Social Media fundamentals: A tick list That every Marketer needs


Whether you are a new or experienced social media manager, managing a brand’s social presence can be exceptional. After all, you stand behind every post and every interaction with potential customers, so the pressure is under pressure.

One way to make this easier and make sure you’re on top of your game is a social media checklist. In this article, we will discuss the daily and monthly tasks that every social media manager must accomplish.

Social media tasks

Before embarking on the checklist, we will divide the work of the social media manager into four pillars.

  • Shared usage – To increase and maintain your audience, you need to post regularly on social media.
  • Attractive – Connecting with your audience through surveys, responding to comments and DM messages, and republishing user-generated content is key to building loyalty to this brand.
  • Monitoring – It is important to know how your brand is perceived online, so you will need to follow mentions of your brand and topics in your industry.
  • Review and optimization – If you are not reviewing your performance, how can you improve? This is a necessary part of any social media strategy.

If you don’t share often, you’ll have a hard time gaining an audience. Without an audience, you won’t have much to do. It also means you’ll have little or no data on what works well, and nothing to optimize or review.

All of this means you need to be strong in all four areas to be strongly present on social media. Now, let’s delve into the day-to-day tasks you will need to perform in this role.

Daily social media checklist

You will focus on the first three pillars on a daily basis: sharing, collaborating and monitoring.

Although there are some reviews and optimizations that can happen every day, you can better identify patterns when you do it monthly, when you gather a good set of data.

1. Content sharing.

Your number one priority on social media should be content sharing.

This is what will allow you to reach your target audience, attract them to your brand and keep them.

When we surveyed 310 U.S.-based marketers in 2022we found that most social media marketers post four to six times a week on social media platforms.

Although this is an average, some marketers post more or less, depending on the platform. For example, 29% of marketers surveyed said they post on Facebook every day, while 35% said they do on Twitter.

When asked about Pinterest, however, most marketers surveyed publish only two to three times a week.

Of course, the frequency of publication will depend on various factors, including return on investment.

Another thing to keep in mind is that sharing content doesn’t just mean your brand. It can include user-generated content or content from another non-competitor that would add value to your audience.

2. Responding to comments and DM.

One of the easiest ways to engage an audience is to respond to their comments.

If you are trying to create comments first, try to start a conversation and ask the audience to join it.

In this post, a brand of sunscreen KINLÒ ask your audience to share how they protect their skin.

In the same vein, you can ask your audience to tag a friend who would enjoy your post.

Another way to engage an audience is to respond to instant messages. Consumers often turn to brands on social media to learn more about the brand, ask specific questions about shared content, or get help.

It is important to review these questions every day to leave a positive impression on the audience. If you answer for too long, they may lose interest or exacerbate the issue with a public complaint.

You can go a step further by working internally with your customer support team to develop a escalation process when a customer contacts via social media.

3. Follow trademark mentions and industry-related content.

When developing your business, it is crucial that you know how your brand is perceived online and what is being said about it.

According to the allegations our social media marketing report for 202235% of marketers surveyed follow brand mentions and hashtags on social media.

Fortunately with social media, this information is at your fingertips. You can easily set alerts that will be noticed every time your brand is tagged or mentioned on social media.

You can also routinely search on platforms like TikTok where alerts are not available.

This will allow you to assess the mood of the brand and quickly respond to the concerns of your target audience.

Professional advice: HubSpot’s social media management software includes a brand tracking tool to help you stay on top of all mentions and even keep track of your competitors.

4. Identify trends and lively content.

Trends come and go almost every week on social media.

The trick is to jump in when they become popular and know when they are extinct.

The best way to find trends is to simply be on social media – social listening. You may start to notice that a certain sound is used frequently or that a song is added to every reel you come across.

Some social platforms will tell you exactly what’s on trend, such as the “Discover” tab on TikTok and the “Trending” tab on Twitter.

Social Media Checklist: Ticket Discover Tab showing trendy sounds and hashtags

There are also accounts designed to find trends when they happen and explain their origins. This will help you identify which ones are worth joining and which ones you should not avoid.

As a brand, everything you present there is a presentation of your values. It is therefore important that you are especially careful when assessing trends.

See what videos other brands and users are creating with this trend. Are they funny and creative? Are they offensive? Are they aligned with your brand?

If not, it’s always okay to skip because another one will come around the corner.

5. Answer the questions on the forums.

When we think of social media, we often think of content-sharing apps like TikTok, Twitter, and Twitch.

However, some social apps – say Reddit and Quora – focus on conversations and community instead.

You may be surprised to find out how many conversations people have about your brand on these sites. In addition to being a great source of information about brand mood, you can also learn a lot about the challenges and pain points of your audience.

You can then use this information in high-value posts to engage your audience.

6. Connect with brand evangelists.

Creating brand loyalty is not an easy task. So once you achieve this, you need to invest time to maintain it.

This means regularly connecting with the evangelists of your brand.

This can look like commenting on their content and / or sharing it on your platform, giving them access to exclusive content, calling them out, and inviting them to participate in live streams.

While social media can be full of parasocial relationships, this should not be the case for you and your audience.

Monthly social media checklist

1. Check your analytics.

Data is the most sacred treasure of any brand. He has incredibly valuable insights about your target audience.

On social media, your data will tell you what kind of content your audience enjoys, what catches their attention, and what generates conversions.

It will also help you identify trends. In fact, when we asked social media marketersHow do you predict which social media trends are worth investing in?“The best answer was an analysis of their social media analytics.

So what metrics do marketers review? Here are the top five according to our research:

  • Likes and Comments (41%)
  • Sale (41%)
  • Traffic to their site (41%)
  • Views and views (40%)
  • Mentions of trademarks and hashtags (35%)

If you have data for at least a month, you can start figuring out which posts are most successful and delving into the reason.

You can also use your analytics to assess which social platforms are worth investing in. According to our research, the three most popular metrics marketers consider when making this decision are:

  • Impressions / Views
  • Sales
  • Number of followers or subscribers

Whether you are already succeeding or having problems on social media, reviewing your data will always prepare you for a better month ahead.

2. Set goals.

Once you review your analytics and know what went well and what can be improved, you can set goals for next month.

Let’s say you noticed that last month’s videos were better than all other types of content and generated 2,000 visits to your site. For the next month, you can increase the number of videos you post and set your visit target to 3,000.

Whether it’s increasing your reach, creating more engagement, or more traffic to your site, setting goals will serve as your north star and allow you to plan content that is consistent with those goals.

3. Plan your content for the next month.

When managing multiple social media accounts, you need to plan your content in advance. Otherwise, you risk too little planning and too little content.

You have already set goals for the month. Now it’s just a matter of creating content that best matches them.

Let’s say you want to increase your reach, and data from last month shows that your most shared content relates to three main topics. You can then focus next month’s content on these three topics.

When planning content, also consult with other teams to determine if there are any events, posts, or campaigns you will need to share.

The sooner you have your creative elements – pictures, videos, copies – the easier it will be to create your own content calendar.

Professional advice: We created a cornera calendar proposal with content from the official media for easy post planning and campaign coordination.

Here you have it – a detailed social media checklist that will keep you on top of your game every day.

free calendar of social media content


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