Social Media Manager · Playbook

Daily Operations Portal

Everything you need to run day-to-day, week-to-week, and month-to-month — sorted so you can just click through it.

Daily Tasks

Run through this every day — content out, clients handled, portal current.

0/7

Publishing

Open the posting schedule
Check today's posting schedule first, so you know exactly what's due out and for which client.
Post the day's video(s)
Publish scheduled video content to the relevant platform(s) for each client.
Post stories
Publish any stories due today (Instagram/Facebook/etc.) per the content plan.

Client Delivery & Revisions

Send videos to clients
Deliver newly edited videos to clients for review/approval.
Sort revisions
Collect and organize any revision requests that came back from clients; pass notes to editors.

Status Check

Check video status
Review which videos are approved vs. still in revision.
Update the client portal
Reflect current status in the portal — mark what's revised vs. approved so the client always sees the latest.

Weekly Tasks

Look ahead once a week and lock in what needs to happen.

0/3

Planning & Scheduling

Schedule posts
Queue up any posts that need scheduling for the coming week.
Schedule shoots
Lock in any filming/content shoots needed for upcoming content.
Schedule meetings
Book any client or internal meetings needed for the week ahead.

Monthly Tasks

Zoom out once a month — performance, strategy, and client feedback.

0/3

Review & Strategy

Performance check
Pull together performance metrics across platforms/clients for the month.
Client check-in
Meet with the client to talk strategy and what's coming next.
Get client feedback
Ask the client directly how things are going and note any feedback for the team.

Hit "Submit tasks" once you've worked through a list. Daily submissions roll the date forward to the next day and clear the checklist so it's ready to go again.

🎉

Amazing work!

All daily tasks submitted.