The Agency Multi-Client Workflow

Overview

StretchSocial is built for teams that manage social for more than one brand or client. Because every record — connections, posts, queue jobs, analytics — is scoped to your organization, and because you can register multiple connections and organize work by campaign, a single workspace can cleanly run several brands with client sign-off built in. This guide is the playbook.

Set up each brand's channels

1. Open Connections and add a connection for every account you manage, using brand-prefixed labels so accounts never get confused:
- Brand A LinkedIn, Brand A Instagram
- Brand B LinkedIn, Brand B X
2. You can register several connections on the same network (two LinkedIn Pages, for example) — each is its own card with its own status and handle.
3. Confirm each connection's status chip is green before you plan a launch for that brand.

Organize work by campaign

StretchSocial groups content by the Campaign field, and the dashboard, Insights, and Analytics all chart by campaign. Use a consistent naming scheme so each brand's work is easy to filter mentally:

• BrandA — Fall Launch
• BrandB — Always-On

Every post you compose should carry a campaign; it's one of the four approval checks and it's what makes analytics meaningful.

Build a client sign-off loop

The Approvals tab is where client governance lives:

1. Writers create drafts in Compose, tag them with the brand's campaign, and target that brand's networks.
2. The account manager opens Approvals, clicks Review to claim each post, and checks the caption and asset notes against the brand guidelines.
3. Approved posts are cleared for scheduling; off-brand posts are Rejected (with confirmation) and sent back to the writer.
4. Because rejected posts are blocked, nothing off-brand can slip into the calendar.

If a client requires formal sign-off, treat approval in StretchSocial as the record of that decision — it's visible and auditable.

Schedule and monitor per brand

1. Use the Calendar to slot each brand's approved posts, spreading them with the seven-day chart so no single brand or day is overloaded.
2. Use Analytics filtered mentally by campaign to report per-brand production and delivery (posts, targets, completed vs. failed).
3. Use Insights readiness as a team quality bar across all brands.

Concrete example

You run two clients from one workspace:

1. Connections: Acme LinkedIn, Acme Instagram, Globex X, Globex Facebook — all green.
2. A writer drafts three Acme posts tagged Acme — Fall Launch targeting Acme's LinkedIn and Instagram.
3. The account manager reviews and approves two, rejects one for a pricing error.
4. The two approved posts are scheduled for next Tuesday and Thursday.
5. On launch week, Analytics shows Acme's completed jobs climbing, and one failed Instagram job — you fix Acme's Instagram connection and reschedule.

Tips

• Brand-prefix every connection label and every campaign name — it's the single biggest clarity win in multi-client work.
• Keep the Approvals → Waiting count low per brand; a backlog on one client delays their whole calendar.
• Never target the wrong brand's network — double-check the connection label before scheduling.
• Consider a naming convention that sorts brands together alphabetically in lists.

FAQ

Can other organizations see my clients' posts? No. Everything is organization-scoped; you only ever see and write your own workspace's data.

Can I manage two Pages on the same network? Yes — add a separate connection for each, with distinct labels.

How do I prove a client approved a post? The Approvals tab records the approval status on the post; use it as your sign-off trail.