Migrating to Kivo: A 7-Day Switcher Checklist
Ready to move your social media workflow to Kivo and cut through the chaos of multiple brands, accounts, and tools? This 7-day checklist breaks the switch into bite-sized steps. You will map your current setup, import drafts, establish Projects, and benchmark performance—all in under a week. By Day 7 you will have a streamlined, collaborative, metrics-driven engine for social success.
Why a 7-Day Switch Matters
Switching tools can feel overwhelming. You worry about lost drafts, fractured calendars, and a performance dip during migration. This checklist gives you a clear path:
Plan (Days 1-2) Identify accounts, archive backlog, set benchmarks Publish (Days 3-5) Import content, configure Projects, cross-post with previews Learn (Days 6-7) Pull reports, compare metrics, iterate your process
Each day’s tasks are designed to take no more than 30 minutes to 1 hour. Let’s dive in.
Plan Phase (Days 1-2)
The goal here is to map your current landscape and set a baseline for success.
Day 1: Audit Your Existing Platforms (30-45 minutes)
Before you import anything into Kivo, you must know what you have. An audit prevents duplicated drafts and hidden calendars.
Checklist:
List active accounts: Record every Facebook Page, LinkedIn Company Page, Instagram profile, Twitter handle and any long-tail or Fediverse channels.
Log collaborators: Note who has access and what permissions they hold on each platform.
Catalog published posts and scheduled drafts: Export this from your current tool or download CSVs from native platforms.
Identify content gaps: Highlight any upcoming campaigns, seasonal posts, or evergreen series you need to preserve.
Time tip Use a simple spreadsheet or the Projects concept in Kivo to track each brand or account.
Day 2: Benchmark Performance (30 minutes)
You want to measure growth post-migration. Capture basic metrics now.
Checklist:
Top 3 posts per channel in last 30 days: Engagement, reach, clicks.
Average post frequency: Posts per week per platform.
Team turnaround time: How long between draft creation and publish.
Current review process timeline: Days from draft to approval.
Why it matters When you see a lift in collaboration speed, higher engagement, or more consistent publishing, you’ll know it’s thanks to Kivo.
Publish Phase (Days 3-5)
This is where you bring your content into Kivo, set up Projects, and get posting.
Day 3: Set Up Projects and Accounts (30 minutes)
Kivo’s Projects let you group each brand or client into its own workspace. Projects solve the multi-brand mess.
Checklist:
Create one Project per brand or client.
Link multiple accounts per platform under each Project (for region, store, or language variations).
Invite collaborators with unlimited seat access so everyone can draft and review without extra fees.
Why Projects A separate workspace for each brand keeps posts organized, permissions clear, and reporting accurate.
Day 4: Import Drafts and Past Posts (45 minutes)
Pulling in existing content ensures you don’t lose work in progress.
Checklist:
Bulk import CSVs of scheduled drafts. Kivo matches columns to caption, date, time, Project.
Copy over upcoming campaign posts. Use the Kivo editor’s cross-post feature to generate per-channel previews instantly.
Adjust captions with AI for consistent brand tone and channel nuance. A single AI prompt in Kivo can spin out Instagram-style, LinkedIn-style, and Twitter-style versions in seconds.
Time tip Start with your highest-priority campaigns this week, then bulk-import the rest during a lunch break.
Day 5: Publish Your First Cross-Posts (30 minutes)
Now that you’ve got accounts in place and content loaded, let’s post.
Checklist:
Select a post in the Kivo calendar.
Use cross-post editor to preview how it looks on each channel. Make minor tweaks if needed.
Schedule or ship your cross-posts. Note how quick it is compared with copy-pasting in separate tools.
Why you’ll smile One editor, one click to schedule everywhere and deliver channel-specific previews.
Learn Phase (Days 6-7)
With content flowing, it’s time to measure and refine.
Day 6: Pull Your First Kivo Report (30 minutes)
Kivo provides lightweight reporting on sent vs. scheduled and top posts by channel. Use this to check your baseline metrics.
Checklist:
Export scheduled vs. shipped counts for the week.
Review top performing posts by engagement and clicks.
Compare with your Day 2 benchmark to see shifts in frequency and engagement.
Why this matters You’ll identify what’s working sooner and spot any content gaps.
Day 7: Iterate Your Workflow (45 minutes)
Refinement is the key to continuous improvement. Use insights from Day 6.
Checklist:
Adjust posting cadences based on engagement data. If your Tuesday LinkedIn post did 2x the clicks of Thursday, shift more posts to Tuesday.
Standardize an AI prompt that captures your brand voice and channel taste. Save it in Kivo as a snippet for future drafts.
Optimize review gates. If approvals took 3 days in your old tool but now take 1 day in Kivo, tighten deadlines to get posts out faster.
Action leads to outcomes Each small tweak compounds over weeks to lift engagement and collaboration speed.
Your 7-Day Migration Timeline
- Day 1: Audit accounts, collaborators, and content backlog.
- Day 2: Record baseline metrics and top posts.
- Day 3: Create Projects, link multi-accounts, invite your team.
- Day 4: Import drafts and past posts, apply AI captions.
- Day 5: Publish your first cross-posts with previews.
- Day 6: Generate your first Kivo report, compare against benchmarks.
- Day 7: Tweak cadence, standardize AI prompts, refine review flow.
Next Steps
Your migration is off to a strong start. The real magic happens when you lock in a weekly rhythm of planning, publishing, and learning in Kivo.
Today’s Action: Complete Day 1 by auditing your existing platforms and documenting accounts, collaborators, and upcoming content. Once that’s done, you’ll have the clarity you need to sail through the rest of the week.
Ready to see how simple multi-brand, multi-account social can be? Log in to Kivo and start your Day 1 audit now.