Social media marketing can be a complicated process since it requires various skills such as time management, strategy planning, content optimization, community management, to name a few. Research has shown that there are 3.78 billion social media users worldwide, and targeting such a vast audience can be a real hassle for social media managers. However, you can simplify this by using a project management tool to effectively plan and execute your social media marketing campaigns. 


In this blog, we will discuss why project management is necessary for social media marketing and how you can effectively configure your project management tool for the best results. 

Why is Project Management necessary for Social Media Marketing? 

A project management software can help your team stay on track with your social media projects. Additionally, you can effectively communicate, collaborate, track progress, and do much more under one roof.
Not only that, such a tool can help you generate the most effective social media content while streamlining your workflow. For instance, graphic designers can effectively communicate with digital marketing executives, social media managers, content writers, and project managers. 

How to Configure Your Project Management Tool for Social Media Marketing? 

Customizing your project management software for social media marketing may seem like a lot of hassle but with a fixed workflow and the right tools, you can achieve your goals with ease.

1. Set up Tasks for Each Social Media Platform:

With a project management tool, you can set up daily, weekly and monthly tasks to align your social media campaign strategies with your business goals. Since social media campaigns are often ongoing, you should use your project management tool to plan each campaign.

Furthermore, you can create a separate project or task for each social media network. For instance, one of your projects may be “LinkedIn advertising” while another project may be “Instagram advertising.”

This will help you effectively manage each platform along with reducing information overload by assigning various team members to separate projects based on their duties. 

Use shareable to-do-lists to help your team stay organized and increase their productivity while managing social media campaigns. Additionally, assign recurring or one-time tasks to your team members. 

2. Establish a Space for Ideation:

Now that you have planned your tasks, it is essential that you create a space for ideation, so your team has a healthy pipeline of ideas for the future social media campaign. Further, an effective social media marketing strategy is dependent on adapting to your target audience and staying on top of your campaigns. 

Not only will your ideas be organized but will foster a sense of ownership since every team member can express their creativity through unique ideas. This can be done by Kanban boards since they are a great tool for project ideation.

You can set up a board for suggestions and ideas, another for approved ideas, ideas in production, and many more according to your team’s unique ideation process. Thus, you should choose a project management tool with an intuitive Kanban board that can help you visualize your next social media marketing campaign. 

3. Create a Social Media Calendar:

A well-organized social media calendar can help you define your content type, and posting cadences to meet your business objectives along with matching each social platform’s audience. Social media calendars act as frameworks for increasing your brand’s awareness and engagement across all marketing platforms. 

Some of the basic things that can be added to your calendar include content type, social media platform, data, time. Moreover, additional features that can be included are visuals (image, video, infographic, gif, blog post), platform-specific content (feed post, poll, story, IGTV, live stream, shoppable posts, ads), affiliated content (product launch, events, annual giveaways, contests), link to published posts, link to assets, analytics report link and so on according to your business needs. 

This is where a built-in calendar can facilitate your social media management. It can guide you in efficiently managing time for various social media posts. Additionally,  it can help you stay on top of your campaigns and post publishing. ClientBuddha can schedule your meetings, social media tasks, and due dates by synchronizing them with your Google Calendar, ensuring nothing slips through the cracks.

4. Share Relevant Files and Documents:

Assist your team hit the ground running by sharing relevant files and documents. This will save your team members the hassle of tracking the final draft of a blog post or the latest version of an infographic.

Having essential documents under a single roof not only streamlines your workflow but also prevents unnecessary nuisance. Whether it is sharing content write-ups or graphics, cross-team collaboration can help you execute stellar social media marketing projects. Sharing documents is time-efficient since you have everything in a single place for feedback and future reference.

5. Communicate with Relevant Team Members in Your Social Media Marketing Workspace:

Communication is key for the success of any project, and social media projects are no exception. You can use your project management tool to collaborate on various campaigns, discuss ideas, convey essential project details or provide feedback. 

Collaboration can be simplified as you share files, comments, notes, and feedback, with your team as well as your clients. Further, seamlessly communicate using the built-in chat feature to keep your entire team in the loop and get things done faster. 

Additionally, you can instantly schedule a Zoom meeting from within your project management software. Not only that, you can call your ClientBuddha Contacts for free via your internet connection (data charges apply).

6. Integrate Relevant Software:

To streamline your social media marketing workflow and to boost the functionality of your project management software, you should integrate third-party tools. For instance, accounting integrations and e-signature integrations can be extremely helpful. 

Accounting apps like  QuickBooks and FreshBooks can generate in-depth reports of your social media campaign spending so you can track your expenses, income, and so on. Moreover, you can deal with your clients in various currencies, convey custom quotes, control ad budget along with keeping tabs on your projects. In addition, you can stay on top of your payment deadlines. 

Electronic signatures allow you to sign legally binding documents within seconds. Tools like DocuSign, Adobe Sign, PandaDoc are available for both Android, iOS and can be integrated into your project management software. Further, not only do they have a user-friendly interface but are also highly secure and intuitive.

Final Thoughts:

Project management is highly essential for a successful social media campaign. Using the right project management tool can help you achieve your desired social media marketing results in no time. ClientBuddha is a one-stop project management tool that allows you to effectively communicate, collaborate, assign tasks, manage bills, and much more.  

To see the platform in action, Start with your FREE trial of ClientBuddha today!

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