SMM-LAUNCH

Social Media Tasks SOP 

Purpose #

The purpose of this document is to provide a detailed description of the onboarding process and launch of the Social Media service.

Scope #

This document applies to the Social Media Team.

Definitions & acronyms #

• • SM: Social Media
  • GBP: Google Business Profile
  • TW: Teamwork – our project and task organization platform
  • Vendasta: A white label social media scheduling platform
  • FB: Facebook

• IG: Instagram

• TW: Twitter

• LI: LinkedIn

Procedures #

Step-by-step instructions #

• Step 1: Teamwork Project Set-Up #

  • Add to Client to Social Media Service Tracker 
  • Review Tasks On The Social Media Onboarding List
  • Confirm List Due Date – (21 Days)
    • Set Due Dates On Monthly Calendars
  • Add Team Members
    • Tasks
    • Milestone

• Step 2: Project Kickoff #

  • Watch Client’s Recorded Intake Meeting
    • Each SM Team Member must checkoff they have seen the intake call video within 7 days
  • Ensure SM Platform is Optimized
    • Check to ensure FB, IG, TW has images, logos, information are correct
  • Client Set-Up in Vendasta (Video)
    • Ensure Client account has been created in Vendasta
      • IIf client hasn’t been added to Vendasta yet, click to add client and search for client name
    • Add Social Pro (Video)
      • Once Client has been added to Vendasta, ensure Social Pro is added. (Video)
    • Connect all Social Media Platforms
      • Check off onboarding tasks as needed or follow-up with team mates if any credentials are missing or inaccurate
    • Add all GBP Listings
      • GBP Listing must be verified on the Master Sheet
      • The SM Team will create SM posts for any GPB or IPL if there is a box checked off.
      • If there is more than one location, then an additional Vendasta account will need to be created. 
      • The Social Pro account will be needed if it is a Market leader with 5 posts per week 
  • Review Branding Call and Doc
    • Each SM Team Member must checkoff they have seen the Branding call with 2 days of the recording
    • Update Sample Due date for 21 days from Branding Call

• Step 3: Project Set-Up #

  • Canva Set-Up
    • Create Brand Kit for Client
      • Add Logo
      • Add Brand Colors
      • Create Folder
  • Make Client SM Calendar
    • Create SM Calendar by Adding a New Sheet to the Client’s Master Folder > Digital Marketing > Social Media Marketing Folder
    • Copy and Add Template for Plan tab and Template for Calendar Template Tab (Template)
    • Fill In Plan Tab
      • Add Links to Client PLan
        • Vendasta
        • Canva SM Templates
        • Client Website
        • Branding Folder
      • Hashtag Integration
        • Go to SEM Rush to research Hashtags and keywords for client
        • Add Hashtags to Client Plan
      • Organize Holiday List
        • Create a Link for the holiday list in the Plan
      • Create LinkTree (video)
    • Create SM 2 Week Sample Template
      • Social Media Post Templates
      • Video Template
      • Review Template
  • Send Sample SM Templates to Client for Review
    • Send Request to Client
    • Receive Client Approval and Events
  • First Month Launched