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50 Unique Social Media Ideas for Consistent Content Creation
Discover 50 unique social media post ideas to engage your audience, grow your brand, and maintain a consistent content strategy with ease!
Updated on June 3, 2025
13 min to read
Content Writer
Published May 19, 2025
Getting a new social media client is exciting. How you manage social media client onboarding in those first weeks can make or break the relationship. A smooth, well-structured onboarding process sets you up for long-term success.
The numbers don’t lie. Statistics show that an in-depth onboarding program can improve customer retention by 25%. Also, 74% of potential customers will look for other options if onboarding is difficult.
That’s why we’ve created this comprehensive guide to social media client onboarding. We’ll guide you from the first meeting to ongoing improvements. You’ll see how Vista Social can make everything easier and keep your clients satisfied from the start.
Before you even send that “Welcome Aboard” email, there’s some groundwork to cover. This pre-onboarding phase focuses on aligning expectations and gathering the key info you need for smooth social media client onboarding.
This is where you make your first impression. It’s also where you start understanding what your client really needs and wants to achieve.
Best Practices:
How Vista Social helps: Vista Social is mainly a tool for posting, execution, and reporting. Knowing what it can do will make your proposal better. You can clearly explain how you’ll handle their accounts, schedule content, and give detailed reports using a professional platform that makes social media client onboarding easier.
[Must Read: A Complete Guide to Social Media Content Planning]
A clearly defined scope of work and SLA aren’t just nice-to-haves—they’re essential. These documents protect both you and your client while providing a clear roadmap for your partnership.
Best Practices:
Social Media Management Scope of Work – [Client Company Name]
Platforms Covered:
Key Deliverables:
Communication:
Reporting:
How Vista Social helps: Vista Social’s reporting features link to your SLA and scope of work. They give you all the data needed to show you’re meeting deliverables and tracking performance against agreed-upon metrics. The initial agreement happens outside Vista Social, but the platform becomes your engine for meeting those commitments during social media client onboarding and beyond.
Getting the legal and financial stuff sorted upfront is crucial for smooth social media client onboarding.
Best Practices:
Now that the foundational agreements are set, it’s time to officially welcome your new client. You’ll also start gathering access and detailed information. This is where the real social media client onboarding work begins.
Give your client a clear, organized information package. This makes the onboarding process feel professional and thorough.
Best Practices:
This step often causes delays if you don’t handle it well, so let’s get it right.
Best Practices:
Social Media Onboarding Information Request
Client Company Details:
Social Media Accounts (Please provide links and access details):
Branding & Assets:
Marketing & Business Goals:
Competitors:
Previous Social Media Efforts:
Preferred Communication Method:
How Vista Social helps: Vista Social doesn’t handle the initial password exchange for access, but once you’re in, it makes connecting all the client’s social media profiles simple. Everything goes into one dashboard, so you don’t need to log into multiple platforms for daily tasks. This makes your workflow much easier after social media client onboarding.
A live meeting (virtual or in-person) at the start of onboarding is worth the time investment.
Best Practices:
Now that you have access and basic information, it’s time to learn more about your client’s business and audience. Then you can create a custom social media strategy. This phase of social media client onboarding sets the foundation for everything that follows.
This phase is key for creating a strategy that connects with your client’s audience and goals.
Best Practices:
How Vista Social helps: The initial competitive and audience analysis usually happens outside the platform. However, the insights you gain will guide your strategy development in Vista Social. Knowing how often competitors post and what content types they use helps you create better content calendars and scheduling strategies within the platform.
Based on your research, it’s time to create a comprehensive social media strategy report that’ll guide your work together.
Best Practices:
Example SMART Goal: Increase website traffic from social media by 15% within the next six months.
Template Snippet Example (Strategy Overview):
Social Media Strategy Overview – [Client Company Name]
Goals:
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Get Started NowTarget Audience:
Content Pillars:
Platform Focus & Approach:
Key Performance Indicators (KPIs):
Present your social media strategy to the client for review and feedback. This collaborative process helps build a strong foundation for your social media client onboarding.
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With the strategy approved, the next steps involve setting up the necessary tools and workflows for execution. This technical phase of social media client onboarding is where Vista Social really shines.
Time to add your client’s social media profiles to your chosen management platform.
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How Vista Social helps: Vista Social makes this step straightforward. In the platform’s settings, you can connect and manage different social media profiles for each client. These are called “Social Profiles” and link to a “Location” or client account. The easy-to-use interface lets you quickly connect Facebook Pages, Instagram Business Profiles, LinkedIn Pages, and other supported networks.
Set a regular posting schedule and outline how content will be created, reviewed, and approved during your social media client onboarding and beyond.
Best Practices:
How Vista Social helps: Vista Social’s Calendar is your central hub for this. You can set up specific posting schedules for each profile and get a visual overview of planned content. The platform integrates with Canva and has built-in search for stock media like Pexels and Unsplash, which streamlines your content creation process. Vista Social’s Shared Calendar feature is key for review and approval. It lets you share a view-only link of planned content, making approval workflows easy for clients or internal stakeholders without them needing to log into the platform.
[Must Read: The Evolution of Social Media Algorithms: A 2025 Guide for Digital Marketers]
A clear approval process prevents errors and ensures your client is happy with content before it goes live. This is essential for successful social media client onboarding.
Best Practices:
How Vista Social helps: Vista Social’s Shared Calendar is your main tool here. Create your content calendar in Vista Social, then generate a unique Shared Calendar link (you can make it password-protected if you want). Share this link with your client so they can view scheduled posts in a clean calendar format. You can then set up internal workflows based on feedback from the shared link. Clients can send feedback through email, mentioning specific dates or posts on the shared calendar, or provide feedback directly on the posts if integrated.
Connect your social media management work with your overall project management and communication strategy.
Best Practices:
How Vista Social helps: Vista Social isn’t a full project management tool, but it fits well into your existing workflow. You can label posts in the Calendar to organize content by campaign or status, which can match tasks in your project management tool. Communication about specific posts can happen through the Shared Calendar feedback process, or you can link directly from your project management tool to the relevant section in Vista Social.
With everything set up, it’s time to launch the strategy and establish the framework for ongoing success. This is where your social media client onboarding transitions into active management.
Time to put that approved content into action.
Best Practices:
How Vista Social helps: Vista Social’s publishing tools make it easy to schedule posts across multiple platforms. You can see scheduled content in the Calendar view and monitor live posts. The platform’s engagement tools, like the Inbox, gather messages and comments from different networks into one place, making community management much easier during the initial rollout phase.
Define how and when you’ll report on performance to your client. This is where the value of your social media client onboarding really starts to show.
Best Practices:
How Vista Social helps: Vista Social’s powerful Analytics platform offers all the data you need for complete reporting. You can track important metrics for each connected profile, create custom dashboards, and generate professional reports that can be exported or shared directly. This makes the reporting process much simpler and ensures you’re consistently providing clients with data-driven insights tied to their goals. You can easily pull data on follower growth, engagement rate, reach, impressions, website clicks, and more.
Consistent communication is key to long-term client satisfaction and ongoing social media client onboarding success.
Best Practices:
How Vista Social helps: During check-in meetings, you can use Vista Social’s Analytics to walk clients through their performance data. You can also use the Calendar and Shared Calendar to review upcoming content and gather approval or feedback in real-time during the call (if sharing your screen).
Social media client onboarding is more than just the first step. It’s about starting a strong, ongoing relationship built on good communication and constant improvement.
Stick to the communication methods and response times agreed upon in your SLA.
Best Practices:
How Vista Social helps: While Vista Social isn’t a direct communication tool for emails or calls, its features support clear communication about the core work. Using the Shared Calendar for content approval provides a clear record of approved content. The reporting features provide objective data points for discussions.
Social media is dynamic—what works today might not work tomorrow, so staying on top of performance is crucial.
Best Practices:
How Vista Social helps: Vista Social’s Analytics are crucial for continuous optimization. You can easily track how individual posts, campaigns, and overall profile growth perform. The platform lets you compare date ranges, segment data, and understand what’s driving your results. This data directly informs your optimization efforts, letting you make data-driven decisions and show the value you’re providing.
Regularly ask for feedback from your client and show them you’re listening.
Best Practices:
Social media client onboarding is more than just forms and setup—it can make or break your client relationships. Putting real thought into a smooth onboarding experience sets you up for long-term success.
A solid social media client onboarding process does more than just get things started. It builds trust, keeps everyone on the same page, and shows your clients exactly what they can expect from working with you. Using a platform like Vista Social improves everything from content approval to performance reporting, making the experience better for both you and your clients.
Think of onboarding as your chance to really shine. It’s where you showcase your skills, build relationships, and prove you’re the ideal partner for their social media needs. Nail your social media client onboarding process, and you’ll build better client relationships, have smoother workflows, and enjoy steady business growth.
P.S. New to Vista Social? We’re an all-in-one social media management platform built specifically for agencies, freelancers, and social media managers like you. Our tools help you collaborate better with clients, streamline your workflows, and deliver better results for every campaign.
Ready to see how Vista Social can transform your social media client onboarding process? Sign up for your free account today!
About the Author
Content Writer
Russell Tan is a content marketing specialist with over 7 years of experience creating content across gaming, healthcare, outdoor hospitality, and travel—because sticking to just one industry would’ve been boring. Outside of her current role as marketing specialist for Vista Social, Russell is busy plotting epic action-fantasy worlds, chasing adrenaline rushes (skydiving is next, maybe?), or racking up way too many hours in her favorite games.
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