AutomatedMSP or of an individual engagement.
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What are you
working toward?
Tell us about your business. We’ll work out where we can help.