21 February 2025

Introduction

So, you’ve decided to hand over your social media—great choice! But what happens next?

We know that outsourcing can feel like a leap, especially if you’ve had someone in-house before or if social media has been a bit of an afterthought in your practice. That’s why our onboarding process is straightforward, efficient, and designed to get you up and running quickly.

Here’s exactly what you can expect once you sign up with us.

Step 1 – The Kickoff Call (Getting to Know You & Your Practice)

First things first, we’ll jump on a call to go through the essentials:
✅ Who your ideal patients are (and how we attract them).
✅ Your branding, tone of voice, and aesthetics—we want your social media to feel like you.
✅ Which treatments you want to promote (e.g. are you focusing on Invisalign, implants, or hygiene plans?).
✅ What’s currently working (and what’s not).

This is not a one-size-fits-all service—we’ll build a strategy that fits your practice, your goals, and your personality.

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Step 2 – Sorting Out the Logistics

Once we’ve got a plan in place, we’ll set up:
📱 A WhatsApp group for quick and easy communication.
📆 A content approval system (so you see everything before it goes live).
📂 A shared Google Drive for any photos and videos you want us to use.

We also do a full audit of your social media profiles to make sure everything is optimised—bios, contact info, and links. If anything needs tweaking, we’ll handle it.

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Step 3 – First Month of Content Creation

This is where things start coming together. We’ll:
🎨 Create branded post templates to keep things looking sharp.
📝 Write captions in your tone of voice (so posts sound like they’re coming from your practice).
🎥 Plan content formats—mixing Reels, carousel posts, testimonials, and educational content.

You’ll review and approve the first batch of posts before anything goes live. Some clients prefer to keep approving every month, others let us run with it after the first few weeks—it’s totally up to you.

👉 Want to see how we turn social media into real patient bookings? Check out this guide.

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Step 4 – Going Live & Engagement

Once we’ve got the green light, we start posting. But we don’t just post and leave it at that—we:
✔ Monitor engagement, responding to comments and messages.
✔ Test different content types to see what resonates best.
✔ Tweak and adjust based on performance.

Most practices see an increase in reach and engagement within the first few weeks, and after 3 months, patterns start emerging that help fine-tune your long-term strategy.

📊 We also offer monthly analytics reports and strategy check-ins to keep things running smoothly.

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Step 5 – Ongoing Strategy & Adjustments

Your social media isn’t static—what works today might not work in 6 months. That’s why we keep things flexible and adaptive.

• Monthly check-ins to go over what’s working.
• Refinement of your strategy—if you want to push a particular treatment or event, we can shift focus.
• Support for new projects—thinking about trying TikTok or LinkedIn? We can advise on what’s worth your time.

👉 Want to strengthen patient relationships through social media? Check out this guide.

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FAQs About the Onboarding Process

🦷 How long does onboarding take?
It usually takes around 2 weeks, but if you’re super quick with approvals, we can get you up and running even faster.

📱 Do I need to provide content, or do you do it all?
A mix! We’ll request photos/videos when needed, but we handle all the graphics, captions, and strategy. If you’ve got a practice phone for taking snaps of patient smiles or behind-the-scenes moments, even better!

📆 Can I still post my own content?
Absolutely! If you want to post in between our scheduled content, go for it. If you’re worried about keeping a “grid aesthetic,” we can work around that too.

📊 Will I get updates on performance?
Yes—we track and report on engagement, reach, and content performance, and we tweak your strategy accordingly.

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Conclusion – Ready to Get Started?

Our onboarding process is designed to be simple, stress-free, and tailored to you.

You’ll always have full visibility over what’s being posted, but we’ll handle the day-to-day execution—so you can focus on your patients while we handle your online presence.

📩 Got questions? Ready to take the next step? Book in for a no-obligation chat today.