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Playbook
Social Media

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Quentin Annassamy

Sernior Consultant

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The first 90 days with a social media agency

Immersion, framing, production: the start-up plan seen from both sides, with brand-side prerequisites and checkpoints across the first quarter.

Onboarding a social media agency runs over roughly 90 days and breaks down into three phases: a month of immersion and knowledge transfer, a month of editorial framing and sign-off on the operating model, a month of live production and first trade-offs.

A good start is not measured by audience gained, but by how quickly the machine runs without friction. The brand has an active part to play: access, brand assets, a single point of contact, a short approval chain.

This article sets out what happens quarter by quarter, what each side has to provide, and the checkpoints at 30, 60 and 90 days.

What onboarding with a social media agency covers

Onboarding with a social media agency is the period during which the agency builds its knowledge of the brand, frames the editorial model and gets production running. It is a stage of real work, with its own deliverables and checkpoints, and the working reference period is a quarter.

The contractual frame is settled before that. Scope, deliverables and exit terms belong to the social media agency contract, and the statement of need belongs to the social media agency brief.

The start-up plan then varies with the team you hired, which is why it helps to settle who does what between agency and brand before the first meeting rather than after the first missed deadline.

PERIODWHAT THE AGENCY DOESWHAT THE BRAND PROVIDESCHECKPOINT
Days 1 to 15Audit of existing accounts, internal interviewsDelegated access, brand assetsFull access inventory closed
Days 15 to 30Market read, immersion summaryContent history, trading calendar, legal constraintsImmersion readout signed off
Days 30 to 45Content pillars, formats and cadence proposedDecision on pillars, final approver namedEditorial direction agreed in writing
Days 45 to 60First month calendar, pilot contentFeedback within agreed turnaround, product accessApproval chain tested end to end
Days 60 to 75First full production cycle shippedShoot availability, approvals on timeWeekly production review running
Days 75 to 90Reading early signals, adjusting formatsBusiness data and field feedbackQuarter review and next quarter plan

Phase 1, days 1 to 30: immersion and handover

Immersion is the phase in which the agency absorbs everything the brand already knows about its market, its products and its audiences, and takes over the access it needs to work. Whatever is not handed over this month gets paid for later in back-and-forth.

  • Access. Social accounts, ads manager, measurement tools, asset library, always delegated from the brand's own accounts and never by sharing a password. Account ownership and access governance is one of the most common reasons a start-up stalls.
  • The brand. Brand platform, visual identity, tone of voice rules, logo files, banned usages.
  • The products. Range, selling points, availability, upcoming launches, and physical samples for production.
  • The history. What has been tried, what worked, what failed and why.
  • The legal frame. Mandatory disclosures for the category, internal compliance rules, rights on visuals, music and creator content.

Two things are routinely forgotten. First, a map of the people involved: who approves content, who approves spend, who covers for whom during holidays. Second, the trading calendar: launches, peak periods, quiet weeks. An agency that hears about a launch three days out can only produce catch-up content.

Phase 2, days 30 to 60: editorial framing and the approval chain

Framing is the phase in which a proposed strategy becomes something you can actually run: content pillars, cadence, formats, an approval chain and committed turnaround times. This is the month for deciding, not for exploring.

  • Content pillars. Three to five territories covering awareness, preference and conversion, each with a lead platform.
  • Production cadence. Posts per week per platform, shoot days per month, the split between studio output and native content.
  • The approval chain. Who sees what, in which order, and who has the last word. One final approver, not a committee.
  • Turnaround times. A committed number of working days to sign off a script, an edit, a still.

The approval chain does the most damage when it is badly set. Social content lives on reactivity: an edit that goes through five people over three weeks lands next to the subject rather than on it.

Two rules protect the quarter. One final approver on the brand side, mandated to say yes without consulting. A committed turnaround, beyond which the content ships as it stands.

Phase 3, days 60 to 90: going live and first trade-offs

Going live is the phase in which the agreed model turns into a run of real publications. It is the first honest test of the framing work.

This third month checks three things.

  • That the agreed cadence holds, since a rhythm that looked reasonable in a deck sometimes proves impossible once shoots, approvals and surprises are counted.
  • That formats work on the target platforms, judged by how they are watched rather than by raw view counts.
  • That the decision chain holds when a news moment demands speed.

The first trade-offs follow: a pillar that costs too much drops in frequency, a short format replaces a long one that does not hold attention, a secondary platform is paused.

These are not failures. An agency that proposes no adjustment after a full quarter is not reading its own results. At Sleeq, the month closes with a review comparing what was planned with what shipped, then sets the plan for the next quarter.

What the brand has to provide during onboarding

Brand-side prerequisites are the things an agency can neither produce nor guess, and whose absence stops the production line.

  • A single, available point of contact. Someone who knows the subject, can reach other departments and holds a weekly slot for the project.
  • A short approval chain. Two levels at most, a named final approver, a deputy for absences.
  • Access to products and spokespeople. Products shipped ahead of time, shoot dates locked, colleagues cleared to appear on camera.
  • Current brand assets. Guidelines, logos, fonts, image library, legal notices, and an explicit list of what is off limits.

A fifth point carries as much weight: being open about internal constraints. Better to flag them in week one than discover them in week ten. A social media and influence agency in Paris does not design the same model depending on whether editorial latitude is wide or narrow.

Starting the collaboration: good signs and warning signs

A checkpoint is a moment when the brand reviews not its results, but the state of the working relationship.

At 30 days

Good sign: access is complete and properly delegated, the immersion readout brings a fresh angle, the agency asks precise questions about the product.

Warning sign: missing access has not been chased, the summary repeats the brief back, and the brand-side stakeholders have still not been in a room together.

At 60 days

Good sign: the editorial direction is written down, understood by both teams and tested on pilot content.

Warning sign: strategy is still under discussion, no final approver has been named, and every piece of content reopens a debate that should have been closed during framing.

At 90 days

Good sign: the calendar holds, weekly meetings are short because the subject is settled, the agency brings reasoned adjustments.

Warning sign: publications slip, nobody can say why a piece did not go out, and the only item on the agenda is the backlog.

A difficult start is not always the agency's doing: the chain often jams on the brand side, with access never granted, approvals stacking up, products never sent. The review looks at both sides.

What is realistic to expect after the first quarter

A first quarter delivers structural gains, rarely spectacular audience results. What is reasonable to expect: a settled editorial direction, a production line that runs, a calendar that holds, formats that have been tested.

What is not: installed audience growth, a signature format already identified, a readable return on investment in sales. The question of the timeline before social media results deserves its own conversation, before launch rather than at the first board meeting.

The best measure of success stays simple: are the brand and the agency working faster than on day one? If so, volume can go up. If not, the framing needs reworking first. To scope a start-up plan around your platforms, you can talk it through with the Sleeq team.

Frequently asked questions

How long does social media agency onboarding take?

The working reference is a quarter, split into three stages: roughly a month of immersion and access handover, a month of editorial framing and setting up the approval chain, a month of live production and first adjustments. A single-platform setup moves faster. A multi-platform setup in a heavily regulated category usually takes longer, mainly because every piece of content passes through compliance.

What does the brand need to provide in the first month?

Four families of inputs: delegated access to social accounts, ads managers and measurement tools; brand assets, guidelines, logos and tone of voice rules; product knowledge and content history, including what failed; the legal frame and any mandatory disclosures. Add to that the list of stakeholders with their decision scope, and the trading calendar for the year ahead.

Does the brand need a single point of contact?

Yes, and it is the single clearest difference between a smooth start and a laborious one. One point of contact centralises questions, settles routine trade-offs and carries the view of other departments. That person does not decide everything alone, but they stop the agency from collecting contradictory opinions. Naming a deputy for holiday periods is part of the same reflex.

When should an agency publish its first content?

Pilot content usually appears during the second month, once the editorial direction is agreed, so the approval chain can be tested on something real. The first full production cycle tends to land in the third month. Publishing in week one is possible, but it means producing before anyone has settled what the content is meant to demonstrate.

What are the warning signs of a bad start?

Four come up often: access still incomplete after a month, an immersion readout that only repeats the brief, no final approver ever named, and content that reopens a strategy debate every single time. A fifth is quieter: a weekly meeting whose only remaining subject is the backlog of things that have not shipped.

Can you expect results after 90 days?

You can expect structural gains: a settled editorial direction, regular production, tested formats and early signals worth acting on. You cannot yet expect installed audience growth or a readable effect on sales. A quarter is spent building the machine and tuning it; the quarter that follows is the one that compounds that work.

Key takeaways

  • Onboarding a social media agency runs in three phases: immersion and handover, editorial framing and approval chain, going live and trade-offs.
  • Month one hands over access, brand, products, history and the trading calendar.
  • Month two locks content pillars, cadence, a single final approver and committed turnaround times.
  • On the brand side, four prerequisites prevent blockages: one point of contact, a short approval chain, access to products and spokespeople, current brand assets.
  • At 90 days you judge the machine that has been built, not audience performance.

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