How to Manage a Client`s Facebook and Instagram Accounts Like a Pro

Managing a client’s Facebook and Instagram goes beyond posting pretty visuals, it’s about secure access, goal-based strategy, and building a strong brand presence. 

Here`s how to do it right:

Step 1: Get Access — The Secure Way

You should never log in directly to your client’s personal accounts. Use Meta Business Suite (formerly Facebook Business Manager) to manage access professionally.

Set Up Meta Business Suite

For Facebook & Instagram:

1. Ask the client to create a Meta Business Account (or give you access to their existing one).

2. They should go to: business.facebook.com

Steps to grant you access:

• The client logs in and clicks Settings → People → Add.

• They enter your email and assign you a role (Editor, Admin, etc.).

• Then, they go to Business Assets:

  • Add their Facebook Page.

  • Add their Instagram Account (linked to their FB Page).

  • Assign you access to each asset (Page, Ad Account, Instagram).

• You’ll receive an email invite. Accept it to complete setup.

This keeps things professional, secure, and within Meta’s guidelines.

Step 2: Link Facebook & Instagram Correctly

Your client must link their Instagram to their Facebook Page:

1. Go to the Facebook Page.
2. Click Settings → Linked Accounts.
3. Log in to their Instagram Business Account.
4. Confirm it`s properly connected.

If it`s not a Business or Creator Instagram account, convert it first in the Instagram app under Settings → Account → Switch to Professional Account.

Step 3: Strategy & Planning

We discussed this on a previous class.

Step 4: Create Engaging Content

We discussed this on the previous page. 

Also use Canva or CapCut for easy, pro-looking content creation.

Step 5: Build Real Engagement

• Reply quickly to DMs and comments.
• Use stickers and polls in Stories to boost interaction.
• Encourage followers to tag and share.
• Follow and engage with relevant accounts (customers, partners, influencers).

Step 6: Schedule Like a Pro

Use Meta’s Built-in Planner:

• Go to Meta Business Suite.
• Schedule FB & IG posts, stories, and reels from one place.
• See performance insights and comments in one dashboard.

Step 7: Track & Improve

Use Meta Insights to measure:

• Reach
• Engagement (likes, saves, shares, comments)
• Clicks (on links or buttons)
• Followers gained
• Top-performing posts

Then:

• Double down on what works.
• Tweak your strategy based on the data.

Best Practices

• Always use official access tools (Business Suite).
• Keep communication open and regular with the client.
• Maintain visual consistency with brand colors, fonts, and voice.
• Be consistent, not spammy. Prioritize value.
• Stay updated on new features like Reels bonuses, AI tools, etc.
• Watch competitors and trends, and stay creative.

By setting up professional access, building a tailored content strategy, and engaging consistently, you’ll not only grow your client’s pages, you’ll grow their brand, authority, and results too.