Learn The Steps On HOW To Actually Manage Social Media!
What you’ll learn
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Be able to onboard a client as a professional, even if you've never done it before.
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Set up bullet-proof systems that will allow you to keep your business on track.
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Provide your clients with a proven content management creation and approval process that works!
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Have the knowledge and tools to create a month's worth of content in one day.
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Know how to read a social profiles insights to choose the correct time to post.
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Analyze end of the month numbers to provide your clients with a report showing their monthly results
01
Introduction
Introduction
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0:57
Start Here!
I am so excited to work with you! During our time together I'm going to support you in creating a social media management business that will run flawlessly with carefully built systems to keep everything in its place! We'll be going through the EXACT onboarding steps that I use, I'll be showing you how to set up all the systems you'll need to be successful and I'll share with you my tips and tricks to stay out of the dreaded "content creation rut"! And ultimately letting you create a business and life on your own terms. This course works in 4 main phases: Onboard Systematize Creation Execution I am all about keeping business simple and profitable and I am here to support you all the way! What I'm about to teach you isn't rock science but it will give you the edge over others for sure! I can't wait to get started!!
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1:42
Why Social Media Management?
Learn how social media management builds relationships with consumers to boost leads and sales in online marketing, using tools to grow followers and deliver engaging and educational content.
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2:01
Social Media Manager Jumpstart
This will be our guideline throughout the whole course. The Social Media Jumpstart is the foundation of running a concrete social media management business. Follow these steps every single month or anytime you bring on a new client and you'll be soaring in no time!
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2:10
A Day in the Life of a Social Media Manager
A day in the life of a social media manager varies by client and niche, requiring flexible time management across content, video editing, copy, graphics, and engagement.
02
Onboarding
Onboarding
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0:46
Start Here!
Hello friends, in this section we will cover everything that goings into onboarding and how to ensure that your new client fully understands the next steps when it comes to working with you!
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6:03
Welcome Email
The first step, after you have a "Yes, I'm in!" from your new client, is to send a Welcome Email. You'll use this Welcome Email to set expectations, the next steps, and provide the client with a clear outline of what is to come. If you need an example, download my Welcome Email.
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8:48
Contract & First Invoice
After your Welcome Email has been sent, make sure to send out your Contract at least 5-10 minutes after. Once they sign and you have signed, send out the initial invoice. **If you are not using a CRM system, make sure to send your client a copy of the contract. Email templates are provided in the downloads. Resources for invoicing: Wave Financial Dubsado HoneyBook
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17:51
Questionnaire, Social Profiles & Next Steps
After your contract and the first invoice have been signed, you will send your questionnaire to gather important information from your clients. Use this Client Trello board template (link attached) to keep track of all your client's information. Feel free to invite them to this board so they can enter their own information. There is also a link to the video instructions on how to add an Admin to a business page.
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Activity
Onboarding Quiz
03
Systematize
Systematize
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1:08
Start Here!
In this section, we will be talking about systems! The big one is your content management system where you will actually manage your clients social media posts, but we will also discuss other systems you can have in place to make sure that you are successful.
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5:16
Solid Content Management System
In this lesson, we will discuss the importance of having a solid content management system in place to actually MANAGE your client's content.
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10:18
Trello.com 101
In this module, I am going to show you the basics of using Trello so that you are comfortable with the system once you start bringing in clients.
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17:38
Trello Board - Your Content Management System
We will be walking through the Trello board that you can use to manage your client's content. There is a link attached to get this Trello Board Template.
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4:13
Your Project Management System
In this module, we are going to be talking about project management tools and why it's important to have something in place to keep track of your day-to-day tasks. Here are a few that you could use: Trello ClickUp Asana Monday **Now remember, this would be for YOU to keep track of your tasks. Not something that you would necessarily use with your client. You and your client will be using your content management board (Trello or Clickup) to be managing your tasks!
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4:47
Your CRM
In this module, we will discuss why having a CRM (customer relationship management) is important and how to use one. The two that I recommend are: Dubsado Honeybook
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6:17
Get it Done with Dubsado
In this module, I will do a brief overview of Dubsado so you can get a good idea if you'd like to use this platform for your CRM system. Dubsado: Use my link to receive 20% off your first month or year. (affiliate)
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9:26
EXTRA - ClickUp Board Content Management
In this bonus module, I show you how to use ClickUp to manage your client's content. Click on the template below to use with your clients.
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Activity
Systems Quiz
04
Content Creation
Content Creation
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0:43
Start Here
Yay, welcome to Content Creation! I cannot wait to get started with you. In this lesson, we will talk about everything that comes with creating content for you clients!
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14:30
Content Creation 101
In this lesson, we are going to drill down into content creation, what is it, and what makes it quality content. We'll also discuss the different types of content.
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22:32
Creating a Strategy
This module is all about strategy and how to create one. By using these tips, you'll be able to create a strategy for your client no matter their overall goals. Grab the Social Media Strategy spreadsheet to assist you with creating your social media strategy - HERE! In the downloads, you will find the Social Media Audit Workbook and an actual social media audit that I sent to a customer (Sprinkles & Confetti Audit). Attached are some great resources on performing an audit.
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10:45
How to Stay out of Content Creation Rut
Use these tips and tricks to stay out of that content creation rut we always seem to find ourselves in!
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16:33
Keywords & Hashtags, oh my!
In this lesson, we will be discussing the importance of keywords and hashtags but also what makes them different.
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2:51
Batching vs. Non-Batching
In this lesson, we will discuss batching vs non-batching, what you need to do when creating content, and ultimately, what makes the most sense to you.
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7:32
Intro to Canva
In this lesson, we will go over the basics in Canva, how to make sure you are using the correct graphic size, and how to use the tools to make it easier to create your content!
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32:04
Let's Create Content!
In this lesson, I walk through creating a post from start to finish using tools out there to assist in the process. Attached are links to the Emoji Dictionary I reference and Jasper Copy Writing Tool.
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7:55
Let's Create Content #2 - When Client Provide You with Graphics
In this lesson, I show you how I create content for my clients when they've already provided me with the graphics.
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8:22
EXTRA - Trello Board Rules
In this lesson, I will show you a few Trello board automations and rules that I use when I'm managing my client's content.
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Activity
Content Creation Quiz
05
Execution
Execution
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0:53
Start Here
In this section, we will go over everything that you need to know when it comes to executing your content. We'll discuss schedulers, how to read insights, scheduling that content, and end-of-month reports.
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7:58
Schedulers
In this module, we are going to talk about schedulers and how to pick one that is right for your business. Attached is a link to an amazing article that gives you pros and cons based on the scheduler.
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10:32
How to Read Insights
In this lesson, we will go over how to read insights in Facebook Business Manager and the Instagram app.
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14:17
Let's Schedule our Content!
In this lesson, we'll be scheduling the content that we have created. Yay!
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10:33
End of Month Reporting
In this lesson, we will be talking about the end of the month for your clients, what you need to do, and how to generate a report for them. Attached are these goodies! End of Month Social Media Report spreadsheet Success Snapshot Graphic Data Tracking Graphic End of Month Template
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5:09
EXTRA - Bumping Up the Client Package Price
In this lesson, we talk about how to bump up your client to the next package, thus increasing their value and your monthly income.
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Activity
Execution Quiz
06
MORE LEARNING - How to Attract Clients
MORE LEARNING - How to Attract Clients
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0:38
Start Here
In this lesson, we are going to be talking about how to attract clients! Everything from discovery calls, your pitch, proposals, and social media content - ETC!
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10:06
Niche or Not-To-Niche?
In this lesson, we'll go over what you need to ask yourself in terms of who you want to work with and how to niche down. Make sure you choose a niche/client that really lights you up! **Also make sure to download the worksheet to assist you with niching down!
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6:32
What's your pitch?
In this lesson, we'll be talking about your pitch and how to craft the perfect one. Make sure to download the worksheet to help you get started.
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11:53
Pricing Worksheet & Package Creation
In this lesson, we will be going over the pricing worksheet and how to use it to build out your packages based on your annual revenue goals. Make sure to get your copy of the worksheet (attached). Once you have it pulled up, to go File - Make a Copy so you can edit it yourself and have it on file.
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8:48
Building Know, Like, & Trust
In this lesson, we will be discussing the Know, Like, Trust concept and why it's important to follow for your social media but you can always apply this to your client's social media platforms as well.
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8:19
Applying for Job Ops
This module is all about Job Ops that you will find out on social media sites such as Facebook, LinkedIn, or even places like Indeed. When in Facebook groups, search "#jobopp" and see what comes up! Download a copy of my Job Op Email (attached). Once you have it pulled up, to go File - Make a Copy so you can edit it yourself and have it on file.
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7:36
Preparing for your Discovery Call
In this module, we will be talking about what to do prior to your discovery call to make sure you are fully prepared. Make sure to download the Discovery Call worksheet for assistance. Also provided are reminder emails to set up in your CRM to remind clients of the call!
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7:58
Nail the Discovery Call
In this lesson, we'll be talking about your discovery call, how to be prepared and what to say to land your client.
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2:55
If They've Had a Social Media Manager Before
Identify whether a prospect has had a social media manager before and note why it did not work, then show how you will solve those issues with replies and graphics.
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5:42
The Perfect Proposal
In this lesson, I'll show you my exact proposal that has landed me all of my clients. You'll see the exact information I provide to pack my proposal with value and make it easy for the clients to say "Yes!". Attached is a link to the Trello Demo Video from the proposal. A good proposal should have the following: 1. Introduction 2. What You'll Do For Them 3. Proposal Information - detailed information that you will provide each month with your monthly retainer pricing 4. Client Testimonials (if you have some) 5. Case Study (when/if you have some) 6. A recap of what you'll do 7. Ask for their business and let them know how to get started Once you are ready to send the proposal, you can use the email template provided in the downloads or make one of your own.