Your first month, end to end

1. Set the client up#

1. 1

   Add the client with their website

   New Project → industry → name → Client website → Create. The import fills the brand kit: logo, colours, tagline, what they sell, their voice and claims. On a Shopify store it also offers their products. See Import from a website.

2. 2

   Finish the Brand kit

   Click the client card at the top of the left rail. Upload or check the logo, set Logo on designs to Automatic, and set the Language for designs and captions. See Brand kit.

3. 3

   Add their products

   Upload 5–10 clear photos, one product per photo. Open Manage → to add a price and a one-line description to each (or click Write descriptions). Prices are only used on designs that show a price. See Manage assets.

2. Plan and make the month#

1. 1

   Draft the month

   Click Plan the month. Pick the month and Client sells in, 12 posts, the posting days, and type the month's offers and events. Click Draft 12 posts (free).

2. 2

   Edit the draft

   Read each row. Fix any words, captions or hashtags; skip posts you don't want. Nothing is charged yet.

3. 3

   Make it

   Click Make 12 posts. They land on the canvas as a calendar in about five minutes, and on the client's calendar as drafts.

4. 4

   Add extras

   Anything the plan didn't cover, such as a carousel or a listing set, can be made from Make something and added with Schedule post.

3. Get it approved#

1. 1

   Optional: team check

   In Calendar, click Team check and send the link to a colleague. They mark each post Looks good or Needs work. See Team check.

2. 2

   Send to the client

   Click Send 12 to client. Share the link on WhatsApp or email it from the calendar. See Client approval.

3. 3

   Handle changes

   Posts with a change requested show the client's note. Edit the design (or change the words and Remake it in the plan) and send again: the same link updates.

4. Deliver and report#

1. 1

   Download or export

   Export ▾ → Delivery pack (ZIP) for dated folders and captions, or Buffer CSV / Metricool CSV to load your scheduler. See Deliver the month.

2. 2

   Post and mark posted

   After each post goes live, open it in the calendar and tick Mark posted.

3. 3

   Send the report

   At month end, Export ▾ → Client report (PDF): what was made, approved and posted, under your agency's name. See Client reports.