So You're Ready to Hire a Social Media Team: Here's Your Onboarding Checklist

Congratulations! Deciding to hire a social media team is a significant step towards elevating your brand’s online presence and achieving your business goals. At Good Chance Creative, we’re here to ensure that your onboarding process is smooth and efficient. Here’s a handy checklist to help you get started and understand what we’ll need from you. Don’t worry—we’ve got you!

1. Define Your Goals and Objectives

Before we dive into crafting your perfect social media strategy, it’s essential to understand what you aim to achieve. Are you looking to increase brand awareness, drive website traffic, generate leads, or boost sales? Clear goals will guide our efforts and measure our success.

2. Share Your Brand Guidelines

To maintain consistency and stay true to your brand’s voice, we’ll need your brand guidelines. This can include:

  • Logo files (high-resolution)

  • Color palettes

  • Typography preferences

  • Brand voice and tone guidelines

  • Any specific do’s and don’ts for your brand

3. Provide Access to Existing Social Media Accounts

Grant us access to your current social media accounts so we can hit the ground running. We’ll need:

  • Admin or editor access to Facebook and Instagram pages

  • Login details for Pinterest, MailChimp or any other platforms you use

4. Share Previous Content and Campaigns

Understanding what has and hasn’t worked in the past helps us refine your strategy. Please share:

  • Recent posts and campaign results

  • Any insights or reports

  • Examples of high-performing content

5. Identify Your Target Audience

Knowing your audience is crucial for creating engaging content. Provide details about your target demographics, such as:

  • Age, gender, location

  • Interests and behaviors

  • Pain points and motivations

6. Outline Your Content Preferences

Help us understand the type of content you envision for your brand. Consider sharing:

  • Content themes (e.g., educational, inspirational, behind-the-scenes)

  • Preferred content formats (e.g., photos, videos, infographics)

  • Examples of content you love (can be from your brand or others that inspire you)

7. Set Up Regular Communication

Effective communication is key to a successful partnership. Let’s decide on:

  • Primary point of contact on your team

  • Time that works best for your team to connect on marketing needs. We’ll schedule the meetings!

8. Establish Approval Processes

To ensure smooth and timely content posting, we’ll need to understand your approval processes:

  • Who needs to approve content?

  • How much lead time is required for approvals?

9. Share Your Content Calendar

If you already have a content calendar, great! If not, we’ll create one together. A content calendar helps us plan and organize posts in advance, ensuring a consistent and strategic approach.

10. Provide Creative Assets

High-quality visuals and creative assets are crucial for captivating content. Many of our clients work with Good Chance Creative specifically for our hands on approach to creating assets. We’ll get to work on photography, reels, and custom designs for instagram stories, emails, and beyond. If you have any available, share:

  • Photos and videos

  • Design elements (icons, illustrations)

We’ve Got You!

At Good Chance Creative, we understand that onboarding can feel overwhelming, but rest assured, we’re here to guide you every step of the way. With this checklist, you’re well on your way to a seamless onboarding process and a successful partnership.

Ready to get started? Contact us today and let’s bring your brand’s social media presence to new heights. We’ve got you covered!

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