The social media agency playbook

An agency's hours disappear into switching accounts, chasing approvals and building reports. This playbook sets AeroReply up with one workspace per client, approvals that need no login, and reports you generate in a click.

At a glance

• Who it's for: Social media and marketing agencies, and freelancers with several clients.
• Channels: Whatever each client uses.
• Team: Account managers, writers and the client's approver.
• Setup time: About thirty minutes per client.
• You'll use: Workspaces, Brand kit per client, approvals, Reports.

The challenge

Every client has its own logins, voice and approver. Approvals live in chat threads, and month-end reporting takes a day.

• Logging in and out of client accounts all day.
• Approvals lost in email and chat threads.
• Reports built by hand from screenshots.

Step 1: Give each client a workspace

Each client's posts, inbox and analytics stay separate.

Step 2: Set up a brand kit per client

In each workspace, open Settings → Brand kit, import the client's website and add their voice. AI drafts in that workspace now sound like that client.

Step 3: Get approvals with one link

Posts can't be scheduled until they're approved, so nothing goes out early.

Step 4: Send reports in a click

Open Reports and click Generate report for a branded report you can share by link, or schedule it to email clients every week or month.

What to track

• Hours spent per client per month, before and after the move.
• Time from draft to approval for each client.
• Reports delivered on time, without building them by hand.

Your first week

Where to go next

• Get a post approved without a login.
• Brand voice worksheet to brief each client's voice.
• Social media for agencies.