How to create a Facebook business page – A comprehensive checklist


Facebook is one of the most popular and one of the unique social media tools/applications that you see these days and it is definitely one the most successful ones. Majority of the businesses owners have a Facebook Page and most of them are logged in all the time and actively using it to promote their business services / products.

Users want to engage with Facebook pages that are fun, relate to their interests, keep their attention, and offer them something. Any service or product that deserves marketing deserves its own Facebook page.  The popularity of your Facebook business page, however, is not only about increasing your following it’s about reaching the right customers with relevant content at the right time. Facebook works best when you make your page appear personal, especially now that Facebook algorithm will showcase the most desired content on top of the newsfeed.

You want to give people what they want, so adapting to what they already see and like on Facebook is better than expecting them to change that. Adapt and optimize your content to stand out among your competitors, before you start, you will need to cover the basics. So tick off each of the boxes in this checklist and you will be good to go.

Step 1 – Set up your account 

Sign Up on Facebook for a free account. If you already have an account then log in.

Once you have signed up/logged in, create your facebook page.

Choose an overall classification for your business. There are 6 categories, your first step is to choose from the below:

      • Local Business or Place: Choose this type only if you truly have a local, open-to-the-public type of business.
      • Company, Organization, or Institution: This Page type is for a company that isn’t necessarily open to the public the way a local business would be.
      • Brand or Product: If you sell an actual physical product, this is your choice.
      • Artist, Band or Public Figure: Obviously, if you’re a band or artist, this type is the one to choose, but this Page type also covers politicians, businesspeople, chefs, dancers, and actors.
      • Entertainment: This is for a TV show or a Magazine, so choose it if you have that type of business.
      • Cause or Community: If you want to create a page for any random reasons.

Next, select Sub-Categories for your business. These may not be completely accurate so you can select what is closest to your business type, but they are important as people may be searching for that type of business

Naming your company comes on this screen as well. Make sure you spell the name of the company right with all the spaces, if your Company name has distinct capitalization and/or spaces, mention it. You might have to request Facebook in case the name is extremely unusual. If you have more than 200 page likes, you can request for a name change and might have to submit proper documentation for the same.

  • Use your official business name, use proper spaces unless your brand/business has the spaces are removed.
  • Don’t make the page name too long. Keywords can be good to use in a Page name since that will help it come up in the Facebook searches better.
  • If your business name has unusual capitalization then you might have to send a request to Facebook with documents of your brand to prove it.
  • You can adjust your Page Name after you have 200 page likes, you can do so by going to your about page.

Once you select your page name, click on ‘Get Started’.

Select your Profile Photo. Choose your business logo and try to keep it square if possible to have it clearly visible. Your Profile Photo shows up next to everything you post.

Next, you have to select a cover photo and it takes a reasonable space of your page, so make sure you choose the right one. The website and mobile app have a different cover photo size, so make sure you put all the important information in the center where it will be seen on the mobile app.

Step 2 – Optimize your page

 Go to ‘Edit Page Info’ and complete your profile by adding your contact, location and other details about your business.

Add your description, add your business details and your website URL in this section. Make sure your description is keyword rich and informative.

A short description appears in the about area so make that pop and capitalize for readability.

Optimize your Facebook URL which is easy and can be mentioned on your business card. Generally, a Facebook URL looks like this,

you would rather have a branded one, like this:


Step 3 – Page settings and permissions

Optimizing your settings and permissions is very important, go to Settings and then General to set some of the most important settings. Adding apps and admins comes under settings, we will explain them in the following steps.

  • Page Visibility – Your page is considered ‘Published’ once you created it. But if you want to keep it under wraps until you are finished then you can ‘Unpublish’ the page.
  • Messages – Make sure you will be checking them regularly if you allow your followers to send your Page messages. Don’t set up a random auto-reply message, unless its a greeting or letting your followers know you will reply soon.
  • Posting and Tagging – Allow people to post and tag you, in general this is a good idea when you start out.
  • Profanity – I think it’s a good idea to set the filter to medium and possibly restrict some words or phrases.
  • Restrictions – Don’t restrict any age or country restrictions, that will make your page invisible unless someone from said restricted age or country specifically searches for it.


Step 4 – Custom Tabs

Facebook comes with default tabs like About, Photos, Posts, Videos, etc. But under settings, you have an option to add custom tabs of your own. The tab order also determines the order of the sections people see at the top of your Page. So don’t miss out on this opportunity as you can add more tabs to show off more of your content in proper sections and to appear first.

  • Mention your company’s blog if you have one.
  • Highlight testimonials and reviews.
  • Click and drag the tab names to rearrange the order.


Step 5- Adding Admins to the Page

If you are going to let other people manage your Page then you can add Page Admins under the Page Roles section. You can choose how much access you want to give to other people on the Page, by giving them specific Page Roles. If you want to see what each each role entails, you can just select the role and the description will show on the bottom to help you make the right choice.

Be careful, who you give complete access of the Page because they could hack and delete your page or take over it.

Step 6 – Creating content

When you start a page, to let your followers/audience know more about your company, have atleast 5 – 6 informative and representative posts of what you have to offer. The key essence of marketing on Facebook is rewarding your followers for sticking with your brand.

  • Vary your posts between link, images and videos. You can also use creative posts like 360 degree creatives, carousels, photo albums, etc.
  • Post offers and promotions—don’t be afraid to post free stuff like advice, tips, resources and blogs links.
  • Create engaging posts, ask questions and let your audience answer them. Get them into conversations with you and other Page followers. This will increase your Page’s visibility in people’s news feed.
  • Contests and prizes – Contests are not only fun but give your brand a boost in terms of engagement and acquiring new followers. The kind of contests you wish to host may be a part of your campaign or a new product/service launch. Rewarding winners at the end of a contest not only helps bring people closer to your brand but you may even acquire fans for life!


Step 7 – Develop a posting schedule and boost your posts

 Develop a calendar for post your content, pick a time when your posts will reach your target audience.

  • Maintain a Social Media Posting Calendar to help you organize and schedule your posting activity.
  • Post content 1 – 3 times a day in given intervals, but not more. Vary these posts between different options mentioned in Step 7.
  • Scheduling on Facebook – Facebook lets you schedule your posts to be published later. This is a great way to automate your posts on a daily basis and for the weekends. You can edit the post once you schedule it before it’s published. Just go to ‘Publishing Tools’, ‘Scheduled Posts’ and then you edit the post content as well as the date and time of the post.
  • You can schedule posts for upto 6 months. So posting for selective and specific dates or events is made easier.
  • Boost your posts for gaining a higher reach on your posts. You select a target audience based on age, country, locality, language, etc to reach the right audience pools.


Step 8 – Promoting your Page

  • Invite your friends, Co-workers, clients, to like and follow your Page.
  • Consider using Facebook Ads ( Use Build Audience – Promote Page or Use Ads Manager ) to publicize your page.
  • Add Facebook icon to your website, to link back to your Facebook Page.
  • Promote your Facebook presence on other Social Media Platforms.


Step 9 – Monitor Popular Posts

  • Periodically check your timeline to determine what types of activities are getting the most comments & likes.
  • Use data about popular posts to help you plan what to post on your timeline.


Step 10 – Measure and Utilize Insights

Once you are done with the above tasks, you are ready to launch your Facebook Page. But you also need to know measure and interpret your insights to know what kind of posts are doing well and how to get more followers. Facebook’s analytics tool simplifies tracking user interaction and can be accessed by anyone who has administrative privileges on the Facebook page

  • Reach: The number of unique users who were served at least one impression of your page’s content.
  • Clicks: The number of times a user clicks on a piece of your content on Facebook.
  • Impressions: The number of times your content is shown on a user’s News Feed or Timeline or through an advertisement. Unique users can be shown multiple impressions.
  • Page Views: The number of times a page is visited by a user.
  • Engagement: Whenever a user performs an action on your Facebook page, such as sharing a post, clicking on a link, or commenting on an image.

Insights helps you understand and optimize your page to do better, it is important to check your insights monthly or weekly to determine the areas you are doing well in and what needs improvement. Ideally, during contests, check the insights daily to measure your success and improve your future posts.

Next Steps:

Would you like to get a handy template for this checklist? Visit our Marketing Tools and get the Facebook Business Page Checklist now!







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