Copyable client message
Hi [client name], before we start social media management, please send the account access, brand assets, content rules, and approval process we should follow.
Please include platform links, admin access or invite instructions, brand guidelines, approved imagery, tone of voice notes, banned topics, content pillars, and who approves posts.
Request checklist
| Area | Ask for |
|---|---|
| Accounts | Instagram, Facebook, LinkedIn, TikTok, YouTube, X, scheduler access |
| Brand | Logo files, colors, fonts, visual examples, voice guidelines |
| Content | Product photos, team photos, offers, FAQs, content pillars |
| Rules | Claims to avoid, compliance notes, response boundaries |
| Approval | Review owner, approval timeline, escalation path |
Approval rules
Social work gets messy when comments, posts, and campaign ideas have different approval paths. Ask for the owner and deadline for each kind of decision.
Portal upgrade
Kicklayer turns social onboarding into a structured client checklist instead of a pile of screenshots, passwords, and scattered “one more thing” messages.
Client-ready request
A version you can paste into an email, Slack thread, or Kicklayer portal.
Hi [client name], please send the social media onboarding package: platform access, brand files, content pillars, approved voice notes, existing asset library, posting cadence, approval process, community guidelines, and any accounts or topics that need special handling.
How to structure the request
Break the ask into fields a client can answer cleanly, rather than a single vague upload request.
Platform access
Required access
Request access to each channel, page, business manager, scheduler, or social suite.
Brand voice
Required text
Collect tone, banned phrases, vocabulary, examples, and audience notes.
Asset library
Required file
Ask for photos, video, logos, templates, product shots, and usage permissions.
Cadence
Required text
Confirm posting frequency, review windows, campaign dates, and blackout dates.
Approval
Required approval
Name who approves posts, replies, comments, and sensitive topics.
Client request breakdown
These are the asks that make the request specific enough for the client to complete without a follow-up loop.
Accounts
Invite [agency email] to each social account or business manager.
Publishing access and analytics access are often separate.
Voice
Share tone guidelines, example posts, banned topics, and preferred language.
Social work needs voice context, not just assets.
Assets
Send reusable image, video, logo, and template libraries.
A clean asset library reduces one-off content requests.
Approval
Confirm review deadlines and who can approve urgent posts.
Slow approval cycles break publishing cadence.
Community
Document response rules for comments, DMs, complaints, and escalations.
Community management needs boundaries before it is live.
Make the request easier to complete
Small wording choices change whether a client sends useful material or another incomplete reply.
Do
- Separate publish access, analytics access, and business manager access.
- Ask for brand voice examples, not just brand assets.
- Collect approval windows for normal and urgent posts.
- Document what should be escalated instead of answered publicly.
Avoid
- Assume the client knows which account owns each page.
- Start posting before usage rights are clear.
- Leave comment and DM rules undefined.
- Treat social onboarding as only a password request.
When the checklist becomes a portal
The same request becomes more reliable when every field has an owner, a status, and a place to submit it.
Platform access, asset libraries, voice rules, and approvals stay together.
Clients can complete social onboarding without scattered DMs and folders.
Your team can see what blocks publishing before the calendar starts.
Practical questions
What should social media onboarding include?
Collect channel access, business manager permissions, brand voice, content pillars, assets, approval process, posting cadence, and community rules.
Do I need passwords for social accounts?
Usually no. Platform invitations, business manager access, or scheduler permissions are cleaner and easier to revoke.
What approval details matter most?
Ask who approves posts, how much review time they need, who handles urgent approvals, and which topics need special review.