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Social Media Management Onboarding

The onboarding process is designed to give the service team a clear understanding of your brand, goals, and expectations to ensure the content aligns with your vision.

Step 1: Forms and preparation​

The process begins once you complete the Fulfillment Form. It is crucial to provide as much detail as possible. It is also recommended to complete the Social Posting Questionnaire before your onboarding call. You can upload brand assets and other documents directly in the Fulfillment Form or send them via email.

Step 2: Optional onboarding call​

After you submit the form, you will receive a confirmation email with a link to book your optional onboarding call. During the call, a specialist will discuss your form details, complete the questionnaire with you, and review your business's existing web presence.

To prepare for this call, you should have the following ready:

  • Completed Social Posting Questionnaire: It is recommended to have this form filled out before the call.
  • Brand assets:
    • Logo, brand colors, and fonts
    • Access to any drives where the team can get original photos
  • Social media profile login credentials: Have these ready for any existing social media accounts.
  • Facebook Business Manager access: Direct access is needed to allow the team to handle post boosting.
  • Content & strategy ideas:
    • Consider the types of content you want to share.
    • Collect examples of social media content from other businesses that you like or wish to emulate.
    • Have a list of blog topics you would like to have covered.

Step 3: Social media profile setup​

The service can create profiles for you on Facebook, X, Instagram, LinkedIn, and Pinterest. To do this, the team will need your exact business name and address, access to an email account, and your personal login credentials for Facebook and LinkedIn, which are required to build business profiles. A social media specialist will help choose and create the best social profiles for your business based on your industry and desired strategy.

Profile creation is offered for the following platforms:

  • Facebook
  • X (formerly Twitter)
  • Instagram
  • LinkedIn
  • Pinterest
  • Google Business Profile

What we need from you​

To successfully create these profiles, we will need the following details:

  • Your exact business name and full address
  • Access to an email account
  • Login credentials for any social media profiles that already exist

Platform-specific requirements​

Platforms, like Facebook and LinkedIn, require personal login credentials to create and manage a business profile. This is a requirement of the platforms themselves and allows our team to build your business presence.

  • Facebook: Personal login credentials are required to create a Facebook Business Page
  • LinkedIn: The associated personal LinkedIn profile must be at least one day old, have at least one connection, and may require verification before a business page can be created (LinkedIn Help).