Asset Intake and Format Triage (Onboarding)

Asset Intake and Format Triage (Onboarding)

1. 01

   Inventory every image source the client will hand over before scoping the retainer

   List the CMS, DAM, shared drive, and social scheduler that currently hold brand assets, then note which ones the agency can read directly and which need manual export.

2. 02

   Capture the raw master files at full resolution and confirm licensing terms per asset

   Stock, commissioned photography, and client-supplied product shots carry different usage windows; record the expiry date next to each file so a campaign does not run on a lapsed license.

3. 03

   Classify each asset as pipeline work or creative work

   Compression, resizing, and WebP or AVIF conversion belong in the automated lane; compositing, skin retouching, and color grading stay with a named human editor.

4. 04

   Set the delivery spec sheet before any file is touched

   Pin target dimensions, maximum file weight, color profile, and naming convention for each channel the client runs, from homepage hero to paid social.

5. 05

   Run a baseline page-speed and Core Web Vitals capture on the client's live pages

   This number becomes the before-state that justifies the optimization retainer at the next quarterly review.

6. 06

   Assign a single asset librarian who owns the naming convention and version history

   When three people rename files independently, the client's team loses track of which hero image is approved, and revision cycles double.

7. 07

   Log the intake in a shared tracker with owner, due date, and channel

   A tracker row per asset prevents the common failure where a campaign launches with last quarter's resized creative.