Agorapulse Client Workspace Setup (Onboarding)

Agorapulse Client Workspace Setup (Onboarding)

1. 01

   Create the client workspace and connect profiles

   In Agorapulse, add the client's Facebook, Instagram, X, LinkedIn, Pinterest, and TikTok profiles to a dedicated workspace. Confirm publishing permissions are granted for each network before scheduling anything, since a profile added without publish rights will accept drafts but fail at send time.

2. 02

   Assign user seats against the 10-profile ceiling

   Standard and Professional plans allow 10 social profiles per user seat. Map each client's profile count to seats before inviting staff, because Agorapulse bills per user, not per client account, so a 4-client book with 3 profiles each consumes 12 profiles and needs at least two seats.

3. 03

   Configure the unified inbox and response routing

   Route all messages and organic comments into one inbox, then build response templates for the questions this client actually receives. On Professional, extend the same inbox to ad comments so paid and organic replies sit in one queue.

4. 04

   Build the publishing calendar and approval path

   Load the monthly content calendar, schedule approved posts across every connected network, and use post and inbox assignments so a named team member owns each approval. Professional adds calendar notes and link in bio, which matter for clients running campaign landing pages.

5. 05

   Turn on listening for brand and competitor mentions

   Set listening queries for the client's brand terms and two or three named competitors. Decide at setup who reads the listening feed daily, because an unmonitored feed produces no client value and no retainer justification.

6. 06

   Wire Google Analytics for ROI reporting

   Connect Google Analytics so the reporting module can tie social activity to site outcomes. Without this link the ROI section of the report stays empty and the monthly deliverable reduces to vanity metrics.

7. 07

   Schedule the first branded report export

   Generate a custom branded report covering audience and top content, then set the export cadence to match the client's retainer review date. Standard retains 6 months of data, so pull and archive reports before that window closes on longer engagements.

8. 08

   Hand the workspace to the delivery owner

   Transfer workspace ownership to the assigned account manager, confirm 24/7 support access is registered under the agency account, and log the seat count and profile count in the client record so the next onboarding does not breach the 10-profile limit.