OnboardingChecklistNon-technical friendlyLaunch-ready

Client onboarding checklist

Capture the essentials upfront — connect accounts, set your workflow, and start publishing without delays.

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What you need to go live

Connect your social accounts, choose your schedule, and you’re ready to publish. Everything else can be added over time.

Steps in this checklist—

Tip: Agencies should invite the client as Admin for secure account connections.

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