SOCIAL MEDIA CHECKLIST FOR BUSINESS

Use this spreadsheet and list to keep track of your social media tasks for your business.

THE ESSENTIAL SOCIAL MEDIA CHECKLIST FOR BUSINESS

Managing several social media platforms at once can sometimes be overwhelming and it can be difficult to maintain all aspects of your marketing strategy. Although this social media checklist will help you manage the business side of things, it may also help you arrange your time more responsibly. For many people, having a list that they can actively tick off, helps establish a realistic timeframe in which to complete these tasks during the day.

Having worked out how much time you need to spend on social, you may want to split up these tasks into more manageable pieces throughout your day. I use a tool called Plan to arrange my tasks for the day, including my social media.

Whether you’re new to using social media for business, or you’re a seasoned social media manager, having a checklist can be great for accountability and helps keep you and your team on the same page. Additionally, if you outsource some of your social media tasks, you can share the spreadsheet that accompanies this list with your freelancer, so that they can check off their tasks when they’re completed.

Both the social media checklist doc and spreadsheets can easily be edited, so if you have additional daily, weekly or monthly tasks that may be specific to your business or niche, you can add them. As the social media industry changes frequently, there maybe new features that can be used in marketing, and you may want to add these to the list as well. We’ll update the checklist and spreadsheet regularly, but we may miss something!

DAILY SOCIAL MEDIA CHECKLIST FOR BUSINESS

RESPOND TO MESSAGES ON YOUR SOCIAL PLATFORMS

Answering direct messages from your audience and customers is essential to building your brand loyalty. Your customers may ask questions regarding your niche and products which may be time sensitive. Responding quickly is in your own interest, as leaving your customers in the lurch may lose a sale or loyal fan!

REPLY TO COMMENTS ON YOUR POSTS

Your audience is probably leaving comments on your social media posts or retweeting with their own thoughts and opinions and you should reply to as many of these comments as you can. This will improve engagement and maintain customer loyalty.

CHECK FOR BRAND AND CAMPAIGN MENTIONS

You can use a tool or social media management software to track mentions of specific keywords relevant to your brand. People may be contacting you about an element of your business and not tag you, so you should keep an eye on these things regularly.

I use Hootsuite to follow specific hashtags and keywords for Twitter and Instagram, although Instagram now has a feature that allows you to track your keywords within the app.

ENGAGE WITH OTHER PAGES AND POSTS

One of the main things you should remember about engaging with other pages, is to add value to their content without appearing spammy (you know what I’m talking about). A good way to engage is to contribute to conversations on social media posts with relevant comments and without being self promotional (unless for some reason its relevant). You’ll soon build up a reputation in your niche and get noticed by your target audience. Don’t forget to ‘LIKE’ content you also think is valuable and share articles written by your partners.

CHECK YOUR SOCIAL MEDIA CALENDAR

Whilst you may schedule some of your social media posts for the week or even month, but you should view your social media calendar to check the times and content for your daily posts. If you outsource your social media scheduling, you should also take this time to check your already scheduled posts for mistakes or changes you might want to make.

CHECK FOR TRENDING EVENTS AND CREATE IMPROMPTU CONTENT

To keep your social media posts fresh, you should keep on top of trending events and create impromptu based on these events. Checking for trending hashtags in Twitter can often give you a good idea of what’s popular in your part of the world, or where in the world your audience is. You can also see what events your competitors and partners are talking about.

CURATE, SCHEDULE AND POST

To see what’s going on in the news, in our niche as well as personal interests, I use the RSS tool, Feedly. Feedly makes curating and managing your consumption of content easy, by separating everything out into categories. Once you’ve found relevant articles, schedule or post them on the relevant platforms or schedule them using a social media management tool such as HootSuite.

WEEKLY SOCIAL MEDIA CHECKLIST FOR BUSINESS

VIEW YOUR ANALYTICS

Each week, take a quick look at your insights and analytics for each of your social media platforms. Check to see how your social media posts are doing, so you can tweak and improve your content for the following days and weeks. Don’t panic if you have a post that doesn’t do well, try making small changes to your content and see if your analytics improve. This also may be a good time to experiment with different hashtags for Twitter and Instagram. If the ones you’re using aren’t really working for you, change some of them and reassess next week. You can see how your hashtags work for your Instagram posts within individual insights.

ENGAGE WITH PARTNERS AND INFLUENCERS

Give your partners shout outs, compliment their newest blog post (whilst adding value, of course) and keep in touch so that your audience knows about other companies you’re involved in. It also keeps connections alive and promotes good business practices.

REVIEW AND CREATE YOUR CONTENT

Based on your analytics, make improvements to your planned social posts. If certain posts have been successful, try and use this as a template to create even more engaging content. You may need to change your image, develop your copy or change angles completely!

STAY UP TO DATE WITH SOCIAL MEDIA MARKETING UPDATES AND TRENDS

Not only do social media platforms change ridiculously quickly, with new features or changes to their algorithm, but these also affect how we use social media for marketing purposes. Find some time once or even twice a week to read about updates to the platforms you use, up and coming platforms and suggestions on how to use social media for your marketing.

MONTHLY SOCIAL MEDIA CHECKLIST FOR BUSINESS

ANALYSE YOUR SOCIAL INSIGHTS & COMPLETE A KPI

Take a comprehensive look at your insights based on the goals you’ve set for your company. What can you improve? Are all your social platforms fulfilling your expectations? You might want to record the numbers in a KPI (Key Performance Indicators) report.

UPDATE YOUR SOCIAL STRATEGY DOCUMENTS

Based on your analytics, you can create or update strategy documents for the upcoming months detailing the strategies you can implement to improve your metrics and achieve your company’s goals.

UPDATE YOUR SOCIAL PROFILES

Take some time once a month to update your profile cover art and make improvements to your bio where necessary. You may want to change your profile cover to promote a social media campaign you’re running at the time. When you update your profile cover photo it will get posted on your timeline, which gives your page an additional boost.

LOOK AT COMPETITORS FOR INSPIRATION

As well as spending time researching new methods for improving your social media posts, you should also take a look to see what your competitors are posting about. You can also get a good idea of their new products and whether they’re providing their audience with valuable content.

UPDATE YOUR SOCIAL MEDIA CALENDAR

Each month I create a new sheet in my social media calendar spreadsheet and fill in some of the important dates that are coming up that month. These may be specific holidays relevant to your audience or niche, or start dates for specific social campaigns. When I come to creating images and copy for each platform, I can consider these specific dates.

CREATE NEW CONTENT

After you’ve analysed content from the previous month(s) you can begin to create content for the following month(s). Perhaps some of your posts didn’t do as well as expected, how can you improve the images or copy to increase engagement or clicks. Once you’re happy with your content, add them to your social media calendar and schedule what you can.

You can get your social media checklist for business by filling in your email address in the space above and you’ll get your templates to your inbox!