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Onboarding Process Overview

Social Media Clean-Up & Audit

  • Clean-up may include investigating previous account admins, regaining account access, and communicating with Meta Support [if necessary].

  • Review your current social media presence to identify areas for improvement, ensuring everything reflects your brand effectively.

  • Research top competitors and similar accounts to see what's working in your industry and how your brand can stand out.

 

Account Setup & Integration

  • Access to your Meta Business Manager, social account passwords, and Google Analytics.

  • Set up necessary assets [Facebook Pixel, Facebook Ad account, Domain verification, etc].

  • Integrate accounts into our Sprout Social platform.

 

Establish Goals

  • Define clear goals for your business and marketing. Marketing goals should support and align with your overall business goals.

 

Content and Strategy Development

  • Conduct a copyboarding exercise. This process will help create compelling captions that resonate with your audience. [Establish your big idea/short sales pitch, list possible objections, then write a response to the objections using the Claim, Proof, Benefit Formula].

  • Define Content Buckets. A content bucket is a categorized group of content that aligns with specific themes or topics relevant to your brand. This helps in organizing and planning social media posts, ensuring a balanced and engaging mix of content for your audience.

 

Access to Branding Assets

  • Share all necessary logos, photos, and videos that represent your brand. Having these assets will create cohesive and visually appealing content that aligns with your brand identity.

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*This overview outlines the general onboarding process. Depending on your account's specific requirements, onboarding tasks may vary. Monthly deliverables start after the completion of the onboarding phase.

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