Zernio Multi-Channel Client Onboarding (Onboarding)

Zernio Multi-Channel Client Onboarding (Onboarding)

1. 01

   Provision the ZERNIO_API_KEY and pick an SDK

   Install one of the eight SDKs or wire the raw REST API, then register webhook endpoints so replies and comments stream back without polling. Treat this as an internal capability build: setup_complexity is medium and time_to_value is published as days, so budget the first client's integration as a fixed internal cost before quoting a retainer.

2. 02

   Connect the client's social accounts by accountId

   Link each channel the client has approved, up to the 16+ supported networks (Instagram, LinkedIn, TikTok, WhatsApp, Facebook, YouTube, Threads, Reddit, Pinterest, Bluesky, Telegram, Snapchat, Google Business, Discord, Slack). Zernio handles token rotations and rate limits, so the agency does not maintain per-platform refresh logic.

3. 03

   Publish a test post with video and image media

   Fire the publish call across a small subset of the connected networks first. Confirm media handling and scheduling behavior before opening the full channel set, because a failed first post on a client account costs more trust than a delayed rollout.

4. 04

   Wire comment and DM automation

   Route inbound comments and direct messages through the webhook endpoints into the agency's queue or client tool. This is the step that turns Zernio from a posting pipe into a managed engagement service the agency can bill for.

5. 05

   Launch a Meta Ads or equivalent campaign

   Use the ad management layer across the seven supported ad networks to prove the advertising path works end to end. Keep the first campaign small and confirm reporting pulls back into the agency's dashboard before scaling spend.

6. 06

   Pull analytics and build the client-facing report

   Retrieve cross-channel analytics through the API and format them into the monthly report the client expects. For the Zernio Local Social Starter offer, this report summarizes cross-channel reach and is the visible deliverable behind the $750/mo fee.

7. 07

   Confirm the vendor cost basis and set the retainer

   The Build plan is priced at $0 with usage-based billing and every feature included, so the agency's margin depends on the usage estimate, not a seat fee. Confirm the usage estimate with the client before signing, and note that Enterprise pricing requires a quote and is available past 2,000 accounts.