Get Started — Step #1: Activate Your Account & Integrations
Goal: Connect your business profiles and verify your GenM system is live so your planner can start creating content that makes you money.
1) Business Profile Setup
- Log in: Use the Open GenM Client Login button above. (You can also bookmark genm.online → Client Login.)
- Business Profile: In the left menu, open Settings (bottom). Update Business Profile, Upload your logo, Billing, and My Staff. Save changes, then click Go Back.
- Branding: You’ll complete Design Kit and Brand Voice in Step 2 (Brand Boards).
2) Connect Your Social Profiles
Sync Facebook and Instagram → create → schedule → optimize and track your posts automatically.
- Go to Marketing → Social Planner → Connect Social Accounts (use + Socials).
- Facebook Page: Authenticate and approve permissions (import posts, schedule, metrics).
- Instagram Business: Sign in (linked to a Facebook Page) and approve connection.
- Return to Social Planner. Confirm both show Active (use Test Connection).
Optional integrations: Google Business Profile, LinkedIn, TikTok, YouTube, Pinterest, Threads, Bluesky, and GenM Membership Community.
After your 3-day trial: begin SMS & Email setup (A2P registration typically takes 5–7 days for approval on Application-to-Person messaging). Keep Steps 1–3 focused on social posts and revenue.
Continue guided setup
Pro Tip: Completing these steps only happens once; it powers everything that follows!
Step 2 — Design Kit + Brand Voice → Generate & Schedule 5 Smart Posts
Goal: lock visuals and tone (Brand Boards), then create and schedule your first five posts.
1) Set up your Design Kit (required)
- Go to Marketing → Social Planner → Brand Boards → Design Kit.
- Upload your logo, set Primary Color (e.g.,
#0f172a), and Accent Color (e.g., #c9b26d).
- Select your fonts (headline + body) and confirm imagery style.
- Click Save Design Kit.
2) Define your Brand Voice (required)
Where: Marketing → Social Planner → Brand Boards → Brand Voice
- Open Brand Boards → Brand Voice and click Add Brand Voice.
- Choose a setup method (pick one):
- Text or URL — fastest if you have a domain or public profile
Paste your website URL or a public profile link (e.g., Facebook Page, Google Business Profile), or paste a short “About” text.
Click Continue / Generate and let the system auto-fill tone, audience, and key phrases.
- Start from Scratch — if you don’t have a domain
Manually fill:
- Tone (primary + secondary): Professional, Friendly, Luxury, Playful
- Audience (who you speak to)
- Style & POV (short, clear; “we” voice recommended)
- Vocabulary (6–10 “always use” words)
- Do / Don’t guardrails
- Sample caption (2–3 lines in your voice)
- Review & refine
Check suggested tone, audience, and vocabulary. Tweak to match your brand exactly (affects captions and replies everywhere).
- Save
Click Save to lock your Brand Voice. Your composer and AI generations will now follow these guidelines.
Speed tip: If you have a domain or public profile link, the Text or URL option is much faster.
No domain? Use Start from Scratch or paste a short “About” paragraph.
3) Create your content base
- Open Marketing → Social Planner.
- Click Create New Post → choose Facebook (and Instagram if connected).
- Confirm the composer reflects your saved Brand Voice tone.
- Add 3–5 topic prompts: Reviews, FAQs, Offer, BTS, Tips.
4) Generate ideas → approve 5
- Use Generate AI Posts.
- Edit for clarity and alignment with your Do/Don’t list.
- Approve 5 posts you’re happy with.
5) Schedule all 5
- From Calendar view, click each post → Schedule.
- Recommended times for local reach: 8–10 AM or 12–2 PM.
- Spread across this week (weekdays or every other day).
Milestone: Design Kit and Brand Voice are saved, and your five Smart Posts are scheduled. Next, we verify live results, spark engagement, and queue next week.
Step 3 — Go Live & Prove It (Results Today)
Objective: confirm posts are publishing, spark engagement, and queue your next 7 days. The faster you see traction, the faster this pays for itself.
1) Verify posts are live (Published today)
- Open Marketing → Social Planner → Calendar and switch to Published view.
- Confirm at least one of your 5 Smart Posts shows a green “Published” status with a timestamp.
- Click into it and use View on Facebook/View on Instagram to open the live post.
2) Spark engagement (10-minute playbook)
- Pin your strongest post to the top of your Page (if available).
- Share it to your Story and to one relevant local group/community (optional).
- Tag a partner/vendor or location if appropriate.
- Reply to any comments with a friendly line + question (keeps the thread alive).
3) Make it actionable (add your CTA link)
- Copy your best booking or contact link (Calendar, Form, Checkout, or Website).
- In Social Planner, Edit today’s post (or tomorrow’s) and paste the CTA link at the end.
- Save. Future posts should include this CTA automatically.
4) Queue your next 7 days (keep momentum)
- In Social Planner, duplicate your best-performing post template.
- Use Generate AI Posts for 4–6 fresh variants.
- Schedule one post per day for the coming week (weekdays or daily, 8–10AM or 12–2PM).
5) Turn on the insights loop (automatic learning)
- Open Marketing → Social Planner → Analytics and note Reach, Engagement, Clicks.
- Toggle/confirm Weekly Social Insights emails/notifications are enabled (if available).
- Write down the top-performing topic/time and reuse it next week.
You’re live. Posts are publishing, your CTA is in place, and a full week is queued.
Repeat this loop weekly — the system compounds.