The standard switch kit

Say

"In the first session we build each person's voice from their LinkedIn posts or a five-minute interview, load your social media policy so the rules check every post, and set Holly's starting level with approvals on. Bulk import brings across anything already planned. Thirty days in, we review together who's posting and what's working."

Holly's starting level: regulated firms start at Observe; everyone else at Suggest. Anyone nervous can start at Observe too. Moving up is the customer's choice, per person, reversible.

Terms (PENDING, D18), said before they sign:

Say

"You start on a rolling monthly basis. To keep your founding rate long term you'll move onto a twelve-month agreement when the initial period ends; the exact initial period is in the terms you sign."

Never "cancel any time"; never an annual-payment discount on a founding band.