A social media client onboarding checklist covers brand assets and voice, the accounts to connect, who approves posts, posting cadence, goals and reporting. Send a short questionnaire before the kickoff call. In SkedCast, each client gets a workspace, a Brand Kit, connected accounts through a connect link, and an approval route set once.
Key takeaways
- Send a short questionnaire before the first call to gather brand assets and contacts upfront.
- The checklist: connect accounts, set roles, configure approvals, import existing content, test-run one post.
- A fixed checklist prevents onboarding quality from depending on who runs it.
Social media client onboarding checklist: the pre-call questionnaire
- Which platforms and accounts need to be connected
- Who needs to approve content, and how many approval steps
- Brand assets: logo, brand colors, tone-of-voice notes
- Existing content calendar or posting cadence, if any
- Who the point of contact is for questions during onboarding
The onboarding checklist
- Send a connect-invite link so the client authorizes accounts themselves
- Set up the client’s workspace and per-client roles
- Configure the approval workflow based on the questionnaire answers
- Bulk-import any existing content calendar
- Run one post through the full flow — draft, approval, publish — before calling onboarding complete
onboardingchecklistagency operations
FAQ
- What should a client onboarding questionnaire ask?
- Which platforms to connect, who approves content and how many steps that takes, brand assets and tone-of-voice notes, and any existing posting cadence.
- Why use a checklist instead of doing onboarding from memory?
- A fixed checklist keeps onboarding quality consistent regardless of who runs it, and makes sure nothing — like testing the approval flow — gets skipped under time pressure.
- How do clients connect their accounts without sharing passwords?
- Send a SkedCast connect link: the client signs in to each platform themselves and the accounts appear in their workspace.
- Can each client have its own brand rules?
- Yes. Each client gets a Brand Kit with voice, words to avoid and other rules that the composer checks captions against.
- How long does onboarding a client take in SkedCast?
- Usually one sitting: connect the accounts, set the Brand Kit and approval route, and schedule a first test post.