Social Media Management (Posts) Onboarding

Social Media Onboarding Information

We’re looking forward to working with you and your team. Below are a few questions we have to help ensure a quick, smooth social media campaign launch.
Feel free to contact us if you are having any difficulties gathering the information requested below, or if you feel uncomfortable providing it for us.
Based on your campaign, some questions may be irrelevant. For example, we do not need Facebook details if you are interested only in a campaign with LinkedIn.

Submitting more onboarding documents for additional services? Please Click Here.

Contact Information:

Let us know how best to get ahold of you in regard to any questions that arise while launching your social media campaign.

Social Campaign Details:

Please provide campaign details concerning where you would like to see social posts and the frequence of posts. Keep in mind that changing the number of platforms we post to and the frequency of posts will change the price of your campaign. We recommend sticking with the details in your service quote unless you are certain you would like to make changes here.

Social Campaign Details:

Please provide campaign details concerning where you would like to see social posts and the frequence of posts. Keep in mind that changing the number of platforms we post to and the frequency of posts will change the price of your campaign. We recommend sticking with the details in your service quote unless you are certain you would like to make changes here.

Technical Campaign Setup Details:

We will need technical details for your campaign including your current Facebook link, social post purpose, login details and other critical details to help setup and launch your campaign. .

Alternative Analytics Access Details: Analytics access can also be granted by authorizing an independent Google Account. The above mentioned access method is preferred as Google account access can also be used to connect to your Search Console, Google My Business and Google Ads accounts. However, if you prefer to not provide your Google logins, then you can authorize a Google Account to access only your Analytics data. For this circumstance, please contact your account manager for the Google Account name that you can authorize access for. Additional connection instructions can be seen at

General Comments:

Additional comments that could help your social media team execute services are warmly welcomed.