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Social media client onboarding checklist
A step-by-step checklist for onboarding a new social media client: access, brand guidelines, goals, approval roles, first content plan and reporting cadence.
Access [ ] Social accounts connected (official logins, no shared passwords) [ ] Website and blog access, if publishing articles Brand [ ] Brand guidelines, logo, colors and fonts [ ] Voice: 3–5 traits with do and don't examples Goals [ ] Main goal and 2–3 metrics [ ] Audience and key topics Workflow [ ] Who approves posts, and how fast [ ] Content calendar for the first 2 weeks Reporting [ ] Report format and monthly date
Replace everything in [brackets] with your own details.
Example
Access: Instagram, LinkedIn and TikTok connected ✓ Brand: Voice is warm, expert, short sentences ✓ Goals: More booking clicks; track engagement rate and clicks ✓ Workflow: Clinic manager approves within 24 hours ✓ Reporting: Monthly report on the 3rd ✓
How to use it
- Collect access through each platform's official connection.
- Capture the brand voice and visual guidelines.
- Agree on goals, metrics and approval roles.
- Plan the first two weeks and the reporting date.
Tips
- Never ask clients to share passwords; connect accounts officially.
- Write the approval turnaround time into the plan.
- Review the checklist with the client at the first call.
Let AgentMio onboard your next client
AgentMio captures each client's voice, colors and fonts from their website and keeps every brand separate.
FAQ
How long should onboarding take?
Most of it fits in one kickoff call plus a few days to connect accounts and plan the first weeks.
How does AgentMio help onboarding?
Paste the client's website and AgentMio builds a brand profile with voice, tone, colors and fonts in minutes.