# Marketing

Build agency pages, publish accurate privacy information, prepare website migrations, and review prospect research with controlled drafts and clear verification steps.

Reviewed 2026-09-02

## Website work

The Website Builder organizes a site into pages and reusable content blocks. Start with [Build and publish a marketing page](/docs/marketing/website-builder/) for the editing workflow.

If you are replacing an existing site, use [Migrate an existing website](/docs/marketing/migrate-existing-website/). The migration guide separates content reconstruction, private review, publishing, and domain cutover so each result can be verified independently.

Before a site collects visitor information, use [Create and maintain a website privacy policy](/docs/marketing/website-privacy-policy/) to document the organization's actual collection, use, sale, sharing, retention, and visitor-choice practices.

## Prospect research

[Review Prospect Research](/docs/marketing/prospect-research/) explains the difference between research and a frozen duplicate analysis. The current workflow creates neither CRM records nor outreach.

## Publishing discipline

Use this order for public marketing work:

1. Establish the intended audience and outcome.
2. Prepare content using approved public information.
3. Build and review a draft.
4. Verify the private test view on desktop and mobile.
5. Publish the approved page.
6. Verify the published page separately.

> Never place client, applicant, policy, health, payment, or other private information in public page content, page titles, search descriptions, image text, links, or form instructions.