Set up your social channels.
Before our first call, get the four channels created. You don’t need to design anything — just the accounts existing, with the right name and handle, so we can plug into them on day one.
Create accounts on all four platforms
Facebook
Create a public Page (not a personal profile).
Instagram
Set the account to Professional → Creator.
YouTube
Create a channel under your Google account. Use the same handle (@yourname).
TikTok
Use the same handle. Switch to a Business or Creator account.
Naming — the only rule that matters
Use the same display name and the same handle on all four. e.g. @firstnamelastname everywhere.
- If the handle is taken on one platform, change it on all four to keep them aligned.
- Display name should match too — no quirky variations.
- Why: your audience finds you in one place, all roads lead to the same brand.
Credentials
Keep all four usernames and passwords safe (1Password, Bitwarden, or even a locked note for now). Bring them to our onboarding call — we’ll set up scheduling, posting, and analytics access on the call together. Don’t email or message them in advance.
You’ll be added to ClickUp
After the onboarding call we’ll add you to our ClickUp workspace. That’s where you’ll see content briefs, approve videos, track shipping cadence, and chat with our team. You’ll get the invite by email — accept it and the rest of the system unlocks.
Checklist
- Facebook Page created
- Instagram Creator account created
- YouTube channel created
- TikTok Business/Creator account created
- Same display name and handle on all four
- All credentials saved somewhere safe — bring to the call
- Watch your inbox for the ClickUp invite after the call