The Ultimate Social Media Workflow Guide for Agencies

Introduction: Why Workflows Matter

Agencies that systematize their processes scale faster and deliver better results for clients.

Chapter 1: Content Planning

1.1 Setting Up Your Content Calendar

Create a master calendar that accounts for all clients, campaigns, and content types.

1.2 Defining Content Pillars

Establish themes that guide content creation and ensure variety.

1.3 Batch Content Creation

Produce content in batches for efficiency and consistency.

Chapter 2: The Approval Process

2.1 Internal Review Stages

Quality control before client eyes ever see the content.

2.2 Client Feedback Loops

Structure feedback to avoid endless revision cycles.

2.3 Handling Revision Requests

When to push back and when to accommodate.

Chapter 3: Publishing and Scheduling

3.1 Optimal Posting Times

Data-driven scheduling for maximum reach.

3.2 Cross-Platform Publishing

Adapt content for each platform without recreating from scratch.

Chapter 4: Reporting and Analytics

4.1 Weekly Internal Reviews

Catch issues early and optimize continuously.

4.2 Monthly Client Reports

Show value and inform strategy discussions.