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Every CMO Needs a Digital Privacy Checklist

chief marketing officer digital privacy checklist

The job of a company’s chief marketing officer (CMO) entails many challenges. It can be quite a difficult position to fulfill for even the most experienced marketing professionals. Being promoted to the top marketing position in a new company entails learning about its personnel, policies, practices, organizational structure, and perhaps even navigating the waters of a new industry. The individual needs a digital privacy checklist to make sure their new responsibilities are safeguarded.

Chief marketing officers don’t have it easy, and their work gets more complex with every passing day. Things can easily go amiss in a role like this because the digital component often occupies a significant portion of the workload and has numerous moving parts. Hence, for new CMOs, we have compiled a helpful checklist they can use to manage their digital privacy and responsibilities.

Checklist CMOs Must Follow in 2022

Online privacy and security awareness are crucial for CMOs due to the rising instances and complexities associated with cybersecurity threats. Taking precautions to safeguard your accounts and information is always a good idea. For CMOs occupying an important place in a company, the risk and implications of a breach are even more impactful.

Get Acquainted with the Company’s Digital Assets

Managing digital assets visible to customers might be a part of your job role, based on the scale of the business and the sector you serve. A position in digital marketing can cover a full spectrum of things, from incorporating new content and supervising successful marketing campaigns to developing idoneous advertising campaigns and knowing how to oversee a team.

It’s beneficial to be knowledgeable about all digital marketing platforms, even if you won’t be regularly logging in to make edits and changes. It’s also a good idea to have all the proper authorization so that, at the very least, when assigning work to others, you can give access to reliable workers or contractors.

For the following platforms, ensure you have access to login and password retrieval access, along with admin credentials where necessary.

  • Facebook Business Manager – Administrator access
  • Several Google services – Business, Maps, Search Console & Analytics
  • Social media – Instagram, Twitter, LinkedIn
  • Your company’s website – Website hosting and domain registration

Run an Audit to Identify Problem Areas

Performing an audit can assist in determining what works and doesn’t in your company. Once you have access to all the crucial digital properties, perform a thorough examination with your digital privacy checklist of the current assets to identify any opportunities for quick wins, glaring errors, or areas needing attention. Finding out what is effective will help you lead your business to attain success. Devise a plan to audit the website. If other team members can assist you with this, make sure you carefully analyze and discuss the developments with them after completing the process. Knowing the approach you should follow to ensure your website remains healthy is essential for any company.

Safeguard Your Passwords

Using a password manager can support you in keeping most of your passwords safe and encrypted. Set up two-factor authentication (2FA) whenever available, and keep all your passwords in a trusted manager. Don’t repeat passwords if you want to avoid hackers obtaining access to all of your accounts. For the most secure options for password management, we suggest KeePassXC, 1Password, or LastPass.

Secure Your Email Address

Since most marketing professionals use software as a service (SAAS) platforms to manage their goods and services, a single unauthorized login from a malicious third-party can expose sensitive data. Here, email security is of utmost importance. Even if you get an email from a trusted person, never click on links in suspicious emails and regularly double-check the sender’s email address for dubious giveaways. No one wants to fall prey to fishy emails.

Use Encryption When Using Cloud Services

When using the cloud, exercise caution. While using cloud services, use an encrypted proxy server. We suggest you use an IPRoyal proxy choice of professionals worldwide. Be vigilant when storing information in the cloud. Login credentials or email addresses can expose particularly sensitive data. This data can include passwords, credit card numbers, and business operation documents when stolen. Verify the TLS certificate on your company’s website. Confirm that your web development team is creating complete backups of your website and storing them on a different offsite server. Another thing you can do is to make a copy of these backups periodically to assure data availability.

Get Your Digital Reports Sorted

The most significant benefit of digital marketing is transparency. This enables you to understand how much return your advertising campaign (investment) is yielding. It is one of the growing advantages of digital marketing. Any reputable agency you work with will typically provide you with a periodic report that you can use to see how your marketing budget is performing.

Make sure you have a procedure for interpreting the findings and drawing conclusions that need attention. Never be hesitant to speak to your supplier about any metrics you believe would be worthwhile to include in the report.

Use a Checklist for Preventing Social Sabotage

No company wants their organization’s name associated with their employees’ ideologies, political, religious, or otherwise. As a result, here is a social sabotage micro-checklist that you might want to go over with all of your employees during the next training sessions:

  • Be careful not to bully, threaten, or personally attack anybody.
  • Company logos should not be posted online or used otherwise without the CMO’s written permission.
  • Be responsible for your conduct online. Refrain from posting something libelous, defamatory, or obscene.
  • Posting inorganic reviews about the business to boost sales is unethical and will harm the company’s reputation.
  • Never respond to or comment on press inquiries about the company.
  • Try not to divulge any private, proprietary, or confidential company information. These include, but are not restricted to, client names or financial results.


Even with prior experience at a senior level, it is never simple to settle into the CMO position at a new company. While many CMOs aim at handling everything themselves, hiring consultants or experts in the field can alleviate the workload, help your digital privacy checklist, and increase the effectiveness of the work, especially if the digital aspect is beyond your area of expertise.

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