Creating Personal Brand Entities


A strong personal brand requires the establishment of a robust footprint across multiple channels and all major social networks.  Your virtual assistant, team member, or even you can do this.

A strong personal brand for the founder and/or key team members goes hand-in-hand with a strong company brand.  The Access Checklist is how we audit these personal and company entities-- many of which you have and some you might not.

For Virtual Assistants Working on Client Projects

We must always include a Personal Brand Entities tab in every Content Library we create and populate for our clients. We only partially acquire the assets listed in the Access Checklist, which all clients must complete to grant us access to their company and personal brand entities.

Currently, we obtain the primary company entities, but not the personal brand entities, such as the Facebook page (not their profile). Frequently, clients do not have these entities for their personal brand, including Twitter, LinkedIn company page as their name (not their profile), personal brand website, etc. In such cases, we should create these entities on their behalf.

Except for Twitter, we never request passwords since we use the Business Manager equivalent for most social networks because we don't want to get sensitive personal information from our clients.

As part of our standard operating procedure, when clients complete the Access Checklist, our Operations VAs should conduct a one-page QA Access Audit to verify the assets obtained. This audit should include columns for the business and the personal brand entities.

We don't have to claim every major social network and directory for most local service businesses. They only need to acquire the mandatory ones specified in the Access Checklist. However, when we engage in personal branding for figureheads or reputation management, we must create additional entities for them.

This guide will walk you through the process.

Task Checklist

Things that you will need:

  1. The updated Access Checklist so that you can determine the personal brand accounts to create.
  2. The client's Content Library (we set this up).
  3. Access to our Google Drive.
  4. The profile picture to use on all accounts you are going to create.
  5. A generic email address to use for setting up the accounts (client will change this later).
  6. A secure password that you will use for all the accounts you are going to create.
  7. Client information that you will need to create the accounts.
  8. Access to the inbox of to check for notifications about accounts shared with us.
  9. Access to so you can check in places like Google Ads, Google Search Console, Google Business Profile, and YouTube.
  10. Access to our Meta Business Manager account.
  11. Access to our LinkedIn Business Manager account.


    1. Create the client's Content Library.
    2. Conduct an audit of the client's Access Checklist.
    3. Update the personal entities tab after the audit.
    4. Update the Access thread on the client's project on Basecamp.
    5. Create additional personal brand entities.

    Step 1: Create the Client’s Content Library

    Content Library Master Template

    Duplicate the master template and place the new Content Library in the client's folder in our Google Drive. Name it accordingly and report the link on Basecamp.


    Step 2: Conduct an Audit of the Client’s Access Checklist

    Access Checklist

    Clients share their accounts with us through Don't wait for the client to inform us about the shared accounts. Check the inbox to find the shared accounts. Use the search function to find them. Use the client's or company's name as keywords for the search.


    Sometimes, notifications about the shared accounts fail to reach our inbox, so it's essential to be proactive and check Google Ads, Google Search Console, Google Business Profile, and YouTube if you don't find notifications from the platforms in the inbox.

    If you don't find a notification from Meta about the client's accounts, go to our Meta Business Manager to see if they already shared their Facebook and Instagram accounts with us. It should also include their ads account.

    If you don't find a notification from Linked about the client's account, go to our LinkedIn Business Manager to see if they already shared they already added us as a partner.

    You should also check if the client shared access to their website, usually WordPress, but it can also be Weebly, HubSpot, etc.

    Step 3: Update the Personal Entities Tab After the Audit

    Once you find the assets the client shared with us, document them in the Personal Brand Entities tab in the Content Library that you duplicated. Accuracy is essential here. See the image in Step 1 for reference. Lastly, inform the client about the update in the Updates thread on Basecamp.

    Step 4: Update the Access Thread on the Client’s Project on Basecamp

    After updating the client's Content Library, update the Access thread of the related Basecamp project.


    Update items accordingly on the Access thread. Don't forget to include the ID. Almost all platforms use IDs to identify accounts. Check other Basecamp projects to see what an updated Access thread should look like.

    While you're on the Access thread, ensure that the client can access it. Lastly, inform the client about the update on the Access thread.

    Step 5: Create Additional Personal Brand Entities

    Now it's time to create the missing personal brand entities. Visit the links below to create each account.

    The Rationale Behind Personal Brand Entities

    These entities are vital components of Personal Branding because they can help grow your personal brand. We can measure the impact of these channels through Digital Plumbing to gain visibility on crucial metrics for conversion tracking among other things. Your Content Library organizes all these entities and your content in one place. You can have your virtual assistant build your Content Library, or we can do it for you.

    Verification Checklist

    1. The Content Library template is a duplicate.
    2. The Content Library file resides in the client's Google Drive folder.
    3. The existence of the Content Library was reported on Basecamp.
    4. A thorough audit of the client's Access Checklist was conducted.
    5. The Personal Brand Entities tab of the Content Library was updated after the audit.
    6. The Access thread of the client's Basecamp project was updated after updating the client's Content Library.
    7. The client can access the Access thread.
    8. The missing personal brand entities have been created using the same image, username, and password.
    9. The Personal Brand Entities tab of the Content Library was updated after creating the new accounts.

    If you enjoyed this tutorial, then check out our Task Library, where you can learn how to get a thousand other things done!