Guides for agencies that want to show clients the whole job.
How to plan a client's content, trace a DM or a lead back to the post that started it, and what to put in front of the client each month. Written by the team building Inexra.
Show your client what actually changed.
Score a client across twelve categories at kickoff, score the same twelve at 90 days, and show them the movement. Spreadsheet plus a 10 page guide with written band anchors, so a score is something you can point at.
26 guides
Plan and publish
Planning and posting for several clients, and the platform rules that change what works.
How Many Content Pillars Should a Social Media Account Have?Most guides land on three to five content pillars and stop there. The harder question for an agency is which ones to keep: a worked method for scoring each pillar by the leads it brings in, not just the posts it fills.
How to Get Clicks From Instagram and Facebook When Link Posts Are CappedMeta caps free organic link posts for business Pages and sells more through Meta One. Four ways agencies keep driving traffic without paying per link, plus when the subscription is actually worth it.
- Holiday Social Media Strategy 2026: The Q4 Playbook for Agencies Running Multiple Clients
- How to Repurpose Content for Multiple Clients Without Losing Instagram Reach
- Best Time to Post on Instagram for Agencies (And Why the Question Is Changing)
- How to Build a Social Media Content Approval Workflow That Doesn't Stall
- The Social Media Content Calendar Framework for Agencies Managing Multiple Clients
- How to Make Instagram Posts People Send in DMs (the Signal That Now Outranks Likes)
Run client inboxes
Keeping replies fast and nothing missed when you answer DMs for many clients at once.
How Many Clients Can One Social Media Manager Handle?There is no fixed number, only a formula. How to work out your own team real capacity from four weekly time categories, a worked example at five and eight clients, and what changes when AI handles the first pass on the inbox.
Instagram's 24-Hour Messaging Window: What Every Agency Gets WrongInstagram and Facebook enforce a 24-hour messaging window on every DM, separate from any SLA you set yourself. Here is exactly how it works, what happens when you miss it, and how to run an agency inbox around a deadline you did not choose.
Show what the work did
How to tie a lead back to the post that started it, and how to show a client that number.
How to Prove Social Media Results to Clients: The Agency GuideThe whole method in one place. Agree what counts at kickoff, record every lead where it starts, tie it to the post behind it, put a value on it, and bring one page to the renewal call. Each step links to the detailed guide.
Raising Social Media Retainer Prices Without Losing ClientsA review-date system, a ledger for tracking scope creep, and the exact wording agencies use to raise a retainer without the client walking.
- What Goes in a Social Media Client Onboarding Questionnaire (If You Want to Prove ROI Later)
- How Long Should an Instagram DM Lead Stay Credited to the Post That Started It?
- How Agencies Prove Instagram Brings In Leads (When Google Analytics Can’t See Them)
- How to Prove Social Media ROI When the Client Doesn’t Track Revenue
- What to Show a Client at the Renewal Call (A One-Page Template for Social Media Agencies)
- How to Tell Which Instagram Post a DM Came From (What Meta Tells You, and What It Doesn’t)
- Why Social Media Agency Clients Leave (and the Reporting Problem Behind Most of It)
- How to Track Leads and Brand Deals That Start in Instagram DMs
- What to Put in the Inbox Section of a Client Report (and the Numbers to Leave Out)
Two more free templates for proving results
DM lead tracker
A spreadsheet for every DM or comment that asked to buy or book, the post that started it, and what it became. Monthly totals and per-post results calculate themselves, with confirmed and estimated value kept apart.
Renewal one-pager
The page to send a client two days before the renewal call: the goal and the result, the posts that brought in business, what you changed, and the next 90 days. A blank template plus a filled-in example.
See the playbook running on a real client.
Bring one of your busiest client accounts on the demo. We plug it in live and you watch the workflows the guides describe, in your inbox, on the call.