Social Media Marketing Checklist For Businesses- Daily, Weekly & Monthly

 In 2017, the calculation of overall US businesses that were using social media for marketing was 90%. 

The percentage increased as compared to the previous calculation in 2013 which was 86.2 %, and in 2019, that becomes 91% 

Along with that, 77.6% of small businesses are using social media for doing business promotion. 

Social media has become an important part of business regardless of the scale you are working on. However, marketing on social media is a hassle and hard work.

Managing the projects, reports, and doing other tasks, trying to handle everything along with running a business can be stressful.

Also, you are required to run campaigns, analytics, and other tons of things. 

social media marketing checklist for small businesses

In between everything, there is a chance of missing something that might be important. Also, the stress can be too much for a business owner.

That’s why you require a checklist to keep your social marketing game upgraded.  To make one, here is how you can do it. 


Why Do You Need A Social Media Marketing Checklist?

Having a checklist, in general, helps you in arranging your work, also managing the important to urgent tasks so you get small breaks to relax. 

Creating a checklist for your social media marketing, here is what you will get-

  • It will track and keep everything organized for you.
  • You can maintain consistency. 
  • Assure that you are not missing anything.
  • Assign the work better and track the progress.
  • Add or eliminate what’s not working easily.

Takeaway: A checklist will help in making sure that your plans and strategies are serving their purpose without fail. 

Also, it will help in understanding who is accountable for what. Unless making it messy, you can reduce the chances of errors and complete tasks on time. 

How To Create Your Social Media Checklist?

Social media marketing requires lots of work to do, 

However, having a checklist will break down the tons of work into small and easy to bite. You can arrange the checklist based on daily, weekly, and monthly. 

It will help in understanding which work should be prioritized to get the best from your marketing strategy for social media. 

To create one, here are a few steps that will help you. 

Step 1: Find Your Purpose Behind The Post 

There are 6,000 Tweets sent every second. 

Posting just for the sake of posting will waste your and others’ time. 

It’s important to have consistency maintained when you are posting. The schedule helps you in keeping the post visible to others and relevant to the respective platforms. 

Image source: wordstream

That’s the reason why companies are using weekly hashtags, for example, #MondayMantra, #MondayMotivation, or #ThrowbackTuesday, etc.

ways keep content on point

It’s crucial to define the goals behind the post, it will help in narrowing down the type of content and its purpose to everyone. 

Pro Tip: It’s not compulsory that your every post do direct sales. You can follow the 80/20 principle. It’s also called the Pareto Principle. 

Consider the 20% of what you are sharing can bring 80% returns. 

It means adding small efforts that can be rewarding. 

Step 2:  Know Who You Are Targeting & Where 

Social Media is vast. In 2020, 49.03% of the world’s total population are using social media. 

If you focus on different platforms’ penetration rates that compare with the eligible audience, it becomes 83.36% of 4.47 billion users from the global internet.  

Finding your audience that connects with your contact will require some extra attention. 

It includes finding the platform that suits your audience, as well as you get most of the engagement. 

Step 3: Find Headlines Or Quotes That Are Engaging 

When you know the purpose and people for the post,  you need something that can engage the audience.

Image source: optiinmonster

Having dull or boring content can make your audience keep scrolling instead of grabbing their attention. 

Make your content headlines interesting, controversial, and spicy to get people to focus. 

Create your content bank that can help in posting the content on its scheduled time. 

Step 4:  Use The Voice Of Your Brand 

Every brand has its voice, it can be effective or not so good but still, you have it. 

The brand voice depends on how you interact, what vocabulary or context has been used to create a relationship with the audience. 

tips get brand voice established

When you have a well crafted and unique brand voice, the customers trust what you tell them.

Step 5: Identify Hashtags & Keywords 

It requires a little bit more work but it will help you in making your marketing much relatable and direct to the customers.

Image source: themanifest

Find the keywords and hashtags that have been used by the audience. Make the list of points that you require to add so your content can easily reach the selective audience of yours. 

Step 6: Maintain  A Schedule

Choose when and which days you are going to post, including how much. The ideal number says one post is enough for a day Or you can post two for a maximum per day.

Find the numbers and secluded the post according to that. Social Media platforms like Facebook allow you to pre-schedule your post, with this you can plan. 

Pro Tip: Scheduling is helpful and saves lots of time. However, make sure you maintain a mix of Live and scheduled posts.

The scheduled post will keep your content consistent whereas live will keep it related and relevant. 

Step 7: Set Your Tools & Analytics

Tools help you in saving your time, so do the analytics. 

Most social media come up with both. You can use the tools to make sure your content is affecting and also your marketing is doing its best. 

However, for analytic, you can either get apps or other solutions.  

Analytics helps you in understanding what you need to change and what to keep. 

Not all your strategy will work out for you, with this you can find the exact points to guide your further social media marketing well. 

Step 8: Conduct Audit & LookOut For Competitors 

The self-audit is helpful to keep the inconsistency away from the channels. You can understand more about the planning and get a better insight into it. 

Also, keep your eye on what your competitor is doing. Even though their campaigns fail, look for the reasons as you might be doing it too.

 Checklist For Social Media Marketing – Daily 

The daily checklist helps you in keeping the work productive along with maintaining its effectiveness.

There are several works that you need to perform so your marketing game stays on point and it includes : 

daily checklist for social media marketing

1. Check The Social Media Calendar

Checking your calendar should be the first and most important thing for every day. You can get the whole idea about your day and understand the tasks that needed to be done today. 

Image source: hubspotblog

Also, you can get the idea of what content will go live today, and what else you have completed so far. 

Takeaway: Looking at your calendar can help you in checking the post or deadlines you have to meet. 

Also, it will make it easier to prioritize your work and keep it more organized for you. 

You can play your strategies for marketing on social media in a better way.

2. Check Inbox & Reply Back 

The next important point to add is checking messages you receive. If you are replaying all of the messages, you are doing 75% better as compared to other brands

Ignoring your customers on social media gives a negative vibe and not helping when they need to lessen the loyalty. 

However, there might be lots of work for you to handle, so replaying back can be a hassle, It’s better to get some time separately for handling this.

To make sure you do it properly, here are some tips for you : 

  • Use the app for desktop
  • Set the push notification to the mobile 
  • Set the email notification
  • Filter the customer service 

3. Check The Mentions 

Mentions are important and it’s much deeper to the replaying back. Mentions are when your customer reaches directly by using the brand name to the social media platform. 

The best way to keep it short for you is to limit it to once per day. You can choose as per the scale of your brand is interacting with customers. 

4. Curate The Content For Sharing 

Creating content is important but sharing the post, informational, and helpful content is crucial too. 

There is lots of content you can find online which are fanatics for sharing purposes. Spend your fixed time on finding the content for passing along to others. 

Make sure it’s high quality and actually helpful for your audience.

5. Follow Back To Followers 

A brand following someone on social media can be a major boost for customers. It can make your user’s day happy and create more engagement. 

You can add this to follow your followers. However, you can do this in some ways like – 

  • Follow everyone to return the favor
  • Follow who suits your niche 
  • Follow randomly 
  • Follow who is invested in a brand

6. Find New Keywords In Your Niche 

Monitoring as well as looking for the new keywords can be a hassle. However, you can also use advanced searches on Twitter and similar options on other platforms. 

It’s important to stay updated with the things going around in your niche can help in avoiding situations of staying behind from the competitions. 

Image source: mention 

You can also use GoogleAlert that allows you to track all the keywords and references to get information. 

7. Check Out Other Profiles On Social Media 

Social media is also inspirational to get the idea, also you can keep it for daily work. it will help you in staying updated with what others are doing.

Pick the favorite of your profiles from your industry or someone who influences your work.

You can check other profiles on your social media, or simply add them to your watch list. Keeping your mind updated with such information helps in making better plans and strategies for your marketing. 

8. Check Posting Schedule 

Check the post that is scheduled for today, also make sure to update it for the next day. 

It will help you in staying ahead of everyone but also save time.

However, it’s important to know the frequency of posting on social media.  For experimenting, here are a few practices you can do – 

  • Schedule 2 or more post for Google+ per day 
  • Schedule 3 or more for Twitter per day 
  • Schedule  2x for Facebook per day 
  • Schedule 1 or 2 posts for Instagram per day 
  • Schedule 5 or more for Pinterest per day 

Pro Tip: To ensure that you are getting the best advantage from social media, focus on the timing. 

It’s important and finding the right time can connect more audience to your business. 

9. Engage With Your MVPs

Create a list of fans and followers who belong to MVPs sections. They are key people who are evangelizing with your brand on a daily basis. 

Your list can include influential people, top users, people who you want to know, etc. 

Engaging with the brand advocate can help you in multiplying more customers and advocates for your brand. 

10. Engaging With New Person 

Connecting with someone new on social media where you are getting smooth replaying,  engagement, and re-following helps in building your follower list. 

Engaging with a new person helps you in doing better one to one connection. This helps your customers or users to feel welcomed and make a personal attachment.

11. Keep An Eye On Competitors 

Keeping your attention on what your competitors are doing can help you in managing your marketing. 

Well, you both share a similar audience and understand what approach they are taking with what results they are getting. It will help in updating yourself too. 

Find better and smarter ways to get a step ahead of them. 

Discover the hashtags trending to keep your post more trending and targeting the audience.  

Image source: hootsuiteblog

It creates more brand awareness,  better reach, and engagement to enhance your relationship with customers. 

If you are looking for conducting the hashtags on a daily basis,  here are some points to start with –

  • Location-Based Hashtags –  If your store is surrounded by some popular places, locations, you can search based on that. 
  • Branded Based Hashtags –  Use your brand for the hashtags and create fresh ones. 
  • Seasonal Based Hashtags –  Use the seasons like Christmas, Black Friday, New year’s day in your hashtags for your post. 

 Checklist For Social Media Marketing – Weekly 

Having a checklist ready for weekly purposes can be helpful in understanding the process. Including the mini-goals, you achieved through 7 days. 

For creating a social media marketing checklist, here are the points to add. 

weekly checklist for social media marketing

1. Monitor The Weekly Stats

Checking your daily stats is important and it’s excellent to track the progress. However, make sure you are checking it weekly too. 

It will help you in understanding how the progress worked. 

Also, it gives you an overall look at the work you did for the whole week. It gives better insights and progress of marketing on social media. 

You can check several things when you are checking the stats, including – 

  • If you have paid ads, you can look for the results so far. 
  • The average of your engagement on your content. 
  • Content quality you generated as a brand. 
  • Tracking the highest engagement content and least engaged in a week.
  • The average answer time you spent on social media. 

Pro Tip: Measuring the overall work, you can note the best performance and lowest performance. 

It will give more references to work for the next planning.  It gives more to understand and practical results to work on. 

2. Engage With The Influencers 

The daily checklist includes engaging with the audience, however, the weekly involves the influencers to focus on.

By adding this to your weekly checklist, you can step out from the circle you draw, and also get more involvement from influential people in the industry and niche you work in. 

The influentials can be the people who have impressive followers and verified status on social media. 

You can simply add them to the list and check their account. Also, you can approach and engage with them slowly.

Pro Tip: The point is to build a trustworthy relationship with them. Also to the aim is to have an engaging and appropriate engagement with influencers. 

3. Schedule Your Posts 

Understanding when you are posting the post is important. You don’t want to schedule your three posts on Monday or ten on Tuesday. 

This is helpful to scale your post on weekdays and weekends. Also, you can number the post depending on the slots you have.

Image source: buffer

However, you can do fewer posts but make sure you have reasons. 

Also, consider the urgent requirement for fitting the promos for occasional or holiday seasons. 

Don’t bombard the people with tons of posts, it’s important to schedule the post according to that. 

Also, keep in touch with your audience. 

4. More Engagement With The Partners

The partner includes the people who are in your field, they can be the brands or people who are frequently connected with you. 

Such relations are great to foster and you can continue it for getting a better and healthy relationship for the future. 

5. Check Your Weekly Goals 

Well,  this one is about understanding how your weekly goals are doing. Once your stats are ready for a weekly basis, you can set them for social media. 

Check how many goals are working for you. Do you get the benchmark you chose on a weekly basis? 

Also, look for the progress you are making in achieving the social media marketing checklist. 

6. Check For Updates On Ads 

Depending on what you are committed to and how far you want to involve social media ads. 

If you are running ads, weekly is a good start to see if it’s working. Also, look for the updates that your ads might require. 

It’s an ideal time to manage the ads and keep those who continue working as well as bringing the results. 

Rest you can discontinue so it will save time and effort on that.

Takeaway: Ads depend on where you are running,  however, make sure you know which one is beneficial for marketing. 

Also, see if there is any update it needs or you have to do some kind of changes to make it better and effective. 

7. Discuss With Teammates And Others

Set the meetings weekly, it can be used for having a  discussion about strategies and marketing plans related to social media. 

Ask your teammate to contribute their thoughts. Use this opportunity to find what others are thinking, maybe they have better ideas to give. 

It will help in keeping everyone updated with your plans and everyone will be on the same page. 

Discussing leads to brainstorming, ask your people to come up with new ideas to promote your business on social media. 

If there are any mistakes or misunderstandings, the meeting can be helpful to sort it out. 

8. Attend The Chats, Events, And Hangouts 

You can run small events on social media. Or participate if someone else is hosting. Keep it for the weekly period, so you can attend once or twice an event throughout the week. 

You can run the event and do chats with your audience. It will be helpful in creating more engagement to your social media platforms. 

You can switch to different platforms or you can choose one. Well, approaching people directly and having conversation helps the customers to know more about your business. 

Checklist For Social Media Marketing – Monthly 

The monthly checklist can help you in understanding the contribution of strategies, tools, and plans you used for marketing. It will help in getting long term goals references from this. 

The monthly checklist is also crucial for the daily and weekly checklists in social media marketing. 

This can work as a guide to plan both checklists to make sure you are getting effective and much more productive results in the end. 

To make your monthly checklist, here are points you need to add – 

monthly checklist for social media marketing

1. Perform  Monthly Audit 

With the help of a social media audit, you can get a better and deeper insight into the strategies and marketing efforts you are doing. 

With audits, you can learn more about – 

  • Followers and the growth in the numbers.
  • Average click and overall reach to the updates.
  • Updates are required on the cover, profile photos, bio, or description. 

Takeaway: Monthly adults are helpful for marketers in understanding the overall effect. 

There might be strategies, ads, and another different thing where you are investing to see results. 

A monthly audit can help you in knowing if it’s worth it or not. Also, you can find places that need more attention or have the potential to do better for your business. 

2. Goal Setting

Goal setting is helpful to know what goals you want to have, and for that what thing you need to change.

 Also, you have the one month report on your hand to understand what can be expected. 

Also, you can set your goals divided into months for example,  like you want to launch a new product per month.  

Well, when it’s about social media goals,  there are seven goals and strategies that can be helpful for you to approach the final results. 

And here is divided into – 

  • Intriguing metrics 
  • BHAG
  • BSQ
  • OKRs
  • S.M.A.R.T
  • Locke and Latham’s
  • Growth Hacker goal setting 

3. Plan  Ahead For Months 

Planning ahead can help you in understanding what was affecting you. You can use it for reflecting and understanding the value as well as planning the months beforehand. 

It will also help in your weekly planning. This gives you enough time to do the brainstorming and coming with better plans. 

You can use the plan for setting up the editorial calendar and campaigns in the future. 

Takeaway: Planning ahead helps in keeping your weekly and monthly checklist effective. You can plan most of the work here or you can use it for the overall outline. 

This can help you in planning and making sure you have everything organized to provide better social media marketing. 

4. Plan Your Themes & Campaigns 

Since the new month starts, you are going to need new themes for your social media content. 

Brainstorm new ideas, what messages you want to share, and how you want to approach the customers on social media.

You can also plan new ideas for creating hashtags and generating better content to use throughout the month. 

5. Brainstorm With Teammates 

The more heads you have, the better ideas will come up. Include your teammates and ask for their advice too. 

Work on new concepts and approaches to get your marketing more efficient and relevant to the people. 

Even if you have an idea and you are all convinced to run it for a month, make sure to consider your teammates to get their viewpoint too. 

There might be something you are not considering, getting help from the teammate can save time and money wastage.

Takeaway: engaging your teammate is important for their motivation. Engaging them with starting points helps you in boosting their working and they will do better since they contributed to the plans. 

6. Optimize Social Media

Lots of businesses are auto-publishing their content on social media platforms like Twitter,  Facebook, Pinterest, And LinkedIn. 

Well, every platform has its kind of audience. Auto publishing one kind of content everywhere can lose the power of material you are sharing. 

Since the platform is not the same, the approach will be different too.  The content requires optimization according to the platform you are going to publish it on. 

Image source: smallbusinessrainmaker

Also, your audience is available on every platform, make sure you are following the right way of publishing content so you target the audience you want. 

There are chances that customers don’t react on Linkedin the same as they did on Facebook. Both platforms have a different set of people. 

The Content publisher is required to identify the platform and edit the content according to the audience targeted there. 

Also if your audience is more engaging on Facebook, it’s better to put your efforts there more. 

Takeaway: The content is an important part of your marketing, especially on social media. 

To make sure it’s engaging and you are getting attention to your post,  edit the connect and make sure it’s suitable for the respective platform and audience. 

7. Join Social Media Events In Locals 

There will be some kind of local events going on. Take consideration to join in such events. 

The social media events help you in getting more customers but also helpful for showing your brand to other people. 

It’s helpful as you meet new people and showing it on social media creates a positive vibe about your business. 

Mistakes To Avoid In Social  Media Marketing Checklis

92% of companies believe that social media is becoming an important part. 

 With the help of social media marketing, you can engage more customers, target the audience you want and it can boost sales. 

Marketers are required to make it easy, so it can help in avoiding the mistakes and taking the best opportunities for doing the promotion and engagement with the ideal audience. 

You Don’t Have A Strategy 

Social media marketing is helpful, however not having a strategy is your mistake. And when you have a strategy, you do better. 

Social media marketing strategy helps you in understanding as well as focusing on the goals you want to achieve, Also it adds the tactics with the best execution to measure the success.

It also works as a guide to keep the track of your post and other work in line. 

Pro Tip: Strategy is helpful in keeping your goals clear. When you have an understanding of what you are aiming for, you can take many confident steps towards it. 

You Are Not Tailoring The Content 

Content is important and one of the parts which help you in getting more engaged customers. 

However, not having proper content can let you miss the great opportunity, not understanding the tailoring can miss the right audience on platforms. 

Each platform has its audience, however, your content should be suitable for the platform where you are posting.  It will be more effective and easy to target customers.

Pro Tip: Each platform has its insight tools, use it to understand which content of yours is getting the attention. Use the data and information to tailor your contact according to that. 

The type of content you share is important, also it affects the impact and customers’ engagement. 

The customers are more engaged when they get the content relevant and detailed for their interest.  

Sharing the links of contents on the site will not help you in getting customer engagement

Pro Tip: Encourage people to share the content, also choose weekly or monthly time to share the curated content so your audience can get more value from it. 

You Are Using Wrong Hashtags 

Hashtags have become an important part of social media. When you have the right hashtag to use, it helps your audience to connect with you directly. 

Also using the hashtag keeps the content related to you together. 

But using the wrong hashtag can do negative, also avoid using too many hashtags on the post. 

Pro Tip:  Research your tags, use the different keywords to understand which one is more accurate and relevant for your content.  

Use the native search box to find the trending keywords for you. 

You Are Not Tagging Others 

When you are sharing the content of some others, it is important for you to mention their names and tag their account. It’s called giving credits, if you are not doing this, it will show a bad impact. 

The same goes for when someone tags or mentions you make sure you are handling it when you are curating the content. 

You Are Talking Too Much 

Social media allows people to use the space for sharing their thoughts and doing discussion.

Image source: socialbakers

 However, if you are doing the talking instead of listening, it will make people bored of you. 

It’s important to have a brand voice, but also you need to listen to what your audience wants to say to you. 

You Are Not Using Native Videos

Videos are one of the tools on social media which gets most of the engagement. People get a better understanding and also it gives better communication too.

But when you are sharing the videos on platforms like Facebook, make sure you are focusing on native content. 

Sharing your youtube content, the audience has to take a step to watch the videos. 

Pro tip: Uploading native uploads help you in removing the barrier and help your audience to engage with your content as well as your brand. 

You Are Not Using Images

No matter how much videos become important, the image still holds an important part. Well, the audience gets interested when you offer high visual content. 

Using the image that speaks exactly what you want your audience to think can help in creating a picture of your message. 

It becomes crucial to focus on images that can offer the exact visualization you are aiming for. 

Pro Tip: reach properly to make sure that your images are rendering properly on different devices. 

It should be important to keep the size the same to have a better and undisturbing experience. 

You Have More Profiles 

Having a profile on each platform is good, however, having too much of it on each platform is bad news.

Having too many accounts can confuse your audience. Also, it affects the authority and people might get doubtful which one is yours. 

It’s important to have one account on each platform, and also keep use the highlights to link the account together. 

This will help your audience to follow your respective accounts on different platforms.

You Are Not Spending On Ads 

Lots of businesses believe in organic research and it’s possible too. But since the competition is getting high, it’s difficult for others to find you.

With ads, you can target your audience and make it easier for them to reach. Also, spending on ads can help you with improving your reach and conversion. 

Pro tip: when you are looking for paid ads, make sure you have a clear idea about what you want to form it. 

Also how much you are planning to invest and which kind of promotion you are aiming for shudl be answered. 

You Are Not Testing New Ideas

One size fits all is not working anymore, to thrive in the competitive business, you are going to need a new approach and understanding. 

coming up with new ideas and tactics can help you in keeping steep ahead. Also, new ideas can help you in reaching better to your audience. 

It is helpful and also being creating can keep the hassle away, and you get more engagement. 

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