Managing social media for several clients

Step by step

1. 1

   Set up a brand for each client

   Create a brand and connect the client's Facebook Page and Instagram professional account. You can move between brands without logging out.

2. 2

   Fill in the Brand Brain together

   Use a kick-off conversation to work through the knowledge sections. Clients often say things in these sessions that never made it into a brief, and AI drafts will benefit too.

3. 3

   Give everyone the right role

   Your team might be content managers and creators. Your client contact might be an approver. Remember that anyone invited to a workspace can see everything in it, including other brands.

4. 4

   Run approvals on the post

   Send the month's posts for approval. Any requested changes and comments stay on the post, and the audit log gives you a record to look back on.