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Agencies and teams covers how the pieces fit. This page is the operating side: what you do on day one with a new client, what the week looks like, and what to hand over at the end of the month.

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Onboarding a client

1

Create the brand

Add personal brand from the switcher. It’s named after the person who publishes — a brand is an identity, not a company account. See brands.
2

Let it run its own setup

Paste that person’s LinkedIn profile and let the analysis run. This is the step that makes their content sound like them rather than like you, so don’t skip it even when you already know the client well.
3

Check the strategy with the client, not for them

The drafted strategy is the best conversation starter you’ll get — it’s specific, it’s drawn from their own posts, and it’s wrong in interesting places. Correcting it together takes ten minutes and settles what you’d otherwise argue about in draft comments for a month.
4

Add the objections they actually hear

The one row nobody can read off posts. Ask the client what people say that stops them buying, and put it in Objections you hear. It’s the difference between posts that state a position and posts that answer one.
5

Grant access deliberately

Add the people who work on this client, and only them. Role and brand access are separate — see your team.
6

Turn on review before the first post

Assign a reviewer so nothing reaches a client’s audience unapproved. It’s much easier to start with review than to introduce it after something goes out wrong. See review and approval.
Do the whole thing on one client before you onboard five. The second one takes a third of the time, and you’ll want the first one’s mistakes to be cheap.

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The weekly rhythm

One screen tells you which client has failed posts, which has nothing scheduled, and which has gone quiet for a week. Starting inside a brand tells you about one client and hides the rest. See the workspace view.
Everything — chats, drafts, bookmarks, infographics — is scoped to the brand you’re in. The switcher is at the top of the sidebar, and the browser extension holds its own selection, set separately.
Use campaigns so a client’s threads stay findable in a month’s time, and labels to mark stage or owner. See organize chats.
Build the week inside the brand — plan your content — then look at the workspace calendar to see whether four clients are all publishing on Tuesday morning.

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Reporting

Analytics read per brand or across every brand, and Export CSV takes whichever view is on screen. So the client report and the agency roll-up come from the same place rather than from stitching exports together. What makes a Depost report different from a screenshot of LinkedIn’s own numbers is the comparison: each figure is measured against that client’s own typical post, and against creators in their field measured the same way. “This post did 2.4× your average” is a sentence a client can act on. “This post got 419 engagements” isn’t.
Send the comparison, not the raw count. A client whose numbers went down in a quiet month still has posts that beat their own average, and that’s the thing worth repeating next month.

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What goes wrong

The most common one, and the most tedious to undo. Check the switcher before a batch of work, and check the extension separately — a bookmark saved to the wrong client has to be moved by hand.
A drafted strategy that nobody confirmed produces drafts that are all slightly wrong in the same direction. It never looks like an error; it just reads as “not quite them” on every single post.
It costs you per-brand access, review, and any idea of who wrote what. Invites are free — the plan limits team members, not logins, and a shared login can’t be given access to one client only.
Workspace material is readable by everyone in the workspace, and reachable by every brand’s drafts. A client’s pricing or case studies belong in that brand’s library.
It shows as posts landing in Failed and analytics going stale. The workspace dashboard flags it per brand; from inside one client you’d only find out when a post didn’t go out. See troubleshooting.

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When a client leaves

Don’t delete the brand on the last day. Deleting takes the posts, the analytics and the library with it, and there is no undo — while an unused brand costs nothing to keep. Remove the people who no longer need access, disconnect the LinkedIn account if the client asks, and keep the history. It’s the only record of what worked, and it’s what makes a case study possible six months later.

Agencies and teams

What’s separate per brand, and what’s shared.

The workspace view

Every client on one screen.

Review and approval

Sign-off before anything goes out.

Analytics

Per-brand and cross-brand reporting.