Onboarding

Last updated 8/11/2025

1. Pre-Onboarding Preparation

Goal: Ensure the contractor has access to all accounts, tools, and brand guidelines before their start date.

• Account Access

  • Invite Access as an Admin or Editor for the following Platiforms

    1. Facebook

    2. Instagram

    3. "ARC Social" (Emplifi.io)

    4. Google Drive (Marketing Folder)

    5. (as needed) LinkedIn

    6. (as needed) YouTube

  • Grant access to scheduling/management tools - "ARC Social" (Emplifi.io) 

  • Provide access to the agency’s Google Drive (Marketing Folder) shared drive/folder containing local brand assets

• Brand Resources

  • Brand style guide: logos, color codes, font styles.

  • Social media tone/voice guidelines (professional, warm, caring).

  • Discuss hashtags and key messaging points.
    
    

• Operational Tools

  • Communication channel (Google Chat )

  • Task/project management system (AxisCare)

  • Content approval process guidelines.

Part 1 – Orientation: Brand Immersion

Goal: Familiarize them with the agency’s mission, target audience, and content approach.

• Agency Overview

  • Introduction to Visiting Angels Tracy’s mission, values, and services.

  • Target audience breakdown: clients, caregivers, families, and community partners.

  • Required Videos: Social Medial 101 and 102

• Content Review

  • Audit existing Facebook and social media pages.

  • Discuss performance metrics and current engagement trends.

  • Review current posting schedule and types of content (educational, caregiver spotlights, testimonials, event announcements, recruitment posts).

• Expectations & KPIs

  • Posting frequenc

  • Engagement goals (likes, comments, shares, follower growth)

  • Response time for comments/messages (expectation is 30 minutes of "responding time MWF)

Part 2 – Orientation: Content Creation & Posting

• Content Calendar Creation

  • Discuss monthly content calendar in coordination with office staff.

  • Include a mix of:

    • Caregiver highlights

    • Service spotlights

    • Community involvement updates

    • Industry tips and caregiving advice

    • Recruitment and hiring announcements

    • Once per month caregiver-client spotlight (video)

    • Once per week caregiver of month post
      
      

• First Post Approvals

  • Submit initial batch of posts for review before publishing.
    
    

• Engagement Training

  • Learn to respond to comments and messages professionally and promptly.

  • Escalation process for sensitive inquiries.