Client Setup Workflow

5-step onboarding from signed contract to live campaigns — complete every step before end of Week 1.

1
Brand Brief
2
Content Calendar
3
First Content
4
Checklist
5
Welcome Email
Brand Brief — Step 1 of 5
30-Day Content Calendar — Step 2 of 5

Claude will generate a structured 4-week social media calendar based on your brand brief. Each week contains 5 posts (Mon–Fri) with type tags.

First 5 Social Posts — Step 3 of 5

Claude generates the first week of ready-to-publish posts. Each post includes caption, hashtags, and posting tip.

Setup Checklist — Step 4 of 5

Complete every item before sending the welcome email. Check off as you go — progress saves automatically.

    Progress: 0%
    Welcome Email — Step 5 of 5

    Claude drafts a personalised welcome email to send to the client after setup is complete. Professional, warm, and sets clear expectations.

    Setup Complete

    Once the welcome email is sent, move the client to Active in the CRM and schedule your Week 1 check-in in the calendar.

    Open CRM → Client Dashboard →