Onboarding a new client

Owner or strategist: about 20 minutes of setup, then about 24 hours for first data.

1. Portfolio → Add client: enter brand name, market and category.
2. Settings → Brand: confirm identity, tone, do’s and don’ts. In Strategy, set goals, content pillars and content mix.
3. Settings → Market: choose the market pack for local calendar, languages, compliance rules and creator tiers.
4. Settings → Sources and connections: add the brand’s own TikTok, Instagram, YouTube and Facebook accounts and confirm rivals. Review category suggestions; keep, swap or add within the plan limit. Live account connections wait for platform approval.
5. Upload approved assets: logos, product shots, colours and fonts, with approved or licensed rights. Only approved or licensed assets reach client-facing ads.
6. Settings → Team and clients: agency staff are added automatically; invite the client approver and viewers. Approval links need no password.
7. Wait for first data; Home shows a Snapshot meanwhile. Next day read Home, check Competitors → Overview and brief the first idea.
8. Checklist: client added · brand book and strategy confirmed · market pack set · own accounts and rivals added · approved assets uploaded · approver invited · first idea briefed.