Social Media Agency Client Onboarding Checklist (2026)
Bad onboarding creates rework, missed posts, and awkward "we do not have logins" messages. Use this checklist in week one so your team and the client share the same expectations.
Access & assets
- Business Manager / platform admin roles documented (who owns what).
- Brand guidelines – logo, colors, fonts, tone, words to avoid.
- Legal – disclosure rules for sponsored content, regulated industries, music licensing notes.
- Asset library – approved photos, UGC permissions, product shots.
Strategy inputs
- Goals – awareness, leads, community, support deflection (pick measurable targets).
- Audience – segments, regions, languages.
- Content pillars – align with content pillars guide.
- Posting cadence – per channel; tie to best times to post.
Operations
- Approval workflow – who approves, SLA for feedback, escalation path. See approval workflow best practices.
- Scheduler – connect accounts in CuteDyno (or your stack); map multi-client management.
- Reporting – metrics, frequency, format (PDF, live dashboard).
- UTM discipline – use our UTM link builder so campaigns are readable in analytics.
First content batch
- 30-day draft calendar in calendar template style.
- Crisis contact – who can pause scheduled posts if something breaks in the news cycle.
Frequently Asked Questions
How long should agency onboarding take?
Expect 3–10 business days for access and strategy alignment; complex regulated clients may take longer.
Should clients approve every post?
Not always. Define always-approve categories (e.g., product launches) vs batched weekly approval for evergreen content.
What is the biggest onboarding mistake?
Vague goals ("post more") without metrics. Tie work to leads, saves, traffic, or qualified engagement.
Does CuteDyno support client approvals?
Yes—CuteDyno is built around workflows for teams and clients. See agency scheduler guide and signup.
