Social Media Management Workflow

Social media management workflow: After you've onboarded a client how do you create a smooth workflow as a social media manager? Your social media management workflow can save you so much time if implemented correctly.
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Video Chapters:
00:00 Social Media Management Workflow
1:08 Social media manager content tools
2:50 Creating long-form social media content
3:30 Creating a social media content workflow
4:45 Social media manger and client relationship
8:05 How to repurpose social media content
9:17 Outsourcing social media tasks
10:17 Scheduling social media content
10:43 Automating social media tasks
11:23 How to write SOPs
Keywords:
freelance social media manager, social media management for beginners, social media management workflow, social media manager course, social media manager for beginners, social media manager freelance, social media manager tools, social media manager workflow, social media workflow

[@girlzrock3021]

As a freelancing social media manager, I can say that this is the most honest and useful video I have seen, thank you! A subscribe will follow this comment, great content!

[@TheSocialShells]

Aww! Thank you so much lovely! So happy you think that! More videos coming soon!

[@shamayitanag712]

Honestly, you're my favourite Freelance SMM content creator. Your videos are so comprehensive! thanks a lot!

[@TheSocialShells]

Wow, thank you!

[@swidenjil]

I love how honest you were in this video, everyone just tells you about all these tools without telling you that it's optional. I personally started feeling like I needed these tools but they were frankly overwhelming for me and I spent more time in these tools than the output which is what truly matters in the grand scheme of things. Thank you for this video.

[@TheSocialShells]

You are so welcome lovely Swid. So important to find what works for you not what works for everyone else ❤

[@lizneke7119]

I just started my journey as a social media manager, and I have three clients. I was struggling with the workflow, and this video has been like a gift from the universe. I am someone who loves systems, and the way you break it down makes it so clear to me how I can deliver value to my clients without burning out. I cannot tell you just how useful this video has been. Thank you so much for making it, and for the channel in general.

[@TheSocialShells]

You're so welcome! So happy it was helpful!

[@mo7903]

This is an AMAZING video! Thank you so much for all the advice!!! ♡

[@TheSocialShells]

Hi lovely Mo! You are so welcome and thank you for the feedback! 💗

[@gbbeauty7087]

This video was incredibly helpful thank you!

[@TheSocialShells]

I'm so glad and you are so welcome 💗

[@StevieAndie]

This was SO helpful!!! Thank you so much for all of your info 🥰

[@TheSocialShells]

tanks lovely so glad it was helpful. let me know if you have any questions or video requests you want me to do

[@Dr_JerryK]

I really love this video, you were down to earth with every bit of it. I'm happy I stumbled on it

[@TheSocialShells]

Thank you so much!

[@maika9659]

OMG! You're such a gem! You're a great value provider. Thank you so much!

[@TheSocialShells]

Your so lovely, thank you ❤

[@ednamartinez3068]

very helpful thank you !!

[@TheSocialShells]

You're welcome Edna!

[@angeladisneyamaya1762]

You are so good at explaining all this!! THAAANNNK YOOPU SO MUUUUUUUUCCCHHH ❤

[@TheSocialShells]

Thank you so much lovely!❤

[@sanyamehta545]

Such an on-the-point video with such useful tips! Thank you😊

[@TheSocialShells]

Glad it was helpful!

[@jasdream2992]

this really helps me to start my SMM, thanks

[@TheSocialShells]

Happy to help!

[@BB7Ruby]

this is so useful thank you!!!

[@TheSocialShells]

You're so welcome!

[@Frank004]

Super Helpful, I started to grow and feeling the paint of time and overworking some parts of the process. Great guideline for organizing all my clients and projects.

[@TheSocialShells]

Wonderful! So happy it helped you! ❤

[@miyahroberts4948]

You answered all of my questions about work flow in one video. Thank you so much!🤩

[@TheSocialShells]

So welcome lovely Miyah

[@jeanricamata0914]

so helpful thank you

[@TheSocialShells]

You're welcome!

[@claerchen.s]

So useful, thank you so much!

[@TheSocialShells]

You're very welcome!

[@MilenaRichter777]

Thank you for this amazing video!

[@TheSocialShells]

Glad you liked it!

[@yocelinrios1055]

Gurl, what a gold! Thanks for the information 🙏 all my blessings to you, my dear🌱 🌠🌱

[@TheSocialShells]

Thank you lovely!

[@The_socialinsider]

This is so useful!

[@TheSocialShells]

🙌🏼🙌🏼

[@Christngx]

Thank you very much. It’s very useful for me as a beginner

[@TheSocialShells]

👑👑

[@bradandrewmusic9520]

Thanks for the great info. Looking forward to more = )

[@TheSocialShells]

You are so welcome! There will be more coming! 🙌🏼

[@brunaalves8447]

this video is crazy good

[@TheSocialShells]

aww thank you Bruna❤

[@Naturembrace]

Thanks very much ❤

[@TheSocialShells]

You're welcome 😊

[@SocialChamp]

Being a social media management tool, we can easily vote for the repurposing of content for social media. :D We break down our detailed blogs into simpler and short videos, Instagram carousels, and appealing infographics, and this definitely worked wonders in increasing traffic for us. Cheers! :D

[@TheSocialShells]

Yes, why create more work? by creating one long form piece of content and breaking it down saves time, money and energy!

[@SocialChamp]

@@TheSocialShells Exactly, it is really helpful in driving traffic from different platforms.

[@stephaniepena7705]

This video is so underrated! 💕

[@TheSocialShells]

Oh thank you!

[@valentinacaraballo1607]

This video was so informative!! I would love to see a video on how to setup your CRM as a social media manager. 😊

[@TheSocialShells]

Great suggestion!

[@Eyescapade]

Great video!!

[@TheSocialShells]

Glad you enjoyed it

[@ibraahimyassin6131]

Your expertise and insights have helped me navigate the complex world of social media management with greater ease and confidence. Keep going 🎉

[@TheSocialShells]

Wow, thank you!

[@hajarsd7528]

Thanks alot for this video, it is very helpful. I am looking to attend your course in the near future , i have learnt a lot from you. 💞❤️

[@TheSocialShells]

You are most welcome

[@Timeless_wonder]

I am started as a beginner . You have really inspired me

[@TheSocialShells]

Thank you!

[@-pagebooklipraly8352]

thank you

[@TheSocialShells]

You're welcome

[@bake_free_nl8749]

OMG, this is amazing. I love doing these kind of things for others but I do it for free. I get overwhelmed. I need an education about this. And learn all the inns and outs. Thank you so much for sharing.

[@TheSocialShells]

Chek out my free masterclass lovely - i show how to get started and start charging! bit.ly/shell-webinar

[@dinspirationfarm]

You are the best

[@TheSocialShells]

Thank you

[@bacisflex1770]

Oh I love you, u make KZbin look human like

[@TheSocialShells]

Thanks

[@sanda.mktgsoln]

Value provider as always 😉

[@TheSocialShells]

I appreciate that!

[@MillaExplores]

Such a great video! ☺️ I love how in-depth you go with describing everything, it's so helpful. I would love to know more about things like how many clients you have at a time, how much time you spend working (on these things you mentioned, but also things like engagement, checking emails etc.) and if you have more free time than when working full-time? How would you go about taking time off, or are you able to go on vacations without checking your client's social media every day etc? 😊

[@TheSocialShells]

Hi lovely, I cover some of these things in my other videos, especially my Vlogs, as well as in my free masterclass which you can join here: bit.ly/shell-webinar I will make note of your requests, thank you🥰

[@MillaExplores]

@@TheSocialShellsperfect, thank you for this! I'll definitely take a look on your masterclass :)

[@Timeless_wonder]

This is good 👍

[@TheSocialShells]

🙌🏼🙌🏼

[@user-km6ew1pl8e]

Love your video! I feel like this was the structure I needed to get started. By chance, may I have a copy of your client's questionnaire? This would be so helpful! Thank you

[@TheSocialShells]

Thank you! ys, you can get it in this bundle stan.store/thesocialshells/thesocialshells_store/page/120148

[@user-km6ew1pl8e]

@@TheSocialShells Thank you!

[@jasmijndegryse5863]

Hi! Could you share a what a good client questionnaire consists of? Love the videos - helped me so much already!

[@TheSocialShells]

Hi Jasmijn I currently have that template only in my paid course available but if I choose to do a video about that topic I will for sure share some questions. Two tips I can give you: ask for the ultimate business goal (not just we want more followers) and what they are currently struggling the most when it comes to social media. You also want to dive deep when it comes to target audience. Hope that helps xx Nadine

[@ashleylorenjo]

What paid course?

[@sandramlewin1091]

Thank you for this amazing video. What tool would you recommend for automating LinkedIn posts?

[@TheSocialShells]

Hi Sandra, LinkedIn is a tricky one but you can use buffer or i think later app now does LinkedIn. Also be aware Linkedin's algorithm and content works differently from Instagram, Facebook.

[@Rio-by1eh]

your'e unhyped talk is a big plus +++ and as other have said here "You're Honest"without the extra fluff**

[@TheSocialShells]

awee thanks so much I think my Swiss personality shines through haha glad you like it

[@backtotheroots547]

Hi, great video! Do we have to make reels showing our face for the clients social media?

[@TheSocialShells]

Not at all! Check out this video to find out how: kzbin.infoBwuQmmI1A9E

[@applcecunanan1715]

So much Value on this post! May I know if I could get a copy of your client questionnaire, Please?

[@TheSocialShells]

hi lovely Applce, it is available in my course, my assistant has sent you an email back, please check your junk folder

[@morjhie]

Thank you so much for this information. I have a question though. Does the payment begin while you’re creating the content, content calendar, captions, etc? Or does it begin when you start posting on the platform?

[@TheSocialShells]

Hey lovely, payment should be paid upfront before you start the work. Once your invoice is paid then you do the work

[@user-kr8sz6vj4u]

I love this video! I have a quick question: Do you normally create a content list for the client on all the photos they are to take for the month, and it's up to them how they create those? Or do you just let them know to submit enough photos for the month in the Google Drive folder? :)

[@TheSocialShells]

This is entirely up to you and the client but ideally the phots should match with your strategy you created for them.

[@Elegan_te]

hi, thank you. im new to this, and it make sense,but, Im a visual erson, have you by any chance made a new video of this same toic but ste by step doling it? if not, thanks anyway.

[@TheSocialShells]

Yes I have and you can get it here: stan.store/thesocialshells/thesocialshells_store/page/120148

[@plabalan]

Do you have a video on creating SOPs?

[@TheSocialShells]

No lovely, not a task we tend to do as a social media manager that is more a VA role

[@richreviews1279]

Hi I wanted to ask is it advisable to change ones Pinterest location and other social media platforms to US? For Marketing and promotion purposes for business As there is more of a demographic and bigger reach?? Thanks and commenting from the UK.

[@areebaashraf2846]

You are so cute i am from pakistan and big big fan of you 😍😍😍your content is totally gold mine for mee it helps me alot ❤❤you have pure heart

[@TheSocialShells]

Thank you

[@brunaalves8447]

I have a question! Where do you make the calendar for the monthly overview? Is it in image form? Or a website where clients can alter them too?

[@TheSocialShells]

It comes as a template with my course

[@omotolaniomobabs279]

This video is so resourceful, thank you so much. Please do you provide one on one coaching? I am a stay at home mom who Is about to loose her mind from being broke all the time, tried applying several times but my no work experience has not been helpful. It will change my life if I can make money from being a social media manager. Please I need help

[@TheSocialShells]

Hi lovely I am sorry to read this and I do offer 1:1 coaching however I am currently fully booked. You can get started without coaching lovely. Watch my free webinar and all my YT to get started you don't need coaching I know you can do it!

[@omotolaniomobabs279]

Thank you so much I must say your youtube page has been so resourceful. God bless you greatly

[@babybaby76]

If you have a meeting at the end of the month to go over the results from the month, how do you then plan the next month's content in advance? So if you review May's results with your client, do you already have June planned out at that point? Or do you have to change your plan from June based on that meeting?

[@TheSocialShells]

great question! I personally look at the stats regularly and already know what is working and what is not which means I can write caption and create content before the meeting. The meeting to me is more to keep them in the loop. I don't ask for permission. Of course if they say oh we don't want this or that I adjust but that has rarely happened and when it did was a quick think to change. Since I created the strategy in advance I am not making stuff up as I go :)One important thing though: sometimes I test something during the month, for example last week I tested to not post for two days and then see how the next post does. If I do that I of course inform the client upfront. Does that make sense?

[@babybaby76]

@@TheSocialShells yes, thank you! My client was trying to manage my work a lot, so she wanted to approve the strategy for the next month, and I was having a hard time figuring out how to give her the results and getting permission for what to do next while also working ahead. It was more of a client management issue on my end. This makes sense!

[@TheSocialShells]

@@babybaby76 that's normal in the beginning you will know for your next client. You have an on boarding call with them, then create the strategy before you start posting and if the client specifically asks (only then) I share the first month of content. After that I don't share, I do however give them access to everything if they wanted to, they can go in and look but if you take leadership they usually won't. They are grateful for not having to worry about it. Of course sometimes there is the odd person out but in my 8 years of doing that only happened once haha.

[@babybaby76]

@@TheSocialShells it's helpful to hear your perspective! I'll keep that in mind for the next client :)

[@jasmijndegryse5863]

Also: is it possible to buy your statistics report spreadsheet somewhere? :)

[@TheSocialShells]

Hi Jasmijn, at the moment this is only available to my course members.

[@wheres_bears1378]

do you log in to clients credentials by email and password or is there a special account managememt software to prevent password sharing?

[@TheSocialShells]

No always use LastPass for sharing log ins- i have a tutorial for this on my how to become a social media manager video and onboarding client video. Also in further detail in my Free masterclass: bit.ly/shell-webinar

[@celine7998]

Hi! If you're just starting out your social media management business... how to know what type of business you want to work with?... I am having a hard time starting and creating content... i don't know who i want to target and i can't just randomly create and post on my socials.

[@TheSocialShells]

That's very true lovely! You can send my lovely assistant an email at [e-mail] and she will direct you to all my free training and videos which will help you but for now i would suggest watching this video: kzbin.info/www/bejne/qWqmcoyEZatkhMk

[@ritapachecoworld]

Do you have a Social Media Analytics Report template? :)

[@TheSocialShells]

I do but currently only for my course members, I might offer it stand alone soon as well so keep checking in :)

[@Anisa11.]

Hi, If I want to work with clients in TikTok , how can I manage their accounts ? Is there a tool that you create an account and you , from there can add their accounts and manage? I cannot post and use their TikTok accounts from my TikTok account. Is should be another way ? Thank you !

[@TheSocialShells]

Please watch my TikTok video: kzbin.info/www/bejne/gpXMloeafbGoiKM

[@monikadospial]

How do you decide what a strategy is for a client?

[@TheSocialShells]

Hi lovely, this is what i teach in my courses. You should be keeping on top of what works and what doesn't SM updates and changes and create strategies and adjust accordingly for each client. Here's the link to my free training bit.ly/shell-webinar You can also see my other video about creating a SM strategy kzbin.info/www/bejne/fV6mZalrnshsnqs

[@zameelpichen9357]

How many words do you write in 6 hours? Insightful video btw!

[@TheSocialShells]

Hi Zameel, thanks for your question, however this is something I have never monitored. i always work on writing when i am in the right mindset and feeling super productive!

[@zameelpichen9357]

@@TheSocialShells Ok cool! But i will rephrase that, how many words captions are needed for a typical 2 week worth content? Thank you!!

[@TheSocialShells]

@@zameelpichen9357 I write at least 10-15 captions then I re-use these captions and turn them into carrousel posts (on another day). In my 6h caption writing window I am able to do 3-5 clients but remember I am doing this for years and always in the same niche. Does that make sense?

[@zameelpichen9357]

@@TheSocialShells Wow! Definetly makes sense! Thanks for the reply!! I was waiting for it. I now realize in captions word count is not the most important part. Btw, after viewing this video, I had design a challenge for myself to write 15k words in one day on a single topic as draft. then maybe juice it into a high quality 3k words. and then break it down and repurpose it.

[@TheSocialShells]

@@zameelpichen9357 wow that is a lot if you can do that then this will serve you so well when working with clients. And yes repurpose everything. Also watch my video about content creation where i share how you can repurpose your content and you are doing great you got this!

[@vipulkumarjaltare]

Want to connect with you Where can I find you?

[@TheSocialShells]

Hi Vipul, please subscribe to my KZbin channel, as I have lots more videos coming out or you can email [e-mail]

[@dinspirationfarm]

Please I I will likw to get the client questionnaire. I will be glad if you can provide me withe template.

[@TheSocialShells]

Hi there! Thank you. All my templates are provided in my paid course.

[@dinspirationfarm]

@@TheSocialShells Okay, thanks. I will get it

[@l.b.1952]

Geee I always thought its just putting some content online - this job seemed to be so appealing to me. Now that I saw the amount of work it comes with it .....I really doubt I could do that. I think you need years of experience. Maybe its too late to start over in this kind of job field???

[@TheSocialShells]

Hi L.B! No it definitely isn't "just putting things online". yes, there is a lot of work but it's like walking or driving, you learn how to do it, right? You absolutely don't need years of experience, I teach you everything you need to know in my courses, and on top of that to help you stop feeling like you "can't" I have a fabulous mindset coach who helps you beat those limiting beliefs too! How about taking my free masterclass to get a better feel of how to get set up? You can watch it here: bit.ly/shell-webinar

[@TheBham]

Thanks for this video..currently I'm taking Social Media Management course 🥲

[@TheSocialShells]

Great news! I also have a course too! Welcome to the SMM world❤

[@sportwolf376]

thank you

[@TheSocialShells]

You're welcome