Social media onboarding checklist

This is the exact list we go through with every new Local Boost client before the first shoot. Whether you work with us or handle your social media yourself, having these answers ready makes your first month of content faster and better.

1. Your business

• Name, address, phone and hours, exactly as they appear on Google
• Services and prices
• Your best sellers, and what you want to sell more of
• What makes you different from the place down the street

2. Your goals

• What you want in the next 90 days: calls, bookings or walk-ins
• Promos, launches or events coming up
• Your busy and slow seasons

3. Your ideal customer

• Who they are: age, area and what they care about
• The language they speak: English, Spanish or both
• The questions they ask you most

4. Your brand kit

• Logo files (PNG or SVG)
• Brand colors and fonts
• Photos and videos you already have
• 2 or 3 accounts whose style you like

5. Account access

• Instagram and Facebook, through Meta Business Suite
• Your Google Business Profile
• Meta and Google ad accounts, with a payment method
• Your monthly ad budget

6. The rules

• Anything you’d never want posted
• Topics, words or competitors to avoid
• People who can’t appear on camera
• Who approves the content

7. Shoot day

• A 3-hour window when the business looks its best
• Who will be on camera
• The services and products to show
• A signed photo release from any client who appears

Got everything on the list? That’s the hard part. If you’d rather not do the rest yourself, this is what we do every month: