Client Onboarding for Social Media Agencies: A Step-by-Step Process
January 22, 2026 • • 1 min read
First Impressions Set the Tone
A smooth onboarding leads to longer retention and higher satisfaction. Invest in this process upfront.
Pre-Onboarding Checklist
Gather brand guidelines, access credentials, historical performance data, and stakeholder contacts before kick-off.
The Discovery Call Framework
Ask the right questions: business goals, past challenges, success metrics, and communication preferences.
Setting Up Systems Access
Configure permissions carefully. Clients need visibility without the ability to accidentally publish or delete content.
The First 30 Days
Deliver quick wins early. Show value within the first week to build trust and momentum.
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