Internal Agency Structure - need a workflow

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!


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

@EddieGarrison this is freaking SOOOO helpful! Thank you so much for sharing. Do you mind if I copy and tweak this?


Not at all! Be my guest @linaburgjeremy that’s what this thread/community is for :+1: