Hey there everyone! I am having a hard time structuring Wholesome Media. I find it difficult to get into a flow of creating a proposal, on-boarding, best way to send content calendars, and organizing task lists for my team.
I would love to know what y’all do to keep everything organized and clear for your agencies.
Any and all thoughts welcome!
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Hey @linaburgjeremy I’ve found the following process works for us:
Social Media Questionnaire
- Social Media Platforms
- Business Overview
- Overall Marketing Initiatives
- Target Audience
- Competition
- Elevator Pitch/One Liner
- Key Messaging
- Value Proposition
- Brand Mission
- Brand Tagline
- Goals For Social Media
- Topics
- Business Goals
- Achievements
- Vision
- Team
Proposal Template
- About Us
- Problem/Opportunity
- Our Solution
- Services
- Strategy [Content/Management/Reporting]
- Case Study
- Summary
- Commitment Overview
- Contact Information
Customized Social Media Marketing Plan
- Team Information
- Customer Information
- Social Media Account Information
- Social Media Goals [KPI’s]
- Key Messaging, Brand Tone/Guidelines, Competitive Advantage, Ideal Target Audience
- Initial Content Calendar
Customer Service Agreement
- Editable PDF Document
- Web Page Form
Created for Each Customer
- CRM Profile [Tasks/Notes/Accountability]
- Shared Google Drive [Executed Documents/Image/Video Folders]
- Shared Calendar Access to Agorapulse
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@EddieGarrison this is freaking SOOOO helpful! Thank you so much for sharing. Do you mind if I copy and tweak this?
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Not at all! Be my guest @linaburgjeremy that’s what this thread/community is for
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