Onboarding Process

To ensure an efficient start and seamless service delivery, Socio Bhaarat follows a structured onboarding process. Clients are expected to participate actively and provide timely access and information as outlined below:

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1. Active Client Participation

The client is required to actively support the onboarding phase, which includes:

• Account setup and integration (social media, ad accounts, tools, etc.)

• OTP verifications, login credentials, and admin access

• Providing all brand materials (logos, guidelines, references, etc.)

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⚠️ Note: Work will not commence until all necessary access is granted, even if the advance payment has been made. Delays in access may lead to timeline shifts.

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2. Initial Requirements & Content Planning

At the beginning of the service cycle, we will:

• Collect all brand, service, and campaign-related information

• Discuss key goals, offers, focus areas, and expectations

• Create a monthly content calendar including post types, topics, campaigns, and platform-specific strategies

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To ensure timely planning and execution, clients must share all relevant inputs and special requirements during the onboarding phase.

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3. Mid-Month Additions or Changes

Any additional requests or requirements (e.g., urgent campaigns, unplanned content, or event coverage) raised after the onboarding phase or mid-cycle will:

• Be reviewed for feasibility

• Incur additional charges, based on complexity and urgency

• Be executed only after written confirmation and revised scope approval

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4. Communication Channels

For faster coordination, the client must confirm their preferred mode of communication (e.g., WhatsApp group, email, Trello, Google Docs). A dedicated point-of-contact from Socio Bhaarat will be assigned post-onboarding.

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