Skip to content

Social content workflow guide · By Yes AI

Questions to ask before hiring social media help

Published 5 min read

Most problems with outsourced social media trace back to something nobody asked at the start: who owns the Page, who approves posts, what happens when you leave. This guide sets out the questions to ask any provider, including us, and what a clear answer looks like.

Quick answer

Before hiring social media help, ask who will own the accounts, how access is given, who approves each post, who replies to customers, what is excluded, what reports you get, how the agreement ends and what you keep. Clear answers are specific and in writing. Be wary of any provider who promises follower numbers, reach or enquiries, asks for your passwords, or wants your Page set up inside their own business account.

Plumbing business owners reviewing a written agreement with a social media consultant at their office table

Who will own the Pages, profiles and ad accounts?

Your business should own every account: the Facebook Page, the Instagram account, the LinkedIn Page, the Google Business Profile and any ad accounts. Providers should be added as partners, managers or admins. Meta's business tools let the owning business share a Page or ad account with a partner while keeping ownership, and Meta says a partner with full control still cannot share the asset with another business. On Google Business Profile, a profile can have several owners but only one primary owner, and that should be someone in your business. Ask the provider to confirm all of this in writing before any access is set up.

How will they get access to our accounts?

The answer should name each platform's access settings. On Meta, the provider gives you their business portfolio ID and you assign the Page or ad account with the tasks they need. On Google Business Profile, you invite them as a manager, which lets them edit information, respond to reviews and manage posts but not add or remove users. On LinkedIn, a content admin can create and manage Page posts without full control of the Page. If a provider asks for your password instead, treat it as a warning sign. A shared password gives full control, cannot be limited to certain tasks and has to be changed everywhere when the arrangement ends.

Who approves each post, and how?

Ask to see the approval step itself: what you receive, how often, how you mark changes and what happens if you do not reply. A sound arrangement publishes nothing you have not approved, or nothing outside rules you have agreed in writing. Ask whether approval is per post or per batch, whether a second person in your business can approve when you are away, and whether there is a record of who approved what. Ask what happens to scheduled posts if something changes suddenly, such as a closure or a local emergency, and who can pause them.

What is included, and what is not?

Ask for the scope as a list: posts per month, platforms, image preparation, video, replies to comments and messages, paid ads, reporting and meetings. Ask what is excluded as directly as what is included. Replies to customers and paid ads are the two items most often assumed and not covered. If ads are part of the work, ask whether the quoted figure contains the ad spend or only the fee to manage it, and whose payment method is attached to the ad account. Ask who writes the posts and what they need from you each week, such as photos of real jobs.

What will reports show, and what is promised?

A useful report lists what was published, what was approved or changed, and the platform's own figures for the period, such as reach, clicks and messages. Ask for the platform data itself, since a score invented by the provider tells you little. Be cautious about promises. The ACCC tells businesses not to make promises they cannot keep or predictions without solid evidence, and no provider controls how a platform distributes posts. A provider who promises followers, reach or a set number of enquiries is promising something outside their control.

How does the agreement end, and what do we keep?

Ask for the notice period, any minimum term, any setup or exit fee, and what is handed over when you leave: published posts, unused drafts, image files, captions and any voice or style notes. Ask how quickly the provider's access will be removed and who removes it. If the agreement is a standard form contract you cannot negotiate, Australia's unfair contract terms laws may apply. The ACCC says that from 9 November 2023 these protections cover new or varied standard form contracts with small businesses that have fewer than 100 employees or under $10 million in annual turnover, and penalties apply. This is general information, not legal advice.

Answers to look for, and answers to query

QuestionA clear answerAn answer to query
Who owns the accounts?Your business owns them; we are added as a partner or managerWe will set the Page up under our business account
How do you get access?Through Meta partner access, Google manager invites and LinkedIn admin rolesSend us your login details
Who approves posts?You do, per batch, with a record of each approvalWe post whatever suits the schedule
What results can you promise?We report what was published and the platform figuresA set number of new followers or enquiries each month
What is excluded?A written list, such as replies, video or ad spendEverything is covered
What happens if we leave?Notice period stated; posts, files and notes handed overThe content stays with us

Practical checklist

  • The provider has confirmed in writing that your business owns every account.
  • Access will be given through each platform's partner, manager or admin settings.
  • You have seen an example of the approval message you will receive.
  • Exclusions are listed, including replies, video and ad spend.
  • The provider has not promised followers, reach or a number of enquiries.
  • The notice period, any minimum term and any fees for leaving are in writing.
  • You know which files and notes you get back if the arrangement ends.

Common questions

Is it a bad sign if a provider asks for our Facebook password?

It is a reason to stop and ask why. Meta's business tools let you share a Page or ad account with a partner business and choose full control or specific tasks, so a password is not needed. A shared password cannot be limited to certain jobs, leaves no record of who did what, and has to be changed when the arrangement ends.

Should a social media provider reply to our Google reviews?

Review replies need care, because they are public and stay attached to your profile. Many owners write review replies themselves or approve each one. If a provider replies for you, agree the tone, what they may and may not say about a customer, and which reviews come to you first. Our sister site ai-reputation.au covers reviews in more detail.

What if we are unhappy with the first month of posts?

Say so early and specifically: which posts missed, what was wrong and what you expected. The first few weeks with any new writer usually need corrections while they learn your business. If the same problems keep coming back after clear feedback, use the exit terms you agreed at the start.

Do we need a written agreement for a small monthly service?

A short written agreement is worth having at any size. It should cover scope, approval, account ownership, fees, notice and what you keep. An email confirming those points is better than nothing. For advice on a specific contract, speak to a lawyer, since this guide is general information only.

Should we ask for examples of their work?

Ask for sample posts written for businesses like yours, and ask whether they are real published posts or examples prepared for the pitch. If a provider names other clients, ask whether those clients are willing to talk to you. Judge samples on accuracy and specific detail, since reach figures from another business's account say little about yours.

Sources and further reading

Continue planning

Plan the next step in your social content workflow

Describe the channels you use, how content is prepared and who approves it. We can discuss a practical workflow for drafts, checks and publishing. Keep customer details, account credentials and private campaign material out of this enquiry.