Key takeaways
- Connect accounts via OAuth or a connect-invite link, never a shared password.
- Set up the client’s approval workflow before the first post goes out.
- Run one post through the full flow — draft, approval, publish — before calling onboarding done.
- Document who has access to what, for handoffs later.
The onboarding checklist
- Send a connect-invite link so the client authorizes each account themselves, with no password shared
- Set up the client’s workspace with the right per-client roles and permissions
- Configure their approval workflow, including who signs off and how many steps it needs
- Import any existing content calendar via bulk import, if they have one
- Run one post through the full flow end to end — draft, approval, publish — before calling the client onboarded
Why the first post matters
The first post surfaces any access or permission issue while it is still low-stakes. Confirm the client received an approval notification, approved it correctly, and that it published to the right account before you move on to full content planning.
agency operationsonboardingclient management
FAQ
- What is the fastest way to connect a client’s accounts?
- A connect-invite link the client opens themselves, authorizing each platform via its own OAuth login — no password sharing and no back-and-forth screen sharing.
- Should I set up approvals before or after the first post?
- Before. Configure the approval workflow first, then run a test post through it, so any workflow issue surfaces before real content is on the line.
- How do I know a client is fully onboarded?
- When one post has gone through the complete flow — drafted, approved by the client, and published to the correct account — without manual intervention.