01
Separate the work by client workspace
Keep each client’s connected accounts and day-to-day work organized in its own workspace. Confirm access before connecting a profile or Page, and invite only teammates who need to work on that client.
02
Make client review easier to follow
Build a calendar, prepare posts, and use approval checkpoints to track what is waiting for review. Keep comments and next steps with the draft so the account team can see what is ready to schedule.
03
See conversations and performance in context
Use the inbox to coordinate supported customer messages and Analytics Matrix to review metrics available for connected accounts. Provider data varies by platform, so use the account and date context when preparing a client update.