Help for agencies
You run social media for your clients. These guides take you from signing your new client to sending their monthly report.
Set up your first client
Follow these in order for your first client.
Guides by task
Onboard your new client
Set up your flow, add your client and send them one link that covers the contract, payment and kickoff call.
Get your client's sign-off
Send posts for approval, follow up and share your content calendar.
Learn your client's brand
Collect their brand voice and goals with an intake form and a strategy.
Plan and schedule your posts
Write your posts, plan them on the content calendar and choose when each one goes out.
Answer comments and DMs
Reply to comments, DMs and Threads mentions from the inbox, and send DMs automatically.
Set up your workspace
Find your way around, create your brand, connect your accounts and invite your team.