Tanya Smith

Wonder How to Systemize Social Media? Put Templates and Checklists to Work

How to Systemize Social Media

If you’ve ever looked at another entrepreneur’s social media feed and wondered how they manage to get it all done, the answer might surprise you. If you’ve ever wondered how to systemize social media, I’ll tell you now – it’s all about good systems.

How to Systemize Social Media for Maximum Payoff

The most productive people all have one thing in common: they don’t reinvent the wheel every day. Instead, they’ve figured out the best, most efficient way to do every task, and they create a system to do just that.

This doesn’t apply only to social media – it’s really about everything you do.

No matter what business you’re in and what projects you find yourself tackling, a systemized approach to your social media content will help you:

  • Work faster and produce more awesome content
  • Produce higher quality results with fewer mistakes
  • Easily outsource tasks so you can focus on other things
  • Stay visible with your audience of choice

The Magic of Social Media Templates

How many times do you share quotes? What about blog posts or article links? Do you post a question of the day?

All of these tasks and more become effortless when you create fill-in-the-blank social media templates that can be repurposed for specific types of content.

Templates can be as simple as a blurb of text and maybe an image placeholder. You might even create a social media template document in Dropbox or Google Drive to house all your post templates for easier access.


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While simple templates will undoubtedly save you time, the real beauty is that once they’re created, you can easily outsource your social media content. Simply instruct your assistant on the proper use of your templates, and you’ll free up time to do other, more important things.

Checklists to Prevent Mistakes

It might seem counterintuitive, but when you perform the same tasks over and over again, it’s easy to miss a critical step. You might think you set up all your posts to promote your latest info or product – you might even remember doing it – only to look back and see it was never completed.

But when you implement checklists, it’s suddenly much more difficult to miss an important task.

You can easily create checklists for all your common social media content development tasks and campaigns, using nothing more than a text document or a simple spreadsheet.

If you’re managing a team, checklists in any of your project management systems allow you to see exactly what tasks are complete, and which are still outstanding.

Templates and checklists turn smart business owners into productivity superstars, and it’s easy to get set up.

The next time you respond to a question you’ve answered before on Facebook Messenger, for instance, save your response. The next time you set up a new product campaign for your Twitter feed or create a new video post for YouTube to be repurposed on other platforms, take the time to record the steps. I like saving these documents into a notebook on Evernote, where I organize all my templates for easy access from any device.

Save Time in the Future by Learning How to Systemize Social Media Today

Adopting quick and easy systems will make future social media projects easier and faster to complete, and best of all, you can hand them off to your assistant. Leverage your time using these tips and you’ll find you can maintain your visibility on social media without the overwhelm!

Have you used social media templates before? Let’s hear your thoughts in the comments!

Tanya Smith

Tanya Smith is among the top rising professionals in social media marketing. A creative content strategist, Tanya coaches service providers to leverage snack-size content for maximum visibility.

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