After years of trial and error and testing out countless project management tools, I’ve finally honed in on a streamlined, organized system that truly works. Whether you’re a seasoned SMM looking to refine your content creation process or a newbie trying to figure out where to start, this guide is packed with insights that will make your client content approval process easy.
Introducing the Social Media Manager Notion Template
For the first time, I’m unveiling my EXACT Social Media Manager Notion Template—an all-in-one solution to managing your business, projects, and clients with ease. No more juggling multiple tools or feeling overwhelmed by scattered workflows. This template is designed to streamline your tasks, boost collaboration, and keep you organized.
As a thank you for being a loyal podcast listener, enjoy $10 off the template using code PODCAST at checkout.
Behind The Scenes: Managing Content Creation
- Onboarding New Clients: Start with a comprehensive brand questionnaire and a welcome packet. The questionnaire covers everything from brand identity to social media goals, while the welcome packet sets expectations for the collaboration ahead.
- Kickoff Call: Dive deeper into the questionnaire during your onboarding call, walk them through the welcome packet and their Notion portal if they have any additional questions.
- Developing the Social Media Strategy: Dedicate about two weeks to crafting a robust social media strategy tailored to your client’s needs and goals.
- Creating the Client Content Calendar: Plan content in two-week intervals to stay flexible and responsive to changes. Use the integrated Notion portal to track ideas, tasks, and scheduled posts collaboratively.
Final Tip: Streamlining the Process
Implementing a reliable system is key to a smooth content creation process. After experimenting with various tools, I found Notion to be the easiest solution. Its customizable interface keeps everything organized in one central hub, saving time and enhancing collaboration.
Ready to streamline your social media management business? Grab my template HERE and enjoy $10 off with code PODCAST at checkout. For any questions, reach out to me on Instagram @shannonsegall.
Episode Links + Resources
Grab my Social Media Manager Notion Template HERE
Download My Free Guide: Kickstart Your Social Media Management Business
Work with Shannon 1:1 Via Mentoring
Connect with Shannon on Instagram
Check out My Social Media Management Services
