How this one is meant to be worked through, in the author's own words:
1. Read Chapters 5 to 8 first, in order. They are the four rules and every later chapter refers back to them.
2. Then read Chapter 7 again before your first client, and read the platform's current published guidelines at the source, in full, before you touch anything.
3. RESOLVE THE OWNERSHIP POSITION BEFORE ANY WORK BEGINS - who holds the owner role, whether the business controls that account, and whether any account with access cannot be identified by anybody.
4. CONFIRM A SOURCE OF TRUTH IN WRITING and publish nothing that is not in it. Include the services the business explicitly does NOT offer, because a plausible added service is the most common published error in this trade.
5. RUN THE SIX-QUESTION CHECK BEFORE EVERY PUBLICATION - where each fact came from, whether the claim is approved, whether this needs approval, whether an individual is named, whether the image rights are held, and whether it would be fine on the front page of a local paper.
6. WHEN A DRAFT CONTAINS A FACT YOU CANNOT SOURCE, DELETE THE FACT - never the check.
7. PUBLISHED IS NOT DONE. CONFIRMED LIVE IS DONE - and check again a week later, because a field accepted on Tuesday can be reverted on Friday with no notification at all.
8. LOG EVERY CHANGE AS YOU MAKE IT, with the previous value recorded exactly, because that column is what answers 'what changed before the figures moved'.
Written to be used rather than skimmed. Every financial figure is left blank on purpose, and anything touching law, tax, insurance or data protection is written as questions for a qualified professional rather than answers.
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