Monthly Social Media Client Workflow
A monthly social media client workflow: a project plan in Excel and Google Sheets, a checklist PDF and a client timeline PDF, from planning to the monthly report.
$29, one-time payment ยท Project plan (Excel and Google Sheets), checklist PDF and client timeline PDF
Specifications
| Brand | Stelaah |
|---|---|
| Category | Spreadsheets and tools |
| Format | Project plan (Excel and Google Sheets), checklist PDF and client timeline PDF |
| Price | $29, one-time payment, no subscription |
| Files | Stelaah Monthly Social Media Client Workflow.zip (34 KB) |
| Works with | The plan works in Excel 365 and Google Sheets. The PDFs open anywhere. |
| Licence | Use it yourself and in your own business, including work for your clients. Please do not share or resell the files. |
| Language | English |
| Includes | 5 stages, 19 tasks |
Managing social media for clients month after month, with approvals stuck in DMs? This workflow sets a monthly rhythm: plan, create, publish, report, with who does what.
A ready project plan for monthly social media work: 5 stages and 19 tasks, each with who usually does it (owner, team member or client) and what the client sees. Type the start date and every task gets a date. Comes with a checklist PDF for you and a client timeline PDF to send.
Who it fits: Social media managers and small agencies with 2 to 20 monthly clients, now juggling Google Sheets calendars, Canva, WhatsApp and email.
When does the client approve posts? The calendar goes for approval by the 25th, and posts before they are scheduled.
Does it include onboarding? Yes. The first two weeks cover access, an audit and strategy.
Does it work in Google Sheets? Yes.
See inside
What's inside
A project plan, a checklist and a client timeline.
| Section | Pages or size |
|---|---|
| Stages | 5 |
| Tasks, each with who does it | 19 |
| Project plan | Excel and Google Sheets |
| Checklist | |
| Client timeline |
Who it's for
- Social media managers
- Small marketing agencies
You may be looking for
- social media client workflow
- social media agency process
- monthly content workflow
- social media project plan template
Works with
The plan works in Excel 365 and Google Sheets. The PDFs open anywhere.
Questions
- When does the client approve posts?
- The calendar goes for approval by the 25th, and posts before they are scheduled.
- Does it include onboarding?
- Yes. The first two weeks cover access, an audit and strategy.
- Does it work in Google Sheets?
- Yes.
- Which apps does it work with?
- The plan works in Excel 365 and Google Sheets. The PDFs open anywhere.
- How much does it cost?
- $29, a one-time payment. There is no subscription.
- What do I download?
- Stelaah Monthly Social Media Client Workflow.zip (34 KB).
- Can I share or resell it?
- Use it yourself and in your own business, including work for your clients. Please do not share or resell the files.