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Client onboarding checklist for social media managers

You can't post for a client who hasn't given you access, assets or approvals. This checklist gets every login, brand asset and content rule collected before your first content calendar — and protects you when 'I never approved that' happens.

1. Company name and contact person
2. Links to all social media profiles
3. Admin / editor access to each platform
4. Brand guidelines: colors, fonts, tone
5. Photo and video asset library (Drive / Dropbox link)
6. Content pillars or topics to cover
7. Platforms to prioritize and posting frequency
8. Accounts you admire in your niche
9. Hashtags and words to avoid
10. Products / services to promote this quarter
11. Promotions, launches or key dates calendar
12. Who approves posts and how fast
13. Community management rules: who replies to comments/DMs
14. Reporting expectations
15. Budget for boosted posts (if any)

Tips from the field

• Get platform access via proper admin invites, never passwords in email.
• Ask for a list of banned topics and words — every client has them.
• Pin down who approves posts and their typical response time.