Social Media Process (Full)


Setup


Step 1. Marketing Trainer will organize the form in freshdesk and add additional notes


Step 2. Marketing Trainer will reach out about the text outline time frame (via canned response) or call the lead if necessary


    What needs to be accomplished in this step:

  1. Full form must be filled out.

  2. Lead must understand next steps

  3. Time must be scheduled for a second meeting to review the text outline (3-5 days after the meeting).


Step 3. Marketing Trainer will record ALL of the information from the call into freshdesk and notify the Marketing Writer that the text outline is ready to be made


Step 4. Marketing Writer looks over ALL of the notes in freshdesk and creates the text outline.


Step 5. Marketing Writer enters the text outline into freshdesk


Step 6. Marketing Trainer familiarizes themselves with the text outline and then have the second call with the customer at the scheduled time.


    How meeting will run:

  1. Marketing Trainer will run through and explain the outline

  2. Marketing Trainer will take extensive notes on anything the customer wants changed

  3. Marketing Trainer will discuss the next steps

  4. Marketing Trainer will schedule a third call to review the finished post schedule (1-2 week after meeting)


Step 7. Marketing Trainer will record ALL of the information from the call into freshdesk, if there are any updates the Marketing Trainer will let the writer know through freshdesk and the Marketing Graphic designer through Monday.


Step 8. Once the text outline is approved by the customer, the Marketing Trainer will send the contracts to the customer along with an invoice for the first month.


Post Creation


Step 1. After the contracts are signed, the Marketing Trainer will create pulses in the Graphic Schedule and Social Media Boards for every post in the text outline. For the Graphic Schedule, the Trainer should enter the graphic idea presented for that post on the outline.


Step 2. Marketing Writer writes full text outline and enters it into freshdesk.


Step 3. Marketing Graphic Designer creates all the graphics necessary based on the graphic idea on the Monday pulse.


Step 4. Marketing Trainer adds all of the graphics from Monday into the outline to create the "Final Social Media Outline"


Step 5. Marketing Trainer and schedules a call to look over the Final Social Media Outline with the customer.


    How meeting will run:


        1. Marketing Trainer will run through and explain the final posts with the customer

        2. Marketing Trainer will take extensive notes on anything the customer wants changed


Step 6. Marketing Trainer will enter the changes in freshdesk.


Step 7. Once edits are made, Marketing Trainer will enter all of the posts into Monday


Step 8. The Marketing Trainer will then add them all to buffer and give make the customer’s a user of their buffer pages.


(If necessary) Social Media Page Creation

 

Step 1. (If writing text) Marketing Writer writes out About us, Services, and any other important info (i.e phone numbers and emails) based on info from their website

 

(If receiving text) Marketing Trainer enters the information into About us, Services, and any other important info (i.e phone numbers and emails).

 

Step 2. (If finding / creating images) Marketing Trainer either browses the company’s website, searches on Google for images that are not subject to copyright, or asks the Marketing Graphic Designer to create a graphic. These images should fit to the home and services page.

 

(If receiving images) Marketing Trainer enters the images for the home and services page.

 

Step 4.  Marketing Trainer makes customers admin on their social media pages and gives them the login information