Client Account Intake and Workspace Provisioning (Onboarding)

Client Account Intake and Workspace Provisioning (Onboarding)

1. 01

   Inventory every channel the retainer actually covers before opening a workspace

   List each network per client with the handle, admin status, and whether the agency holds publishing rights or only content approval. Channels named in the scope document but not yet connected become a tracked gap, not an assumption.

2. 02

   Confirm admin access and two-factor ownership for each profile

   Request admin (not editor) roles on Facebook, Instagram, LinkedIn, TikTok, and Google Business Profile, and record who holds recovery email and phone. Access disputes discovered in week one cost days; discovered in month three they cost the retainer.

3. 03

   Map approval routing to named humans, not job titles

   Document who drafts, who reviews, and who signs off per client, including a named backup for each role. Approval chains that route to a title stall the moment that seat turns over.

4. 04

   Set the revision allowance in writing inside the workspace

   State the number of revision rounds included per post or per month and where the counter lives. Platforms with approval workflows (Sked Social, Planable, HeyOrca) can enforce this; the policy still needs a written home.

5. 05

   Decide white-label posture per client and configure reporting accordingly

   Full white-label resale suits Sendible, SocialPilot, Vista Social, and ContentStudio; clients who want to see the underlying tool need a different arrangement. Settle this before the first report ships, not after.

6. 06

   Load the content pillars and platform-specific KPIs into the planning board

   Give TikTok its own pillar and KPI set rather than folding it into a generic short-form bucket, and add social-search keyword targets to bios and captions. A single blended engagement metric hides which channel is actually working.

7. 07

   Baseline coordination time and revision load on the first two weeks

   Log hours spent on scheduling, approvals, and rework across a representative client set. This baseline is the only honest yardstick for judging whether a platform change improved margin later.