The Best Tools to Scale Your Social Media Management Business

Today, I’m excited to share the tools I use to run my social media management business. From branding and project management to content creation and scheduling, these tools are essential for streamlining operations and delivering top-notch services to my clients.

Before diving into the tools, don’t forget to download my free resource, “Kickstart Your Social Media Management Business Guide.” This guide is packed with valuable tips to help you get started and focus on the key areas of your business.

Note: Some of the tools and resources mentioned may contain affiliate links. This means that if you click on these links and make a purchase or sign up for a service, I may earn a commission at no additional cost to you. Additionally, I’ve secured some special deals exclusively for my readers—enjoy!

Gsuite

Gsuite, by Google, is the backbone of my business communication. Here’s how I use it:

• Branded Email: I created a professional email address which costs $6/month. It boosts my credibility with clients.
• Storage: For an extra $20/year, I have 100GB of storage, perfect for client files.
• Client Folders: Each client gets a dedicated Google Drive folder for storing any branding assets, videos, images, etc.

Showit

My website is built on Showit, a customizable and user-friendly platform. Here’s why I love it:

• Customization: Showit allows extensive customization, helping to elevate my brand and client experience.
• Portfolio and Services: It’s the perfect place to showcase my portfolio, testimonials, services, and capture leads.
• Costs: I pay $29/month, plus $14/year for my domain via Namecheap, and $180/year for hosting with SiteGround after the first year.

Notion

Notion is my go-to project management tool for planning, organizing, and streamlining both my content calendar and my clients’ needs. It helps me keep track of all my business tasks, assign deadlines, and get content approved efficiently.

• Task Management: I rely on Notion for managing daily tasks, content calendars, podcast workflows, and client projects. It’s a versatile tool that keeps everything in one place.
• Recurring Tasks: With Notion, I can set tasks to recur, ensuring nothing slips through the cracks. This feature is a game-changer for maintaining consistency.
• Client Collaboration: Notion allows me to add clients to their specific boards, where they can review tasks, check content calendars, and provide feedback. This collaborative feature enhances communication and keeps everyone on the same page.

Flodesk

For email marketing, I rely on Flodesk, and it has truly transformed the way I communicate with my audience. Here’s why Flodesk is my top choice:

• Design: Flodesk offers beautifully designed, customizable email templates that make creating visually appealing emails a breeze. Whether you’re sending newsletters, promotional emails, or automated sequences, you can tailor each template to reflect your brand’s unique style. The intuitive drag-and-drop editor makes it easy for anyone, even without design skills, to create professional-looking emails.
• Unlimited Use: One of the standout features of Flodesk is that there are no limits on the number of emails you can send or the number of subscribers you can have. This means you can grow your email list as large as you want and send as many emails as needed without worrying about additional costs.
• Automation and Workflows: Flodesk’s automation capabilities are powerful yet user-friendly. You can set up automated workflows to welcome new subscribers, follow up with leads, or nurture existing customers with personalized email sequences. This helps in maintaining consistent communication and building a strong relationship with your audience.
• Exclusive Discount: As a special offer for my readers, you can use my affiliate code to get 50% off your first year with Flodesk. This discount makes it even more affordable to start leveraging this powerful email marketing tool for your business.

Dubsado

Dubsado is my CRM tool that revolutionizes the way I manage my client workflow, making my business operations smoother and more efficient. Here’s how Dubsado can benefit your business:

Efficient Lead Management: Dubsado allows you to embed contact forms directly into your website. Whenever a potential client fills out the form, Dubsado automatically creates a lead and sends you a notification. This seamless process ensures that no lead falls through the cracks and you can respond promptly.

Streamlined Client Communication: Managing client interactions has never been easier. With Dubsado, you can handle all your client communications, including emails, proposals, and contracts, from one centralized platform.

Comprehensive Invoicing: Dubsado simplifies invoicing and financial tracking. It allows you to create and send invoices, track payments, and monitor your cash flow effortlessly. By integrating with Stripe, Dubsado ensures that payments are processed smoothly and securely, providing both you and your clients with a hassle-free experience.

Scheduling and Appointments: With Dubsado, scheduling appointments is a breeze. Clients can book discovery calls, consultations, or meetings directly through your Dubsado scheduler, which syncs with your calendar to avoid double-booking and streamline your availability.

Cost-Effective Solution: Dubsado offers all these features at an affordable price of around $35 per month. Plus, you can use my affiliate code to receive a 20% discount on your first month or year, making it an even more cost-effective solution for your business.

Contracts and Legal

Investing in lawyer-created contract templates is crucial for protecting your business and ensuring clear, professional agreements with clients. I use templates from Coaches and Company, which are meticulously crafted and specifically tailored for social media management.

These templates enhance your credibility and provide comprehensive legal protection, allowing you to focus on delivering exceptional services without legal worries.

Use code SHANNON22 at checkout for $50 off your purchase, making it easier to obtain the high-quality legal documents you need.

Zoom

Zoom is my go-to video conferencing tool for seamless client communication. Here’s why I rely on it:

Professional Plans: I use the upgraded version of Zoom to avoid limitations on meeting duration, ensuring uninterrupted and professional client interactions.

Integration: Zoom integrates effortlessly with Gsuite and Dubsado, streamlining scheduling and automatically generating Zoom links for meetings. This integration ensures a smooth and efficient process for both me and my clients.

LastPass

When onboarding new clients, I rely on LastPass to securely manage and share login information for their social media accounts.

Canva

Canva is my go-to for creating eye-catching social media content:

Easy Design Tools: With Canva, I can quickly make polished posts, engaging story graphics, and dynamic Reels using my brand’s style. It’s intuitive and saves me time on design.

Pro Version Benefits: Upgrading to Canva Pro at $13/month gives me access to more tools and features. I get premium templates, advanced editing options, and collaboration tools that make managing designs for myself and clients smoother.

Metricool

Metricool is my preferred tool for analyzing, scheduling, and managing social media accounts for both myself and my clients. After switching from Planoly, I’ve particularly appreciated Metricool’s robust analytics capabilities.

These tools play a crucial role in running, streamlining, and scaling my social media management business while enhancing the client experience. I hope you find them as valuable as I do!

Episode Links + Resources

Grab my Social Media Manager Notion Template HERE – Enjoy $10 off with code PODCAST at checkout.

Download My Free Guide: Kickstart Your Social Media Management Business

Work with Shannon 1:1 Via Mentoring

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My Social Media Management Services