Credentials
Open the Credentials page
and make sure your Blog, Twitter, and Facebook credentials don't have a red "!" next to them.
Note: If you've decided not to use Twitter, then you can just ignore the error.
Facebook Venues
Open the Venues page
Press Edit on the two Facebook venues and make sure the right campaigns and adsets are selected.
Top of funnel is your engagement campaign with two adsets. Middle of funnel is your click campaign also with two adsets.
LinkedIn Venue
Open the Venues page
Press Edit on the LinkedIn Venue.
You have the choice of posting to either your personal page or a company page. Depending on your business, one or the other will be the right choice. For a coach or consultant, it is likely your personal page is the right choice. For the CEO of a company, speaking on the company page is probably better.
Feeds
Open the Feeds page
Content To Curate - You can skip this if you used the ResultFlow Extension to add stories to workflows. Else, if you used the Content to Curate folder then click edit on the "Content to Curate" feed, and press test to make sure the feed URLs are good. Now close that and click the Content to Curate folder icon to see what's been loaded. Do you have enough content? You'll need 7-10 items per week for Link Quotes and (optionally, but recommended) 3-5 items per week for Rich Summaries for your blog.
Flash Promotion Folder - Since you will be using your own content, it is important that the feed URL is added to this folder for your Features category. There will not be content in the feed folder if this is a new category for you.
Promote to Middle of Funnel - In the Coaching / Consulting persona, you won't be creating Rich Summaries - so no settings are needed here.
Promote to Top of Funnel - Typically you won't have a Feed URL here, this folder can be used with the ResultFlow Extension to create and promote Link Quotes for Top of Funnel.
Kanban boards
Now open the Dashboard and check the Kanban boards.
First is the "Link Quote Process". Do you have some items in Work in Process? If so, then wait a day and look again - you should have some items Waiting to Promote and maybe even an item posted to Facebook.
You should check this board once per week to make sure you keep your queue full enough that you can post one item every day without running out. I recommend picking 10 items once a week, just in case there are errors with any of the items you select.
Verify Facebook
Finally, in the immortal words of Ronald Reagan: trust, but verify. :-)
Once you've had the machine setup and running for a couple days, just to make sure that everything is working correctly, look to see that items in your Venues actually got posted correctly to your 3 social platforms.
That's it!
If there are ANY failures in the above audit, please reach out to Customer Support immediately so our team can get you up and running at full speed.