Developing a Social Media Workflow

A solid workflow ensures your agency runs smoothly, delivers consistent results, and keeps clients happy. Instead of approaching social media tasks randomly, having a clear process helps you work more efficiently and scale your business.

In this chapter, we'll walk through the key steps of a structured social media workflow and how using tools can streamline your agency's operations.

Let's build a workflow that keeps your agency organized and effective.

Key Points:

• Workflows create consistency, efficiency, and scalability for your agency;
• A structured workflow includes planning, content creation, approvals, scheduling, publishing, and analytics;
• Use project management tools (ClickUp, Trello) to organize tasks and deadlines;
• Set up a clear content approval process to avoid last-minute revisions;
• Automate scheduling with social media tools like Vista Social;
• Track key performance metrics (engagement, reach, conversions) to measure success;
• A streamlined workflow improves client satisfaction and allows for agency growth.