Launch Confirmation
Day 1
- Account Manager emails client
- What’s Next Documentation
- Schedule reporting review meeting
Monthly Review
Month 1
- Send client meeting agenda
- Include Reporting Legend
- Monthly reporting walkthrough
- Score leads together
- Review the current stage of the funnel
Recurring Tasks
Monthly
- Campaign report
- Create report
- Send to client
- Engagement Management
- Review comments, engagements, and interactions
- Respond to engagement (collaborate as needed with client/campaign manager)
- Create new post calendar
- Schedule posts
Semi-Annual
- Full Analysis and Strategy Audit
- Schedule call with the client and send agenda
- Agenda
- Semi-Annual Report
- Review Current Social Platforms and Boost Budget
- Post-type analysis
- Analyze and suggest improvements
- Update competitor research in InVision Board
- Analyze and update “Reach Strategy”
- Attendees
- Account Manager
- Social Media Specialist
- Send meeting recap