Onboard a new brand client in 15 minutes — connect Instagram via Meta OAuth

New brand client signed? Get them live in 15 minutes. Create their workspace, connect Instagram accounts via secure Meta OAuth (no passwords), clone your existing workflows and templates, and start running campaigns. Onboarding that used to take hours now takes minutes.

The 15-Minute Onboarding Flow

1. Create workspace (2 minutes). Enter brand name, upload logo, set brand colors. A white-labeled workspace is generated instantly.
2. Connect Instagram (2 minutes). The brand client authorizes their Instagram Business or Creator account via Meta OAuth. No passwords exchanged — secure, official, one-time.
3. Clone templates (5 minutes). Select an existing client's campaign templates, content review workflows, and reporting dashboards. Clone them into the new workspace with one click.
4. Invite team (3 minutes). Add your agency team members and the brand client's stakeholders. Set permissions — who can view, who can approve, who can edit.
5. Go live (3 minutes). The workspace is ready. Start assigning creators, launching campaigns, and sharing live data dashboards.

Why Meta OAuth Matters

• No passwords. You never ask a brand client or creator for their Instagram password. Meta OAuth is the official Instagram authentication flow — secure and compliant.
• Verified data. OAuth-authenticated accounts give you access to verified Instagram Insights — reach, engagement, demographics, and more. Not estimated metrics from public scraping.
• Revocable access. The brand client can revoke access at any time from their Instagram settings. No lingering connections after a contract ends.
• Multi-account support. Connect multiple Instagram accounts per workspace. Useful when a brand client has separate handles for different product lines or regions.

Template Cloning: Stop Rebuilding From Scratch

Every new client doesn't need a brand-new setup. Clone from an existing client:

• Campaign templates. Pre-built briefs, milestone structures, and creator assignment workflows.
• Review workflows. Approval stages, feedback forms, revision cycles.
• Reporting dashboards. The same data views and shareable Insights links your other clients use.
• Contract templates. Pre-configured agreement types ready for new creators.