Name: Learn The Steps On HOW To Actually Manage Social Media!
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Created byKelcie Michels

Last updated 9/2025

English

What you'll learn

Be able to onboard a client as a professional, even if you've never done it before.
Set up bullet-proof systems that will allow you to keep your business on track.
Provide your clients with a proven content management creation and approval process that works!
Have the knowledge and tools to create a month's worth of content in one day.
Know how to read a social profiles insights to choose the correct time to post.
Analyze end of the month numbers to provide your clients with a report showing their monthly results

Course content

6 sections • 42 lectures • 5h 42m total length

Start Here!0:57
I am so excited to work with you!
During our time together I'm going to support you in creating a social media management business that will run flawlessly with carefully built systems to keep everything in its place!
We'll be going through the EXACT onboarding steps that I use, I'll be showing you how to set up all the systems you'll need to be successful and I'll share with you my tips and tricks to stay out of the dreaded "content creation rut"! And ultimately letting you create a business and life on your own terms.
This course works in 4 main phases:
Onboard
Systematize
Creation
Execution
I am all about keeping business simple and profitable and I am here to support you all the way! What I'm about to teach you isn't rock science but it will give you the edge over others for sure!
I can't wait to get started!!
Why Social Media Management?1:42
Learn how social media management builds relationships with consumers to boost leads and sales in online marketing, using tools to grow followers and deliver engaging and educational content.
Social Media Manager Jumpstart2:01
This will be our guideline throughout the whole course. The Social Media Jumpstart is the foundation of running a concrete social media management business. Follow these steps every single month or anytime you bring on a new client and you'll be soaring in no time!
A Day in the Life of a Social Media Manager2:10
A day in the life of a social media manager varies by client and niche, requiring flexible time management across content, video editing, copy, graphics, and engagement.

Start Here!0:46
Hello friends, in this section we will cover everything that goings into onboarding and how to ensure that your new client fully understands the next steps when it comes to working with you!
Welcome Email6:03
The first step, after you have a "Yes, I'm in!" from your new client, is to send a Welcome Email. You'll use this Welcome Email to set expectations, the next steps, and provide the client with a clear outline of what is to come. If you need an example, download my Welcome Email.
Contract & First Invoice8:48
After your Welcome Email has been sent, make sure to send out your Contract at least 5-10 minutes after. Once they sign and you have signed, send out the initial invoice. **If you are not using a CRM system, make sure to send your client a copy of the contract.
Email templates are provided in the downloads.
Resources for invoicing:
Wave Financial
Dubsado
HoneyBook
Questionnaire, Social Profiles & Next Steps17:51
After your contract and the first invoice have been signed, you will send your questionnaire to gather important information from your clients.
Use this Client Trello board template (link attached) to keep track of all your client's information. Feel free to invite them to this board so they can enter their own information.
There is also a link to the video instructions on how to add an Admin to a business page.
Onboarding Quiz

Start Here!1:08
In this section, we will be talking about systems! The big one is your content management system where you will actually manage your clients social media posts, but we will also discuss other systems you can have in place to make sure that you are successful.
Solid Content Management System5:16
In this lesson, we will discuss the importance of having a solid content management system in place to actually MANAGE your client's content.
Trello.com 10110:18
In this module, I am going to show you the basics of using Trello so that you are comfortable with the system once you start bringing in clients.
Trello Board - Your Content Management System17:38
We will be walking through the Trello board that you can use to manage your client's content. There is a link attached to get this Trello Board Template.
Your Project Management System4:13
In this module, we are going to be talking about project management tools and why it's important to have something in place to keep track of your day-to-day tasks. Here are a few that you could use:
Trello
ClickUp
Asana
Monday
**Now remember, this would be for YOU to keep track of your tasks. Not something that you would necessarily use with your client. You and your client will be using your content management board (Trello or Clickup) to be managing your tasks!
Your CRM4:47
In this module, we will discuss why having a CRM (customer relationship management) is important and how to use one.
The two that I recommend are:
Dubsado
Honeybook
Get it Done with Dubsado6:17
In this module, I will do a brief overview of Dubsado so you can get a good idea if you'd like to use this platform for your CRM system.
Dubsado: Use my link to receive 20% off your first month or year. (affiliate)
EXTRA - ClickUp Board Content Management9:26
In this bonus module, I show you how to use ClickUp to manage your client's content. Click on the template below to use with your clients.
Systems Quiz

Start Here0:43
Yay, welcome to Content Creation! I cannot wait to get started with you. In this lesson, we will talk about everything that comes with creating content for you clients!
Content Creation 10114:30
In this lesson, we are going to drill down into content creation, what is it, and what makes it quality content. We'll also discuss the different types of content.
Creating a Strategy22:32
This module is all about strategy and how to create one. By using these tips, you'll be able to create a strategy for your client no matter their overall goals.
Grab the Social Media Strategy spreadsheet to assist you with creating your social media strategy - HERE!
In the downloads, you will find the Social Media Audit Workbook and an actual social media audit that I sent to a customer (Sprinkles & Confetti Audit). Attached are some great resources on performing an audit.
How to Stay out of Content Creation Rut10:45
Use these tips and tricks to stay out of that content creation rut we always seem to find ourselves in!
Keywords & Hashtags, oh my!16:33
In this lesson, we will be discussing the importance of keywords and hashtags but also what makes them different.
Batching vs. Non-Batching2:51
In this lesson, we will discuss batching vs non-batching, what you need to do when creating content, and ultimately, what makes the most sense to you.
Intro to Canva7:32
In this lesson, we will go over the basics in Canva, how to make sure you are using the correct graphic size, and how to use the tools to make it easier to create your content!
Let's Create Content!32:04
In this lesson, I walk through creating a post from start to finish using tools out there to assist in the process.
Attached are links to the Emoji Dictionary I reference and Jasper Copy Writing Tool.
Let's Create Content #2 - When Client Provide You with Graphics7:55
In this lesson, I show you how I create content for my clients when they've already provided me with the graphics.
EXTRA - Trello Board Rules8:22
In this lesson, I will show you a few Trello board automations and rules that I use when I'm managing my client's content.
Content Creation Quiz

Start Here0:53
In this section, we will go over everything that you need to know when it comes to executing your content. We'll discuss schedulers, how to read insights, scheduling that content, and end-of-month reports.
Schedulers7:58
In this module, we are going to talk about schedulers and how to pick one that is right for your business.
Attached is a link to an amazing article that gives you pros and cons based on the scheduler.
How to Read Insights10:32
In this lesson, we will go over how to read insights in Facebook Business Manager and the Instagram app.
Let's Schedule our Content!14:17
In this lesson, we'll be scheduling the content that we have created. Yay!
End of Month Reporting10:33
In this lesson, we will be talking about the end of the month for your clients, what you need to do, and how to generate a report for them.
Attached are these goodies!
End of Month Social Media Report spreadsheet
Success Snapshot Graphic
Data Tracking Graphic
End of Month Template
EXTRA - Bumping Up the Client Package Price5:09
In this lesson, we talk about how to bump up your client to the next package, thus increasing their value and your monthly income.
Execution Quiz

Start Here0:38
In this lesson, we are going to be talking about how to attract clients! Everything from discovery calls, your pitch, proposals, and social media content - ETC!
Niche or Not-To-Niche?10:06
In this lesson, we'll go over what you need to ask yourself in terms of who you want to work with and how to niche down. Make sure you choose a niche/client that really lights you up!
**Also make sure to download the worksheet to assist you with niching down!
What's your pitch?6:32
In this lesson, we'll be talking about your pitch and how to craft the perfect one. Make sure to download the worksheet to help you get started.
Pricing Worksheet & Package Creation11:53
In this lesson, we will be going over the pricing worksheet and how to use it to build out your packages based on your annual revenue goals.
Make sure to get your copy of the worksheet (attached).
Once you have it pulled up, to go File - Make a Copy so you can edit it yourself and have it on file.
Building Know, Like, & Trust8:48
In this lesson, we will be discussing the Know, Like, Trust concept and why it's important to follow for your social media but you can always apply this to your client's social media platforms as well.
Applying for Job Ops8:19
This module is all about Job Ops that you will find out on social media sites such as Facebook, LinkedIn, or even places like Indeed. When in Facebook groups, search "#jobopp" and see what comes up!
Download a copy of my Job Op Email (attached).
Once you have it pulled up, to go File - Make a Copy so you can edit it yourself and have it on file.
Preparing for your Discovery Call7:36
In this module, we will be talking about what to do prior to your discovery call to make sure you are fully prepared.
Make sure to download the Discovery Call worksheet for assistance. Also provided are reminder emails to set up in your CRM to remind clients of the call!
Nail the Discovery Call7:58
In this lesson, we'll be talking about your discovery call, how to be prepared and what to say to land your client.
If They've Had a Social Media Manager Before2:55
Identify whether a prospect has had a social media manager before and note why it did not work, then show how you will solve those issues with replies and graphics.
The Perfect Proposal5:42
In this lesson, I'll show you my exact proposal that has landed me all of my clients. You'll see the exact information I provide to pack my proposal with value and make it easy for the clients to say "Yes!".
Attached is a link to the Trello Demo Video from the proposal.
A good proposal should have the following:
1. Introduction
2. What You'll Do For Them
3. Proposal Information - detailed information that you will provide each month with your monthly retainer pricing
4. Client Testimonials (if you have some)
5. Case Study (when/if you have some)
6. A recap of what you'll do
7. Ask for their business and let them know how to get started
Once you are ready to send the proposal, you can use the email template provided in the downloads or make one of your own.

Requirements

No experience is needed. If you have a social media profile, you're already on your way!

Description

Do you want to go from late-night Googling zombie to BOOKED OUT social media manager that's able to manage your client's content with simplicity?

Find out how to build out your business and become a confident, sought-after social media manager with my proven framework, The Social Media Jumpstart!

Over the past 3 years, I've been able to build a successful social media management business with these EXACT processes and procedures, and not only me, but my students have too! There are plenty of courses out there that teach you strategy, but what's different about The Social Biz Breakdown is I teach you HOW to actually manage content. Managing content is one of the hardest things to do as a social media manager. We can always find and create a strategy, but managing content needs to stay consistent.

With my signature framework, you'll be ready to start marketing your business & receive a proven system that will give you your time back and propel you into a great social media manager!

Once You Complete The Course, You'll...

Be able to onboard a client as a professional, even if you've never done it before.
Set up bullet-proof systems that will allow you to keep your business on track.
Provide your clients with a proven content management creation and approval process that works!
Have the knowledge and tools to create a month's worth of content in one day.
Know how to read a social profiles insights to choose the correct time to post.
Managing your time appropriately from content creation to scheduling
Provide your clients with a strategy that will grow their brands and increase awareness but also provide them consistency with posting
Analyze end of the month numbers to provide your clients with a report showing their monthly results

Who this course is for:

Virtual assistants looking to niche down
Brand new social media managers looking to grow their business
Stay at home moms looking to supplement their family's income

What you'll learn

Explore related topics

Course content

Introduction4 lectures • 7min

Onboarding4 lectures • 33min

Systematize8 lectures • 59min

Content Creation10 lectures • 2hr 4min

Execution6 lectures • 49min

MORE LEARNING - How to Attract Clients10 lectures • 1hr 10min

Requirements

Description

Who this course is for: