AI marketing agent setup checklist: what to prepare before day one

Why preparation decides the first week

The first week with an AI marketing agent goes the way the preparation went. An agent asked to plan a week with no offers to plan around will fill the calendar with generalities. An agent with no description of your tone will write in a neutral one. Drafts with no named approver will sit unread. The checklist below is general advice, and it applies to any product you pick.

Some things can wait. You do not need a finished strategy, a content calendar or a photo library before an agent starts, and you do not need to have settled on every platform. A handful of recent photos and one clear offer are enough for a first week. Preparation is about facts and people, not polish.

Accounts and access

Start with an inventory. It is common to find that a page was created by a former employee or is tied to a personal email address. Sort that out first.

How a product connects to those accounts differs by vendor, and Link AI's connection steps are not published. As a general habit, never send passwords by email or chat, and ask any vendor how access is granted and removed.

• Every social account and page the business uses, with its exact handle.
• Who holds admin access to each, and which email address it is registered to.
• Who receives the security codes when someone signs in.
• Any ad account, and whose payment method is on it.
• The link in each profile, and where it leads.

Brand voice and offers, on paper

Two short documents carry most of what an agent needs to know. The brand voice brief is one page on how the business sounds. The offer sheet lists what you are selling this month, with the dates, the public price wording and the link for each.

Write both before day one, even roughly. A rough page you correct during the week is worth more than a polished one that arrives in week three.

One approver, one backup

Name the person who reads drafts in week one, and tell them it is their job. They need to know prices, dates and tone, and they need the authority to say no. Name a second person for days off, and agree that an unapproved draft waits. See who should approve.

A baseline, written down

Before anything changes, note a few figures from the last four weeks so that week one has something to stand against.

• How many posts went out, and on which platforms.
• Profile views and link clicks, where the platform shows them.
• How long customer messages usually waited for an answer.
• How many hours a week marketing took, and whose hours they were.

Where Link AI fits

We recommend bringing this checklist to Link AI by Linkme. Its published reach tells you where to begin the inventory: your Facebook, Instagram, LinkedIn, TikTok and YouTube accounts, since those five are where it posts, plus the Meta ad account if you plan to advertise.

Linkme publishes nothing on setup steps, account connection or timing, and we will not fill the gap with guesses. Ask to be shown what day one involves. The finished checklist is your agenda for that session, starting with the account inventory: book a demo to try Link AI.

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