Client Account Provisioning (Onboarding)

Client Account Provisioning (Onboarding)

1. 01

   Inventory every client-owned social asset before creating a single workspace

   List each profile, page, and location listing with its login owner, admin count, and 2FA status. Missing admin access is the most common cause of a stalled first publishing week.

2. 02

   Confirm which profiles the client will actually fund and staff

   A 2026 content strategy report found 87% of brands now cross-post across multiple platforms, but coverage the client cannot supply assets for becomes dead weight in the retainer.

3. 03

   Map approval roles to named humans, not job titles

   Record who drafts, who approves, and who holds final sign-off for regulated claims. Titles change; the named approver is what routes work at 6pm on a Friday.

4. 04

   Set the per-client workspace boundary and permission tier

   Keep brand assets, inbox, and reporting isolated per client so a contractor added to one account cannot see another. Platforms such as Sendible, Cloud Campaign, and Sked Social structure this as separate client workspaces.

5. 05

   Decide white-label and domain settings before the first client login

   If the agency resells reporting under its own brand, lock the sender domain, logo, and report URL now. Retro-fitting branding after the client has bookmarked a vendor-branded link erodes the retainer story.

6. 06

   Baseline the metrics you will be judged on in week one

   Export follower counts, engagement rate, and response time for the trailing 30 days. Without a baseline, month-two reporting becomes an argument about definitions rather than performance.

7. 07

   Publish the escalation path for platform outages and access loss

   Name the internal owner, the client contact, and the fallback channel. Tools like SocialPilot and Vista Social can queue content, but they cannot recover a suspended profile.