Social Media Client Management Checklists: Daily, Weekly, and Monthly Tasks for Delivering a High-Quality Client Experience

Keeping yourself organized might be no problem as a social media manager, but when you tack on a full client roster to that, this is when it can get a little crazy...

Having an effective client management system you can rely on will be severely helpful for keeping your tasks organized and ensuring coverage on all tasks, but it can also help you maintain clients, and by that we mean HAPPY clients!

To make this easier on you, we created a daily and monthly task list for client management for you to use a base for setting up a client management system of your own, so you can deliver a white-glove client experience in your social media management business.

Before we dive in, make sure to check out the process for lead management and onboarding if you are still in the beginning stages with a client to ensure you have everything solid up to this point.

Daily Social Media Client Management Checklist

1. Check all DMs

2. Reply to all comments and inbound engagement.

3. Outbound engage with accounts per the client's engagement strategy

4. Post any manual stories, Reels, or other content

5. Ensure all scheduled posts are posted correctly

6. Check communication channels with the client to ensure needs are met for the day

Weekly Social Media Client Management Checklist

1. Check weekly insights to see how content is performing

2. Prepare any upcoming content for the next week

3. Communicate any updates or progress on action items to the client or team.

Monthly Social Media Client Management Checklist

1. Send the next month's invoice

2. Batch content for the next month

3. Prepare and send monthly analytics report

4. Hold a monthly meeting to recap previous results and strategize for the upcoming month

5. Note: Keep accurate notes of your client meetings to keep both parties accountable and actionable, so you can always reference back.

If the project is coming to an end, check out our offboarding checklist as well.

Note that you should customize this to your package/service offerings to ensure that you meet all deliverables for each client.

If you need more in-depth help when it comes to crafting your client management process, plus resources, tools, and foundations of your social media management business, join our course for social media managers where we dive deep into just that.