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A social media onboarding checklist should collect more than logins. It should make the client’s brand voice, content boundaries, approval path, and campaign calendar visible before the team starts producing posts.
| Section | What to ask |
|---|---|
| Brand basics | Voice, banned phrases, preferred examples, brand files |
| Content inputs | Pillars, offers, FAQs, testimonials, product notes |
| Platform access | Admin access, scheduling tool access, analytics access |
| Calendar | Key dates, promotions, launches, blackout periods |
| Approval flow | Reviewer, turnaround time, escalation contact |
Brand and content
Ask for brand guidelines, logos, image rules, existing creative, example posts the client likes, and example posts they do not want to imitate.
Platform access
Prefer invitations to platform roles. For shared tools or legacy accounts, keep the access request structured so nothing gets lost in email.
Approvals
Social media work depends on fast review. Collect the approver, backup approver, expected turnaround time, and any legal or brand review constraints before the first content batch.