It covers each step from initial client research to setting up social media profiles, creating content, and launching the first campaign.
Use this checklist to establish a strong foundation and build a long-term, successful client relationship.
1. Pre-Onboarding Preparation
Before scheduling an onboarding call, make sure to complete the following steps:
- Review the client's website and social media presence.
- Research the client's competitors and industry trends.
- Prepare any initial insights or suggestions based on the client’s current content.
- Create a dedicated folder in your project management tool for the client (e.g., Google Drive, Asana).
- Gather all necessary onboarding materials (e.g., intake forms, brand questionnaires).
2. Initial Onboarding Call
During the initial call, focus on understanding the client’s goals, voice, and expectations. Discuss the following:
- Discuss the client’s primary social media goals (e.g., engagement, brand awareness, lead generation).
- Review their target audience and key messaging points.
- Confirm preferred social media platforms (e.g., Facebook, Instagram, LinkedIn).
- Clarify content preferences and tone (e.g., formal, casual, playful).
- Determine any specific themes, campaigns, or promotions to focus on.
- Discuss ideal posting frequency and timing for each platform.
- Gather any existing brand assets (e.g., logos, colour guidelines, imagery).
3. Documentation and Setup
After the initial call, ensure all client information is documented and the project is set up correctly:
- Complete and store the client intake form with all relevant details.
- Upload and organize client assets into the designated project folder.
- Set up social media profiles (if needed) or gain access to existing profiles.
- Add the client info to the MixBloom dashboard so we can get started on content creation.
- Set up the Buffer or scheduling tool and connect client social media accounts.
4. Client Review and Approval
Ensure that the client has an opportunity to review and approve content before it goes live:
- The MixBloom team will always send 5 sample posts within 1 week of the client being added into the system.
- Use your white label review link to send the first batch of content to the client for review.
- The MixBloom team is informed of edit requests automatically and will implement changes within 24-48hours.
- We will notify you via email that content is ready for approval.
5. Ongoing Management
Keep the client relationship strong by maintaining regular communication and adapting the strategy as needed:
- Schedule regular check-in calls (monthly or quarterly) to discuss performance and goals.
- Provide monthly or bi-weekly content for review and approval.
- Track engagement metrics and adjust the strategy as needed.
- Document any feedback and ensure the content strategy evolves with the client’s goals.