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How to use Clue Labs as a social media manager

What this article covers: How to use Clue Labs when you're managing social media for multiple clients or brands — account switching, campaign management, client reporting, and getting the best output for each account.

Written by Inge

Clue Labs is built to handle multiple connected accounts. If you're a social media manager, freelancer, or agency running social for more than one brand, this article covers how to get the most out of the platform across all your clients.


Switching between brands

Click your brand name in the top left of the platform to open the brand switcher. You'll see all the brands on your account listed here, along with an Add Brand option at the bottom.

Select any brand to switch to it. Everything in the platform — campaigns, post suggestions, Growth Tracker, Clue Score, Top Fans — is scoped to the brand currently selected. When you switch, you're working with a completely separate set of data and campaigns for that brand.

Each brand requires its own connection. Clue Labs charges per connection — per social media account dataset being analysed — not per company. See the Connections and Pricing article for full details. Currently Clue Labs is live on Instagram only, with additional platforms coming.


Setting up each client account correctly

The quality of output Clue Labs produces for each client depends directly on how well that client's account is set up. Before generating any campaigns for a new client, do the following:

Connect their Instagram account Go to Brand Connections and connect the client's Instagram. Make sure their account is a Business or Creator account — personal accounts can't be connected.

Complete Brand Settings for that account This is the most important step and the one most likely to be skipped. Switch to the client's account and go to Brand Settings. Fill in their brand description, tone of voice, target audience, and any relevant brand guidelines — in their voice, not yours, and not generated by AI.

The more accurately Brand Settings reflects the client's actual brand, the more on-brand Sam's post suggestions will be. Vague or generic Brand Settings produce vague or generic output — regardless of how good the data is.

Review their performance data Before generating your first campaign, look at their Growth Tracker and Growth Distribution. Understanding where their growth is currently coming from will inform which goal to start with and what their content history shows about what works for their audience.


Managing campaigns across clients

Create campaigns per client, per phase. A well-organised approach:

  • Name campaigns clearly so you can distinguish them across accounts — include the client name or brand if helpful, e.g. "Client A — May Awareness" rather than just "May".

  • Use the growth goal sequence (Awareness → Audience → Engagement → Conversion) for any clients with an upcoming launch or campaign period. See the launch framework article for the full approach.

  • Keep campaign durations to 30 days or less for active client management — shorter campaigns are easier to review and adapt than 60-day blocks.

Each client's campaigns are only visible when you're switched to their account, so there's no risk of cross-contamination between clients.


Client reporting

Growth Tracker The Growth Tracker is your primary reporting tool for clients. It shows normalised growth across all four goals over time, with date filtering so you can pull a specific reporting period. Use it to show month-on-month or quarter-on-quarter trend data in your client reports.

CSV export Download the campaign CSV to share post suggestions with clients for approval before execution, or to use as a production schedule with your team. It gives clients full visibility of what's planned without needing platform access.

Clue Score The Clue Score gives clients a single weekly number they can track — red, amber, or green. For clients who want a simple performance indicator without needing to interpret detailed data, this is the most accessible metric to lead with in reporting.


Getting the best output for each client

A few things that make a material difference when managing multiple accounts:

Do the Brand Settings work for every client, every time. It's tempting to skip this when you're onboarding a new client quickly. Don't. The Brand Settings are what make Sam's output sound like the client rather than a generic brand. Invest 20 minutes per client doing this properly and it pays back in every campaign you generate.

Use campaign objectives to brief Sam on client context. Every time you create a campaign, the objectives field is your opportunity to tell Sam what's happening in that client's world right now. What are they launching? What events are coming up? What are they focused on this month? The more specific you are, the more relevant the output.

Review post suggestions before sharing with clients. Go through the generated posts yourself before showing them to clients. Add notes to flag anything that needs adjusting and remove any posts that clearly don't fit. Presenting polished, reviewed suggestions builds client confidence in the platform — presenting everything raw, including suggestions that miss the mark, undermines it.


Common questions

Is there a limit on how many accounts I can connect? Check your plan for account limits. Additional accounts can be connected from Brand Connections.

Can clients have their own login to view their campaigns? Yes — add them as a Brand Member on their account. They can view campaigns and post suggestions without access to other clients' accounts.

Can I use one campaign CSV to brief a freelancer across multiple clients? No — the CSV is per account. Download separately for each client account.

What's the best way to onboard a new client quickly? Connect their account, complete Brand Settings, run a Growth Distribution check to see where their current performance sits, then create a first campaign. Don't skip Brand Settings — it's the foundation everything else depends on.


Related articles

  • Connecting your Instagram account

  • Creating a campaign

  • How to brief your team using Clue Labs

  • Brand Settings

  • Downloading your post suggestions (CSV export)

  • How to use growth goals for a launch

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