Managing one social media account can feel like a full-time job, so what happens when you manage 6 or more? Sometimes chaos! (unless you're organized). As an Account Manager, and Organic Social Specialist, juggling clients can be a challenge, like keeping track of what deliverables are done, what emails have been answered, who gets what, and so much more. Staying organized isn't only helpful, it's a lifeline! It is the difference between thriving and feeling overwhelmed. With tools like Milanote, I am able to stay organized in a way that fits me the best.
Having multiple clients with different deliverables can get tricky to navigate. With email marketing, blog writing, vertical videos, and static/graphic posts, there is a lot to remember and to plan for each month. Using Metricool, Asana, Notion or Milanote are all great options to use for keeping yourself on track and time. Nothing feels worse than being behind on your deliverables. I always create Milanote boards for each of my clients to store all of my content and information in so I keep them separate from one another. Those include deliverable counts, what has been done, and a to-do list per client of things that need to be done.
As you know, there are SO many different social platforms that you can post to. Like, Instagram, Facebook, Google, and TikTok. To keep my content organized by platform, I use Metricool to be able to post to all of the platforms at once rather than posting by platform manually. It is so much easier having all of your scheduled content in one place to edit if need be. Staying organized helps keep each account on brand, without overlap or any confusion. Folders, Boards, and asset libraries are useful to manage content like videos, photos and graphics. Checklists are also incredibly beneficial for your everyday tasks. Mental clarity = stronger creativity.
When you are organized, sharing updates, details, approvals and reports are much easier. Communication in general is easier with the team that you are working with, and your clients. Creating templates for items will speed the process up so one, it doesn't take as long, and two, there will always be consistency / cohesiveness with the things you are sending over to clients and teammates. Being organized with the client work builds trust, and shows professionalism. When a crisis arises, organized systems allow to pivot and alert clients quickly. Having standard operating procedures are helpful to have to avoid any confusion or time delay like for photoshoots, blog writing, and more.
Organization is not just nice to have, it is truly essential for your mental sanity, client satisfaction and results from the work you are doing. Without having a plan for getting organized, it can get messy super quickly. Building habits and systems that work for YOU is key. From content calendars, or daily to-do lists, your workflow will transform when time is taken to get organized. Life will be easier for you, content will be SO much better, client relationships will build, and your success long term in this industry is elevated.
