Your client gets three links and never needs a login.
One to connect their accounts, one to approve the month, and one to read what the month did. That is everything they have to do, and you can see when they have done it.
- The connect linkTheir accounts, signed in by them
- The approval linkThe whole month, post by post
- The report linkYour goals, your pillars, what it earned
First, they connect their own accounts.
Send the link and they sign in on Instagram, Facebook, YouTube or Canva themselves, on their own phone. The accounts show up in their workspace, you never hold the password, and Inexra tells you the moment one comes in.
Inexra
Connect your accounts for Saltwater Social
Saltwater Social uses Inexra to schedule posts and answer messages for Juniper Coffee. You sign in on each platform yourself, on this device, so your password and login codes stay with you.
Instagram
A Business or Creator account
Facebook Page
A Page you are an admin of
YouTube channel
A channel you own or manage
Canva
The account your designs are in
It does not share your password and nobody can sign in as you.
Your client connected their Instagram accountJuniper Coffee used your connect link to connect their Instagram account (junipercoffee). It is ready to use.Just now
Then they go through the month on their phone.
VIDEOFall menu is HERE. Six new drinks, starting with pumpkin cold foam.
Meet Sam. 6am shift, perfect rosetta, zero small talk before coffee.
They approve each post or leave a note on it, and their progress saves as they go. Nothing publishes until they've signed off. If they never get to it, those posts go back to drafts and you hear about it.
And when the month is over, they see everything else.
The report says which goals you hit, how each pillar did and what content won. It can email itself out every month, you can add a password or an expiry date, and you can see when the client first opened it.
Goals
2 of 3 goals hit
- Conversations from content10 of 8
- Deals won2 of 2
- New followers140 of 200
Pillar performance
Menu brought in $1,850 from content this period, with 31% of feed reach.
- Menu1.8K median · 4 posts · 31% of reach · $1,850
- Behind the bar2.4K median · 5 posts · 42% of reach
- Community1.2K median · 3 posts · 18% of reach
- Promo900 median · 2 posts · 9% of reach
Here is what stays on your side.
Your team notes
Review notes between teammates stay in team notes, where the client never sees them.
Pipeline money and reply times
A report written for a client sticks to outcomes and growth. The team version adds the rest.
Your other clients
Every client is a separate workspace, so nothing from one shows up for another.
Your clients only see the posts. Show them everything else.
Free to start, no card required. Unlimited seats on every plan.