Social Media Management Workflows To Help Your Business

Facebook, YouTube, Instagram, Tumblr, Twitter, LinkedIn, Snapchat, Pinterest—with so many viral social channels out there, it often gets tricky for brands/businesses to keep track of their social media calendar.

Social media is the front and centre of your marketing efforts. That means you should be able to know what’s going out on which social channel and when. For that to be the case, you are required to keep your social media workflow on track at all times.

It shouldn’t be a surprise that creating and publishing content, monitoring engagement, and tracking social media marketing success across various social channels can be a bit challenging. And as businesses scales, this challenge only gets worse.

Let’s put it this way — to be able to manage and run your social media marketing campaigns, you’re going to need a successful social media workflow, and you’re going to need it fast.

A social media management workflow is basically a well-defined system or a series of actions that you follow to efficiently schedule posts across different social media channels in a timely manner. Now, different brands, businesses, and teams have different social media workflows depending on industry, audience and objective.

Sounds complicated? Well, fortunately, there are social media workflows and templates that you could use to simplify and speed up the process. And that’s exactly what we are going to discuss here…


Mentioned below are some of the best social media marketing workflows you can implement in your marketing to help you improve your social media process in 2020


  1. Social Media Strategy Workflow
  2. Social Media Calendar Workflow
  3. Social Media Management Workflow
  4. Social Media Analytics Report Workflow
  5. Social Media Image Sizes
  6. Social Media Bio Workflow
  7. Social Media Audit Workflow

Plan your social media posts.

Visually plan your posts. Drag and drop everywhere.

Social Media Strategy Workflow

Whether you’re brainstorming on a new campaign or seeking ways to improve the current one, having a powerful social media strategy is a must.

Using a social media strategy template allows you to gain clarity over your social media goals, find your ideal customers and search for ways to better engage them, analyse your potential competition, evaluate your current social media presence, develop a thoughtful content strategy, and adjust the strategy as needed.

Head to our Guide To Social Media Marketing for 2020 for a break down of the steps! Once you have the right strategy that works for your business, you can formulate it into a template that can be easily adapted.

Social Media Calendar Workflow


A social media calendar is where you organize each of your social media posts by channel, date, and time, and is crucial to your social media marketing toolkit.

If you’re constantly juggling with too many social channels, using a social media calendar template will help you better plan and schedule the posts or content you’re sharing. Plus, you can create a separate calendar or each channel/project without any hassle.

Use Hopper HQ as a social content calendar and see exactly what is going out when!

Social Media Management Workflow

Once you’ve created your strategy and organized social post calendar as needed—it’s time to get everyone in action.

You need to assign tasks to individuals/groups, give them the information they need, and keep an eye on how things are progressing in real-time. This is where Kanban boards and social media management workflows come into the picture.

They help you keep everything on track. There are work management software and apps that allow you to create custom workflows or use an existing template to organize your various social media tasks, assign them to others, collaborate on them, attach files in them, and view them moving (or progressing) through various stages.

Social Media Analytics Report

The social media analytics report template is the key to measuring the value of your marketing efforts. This is what helps you keep a tab on how your different social media channels are performing.

The template allows you to record and save social media metrics for every network, and include details like gained/lost followers, total engagement, total shares, total views, total sign-ups, and so on.

So these were the four major templates and workflows that every social media marketer should know about. Next, we’ve some bonus templates for social media that will save you hours.

Plan & schedule social media ahead of time.

Video, gallery, image & text only posts

Calendar, feed & grid preview

Instagram, Facebook & Twitter


Social Media Image Sizes

Having all social media image sizes saved somewhere handy will save marketing teams a lot of time. Content is an important part of digital marketing. But you can’t just publish a 1000-words blog post and expect it to go viral—unless you know how to keep it interesting.

Images, GIFS, memes, videos, etc are a great way to make the content look more engaging and grabbing the audience’s attention (on any platform). “Social media image size” is your quick reference resource to check what image dimensions and specs to use for every network.

Check out the correct image dimensions for Instagram!

Social Media Bios Template


A key part of a social media marketing is to create and maintain a social identity. Your profile picture, your profile’s bio, and even your favorite literature genre and hobbies—every teeny tiny detail in your profile plays an important role in the first impression you make on your target audience.

Now, a social media bios template is what helps you ensure that you have covered up all your bases and effortlessly created a profile that reflects your brand’s voice. Here’s what it includes:

  • Who you are
  • Where you work
  • What you do
  • Why should people connect with you
  • How to get in touch with you

Check out this guid for some tips to writing good Instagram bios!

Social Media Audit

A social media audit is the type of template that shows you a clearer picture of what is and isn’t working in your current social media strategy (and what you can do next). Such templates are considered quite useful in keeping new opportunities in check and getting the most out of your social media management resources while achieving higher audience engagement.

Within this audit you can look at all the analytics from your campaigns, assess follower number and engagement rate across all networks, and use the learnings to inform your future social media activity!

Try this out and you can make a custom template based on your business’ objectives for social media.

Explore the data behind your Instagram account.

Find the best time to post on Instagram

Track your follower growth overtime

Understand your post engagement


Do you want to take your social media marketing to the next level? Then keep these templates and workflows in your consideration. Also, if you have a social media marketing suggestion, share it with us in the comments below!

Guest Author: Vartika Kashyap

Vartika is the Marketing Manager at ProofHub and has been one of the LinkedIn Top Voices in 2018. Her articles are inspired by office situations and work-related events. She likes to write about productivity, team building, work culture, leadership, entrepreneurship among others and contributing to a better workplace is what makes her click.

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