Onboarding a new client in a day

A checklist for standing up a client workspace: brand kit, channels, approvals and the first month of content.

Why it matters

The slow part of client onboarding usually isn't the work — it's context-switching between five disconnected tools to set up channels, permissions and the first batch of content. Doing it in one workspace collapses that into one session.

The framework

• Create the workspace and capture brand basics first — voice, tone and anything the client already has written down.
• Connect channels next, while the client is available to approve OAuth screens, so you're not blocked waiting on them later.
• Set the approval chain to match who actually needs to sign off — often just the client, sometimes an internal reviewer first.
• Batch the first two weeks of content before handoff, so the client sees a working calendar on day one instead of an empty one.

Doing it in MultiPost Studio

A client gets their own workspace with a scoped client role — they can review and approve, not edit workspace settings or billing. Approval chains support the internal-reviewer-then-client pattern out of the box, and a shareable portal link gives the client a read-only view of the calendar and reports without a full login.