Learn The Steps On HOW To Actually Manage Social Media! from Udemy

What's inside

Learning objectives

Be able to onboard a client as a professional, even if you've never done it before.
Set up bullet-proof systems that will allow you to keep your business on track.
Provide your clients with a proven content management creation and approval process that works!

Have the knowledge and tools to create a month's worth of content in one day.
Know how to read a social profiles insights to choose the correct time to post.
Analyze end of the month numbers to provide your clients with a report showing their monthly results

Be able to onboard a client as a professional, even if you've never done it before.
Set up bullet-proof systems that will allow you to keep your business on track.
Provide your clients with a proven content management creation and approval process that works!
Have the knowledge and tools to create a month's worth of content in one day.
Know how to read a social profiles insights to choose the correct time to post.
Analyze end of the month numbers to provide your clients with a report showing their monthly results

Syllabus

Introduction

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!!

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!

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!

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.

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

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.

Let's see if you remember everything from this section! And don't fret, you can always go back and re-watch the videos.

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.

In this lesson, we will discuss the importance of having a solid content management system in place to actually MANAGE your client's content.

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.

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.

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!

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

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)

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.

Let's see how much you've learned when it comes to systems that we can use in our social media management business.

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!

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.

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.

Use these tips and tricks to stay out of that content creation rut we always seem to find ourselves in!

In this lesson, we will be discussing the importance of keywords and hashtags but also what makes them different.

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.

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!

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.

In this lesson, I show you how I create content for my clients when they've already provided me with the graphics.

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.

Let's see how much knowledge you've retained!

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.

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.

In this lesson, we will go over how to read insights in Facebook Business Manager and the Instagram app.

In this lesson, we'll be scheduling the content that we have created. Yay!

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

In this lesson, we talk about how to bump up your client to the next package, thus increasing their value and your monthly income.

Let's go over everything that has to do with scheduling content for your clients!

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!

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!

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.

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.

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.

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.

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!

In this lesson, we'll be talking about your discovery call, how to be prepared and what to say to land your client.

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.

Traffic lights

Read about what's good

what should give you pause

and possible dealbreakers

Provides a framework for building a social media management business, including onboarding clients and setting up systems, which is valuable for those starting out

Emphasizes content management, which is a crucial skill for social media managers, as it helps them maintain consistency and deliver value to clients

Covers client onboarding, system setup, content creation, and execution, offering a comprehensive approach to social media management

Recommends specific Customer Relationship Management tools like Dubsado and Honeybook, which may require a subscription to fully utilize

Uses Trello for content management, which may require learners to familiarize themselves with the platform's features and functionalities

Includes a bonus section on attracting ideal clients, covering topics like discovery calls and proposals, which is useful for business development

Reviews summary

Practical steps for social media management business

According to students, this course offers a practical and step-by-step approach to starting and managing a social media business. Many learners found the content easy to follow, particularly appreciating the focus on setting up systems and processes like client onboarding, content management, and reporting. The provided templates and resources, such as Trello boards, email templates, and financial worksheets, are highlighted as being extremely valuable and saving significant time. Reviewers frequently mention gaining confidence and feeling prepared to take on clients. While the course is largely praised for its actionable steps and clear instruction, some students noted it is primarily aimed at beginners and might lack depth for more experienced social media managers or those looking for advanced strategy.

Instructor is praised for clarity and teaching style.

"The instructor is knowledgeable and presents the material in a clear and easy-to-understand manner."

"Loved the instructor's teaching style, very encouraging and clear."

"She explains everything very well, making complex processes seem manageable."

"The lessons were engaging and kept me motivated to complete the course."

Helps learners feel prepared to start managing clients.

"As a beginner, this course gave me the confidence to start taking on social media management clients."

"It made me feel confident and prepared to handle client onboarding and content workflow."

"I feel much more capable and less overwhelmed after going through the modules on client processes."

"This course was crucial in boosting my confidence to offer social media management services professionally."

Emphasis on setting up efficient systems for business.

"The course is great on teaching you not only how to manage social media clients, but how to set up great systems to do so."

"Learning about the different systems and how to implement them has been incredibly helpful for organizing my workflow."

"The section on systems, especially using Trello, provided a solid foundation for managing multiple clients efficiently."

"It really focuses on the 'how' - the actual management and systems, which is often missing in other courses."

Templates and downloads are highly useful and save time.

"The freebies (templates and downloads) are excellent and truly a game-changer for structuring my business."

"I highly recommend it especially for the templates she shares! They are a HUGE time saver and very valuable."

"The templates provided were exactly what I needed to get started and structure my client work effectively."

"Access to the templates alone is worth the price of the course; they are incredibly practical."

Provides clear, actionable steps for managing clients.

"This course is truly a step-by-step guide on how to manage clients' social media content from start to finish. It gives you all the basics and more to get started."

"I liked how it gave specific steps on how to do everything. I would definitely recommend this course to anyone starting out."

"Provides great step-by-step instructions on managing social media for others, from onboarding to content creation and reporting."

"This course breaks down social media management into digestible, actionable steps that I can actually implement."

Best suited for newcomers, may lack advanced depth.

"This course is great for beginners wanting to start, but those with some experience may find some sections basic."

"While thorough for newcomers, I was hoping for a bit more advanced strategy or nuanced management techniques."

"If you're already managing social media, parts of this might feel like review, but the systems part is still useful."

"It provides a solid foundation, perfect for beginners entering the field."

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Learn The Steps On HOW To Actually Manage Social Media! with these activities:

Review Social Media Terminology

Show steps

Familiarize yourself with common social media terms to better understand the course content.

Browse courses on Social Media

Show steps

Find a glossary of social media terms online.
Review the definitions of key terms like 'engagement,' 'reach,' 'impressions,' and 'CTR'.
Take notes on any unfamiliar terms.

Design a Client Onboarding Questionnaire

Show steps

Develop a questionnaire to gather essential information from new clients, streamlining the onboarding process.

Show steps

Brainstorm questions to ask new clients about their business, goals, and target audience.
Organize the questions into a logical flow.
Design the questionnaire using a tool like Google Forms or Typeform.

Read 'Jab, Jab, Jab, Right Hook' by Gary Vaynerchuk

Show steps

Learn how to create engaging content that resonates with your target audience.

View Jab, Jab, Jab, Right Hook on Amazon

Show steps

Obtain a copy of 'Jab, Jab, Jab, Right Hook'.
Read the book, paying attention to the examples of successful social media campaigns.
Identify key takeaways and how they can be applied to your social media management strategy.

Four other activities

Expand to see all activities and additional details

Show all seven activities

Create a Sample Social Media Content Calendar

Show steps

Practice creating a content calendar to solidify your understanding of content planning and scheduling.

Show steps

Choose a fictional client or use your own business as a case study.
Identify the target audience and their interests.
Plan a month's worth of social media content, including post topics, captions, and visuals.
Schedule the content using a social media management tool.

Read 'Contagious' by Jonah Berger

Show steps

Understand the principles of virality and how to create content that spreads.

View Invisible Influence: The Hidden Forces that... on Amazon

Show steps

Obtain a copy of 'Contagious'.
Read the book, focusing on the six principles of contagiousness (STEPPS).
Brainstorm ways to apply these principles to your social media content.

Analyze Social Media Insights

Show steps

Improve your ability to interpret social media analytics and make data-driven decisions.

Show steps

Choose a social media platform and access its analytics dashboard.
Review key metrics like reach, engagement, and website clicks.
Identify trends and insights from the data.
Document your findings and recommendations.

Write a Social Media Report Template

Show steps

Create a reusable template for reporting social media performance to clients.

Show steps

Identify the key metrics to include in the report.
Design the layout of the report, including charts and graphs.
Write clear and concise explanations of the data.
Customize the template with your branding.

Career center

Learners who complete Learn The Steps On HOW To Actually Manage Social Media! will develop knowledge and skills that may be useful to these careers:

Freelance Social Media Manager

A freelance social media manager works with multiple clients to manage their social media presence. This course provides the exact processes and procedures to build a successful social media management business. By taking the course, freelance social media managers can learn how to provide clients with content management creation and approval processes that work. They can also learn how to read social profiles to choose the correct time to post. Also, the course provides a system that will give a client their time back.

See salaries and explore the career path for Freelance Social Media Manager

Social Media Consultant

A social media consultant advises businesses on how to use social media to achieve their marketing goals. This course helps build a business and become a sought-after social media consultant. Understanding how to manage social media content effectively is one of the hardest things to do in the field. This focus helps social media consultants by providing proven strategies for consistent delivery of content. The goal is to create a social media management business that runs flawlessly with carefully built systems to keep everything in its place.

See salaries and explore the career path for Social Media Consultant

Social Media Strategist

A social media strategist develops and oversees social media strategies for a business or organization. This course teaches you how to actually manage content. Managing content needs to stay consistent. By building out a business, you can learn how to become a confident, sought-after social media manager with this proven framework, The Social Media Jumpstart. It's 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!

See salaries and explore the career path for Social Media Strategist

Social Media Coordinator

Social media coordinators help implement social media strategies, create content, and engage with online communities. This course helps social media coordinators set up systems that will allow them to keep their businesses on track. It is especially useful for learning how to manage content. Social media coordinators can learn how to manage time appropriately from content creation to scheduling. They can also learn how to analyze end of month numbers to provide clients with reports.

See salaries and explore the career path for Social Media Coordinator

Social Media Specialist

A social media specialist focuses on executing social media strategies, creating engaging content, and analyzing performance metrics. This course helps develop a solid foundation for managing social media content effectively. This course focuses on building systems to streamline and manage content, the course helps social media specialists stay consistent and efficient in their roles. This is valuable for anyone wanting to improve their content management skills to ensure they are fully equipped. The course covers valuable insights on content, including how to create a month's worth in one day.

See salaries and explore the career path for Social Media Specialist

Influencer Marketing Specialist

Influencer marketing specialists develop and execute influencer marketing campaigns. Managing content is one of the hardest things to do as a social media manager. This course can help influencers do the same. It will show anyone how to actually manage content. We can always find and create a strategy, but managing content needs to stay consistent. This course works in 4 main phases: Onboard, Systematize, Creation, Execution. Take this course and you'll find that keeping business simple and profitable is easy!

See salaries and explore the career path for Influencer Marketing Specialist

Content Creator

The role of a content creator involves developing engaging and informative content for various platforms, which might include social media. This course helps content creators understand how to manage content effectively across different social media channels and how to craft a perfect social media message. By understanding the processes and procedures taught, content creators can learn how to create content that aligns with a client's brand and strategy, managing their social media presence with the content management framework. The course's focus on strategy and content creation helps elevate the content creator's skillset.

See salaries and explore the career path for Content Creator

Small Business Owner

Small business owners oversee all aspects of their business, including its marketing and social media presence. This course may be useful for small business owners who want to take control of their social media. This course provides the knowledge and tools needed to create a month's worth of content in one day. Small business owners can learn how to grow their brands and increase awareness by consistently posting. For a small business owner who wants to improve their brand, this course should be helpful.

See salaries and explore the career path for Small Business Owner

Marketing Assistant

A marketing assistant supports the marketing team with administrative and operational tasks which may include scheduling social media. This course can help marketing assistants by teaching content management creation and approval processes. Setting up bullet-proof systems that will allow you to keep your business on track. This can help them create a strategy that will grow their brands and increase awareness but also provide them consistency with posting. With the insights gained from this course, they can analyze end of the month numbers to provide clients with a report showing their monthly results

See salaries and explore the career path for Marketing Assistant

Digital Marketing Manager

A digital marketing manager oversees digital marketing campaigns, including social media, to promote a brand or product. This course may be useful for digital marketing managers who need to enhance their skills in social media. The course helps digital marketing managers optimize their social media strategies, providing a structured approach to managing various social media platforms. The focus on content management systems within the course is especially relevant to the need for consistent content creation. The course may help improve a manager's ability to manage team resources and generate results.

See salaries and explore the career path for Digital Marketing Manager

Online Community Manager

The online community manager is the voice, tone, and personality of a brand. They manage and nurture online communities. This course can help online community managers manage their time appropriately from content creation to scheduling. This course aids in the creation of an effective strategy that will grow their brands and increase awareness but also provide them consistency with posting. With the insights gained, online community managers can analyze end-of-month numbers to provide clients with a report showing their monthly results. This course can elevate the work of an online community manager.

See salaries and explore the career path for Online Community Manager

Marketing Coordinator

A marketing coordinator supports marketing managers in the execution of marketing campaigns and initiatives. This course can help marketing coordinators by improving their social media management skills. In particular, the framework presented in this course can help to better systematize content creation, approval, and scheduling. The course teaches onboarding clients and setting up systems, which may be useful for marketing coordinators looking to oversee the social media aspects of a company's marketing plan. A marketing coordinator seeking to stand out should take this course.

See salaries and explore the career path for Marketing Coordinator

Brand Manager

Brand management involves overseeing all aspects of a brand's identity, including its presence on social media platforms. This course may be helpful for brand managers who are looking to streamline their social media content management process. By taking this course, brand managers can develop strategies for posting consistent content, managing brand messaging, and increasing brand awareness through the social media strategies taught in the course. Brand managers will appreciate the focus on systemizing the social media management process.

See salaries and explore the career path for Brand Manager

Public Relations Specialist

Public relations specialists manage a company's or client's public image, often using social media platforms to engage with the public. A public relations specialist can learn how to build out a business, onboard a client as a professional, and create and manage effective social media strategies. This course's approach to content management can help ensure consistent messaging and enhance a public relations specialist's campaigns. Overall, this course may be useful for public relations specialists who want to level up their social media skills.

See salaries and explore the career path for Public Relations Specialist

Communications Manager

Communications managers are responsible for overseeing internal and external communications, often utilizing social media to disseminate information and engage with stakeholders. This course may be useful for communications managers who want to organize content and schedule posts effectively. By taking this course, communications managers can establish bulletproof systems to keep their workflow on track. They will also learn how to analyze monthly results. This course may equip a communications manager with the skills to scale up their operations.

See salaries and explore the career path for Communications Manager

Learn The Steps On HOW To Actually Manage Social Media!

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Learning objectives

Syllabus

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Reviews summary

Practical steps for social media management business

Activities

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