5 Must-Know Workflows for Social Media Managers (Yvonne Heimann)

Yvonne Heimann


1. The “turn one into many” workflow

Repurposing long-form content is a great way to amplify the video content that your social media clients should already be creating. It also allows you and your clients to stop stressing about coming up with new ideas every single day.

You can capture your clients’ expertise and personality in a few long-form videos each month and easily create the rest of the content needed in your social media strategy from those.

You know that in order to maximize the impact of your clients’ content, you need to have an effective strategy that covers all aspects of content creation and repurposing, from videos to blog posts, workbooks, and potentially even courses.

So let me show you how you can leverage this strategy for maximum effect:

Start with video content

Create a series of videos (10-12 minutes each) that offer valuable information about your clients’ expertise, product, or services. These videos should focus on one specific issue at a time, so pick topics with your clients that are relevant to their target audience.

Write pillar content

Take a collection of those videos (and their transcripts) and turn them into pillar content. Pillar content is long-form, in-depth content that offers a comprehensive look at a specific topic. This type of content should cover the main topics in detail, giving your clients’ blog readers an opportunity to dive deep into the subject matter. You can also use this pillar content to create more content for Medium or LinkedIn.

Repurpose content across platforms

Once you’ve created your videos and pillar content, repurpose them across various platforms so they reach even more people. For example, take the long-form videos from YouTube and write up related blog posts or articles on Medium or LinkedIn with information from the videos. AI like Jasper or ChatGPT can help put a new spin on these articles for each platform.

Turn the content into social media posts

Turn the videos into bite-sized social media posts and videos. Use GIFs, images, and captions to make these posts more engaging. Include a call to action in each post that leads people back to your website or blog for more information. This can be as simple as a link to the full video or blog post with more details about the topic.

Create workbooks & courses

Once you have pillar content written up, turn it into workbooks and courses that dive deeper into specific topics of interest. These are great ways to offer valuable information without overwhelming readers with too much text at one time. Plus, they provide an opportunity to monetize the content by selling them on a platform like Teachable or Thinkific.

Create a content template and calendar

Creating content for each platform takes time and organization. To make it easier, create a content template and calendar to help your team stay on track. This should include topics and ideas from the videos that can be repurposed into blog posts or emails, depending on what you’re promoting. You can also use specific tools like ClickUp to help you keep your project management organized and on task.

Content creation and repurposing doesn’t have to be intimidating or overwhelming. With an effective strategy in place, you can maximize the impact of your long-form video for your social media clients by leveraging various platforms to reach more people. Utilize templates, AI tools, and content calendars to ensure that all the content you create is organized, targeted, and effective.

See this Content Marketing System in all its glory in the YouTube video below:

Content Marketing System: Repurpose Content & Grow Your Social Media


2. Your must-have tools

Social media marketing and repurposing your clients’ content can be a daunting task. These 9 tools will make your life so much easier and allow you to create high-quality content that your clients’ audiences will love.

  • ClickUp helps you to effectively manage all your clients, and projects—allowing you to keep track of all the content and tasks in one place.

  • TubeBuddy is a video optimization tool that allows you to easily optimize your videos for SEO and rank them higher in YouTube search results. And we want that for our clients, right?!

  • Google Drive helps you store, access, and manage all your content securely online. All easily sharable with your clients and their team.

  • Streamyard makes it a breeze to create professional-looking live streams, with beautiful visuals and graphics. Especially helpful when its a struggle to get your clients to record video. Just press the button and have them talk about their expertise—or interview them about their expertise if they need a little extra help on camera.

  • Descript allows you to create transcripts from audio or video files and export them into different formats so that it’s easier for you to repurpose content. Perfect to create short-form content or repurpose video into a blog post.

  • Agorapulse is perfect for managing all your clients’ social media channels in one place, with analytics and reporting tools to track the performance of your content.

  • Encharge allows your clients to easily segment their email list and contacts so they can keep their audience in the loop and update their email list about new content being published.

  • Make.com is the perfect tool to automate your content repurposing process. Think of it as Zapier on steroids, at a lower price point! :wink:

Utilizing these tools will make you more productive by streamlining your workflow, creating better content, and making your life as a social manager easier. Combining all these into a streamlined workflow will save you time and make sure you can easily and effortlessly continue to produce high-quality content that resonates with your clients’ audiences.

9 must-have Social Media Marketing Tools | Content Creation for Beginners


3. Using ClickUp to manage your content creation

Social media managers often find themselves juggling multiple tasks and responsibilities, from research to repurposing content. Having a structured workflow in place can save time and energy.

The ClickUp platform is an amazing tool to streamline this process, especially if you are following the repurposing workflow above.

ClickUp’s features allow you to turn it into your single source of truth, not only housing your SOPs and Tool Wikis, but also managing content creation and repurposing.

The magic of the platform doesn’t stop there. With ClickUp, you can automate many mundane tasks like moving tasks when their status changes or when a custom field changes, eliminating the need for manual labor and freeing up your time for more important tasks.

ClickUp’s custom fields and subtasks will hold all your information like:

  • links to Google Drive folders

  • attached images and graphics

  • stage of the task/piece of content

  • the process of getting things done

  • who takes care of what

  • when are things due

  • what is needed

This can be overwhelming at first, but no worries—the video below will give you a quick overview how to handle this workflow as a whole within ClickUp.

How we use ClickUp to automate our Content Creation Workflow


4. Automate your digital asset management

As a social media manager, managing digital assets can be an incredibly time-consuming task. From setting up folders in Google Drive to manually entering content into ClickUp and other tools, it can quickly become overwhelming. Fortunately, there is now a simpler way to manage your digital assets!

With the help of webhook triggers, automated folder structures, and gravity forms, it’s now easier than ever to get your digital assets organized.

Imagine a webhook being triggered in ClickUp based on where in your workflow the task (aka piece of content) is in your workflow.

Said triggered webhook causes a make.com automation to create your folder structure in Google Drive for the particular task at hand.

To take this to the next level… you then also can have a form on your website (hidden from the public) that allows you or your team to submit all videos and images needed for a task/piece of content all in one place.

Why, you ask?

Because another automation now can rename the files based on your task title and SEO, save it in your Google Drive folder for this task/content, and even attach it to your ClickUp tasks, easily accessible for you and your team.

As an added bonus, whenever someone submits these assets through your form, another webhook is triggered that updates the ClickUp task stage and notifies team members about the update.

Want to dive deeper into this process?

Watch the video below!

Really Simple Digital Asset Management (DAM) | ClickUp Content Hub


5. Getting the team on board: humanize your SOPs

It doesn’t matter if you work by yourself or with a team—you have to have Standard Operating Procedures.

If you work by yourself, it ensures you have the resources to continuously improve on your processes and it sets you up for success when ready to outsource or already working with a team.

If you work with a team, it ensures everyone is on the same page and the tasks are completed efficiently. A well-defined SOP will ensure the maximum productivity of all members of your team. It also makes sure that everyone is up to date with the standard procedures for tasks so there’s no confusion!

The trouble is writing a well-formatted SOP that allows team members that are new to the process to get all the information they need while process veterans can skim the document. Thankfully, there’s a way to make SOPs more user-friendly and easier to read: break it up into sections for each task.

Begin by writing the title of the task in its own section—this makes it easy for people to find what they are looking for quickly. Then, write out the step-by-step instructions that need to be followed when completing the task. Include any necessary screenshots if helpful, but try not to overload your content with images, as this can make the process hard to follow. Additionally, include any further information or potential struggles that may be useful.

Once you have this ready, making this visually more appealing and easily scalable is often the challenge. No worries, I’ve got you covered!

Watch the video below to see exactly how you can use ClickUp Docs feature to accomplish just that. Hint: there is a template in the description, ready for you to download.

Ultimate Guide to Creating SOPs That Work for You | Free Template


Yvonne Heimann @AskYvi
Yvonne is a Business Efficiency Consultant helping Digital Entrepreneurs automate their business so they can dominate their industry.


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What processes do you currently use for any of the above?