Collect the brand files and the Facebook, Instagram, TikTok, and LinkedIn access in one onboarding flow. Embed the content calendar in the portal, get each week approved, and review reels on the video itself.
Your agency runs social for Acme & Co. You need Facebook and Instagram access, the brand files, a calendar the client can see, and a weekly approval that actually happens.
A
Follow Acme & Co.One client. One connected workflow.
01
Start with the clients you already have.
Connect Claude or ChatGPT to 360Onboard and tell it to move your clients over from Kitchen, Agency Handy, Flowlu, or FuseBase. Or send one onboarding link and let a new client add themselves.
Move my clients over from Kitchen into 360Onboard.
On it. I’ll read your Kitchen clients and create them in 360Onboard.
Read clientsKitchen
12 found
Create clients360Onboard
12 created
Carry over detailsContacts and notes
Done
12 clients imported. Ready to onboard.
Also fromor send one onboarding link
Illustration of bring clients in for Acme & Co..
02
Get the brand files before you design a single post.
Send one onboarding link. The client signs, pays, answers a short questionnaire about voice and audience, and uploads logos, photos, and brand guidelines in the same flow.
Your feed starts here.Logos, product photos, and brand guidelines.
Acme & Co. brand assets.zipUploading · 12.4 MB
Illustration of onboard in one flow for Acme & Co..
03
Ask for the Page and the Instagram account with the steps built in.
Request the Facebook Page and Instagram account through Meta, and use guided steps for TikTok, LinkedIn, and Pinterest. The client follows the instructions and you see what was shared.
Illustration of get account access for Acme & Co..
04
Embed the calendar. Ask for one approval a week.
Embed your Notion or Google Sheets content calendar on the client’s portal home. Give the client a recurring weekly task to approve the posts, so Friday never depends on a reminder.
Illustration of keep the calendar in the portal for Acme & Co..
05
Comments land on the exact second.
Share the reel in the portal. The client comments at the moment they mean, draws on the frame if they need to, and approves the final cut. Each new version keeps the earlier notes.
A prompt to try“Check which of this week’s posts Acme & Co. has not approved yet and draft a short reminder for my review.”Review the proposed actions before sharing anything with your client.
Every week goes out approved.
Account access, the embedded calendar, weekly approvals, reel feedback, and the monthly invoice stay in the same portal.
Move my clients over from Kitchen into 360Onboard.
On it. I’ll read your Kitchen clients and create them in 360Onboard.