The Playbook Strategy and planning

12 questions to ask before you hire a social media agency

Ask these 12 questions before you sign with a social media agency, covering account ownership, who makes the content, approvals, reports and contracts.

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Most business owners who've been burned by a social media agency tell a version of the same story. The sales call was great. The first month looked busy. Then the posts started to feel generic, the reports got vague, and when they tried to leave, they found out the agency controlled the Facebook page. None of that is hard to prevent. You just have to ask before you sign.

Before you hire a social media agency, ask who owns your accounts and content, who actually creates the posts, how approvals work, how fast comments and messages get answered, what the monthly report measures, how ads are managed and billed, and what it takes to leave. Clear, specific answers to those questions tell you more than any portfolio.

Here are the 12 questions I'd ask, grouped by topic, with what a good answer sounds like.

Ownership and access

1. Who owns my social media accounts? You should. The accounts should be registered to your business and your email, with the agency added as a user or partner. For Facebook and Instagram, Meta's business tools let you give an agency access to your page without handing over your password. A good answer is "you own everything and we get access." Anything else is a red flag.

2. Who owns the photos, videos and graphics you make? If you're paying for content, you should be able to keep using it after the contract ends. Get this in writing. Some agencies use licensed stock images or music that can't transfer, and that's fine as long as they tell you which ones.

3. What happens to my accounts and files if we part ways? Ask how quickly they'll remove their access and hand over files. A clean exit plan is a sign of an agency that expects to keep you by doing good work.

Who does the work

4. Who will actually create my content? Ask whether the person on the sales call is the one doing the work. Ask if anything is outsourced, and where.

5. Will you use real photos and video of my business, or stock? Real content of your team, your work and your place almost always looks more trustworthy. Ask how they'll get it. Do they come on site to shoot, or do you send them photos from your phone?

6. How will you learn to sound like us? A good agency asks you a lot of questions up front. How you talk to customers, what you'd never say, what makes you different from the shop down the street. If they don't ask, they're guessing.

12 questions to ask a social media agency Twelve questions in two columns. 1 Who owns my accounts? 2 Who owns the content you make? 3 What happens if we part ways? 4 Who actually creates my content? 5 Real photos and video, or stock? 6 How will you learn our voice? 7 Do I approve posts before they go live? 8 How fast do you answer comments and messages? 9 How do you handle negative reviews and comments? 10 What does the monthly report measure? 11 How are ads managed and billed? 12 How long is the contract and how do I leave? 12 questions to ask before you sign Clear, specific answers matter more than a polished portfolio. 1 Who owns my accounts? 2 Who owns the content you make? 3 What happens if we part ways? 4 Who actually creates my content? 5 Real photos and video, or stock? 6 How will you learn our voice? 7 Do I approve posts first? 8 How fast are messages answered? 9 How do you handle bad reviews? 10 What does the report measure? 11 How are ads managed and billed? 12 Contract length, and how to leave?
Print this list and bring it to every agency call. The ownership questions come first for a reason.

Approvals and day-to-day

7. Do I approve posts before they go live? Most owners want to, at least at first. Ask how it works. A shared calendar you can review once a week is easy. Approving every post by text at random hours is not. A good agency will also agree on what can go out without approval, like a quick "we're open" post after a storm.

8. How fast do you answer comments and messages? This is community management, which means replying to people who comment on or message your pages. Ask for a specific window, like the same business day, and ask what happens on weekends. A question from a ready-to-buy customer that sits for three days is a lost job.

9. How do you handle negative reviews and comments? Ask who writes the reply, whether you see it first and when they'll bring you in. For healthcare practices, ask how they protect patient privacy in every public reply.

Results and reporting

10. What does the monthly report measure? Likes and followers are easy to count and easy to inflate. Ask whether they track what matters to your business: calls, form fills, bookings, direction requests. Ask to see a sample report. It should be short, in plain language, and tell you what they'll change next month.

11. How are ads managed and billed? The money you pay Facebook or Instagram for ads should be separate from the agency's fee, and ideally charged to your own card in your own ad account. Ask who picks the audience, how often they check the ads and how they'll show you which ads led to calls or bookings. If your ads send people to your website, make sure someone is tracking what they do there.

Contracts and leaving

12. How long is the contract, and how do I leave? Ask about the minimum term, the notice period and any setup fees. A short first commitment with a clear exit is reasonable. Be careful with long contracts that auto-renew without a reminder.

How to use these questions

Ask every agency the same 12 questions, in the same order, and write the answers down. It's the only fair way to compare. Pay attention to how they answer as much as what they say. A good agency gives specific, direct answers and doesn't mind being asked. If a question makes them uncomfortable, that tells you something too. And ask for the important answers in writing before you sign, especially ownership, contract length and what's in the monthly price.

A quick red flag checklist

Walk away, or at least slow down, if you hear any of these:

  • "We'll set up the accounts under our login to keep things simple."
  • Guarantees about a number of followers, views or going viral.
  • No sample report, or a report that's only likes and followers.
  • Vague answers about who does the work.
  • A long contract with no exit terms.

If you want to see how we'd answer these, our process page walks through how we work, from strategy to plain-language monthly reports. And if the landing page behind your ads needs work, our sister studio HEX Web Design builds pages and tracking that show which clicks become calls.

Want a second set of eyes on yours?

Before you talk to any agency, it helps to know where you stand today. Our free Social Check looks at your profiles, your posting rhythm, whether the content looks like you, how comments and reviews are handled, whether any ads are aimed at the right people and whether social visits show up as calls and forms. You get a short written summary. If the answer is "not much needs to change," we'll say that. Request your free Social Check.

Hector Herrera

Founder of HEX Creative Works. 20+ years and 7,500+ projects across web, video and digital work. More at hectorherrera.me.

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