Get content approved without endless email chains

Before work starts, review the scope of work for this client: {{what-client-is-this-for-8235658}}.

You'll find the scope of work in this folder. (link client folder here)

Use the following template to email the client at {{what-is-the-primary-contact-s-8235660}}.
Please cc social@digitalmarketing.com

Subject: ABC Digital Marketing | {{during-which-month-do-these-8235663}}'s Social Media Strategy Proposal and Collaboration

Dear {{who-is-the-primary-contact-at-8235662}},

As we're working to improve your social media presence and develop your ongoing strategy, we've got a couple of questions about the next batch of posts we'll make on your behalf, particularly in the month of {{during-which-month-do-these-8235663}}.

• Do you have any particular business objectives for the month of {{during-which-month-do-these-8235663}}?
  
  
• Are there any events, holidays, employees, partners or other special considerations you'd like included in your posts during {{during-which-month-do-these-8235663}}?
  
  
• Are you promoting any specific goods or services, special discounts, memberships, or other offerings during {{during-which-month-do-these-8235663}}?
  
  
• Is there anything else you'd like to share that we haven't already asked about?

Understanding your priorities helps us tailor your social media strategy to effectively support your business goals.

[[Sign-off for Client Success Communications - 1]]

Use the provided strategy outline template - duplicate and customize it for the client's specific needs.

If you don't know where to find the template, click on the following link: [[[CLIENT NAME] Strategy Template (Step 2)]]

Here are the special considerations for {{during-which-month-do-these-8235663}}'s post schedule:

• Business objectives: {{does-the-client-have-any-8235701}}

• Special events/holidays, etc.: {{are-there-any-events-holidays-8235703}}

• Special promotions: {{are-they-promoting-any-specific-8235704}}

• Other comments: {{is-there-anything-the-client-8235702}}

Make sure you incorporate these considerations into the strategy plan for the month.

Put together a detailed strategy plan for the upcoming month. You'll want to tailor it to the client's goals, target audience, and unique brand voice.

If the client needs to approve the strategy, submit the document for their review and feedback.

Here's the document: {{post-a-link-to-the-post-plan-8235720}}

Here's the client's email address on file: {{what-is-the-primary-contact-s-8235660}}

You can confirm the email address here: https://shorturl.at/EkynP

Please copy and paste the following email.

Dear {{who-is-the-primary-contact-at-8235662}},

We've completed the post plan for {{during-which-month-do-these-8235663}}. We have a note on your account that our post plan requires your approval. Please review the post plan for {{during-which-month-do-these-8235663}} in this document:

{{post-a-link-to-the-post-plan-8235720}}

Once you've reviewed it, please reply to this email with "Approved", or a short list of your suggested edits to the plan.

[[Sign-off for Client Success Communications]]

Some of our clients have a reference document for officially recognized holidays per their company policy, which they've provided to us ahead of time. This document should be in the Social Media folder within the Client Admin Documents folder.

Please check the client's Social Media folder for any relevant documents regarding holidays and other officially recognized celebrations.

To research relevant holidays, conduct a search at nationaltoday.com

Some of our clients have a reference document for officially recognized holidays per their company policy, which they've provided to us ahead of time. This document should be in the Social Media folder within the Client Admin Documents folder.

Please check the client's Social Media folder for any relevant documents regarding holidays and other officially recognized celebrations.

To research relevant holidays, conduct a search at nationaltoday.com

Review and analyze the gathered information before moving on.

This step's been triggered because there's a misalignment in either brand identity or business goals and objectives.

Please consult with the account executive about the campaign and the details of the misalignment before proceeding.

Once you've completed the consultation, please answer the questions listed below.

ATTENTION {{selecting-from-the-list-above-8235680}},

You've been assigned a post campaign. You'll find the details below. Be sure to check the Brand Kit for guidance on color and to access logos and other creative materials.

Client Name:
{{what-client-is-this-for-8235658}}

Client Social Media Address:

• Facebook: {{client-facebook-url-8235668}}
• Instagram: {{client-instagram-url-8235665}}
• LinkedIn: {{client-linkedin-url-8235659}}
• GMB: {{client-gmb-url-8235661}}
• X / Twitter: {{client-x-twitter-url-8235666}}

Post Plan:
{{post-a-link-to-the-post-plan-8235720}}

Compelling Message:
{{please-enter-compelling-message-8235686}}

Special Holiday Instruction:
{{are-there-any-relevant-holidays-8235685}}

Campaign Summary: 
{{please-summarize-the-elements-of-8235688}}

Creative Assets:
{{attention-please-upload-any-8235687}}

Here's the list of social media specialists currently on our roster:

[[SMS List - 1]]

Create the corresponding graphics on Canva under the client project. Be sure to use the templates provided - you'll find instructions on how to use them on the following link.

You can create new ones, but make sure they're cohesive with what's already been made. Check the client's brand kit for guidance - you'll find instructions on how to view it on the following link.

Write engaging, on-brand captions for each graphic. You'll find guidelines on how to do this on the following link.

Share the direct link to the graphics and captions. Instructions on how to share links are on the following link.

Please review the following graphic on Canva for {{what-client-is-this-for-8235658}}

Here's the direct link to the graphic: {{please-share-the-direct-link-of-8235683}}

The graphic wasn't approved. Here's the feedback from the team:

{{if-the-answer-to-the-previous-8235716}}

Please update the graphics based on your manager's feedback. Once you're done, share the direct link to the updated graphic in the form field below.

You'll find a tutorial on how to share direct links on the following link.

Once you've finalized the captions and graphics, transfer them over to the client's Approval Dashboard: {{please-insert-a-link-to-the-8235664}}

You'll find a tutorial on how to use the client's Approval Dashboard on the following link.

Here are the graphics:

• {{please-share-the-direct-link-of-8235683}}

The client has approved the graphics - go ahead and schedule them on Buffer. You'll find instructions on how to do that on the following link.

The graphics should be posted on the following platforms:

• {{which-platforms-will-this-be-8235667}}

Here are the client's social media links:

• {{client-facebook-url-8235668}}
• {{client-instagram-url-8235665}}
• {{client-linkedin-url-8235659}}
• {{client-gmb-url-8235661}}
• {{client-x-twitter-url-8235666}}

Check the client's progress tab on the approval dashboard to see which specific graphic and caption was approved and when it was scheduled to go live.

Client's Approval Dashboard: {{please-insert-a-link-to-the-8235664}}

As posts are published across various platforms, please review each post to make sure it matches what the client approved.

Here's some additional info on {{during-which-month-do-these-8235663}}'s post schedule.

Number of posts that should go live during the month: {{how-many-posts-need-to-be-8235709}}

Social media platforms for posting: {{on-which-platforms-do-we-post-8235708}}

Client's social media platform links:

• {{client-facebook-url-8235668}}
• {{client-instagram-url-8235665}}
• {{client-linkedin-url-8235659}}
• {{client-gmb-url-8235661}}
• {{client-x-twitter-url-8235666}}

The QAQC team has indicated that they don't have enough information to review the scheduled posts, or they're unable to find the live post links for the scheduled posts.

The QAQC team also couldn't update the progress tab in the client's Approval Dashboard.

Here's the information they provided:

{{if-the-answer-to-the-above-8235712}}

Please reach out to the QAQC team to discuss the items above.

Please review the performance of the posts for {{what-client-is-this-for-8235658}} in {{during-which-month-do-these-8235663}}.

You'll find all the data in the Analyze tab on buffer.com.

You can find the post links, dates, and approved graphics in the Client Approval Dashboard.

• Client Approval Dashboard: {{please-insert-a-link-to-the-8235664}}

Once you're done with your report, find the relevant client's folder inside Admin Documents and upload it into the "Reports" folder inside "Social Media".

Dear {{who-is-the-primary-contact-at-8235662}},

We've completed the posts for {{during-which-month-do-these-8235663}}.

You can review and approve them here: {{please-insert-a-link-to-the-8235664}}

If you're unsure how to use the document, you can find instructions here.

[[Sign-off for Client Success Communications]]