Creating an Effective Social Media Management Workflow for Freelancers and Agencies
Learn how to establish a social media workflow to stay organized, track progress, and present a professional image to clients. Tips on content calendars included.
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Social Media Manager Workflow to Create Content for Clients
Added on 09/28/2024
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Speaker 1: All right so today I'm going to talk to you about how to create a social media management workflow if you're doing social media as a freelancer or an agency or if you're doing it for your own business. So it's really important that you have an established workflow because workflows allow you to stay organized to have structure and if you're going to be outsourcing maybe you have a team member that you want to actually help you with social media every single month you want to have a process that they can follow and specifically a process that is documented. The other benefit about having a social media workflow is that you'll know exactly what is going to be published and when. It allows you to track the results of the work that you are doing and track the progress and if you're actually doing this for a client maybe your social media manager or you have a marketing agency it's going to make you look very professional because you can communicate what your process is to potential clients. Now before you get started with the process one thing I highly recommend is that you have content calendars about the topics that you're going to be posting on social media on a monthly basis. And so you're probably like well what is a content calendar? A content calendar is where you choose three to five topics that are consistent with your brand, your audience, what you're trying to convey, and the type of clients or customers you want to attract to your business. Doing this allows you to rotate topics while maintaining brand consistency so every couple of weeks every couple of months you'll have different things you can rotate. When you have content pillars you can share those topics with your team so they know what type of content to create for your social media presence. So let me give you a quick example of the type of content pillar someone would do in fitness. So let's say you're a fitness coach or a health and wellness company and you help people with dieting and exercise and just really feeling good about themselves. So what you would do is you talk about specific topics to exercise routines, different types of exercises that you can do, or you may have another content pillar about meal planning and nutrition, what to eat, how to pack your meals, how to prepare ahead of time. You may also have a third content pillar about the mindset that you need to have so that you can stay on track with your workout and your eating routine. All of these content pillars are part of one main message which is how do you help people who want to lose weight get in shape and feel good about themselves and all those little topics are related to one another. And so those would be specific content pillars for that type of brand. Alright so once you have your content pillars documented now it's time to go through the entire process. So number one, step one, when I work with a client I will have a kickoff call to really go over their content pillars. If they don't have them then I may help them create some. I use this kickoff call to understand their target audience. I may ask some questions. During this kickoff call I will also have a questionnaire that I previously have sent to the client that they fill out and if they haven't filled the questionnaire out on the kickoff call we will go over those questions. So I'll ask some questions like you know tell me about your competitors, tell me about the products and services that you offer, can you share some of your existing social media accounts, your website. This way I can get that research to know what they're about and what would be the best type of content that they can create for their brand. Another thing I do in the kickoff call is I share with them the schedule and I share with them my process. So the process that I'm actually talking to you about right now is a process that I share with the client so that they know what to expect and when. Or if you are doing this for your own business this process is something that you want to make sure your team is on board with. So during step two in the market research phase I'm doing a deep dive into the competitor analysis. I'm looking at similar companies, I'm looking at what their social media accounts are about, I'm looking at the type of content that they're posting, what type of feedback they're getting, who their followers are, what type of followers they have. All of those things I am dissecting them one by one. So the reason why I do a lot of competitive research is because I want to see what is already working. Like other companies, let's say I have a fitness company and they're selling nutritional supplements right. What are other nutritional supplement companies talking about on Instagram, on TikTok, on YouTube, wherever they are. And I'm also looking at what type of content is getting the most engagement. Now with this information my goal is not to copy right. I'm not trying to copy what those other brands are doing. I'm just trying to get an idea because especially if you're a social media manager or a digital marketer and you're working with a new client, you may not have experience in that specific industry. So the way that you learn about the type of content that would work well is to see what's already being talked about online. And so from there what I'm doing is I'm going to take that information, I'm going to create original unique content for my client. We never copy, we always create brand new ideas. Now there's some topics that are common like you know meal plans or how to do keto or how to create 30 meals in 30 days, whatever. I'm just just making it up. But what you want to do is give it your unique spin, your unique angle that is particular to your specific company. Now during this phase I also take that information, all my research, and then I start coming up with different content topics. I may make a list of 20 different content ideas for that specific client that I have and then I give that list of topics to the client to see their response to get their feedback and get their approval if that's okay for us to take that and start creating real social media content from. All right so once I have that then what I do is I give the client a rough draft of what we're going to be talking about, the specific content ideas. I give them a content calendar as well. Then we get to step three and this is where I actually just do the work. From there I'm creating the content, I'm scheduling, I'm posting it, creating the graphics, we're editing reels, if we're going to be editing video, we're writing captions, if we're doing blogging for the client, we're writing the blog posts, making sure that the blogs are seamless and consistent with the content pillars that we established at the beginning of this whole engagement. And during this time I will also be having meetings with the client. Sometimes I have once a month we'll have a meeting or every other week. It really just depends on the package that they signed up for with me. So that is a typical schedule for putting their content out within a 30-day period. Now at the end of the month what I do is I send the client a social media metric support. In this metric report I typically use it from the tool that I use to schedule their content. This report has things like how many new followers they were able to gain within a 30-day period. It has information like how many comments posts got, how many shares, engagement, saves, likes, different things like that. The most important thing about having a metric support is to look at the engagement rate and the growth especially of the followers. Because at the end of the day you want to create really good content that gets shared so that more people will learn about your brand and start following you and engaging with your content. Alright so if you liked what I talked about in this video make sure you hit that subscribe button and like this video. Also leave me a comment. What other topics would you like me to talk about when it comes to content creation, managing a workflow? Let me know in the comments and I will see you in the next video. Take care.

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