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Working with Modern Social feels real, connected and refreshingly simple. We move fast, but we never overlook the details. Everything we do is crafted with intention, meaning and a modern touch that reflects the way businesses operate today.

Modern Social - Onboarding

How We Work

When you start working with us, the first thing you’ll feel is that we genuinely listen. We take time to understand your wants, needs and challenges, then we fill in the gaps for you. We’re strong believers in focusing on what you do best and letting specialists handle the rest. The same way you trust an accountant with your finances, you can trust us with your marketing.

That combination of trust, delegation and expert execution is the driving force behind every successful business, and it’s at the core of how we work.

Modern Social Marketing Digital Marketing Team at Radio Wigwam Awards 2026
Charlie Kennedy Modern Social Marketing ltd Creative Director

Unlike many agencies, our onboarding process is clean, structured and fast. There are no long delays, no confusion and no hoops to jump through. You deal directly with the three of us, and you always know exactly what’s happening next.

Social Media Results from Modern Social
Modern Social Social Media Metrics
Modern Social Social Media Results

The Client Journey

Enquiry

Everything starts with a discovery meeting or call. We always prefer to meet in person because it lets us understand your business on a deeper level, but if that’s not possible, we’ll jump on a call or video meeting instead.

We respond fast. Always within 24 hours, but usually the same day, you’ll get a call from one of the MOSO team. That first call helps us understand what prompted your enquiry, what challenges you’re facing and whether we are the right fit to support you.

Our goal here is simple.
Understand your business. Understand what you’re struggling with. And then book you in for an official discovery meeting where we can go deeper.

Consultation

Our consultations are clear, relaxed and genuinely helpful. Ideally, we sit down with you in person, but if that’s not convenient, we’ll organise a video call. These sessions normally last between 30 minutes and 1 hour, depending on how complex your goals are.
 

During this meeting, we explore your challenges, what you want to achieve and the direction you’d like to take your marketing. We’ll talk openly about the services we recommend, how they would work specifically for you and the realistic timelines for reaching your goals. No two clients are ever the same, so your plan won’t be either.
 

Most importantly, you’ll walk away from this consultation feeling enlightened, motivated, excited and confident that you’re in good hands.

Onboarding

Once your proposal is approved, we start onboarding. This is a clean, structured process designed to gather everything we need to launch your business efficiently.

 

Onboarding typically takes a few days to a couple of weeks, depending on your availability. We'll only ever book your onboarding at a time where you can have our full attention, and as long as you can provide what we need, we’ll be getting started within days.

Our goal is simple: understand your brand, collect your assets, set up your systems, and get you fully connected so we can hit the ground running.

Here’s what onboarding usually includes:

Onboarding Questionnaire
A short form that helps us understand your goals, ideas and expectations. This shapes the strategy we create for you.

Shared Google Drive Folder
Your dedicated space for uploading images, videos and brand assets such as logos, fonts and guidelines. This ensures our content and creative work is accurate from day one.

WhatsApp Group Chat
A direct line to the team. This is where day to day comms, quick ideas, content snippets and updates are shared. No long email threads. No delays. Just fast, real communication.

Brand Visual Overview
Once we receive your questionnaire, we create a visual brand guide that shows exactly how you’ll look across social media. It sets the tone, style and direction for the content we’ll be creating moving forward.

Platform Access Setup
We help you set up access for LinkedIn, Meta Business Suite, Instagram and Facebook. Access can be fiddly, so we often jump on a quick Google Meet to walk through it together, making sure everything is connected correctly for posting and reporting.

Social Media Onboarding Pack
Your onboarding PDF includes timelines, content approval processes and how we’ll collaborate moving forward. It keeps everything clear and organised.

Meet the MOSO Team
We reintroduce the team handling your account so you know exactly who’s doing what. No mystery. No outsourcing. Just the three of us working directly on your business.

Social Media Calendar Setup
Once your brand visuals are approved, we onboard you to our content calendar platform where you can review, approve and give feedback on posts. We also provide a simple tutorial video to get you up to speed.

Service Agreement
Clear, straightforward and designed to protect both sides, outlining what you can expect from us and what we need from you.

Delivering the Service

This is where the Modern Social Effect begins

Once onboarding is complete, we get to work immediately. The first few weeks are usually more collaborative because this is where we immerse ourselves in your brand. We learn your style, your tone, your audience and the small details that make your business unique. As we become fluent in your world, things move quickly and naturally.
 

There is no waiting. No delays. Action happens straight away.

Delivering the Service

This is where the Modern Social Effect begins

Our day to day working style depends entirely on you. Some clients love constant collaboration and communication, while others prefer to sit back and let us get on with it. We are flexible because every business owner is different. Our job is to fit into your rhythm, not make you fit into ours.

Delivering the Service

This is where the Modern Social Effect begins

During your first month, you should feel instant and effective improvement across your marketing. Not because we claim to be miracle workers, but because modern, well executed marketing makes an immediate impact when done right. Whether it is a social media refresh, a new ad campaign or an organised CRM setup, you should feel excited, confident and in very safe hands.

Delivering the Service

This is where the Modern Social Effect begins

One of our newest clients saw their first post outperform their previous content by ten times in engagement and exposure. That early impact is real, but sustainable growth comes from consistency, precision and long term partnership. That is why almost all of our clients stay with us for the long run.

Modern Social Team in Wokingham

How We Stay Connected

Communication with Modern Social is clear, easy and responsive. We avoid long, messy email chains with endless CCs and hidden messages buried in months of back-and-forth. That is not the modern way and it definitely is not the MOSO way.

Modern Social Wokingham marketing Contact

WhatsApp

In Person

Via Email

On Video Call

We keep
communication simple.

We WhatsApp, voice note, call and only email when something genuinely needs a formal, written record. Day to day interaction should feel natural, quick and effortless.

Our ethos is always the same.
Bring solutions, not problems.

If something needs attention, we will usually solve it before it reaches you. And if there is a choice to be made, we come to you with clear, thought-out options. “Here’s the problem and here are three proposed solutions” is far more productive than “We have an issue, what do we do?”
 

You should feel like we’re part of your team, not a separate department.

Modern Social
Modern Social Wokingham Social Media Contact

WhatsApp

Fast updates, quick questions, ideas and easy conversations.

Voice notes

Perfect for nuance, speed, clarity and keeping things personal.

Phone calls

When something needs proper discussion.

Email

 For proposals, reports, agreements and anything important. Endless email threads for daily convo's is so old fashioned!

Social Media Calendar

The software we provide you comes with built-in feedback and approval system for your social media posts.

How Often We Check In

As much as you need. Some clients speak to us daily, others prefer a quieter, hands-off approach. We adapt to your working style, not the other way around.

In addition, we host a monthly review meeting where we cover:

What content performed well this month

We learn from trends and how follower engagement can guide us to more success.

What opportunities are emerging in your business

Social Media is all about the here and now. We prepare for the biggest moments in your calendar, so you don't have to worry.

Data driven recommendations for the month ahead

You should always feel supported, heard and able to reach us quickly. We fit seamlessly into your world, not disrupt it.

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