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In the meantime, feel free to explore our discovery call preperation checklist below.

Prepare for Your CMS Discovery Call

Use this guided checklist to align stakeholders, gather the right information, and make your first conversation with a CMS partner fast and productive.

Start the Checklist Review Questions
Target Outcomes
  • 1Clarify goals & audiences
  • 2Map content & integrations
  • 3Define workflows & governance
  • 4Set budget, timing, success KPIs
1) Business & Content Goals

Why this CMS project? What success looks like.

  • Primary goals (conversion, education, self-serve, SEO)
  • Top audience segments & journeys
  • Key properties (site, blog, docs, landing pages)
  • Must-have features (preview, localization, roles)
2) Technology & Integrations

What systems the CMS must connect with.

  • Website stack (framework, hosting/CDN)
  • Auth & SSO (Okta, Azure AD, SAML/OIDC)
  • Marketing & data (CRM, MAP, analytics)
  • Commerce, DAM, search, personalization
3) Operations & Governance

Who does what, and how content ships.

  • Team roles & permissions
  • Workflow (draft → review → approve → publish)
  • Compliance (PII, SOC 2, HIPAA, GDPR)
  • SLAs, support, training plan

Pre-Call Checklist

  • What business outcomes are you prioritizing in the next 6–12 months?
  • Which audience journeys do you want to improve first?
  • How will you measure success (KPIs below)?
  • What’s the “must launch by” date and why?

  • What core content types do you publish? What fields matter?
  • Do you need localization, multi-brand, or multi-site controls?
  • What is your editorial cadence and publishing volume?
  • Any content migration needs (from legacy CMS/files/spreadsheets)?

  • Frontend stack and hosting/CDN preferences?
  • Auth/SSO requirements (Okta/Azure AD, SAML/OIDC)?
  • Which systems must integrate (CRM, MAP, analytics, DAM, search, commerce)?
  • API/data requirements (webhooks, GraphQL/REST, rate limits)?

  • Compliance needs (SOC 2, ISO 27001, HIPAA, GDPR/CCPA)?
  • Roles/permissions, audit trails, approval workflows?
  • Data residency, backup/DR, SLAs, support tiers?
  • Accessibility (WCAG 2.2) and performance budgets?

Integration Inventory

System Purpose Connection Type Criticality Notes
CRM (Salesforce) Lead routing & attribution API (REST), Webhooks High Sync forms, campaign IDs, consent
Analytics (GA4) Engagement & conversion Tag manager / SDK Medium Server-side tagging preferred
DAM (Bynder) Asset sourcing API (GraphQL) Medium Renditions & rights metadata

Define Success (KPIs)

  • Conversion Rate +X%
  • Time-to-Publish ≤ X hrs
  • Organic Traffic +X%
  • Page Speed (LCP) ≤ 2.5s
  • Author Adoption ≥ X users
  • Error Rate ≤ X%
Replace “X” with targets aligned to your goals.

Roles & RACI

Area R A C I
Content Modeling Content Lead Product SEO, Design Legal
Integration Design Engineering CTO Vendors Marketing
Governance Ops COO Security All Authors
R=Responsible, A=Accountable, C=Consulted, I=Informed.
Complete Checklist Book Your Discovery Call