A useful social media agency workflow has six steps: agree on the work, collect approved sources, prepare posts, review the complete assets, publish approved work, and check the result. Give each step an owner. Decide what happens when an approval, a source, or a platform connection is missing.
A tool can prepare and publish content. Your agency still owns the client relationship and the judgment about what represents that business.
This guide gives you a working client checklist and a review example. It also explains where the agency plans from boomp.net fit. The plans are in beta. They are a way to prepare recurring client content, not a substitute for every service a social media agency can offer.
Start with a clear service scope
Before collecting logins or writing posts, agree on the output and the review process. A client who expects filming, inbox replies and advertising is buying different work from a client who wants regular posts made from an existing website.
| Decision | Write down before starting | Why it matters |
|---|---|---|
| Content | Number of original posts and included formats | Publishing one post to several channels does not create several original ideas |
| Sources | Approved website pages, public FAQs, images and current offer details | A draft can repeat an old offer accurately and still be wrong today |
| Channels | The exact accounts included | An available integration is not a reason to promise every platform |
| Review | Who checks facts, who gives final approval, and when | Two people assuming the other approved a post leaves a gap |
| Revisions | Included changes and how new requests are handled | A changed brief can require new work |
| Other work | Replies, ads, photography, filming and reporting | Name what the client must arrange separately |
| Exceptions | Late approvals, connection failures and urgent corrections | Agree on the response before a post is due |
Your scope can be short. It needs to answer what you will deliver and who must do what for delivery to happen.
A social media client onboarding checklist
Use this as one working record for each business. Keep private customer files and account passwords out of content notes.
| Field | What to collect | Ready when |
|---|---|---|
| Business identity | Trading name, public website, service area and contact details | The client confirms these are current |
| Offer | Services included, prices if public, deadlines and exclusions | Each planned claim has an approved source |
| Audience | Who the business serves and the questions those people ask | You can name a useful job for each proposed post |
| Voice | Two examples the client likes and phrases to avoid | The reviewer can explain what sounds wrong |
| Visuals | Approved logo, colors and images with permission to use them | You know which assets may appear in public |
| Proof | Public reviews or examples that the business permits you to use | Attribution and any required consent are clear |
| Connections | The client connects the correct business accounts | The intended destinations appear in the workspace |
| Review owner | One person who can approve facts and the complete post | The first review date is agreed |
| Escalation | Who handles a failed post or a correction | The responsible person can be reached |
For boomp.net, the agency adds each business and sends a connection link so the client can connect its own accounts. Clients do not currently receive their own sign-in. Plan your client approval process around that limit. Do not sell a client portal that the product does not provide.
Turn a source into a reviewable post
Start with a specific page or approved fact. Give the post one job, such as explaining a service or answering a buying question. Then check the caption, image text, destination link and proposed schedule together.
Here is an editorial example for a fictional home-services business. It is not a customer result or output from a live generation run.
Approved source: “We install replacement windows in Chandler. Quotes follow a site visit. Installation dates depend on the products selected.”
Weak draft: “Arizona's fastest window installers. Get a free quote and new windows this week.”
The weak draft adds four claims: a wider service area, a speed ranking, a free quote and a delivery promise. None appears in the source.
Revised caption: “Planning replacement windows in Chandler? A site visit helps us prepare your quote. Your installation date depends on the windows you choose. Contact us to discuss the next step.”
Image brief: Show an approved photo of a completed window installation. Use the heading “Planning replacement windows?” Do not add a price, delivery date or customer endorsement.
Review record: Confirm the service area, quote process, image permission and contact link. If the client now offers free quotes, get that fact confirmed before adding it.
This is the standard to use when judging a sample. Fluent writing is only one part of a finished post.
Assign the work before the first batch
| Stage | Software can support | Your agency remains responsible for |
|---|---|---|
| Preparation | Reading supplied business context and preparing content | Giving it current, permitted sources |
| Review | Showing captions and creative assets | Checking facts, voice, image text and offer details |
| Approval | Holding work for a decision | Obtaining any client or professional approval required |
| Publishing | Sending approved posts to connected accounts | Choosing suitable destinations and checking connection status |
| Follow-up | Making status and available performance information visible | Checking delivery, responding to people and deciding what to change |
Do not treat “scheduled” as proof that a post appeared. Check the platform result. A rejected upload, expired connection or changed permission needs a response even when the content itself is correct.
Run a small first cycle
Start with one client's website and a manageable batch. Have the review owner check all formats before you expand the service to more clients.
During that cycle, record the time spent collecting missing facts, correcting drafts, handling revisions, checking delivery and answering the client. Those numbers tell you where the work remains. They also make a better capacity estimate than a promise that every account will take the same number of minutes.
At the end, answer three questions:
- Did the posts represent the business accurately?
- Did approval and delivery happen without unclear ownership?
- Can the agreed price cover the time and costs you observed?
Use the agency capacity worksheet for the third question.
What the agency plans include today
The current agency offer has three sizes: Boutique at $299 a month for up to six businesses, Studio at $649 for up to 15, and Scale at $1,099 for up to 30.
Each business receives the Pro content allowance: 20 static posts, four carousels and four videos per month. The allowance is per business. It does not mean every format is suitable for every connected channel.
The posts publish under the client's business identity. The dashboard and invite emails still carry boomp.net branding. Full white-labeling is not included today. The agency bills its clients separately and chooses its own price.
These are product limits. They do not prove that one person can serve that many clients or that an agency will earn a particular profit.
Check a client's content before choosing a plan
Use the free website sample with one client's public website and your own email. It returns ten finished posts, including image posts, a carousel and a short video. No account or card is needed.
Review the sample against the checklist above. The sample does not publish, create an agency account, or demonstrate a month of client operations. For the shared dashboard, use the walkthrough linked from the agency page.
