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A Checklist Every Marketer Needs

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A Checklist Every Marketer Needs

Whether you’re a new or seasoned social media manager, managing a brand’s social presence can be overwhelming. After all, you’re behind every post and every interaction with potential customers so the pressure is on.

One way to ease that and make sure you’re at the top of your game is with a social media checklist. In this article, we’ll cover the daily and monthly tasks every social media manager needs to succeed.

Social Media Tasks

Before we get into the checklist, we’re going to break down the work of a social media manager into four pillars.

  • Sharing – You must post on social media regularly to grow and maintain an audience.
  • Engaging – Connecting with your audience, via polls, responding to comments and DMs, and reposting user-generated content, is key to building that brand loyalty.
  • Monitoring – It’s important to know how your brand is perceived online, so you’ll need to monitor mentions of your brand as well as topics within your industry.
  • Reviewing and Optimizing – If you’re not reviewing your performance, how can you improve? This is a necessary part of every social media strategy.

If you don’t share often, you’ll struggle to build an audience. Without an audience, you won’t have much to engage with. This also means that you’ll have little to no data about what works well and nothing to optimize or review.

This is all to say that to have a robust social media presence, you must be strong in all four areas. Now, let’s dive into the daily tasks you’ll need to complete in this role.

Social Media Daily Checklist

On a daily basis, you will be focused on the first three pillars: sharing, engaging, and monitoring.

While there is some reviewing and optimizing that can happen daily, you can better identify patterns when you do so on a monthly basis once you have compiled a good data set.

1. Sharing content.

Your number one priority on social media should be sharing content.

That’s what will allow you to reach your target audience, attract them to your brand, and keep them engaged.

When we surveyed 310 U.S.-based marketers in 2022, we found that most social media marketers post between four to six times a week on social media platforms.

While that is the average, some marketers post more or less depending on the platform. For instance, 29% of marketers surveyed said they post on Facebook every day while 35% said they do the same on Twitter.

However, when asked about Pinterest, most marketers surveyed only post two to three times a week.

Of course, how often you post will depend on a variety of factors including the return on investment.

Something else to consider is that sharing content doesn’t only mean from your brand. It can include user-generated content or content from another non-competitor that would add value to your audience.

2. Responding to comments and DMs.

One of the easiest ways to engage your audience is by responding to their comments.

If you’re struggling to generate comments in the first place, try starting a conversation and asking your audience to join it.

In this post, sunscreen brand KINLÒ asks its audience to share ways they protect their skin.

In that same vein, you can ask your audience to tag a friend that would enjoy your post.

Another way to engage your audience is by responding to direct messages. Often, consumers will reach out to brands on social media to learn more about the brand, ask specific questions related to shared content, or get help.

It’s important that you review these questions every day to leave a positive impression on your audience. If you take too long to answer, they may lose interest or escalate the issue by complaining to the public.

You can take it one step further by working internally with your customer support team to develop an escalation process once a customer reaches out via social media.

3. Monitor brand mentions and industry-related content.

When you’re growing your business, it’s vital that you know how your brand is being perceived online and what is being said about it.

According to our 2022 social media marketing report, 35% of marketers surveyed track brand mentions and hashtags on social media.

Thankfully with social media, that information is within reach. You can easily set up alerts to be noticed whenever your brand is tagged or mentioned on social media.

You can also routinely do searches on platforms like TikTok where alerts aren’t readily available.

This will allow you to gauge brand sentiment and quickly address concerns from your target audience.

Pro-tip: HubSpot’s social media management software includes a brand monitoring tool that will help you stay on top of all mentions and even track your competitors.

4. Identify trends and buzzy content.

Trends come and go just about every week on social media.

The trick is jumping in as they’re growing in popularity and knowing when they’ve died out.

The best way to find trends is by simply being on social media – social listening. You may start to notice a particular sound being used often or a song being added to every Reel you come across.

Some social platforms will tell you exactly what’s trending, like on TikTok’s “Discover” tab and Twitter’s “Trending” tab.

social media checklist: tiktok discover tab showing trending sounds and hashtags

There are also accounts that are dedicated to finding trends as they happen and explaining their origin. This will help you determine which ones are worth joining and which ones you should stay out of.

As a brand, everything you put out there is a representation of your values. That’s why it’s important that you be extra careful when assessing trends.

See what videos other brands and users are creating with that trend. Are they funny and creative? Are they offensive? Do they align with your brand?

If not, it’s always OK to skip because there’ll be another one coming around the corner.

5. Answer queries on forums.

When we think of social media, we often think of content-sharing apps like TikTok, Twitter, and Twitch.

However, some social apps – think Reddit and Quora – focus instead on conversations and community.

You may be surprised to find how many conversations people may be having about your brand on these websites. In addition to being a great source of information surrounding brand sentiment, you can also learn a lot about your audience’s challenges and pain points.

You can then leverage that information into value-packed posts to attract your audience.

6. Connect with brand evangelists.

Building brand loyalty is no easy feat. So once you’ve accomplished it, you have to invest time to maintain it.

This means connecting with your brand evangelists on a regular basis.

This can look like commenting on their content and/or sharing it on your platform, giving them access to exclusive content, shouting them out, and inviting them to participate during live streams.

While social media can be filled with parasocial relationships, don’t let that be the case for you and your audience.

Social Media Monthly Checklist

1. Check your analytics.

Data is every brand’s most sacred asset. It holds incredibly valuable insights about your target audience.

On social media, your data will tell you the type of content your audience enjoys, what grabs their attention, and what generates conversions.

It will also help you identify trends. In fact, when we asked social media marketersHow do you predict which social media trends are worth investing in?” The top answer was by analyzing their social media analytics.

So, which metrics are marketers reviewing? Here are the top five, according to our survey:

  • Likes and comments (41%)
  • Sales (41%)
  • Traffic to their website (41%)
  • Impressions and views (40%)
  • Brand mentions and hashtags (35%)

If you have at least one month’s worth of data, you can start finding out which posts perform the best and dig into the why.

Through your analytics, you can also assess which social platforms are worth investing in. According to our survey, the top three metrics marketers look at to make this decision are:

  • Impressions/views
  • Sales
  • Follower or subscriber count

Whether you’re already succeeding or struggling on social media, reviewing your data will always set you up for a better month ahead.

2. Set goals.

Once you’ve reviewed your analytics and know what went well and what can be improved, you can set your goals for next month.

For instance, say you notice that last month’s videos outperformed any other content type and generated 2,000 visits to your website. For next month, you can up the number of videos you post and set a visit goal of 3,000.

Whether it’s increasing your reach, generating more engagement, or driving more traffic to your website, setting goals will serve as your north star and allow you to schedule content that aligns with these goals.

3. Schedule next month’s content.

When you’re managing multiple social media accounts, you have to plan your content ahead of time. Otherwise, you risk under planning and not having enough content.

You’ve already set your goals for the month. So now, it’s just a matter of creating content that best aligns with them.

For instance, say you want to increase your reach and last month’s data shows that your most shared content relates to three main topics. You can then center next month’s content on these three topics.

When scheduling content, you should also consult other teams to determine if there are any events, announcements, or campaigns that you will need to share.

The earlier you have your creative assets – images, videos, copy – the easier it will be to create your content calendar.

Pro-tip: We created a social media content calendar template to make planning posts and coordinating campaigns easy.

There you have it – a detailed social media checklist that will have you on top of your game every day.

free social media content calendar



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Why We Are Always ‘Clicking to Buy’, According to Psychologists

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Why We Are Always 'Clicking to Buy', According to Psychologists

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A deeper dive into data, personalization and Copilots

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A deeper dive into data, personalization and Copilots

Salesforce launched a collection of new, generative AI-related products at Connections in Chicago this week. They included new Einstein Copilots for marketers and merchants and Einstein Personalization.

To better understand, not only the potential impact of the new products, but the evolving Salesforce architecture, we sat down with Bobby Jania, CMO, Marketing Cloud.

Dig deeper: Salesforce piles on the Einstein Copilots

Salesforce’s evolving architecture

It’s hard to deny that Salesforce likes coming up with new names for platforms and products (what happened to Customer 360?) and this can sometimes make the observer wonder if something is brand new, or old but with a brand new name. In particular, what exactly is Einstein 1 and how is it related to Salesforce Data Cloud?

“Data Cloud is built on the Einstein 1 platform,” Jania explained. “The Einstein 1 platform is our entire Salesforce platform and that includes products like Sales Cloud, Service Cloud — that it includes the original idea of Salesforce not just being in the cloud, but being multi-tenancy.”

Data Cloud — not an acquisition, of course — was built natively on that platform. It was the first product built on Hyperforce, Salesforce’s new cloud infrastructure architecture. “Since Data Cloud was on what we now call the Einstein 1 platform from Day One, it has always natively connected to, and been able to read anything in Sales Cloud, Service Cloud [and so on]. On top of that, we can now bring in, not only structured but unstructured data.”

That’s a significant progression from the position, several years ago, when Salesforce had stitched together a platform around various acquisitions (ExactTarget, for example) that didn’t necessarily talk to each other.

“At times, what we would do is have a kind of behind-the-scenes flow where data from one product could be moved into another product,” said Jania, “but in many of those cases the data would then be in both, whereas now the data is in Data Cloud. Tableau will run natively off Data Cloud; Commerce Cloud, Service Cloud, Marketing Cloud — they’re all going to the same operational customer profile.” They’re not copying the data from Data Cloud, Jania confirmed.

Another thing to know is tit’s possible for Salesforce customers to import their own datasets into Data Cloud. “We wanted to create a federated data model,” said Jania. “If you’re using Snowflake, for example, we more or less virtually sit on your data lake. The value we add is that we will look at all your data and help you form these operational customer profiles.”

Let’s learn more about Einstein Copilot

“Copilot means that I have an assistant with me in the tool where I need to be working that contextually knows what I am trying to do and helps me at every step of the process,” Jania said.

For marketers, this might begin with a campaign brief developed with Copilot’s assistance, the identification of an audience based on the brief, and then the development of email or other content. “What’s really cool is the idea of Einstein Studio where our customers will create actions [for Copilot] that we hadn’t even thought about.”

Here’s a key insight (back to nomenclature). We reported on Copilot for markets, Copilot for merchants, Copilot for shoppers. It turns out, however, that there is just one Copilot, Einstein Copilot, and these are use cases. “There’s just one Copilot, we just add these for a little clarity; we’re going to talk about marketing use cases, about shoppers’ use cases. These are actions for the marketing use cases we built out of the box; you can build your own.”

It’s surely going to take a little time for marketers to learn to work easily with Copilot. “There’s always time for adoption,” Jania agreed. “What is directly connected with this is, this is my ninth Connections and this one has the most hands-on training that I’ve seen since 2014 — and a lot of that is getting people using Data Cloud, using these tools rather than just being given a demo.”

What’s new about Einstein Personalization

Salesforce Einstein has been around since 2016 and many of the use cases seem to have involved personalization in various forms. What’s new?

“Einstein Personalization is a real-time decision engine and it’s going to choose next-best-action, next-best-offer. What is new is that it’s a service now that runs natively on top of Data Cloud.” A lot of real-time decision engines need their own set of data that might actually be a subset of data. “Einstein Personalization is going to look holistically at a customer and recommend a next-best-action that could be natively surfaced in Service Cloud, Sales Cloud or Marketing Cloud.”

Finally, trust

One feature of the presentations at Connections was the reassurance that, although public LLMs like ChatGPT could be selected for application to customer data, none of that data would be retained by the LLMs. Is this just a matter of written agreements? No, not just that, said Jania.

“In the Einstein Trust Layer, all of the data, when it connects to an LLM, runs through our gateway. If there was a prompt that had personally identifiable information — a credit card number, an email address — at a mimum, all that is stripped out. The LLMs do not store the output; we store the output for auditing back in Salesforce. Any output that comes back through our gateway is logged in our system; it runs through a toxicity model; and only at the end do we put PII data back into the answer. There are real pieces beyond a handshake that this data is safe.”

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Why The Sales Team Hates Your Leads (And How To Fix It)

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Why The Sales Team Hates Your Leads (And How To Fix It)

Why The Sales Team Hates Your Leads And How To

You ask the head of marketing how the team is doing and get a giant thumbs up. 👍

“Our MQLs are up!”

“Website conversion rates are at an all-time high!”

“Email click rates have never been this good!”

But when you ask the head of sales the same question, you get the response that echoes across sales desks worldwide — the leads from marketing suck. 

If you’re in this boat, you’re not alone. The issue of “leads from marketing suck” is a common situation in most organizations. In a HubSpot survey, only 9.1% of salespeople said leads they received from marketing were of very high quality.

Why do sales teams hate marketing-generated leads? And how can marketers help their sales peers fall in love with their leads? 

Let’s dive into the answers to these questions. Then, I’ll give you my secret lead gen kung-fu to ensure your sales team loves their marketing leads. 

Marketers Must Take Ownership

“I’ve hit the lead goal. If sales can’t close them, it’s their problem.”

How many times have you heard one of your marketers say something like this? When your teams are heavily siloed, it’s not hard to see how they get to this mindset — after all, if your marketing metrics look strong, they’ve done their part, right?

Not necessarily. 

The job of a marketer is not to drive traffic or even leads. The job of the marketer is to create messaging and offers that lead to revenue. Marketing is not a 100-meter sprint — it’s a relay race. The marketing team runs the first leg and hands the baton to sales to sprint to the finish.

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via GIPHY

To make leads valuable beyond the vanity metric of watching your MQLs tick up, you need to segment and nurture them. Screen the leads to see if they meet the parameters of your ideal customer profile. If yes, nurture them to find out how close their intent is to a sale. Only then should you pass the leads to sales. 

Lead Quality Control is a Bitter Pill that Works

Tighter quality control might reduce your overall MQLs. Still, it will ensure only the relevant leads go to sales, which is a win for your team and your organization.

This shift will require a mindset shift for your marketing team: instead of living and dying by the sheer number of MQLs, you need to create a collaborative culture between sales and marketing. Reinforce that “strong” marketing metrics that result in poor leads going to sales aren’t really strong at all.  

When you foster this culture of collaboration and accountability, it will be easier for the marketing team to receive feedback from sales about lead quality without getting defensive. 

Remember, the sales team is only holding marketing accountable so the entire organization can achieve the right results. It’s not sales vs marketing — it’s sales and marketing working together to get a great result. Nothing more, nothing less. 

We’ve identified the problem and where we need to go. So, how you do you get there?

Fix #1: Focus On High ROI Marketing Activities First

What is more valuable to you:

  • One more blog post for a few more views? 
  • One great review that prospective buyers strongly relate to?

Hopefully, you’ll choose the latter. After all, talking to customers and getting a solid testimonial can help your sales team close leads today.  Current customers talking about their previous issues, the other solutions they tried, why they chose you, and the results you helped them achieve is marketing gold.

On the other hand, even the best blog content will take months to gain enough traction to impact your revenue.

Still, many marketers who say they want to prioritize customer reviews focus all their efforts on blog content and other “top of the funnel” (Awareness, Acquisition, and Activation) efforts. 

The bottom half of the growth marketing funnel (Retention, Reputation, and Revenue) often gets ignored, even though it’s where you’ll find some of the highest ROI activities.

1716755163 123 Why The Sales Team Hates Your Leads And How To1716755163 123 Why The Sales Team Hates Your Leads And How To

Most marketers know retaining a customer is easier than acquiring a new one. But knowing this and working with sales on retention and account expansion are two different things. 

When you start focusing on retention, upselling, and expansion, your entire organization will feel it, from sales to customer success. These happier customers will increase your average account value and drive awareness through strong word of mouth, giving you one heck of a win/win.

Winning the Retention, Reputation, and Referral game also helps feed your Awareness, Acquisition, and Activation activities:

  • Increasing customer retention means more dollars stay within your organization to help achieve revenue goals and fund lead gen initiatives.
  • A fully functioning referral system lowers your customer acquisition cost (CAC) because these leads are already warm coming in the door.
  • Case studies and reviews are powerful marketing assets for lead gen and nurture activities as they demonstrate how you’ve solved identical issues for other companies.

Remember that the bottom half of your marketing and sales funnel is just as important as the top half. After all, there’s no point pouring leads into a leaky funnel. Instead, you want to build a frictionless, powerful growth engine that brings in the right leads, nurtures them into customers, and then delights those customers to the point that they can’t help but rave about you.

So, build a strong foundation and start from the bottom up. You’ll find a better return on your investment. 

Fix #2: Join Sales Calls to Better Understand Your Target Audience

You can’t market well what you don’t know how to sell.

Your sales team speaks directly to customers, understands their pain points, and knows the language they use to talk about those pains. Your marketing team needs this information to craft the perfect marketing messaging your target audience will identify with.

When marketers join sales calls or speak to existing customers, they get firsthand introductions to these pain points. Often, marketers realize that customers’ pain points and reservations are very different from those they address in their messaging. 

Once you understand your ideal customers’ objections, anxieties, and pressing questions, you can create content and messaging to remove some of these reservations before the sales call. This effort removes a barrier for your sales team, resulting in more SQLs.

Fix #3: Create Collateral That Closes Deals

One-pagers, landing pages, PDFs, decks — sales collateral could be anything that helps increase the chance of closing a deal. Let me share an example from Lean Labs. 

Our webinar page has a CTA form that allows visitors to talk to our team. Instead of a simple “get in touch” form, we created a drop-down segmentation based on the user’s challenge and need. This step helps the reader feel seen, gives them hope that they’ll receive real value from the interaction, and provides unique content to users based on their selection.

1716755163 298 Why The Sales Team Hates Your Leads And How To1716755163 298 Why The Sales Team Hates Your Leads And How To

So, if they select I need help with crushing it on HubSpot, they’ll get a landing page with HubSpot-specific content (including a video) and a meeting scheduler. 

Speaking directly to your audience’s needs and pain points through these steps dramatically increases the chances of them booking a call. Why? Because instead of trusting that a generic “expert” will be able to help them with their highly specific problem, they can see through our content and our form design that Lean Labs can solve their most pressing pain point. 

Fix #4: Focus On Reviews and Create an Impact Loop

A lot of people think good marketing is expensive. You know what’s even more expensive? Bad marketing

To get the best ROI on your marketing efforts, you need to create a marketing machine that pays for itself. When you create this machine, you need to think about two loops: the growth loop and the impact loop.

1716755163 789 Why The Sales Team Hates Your Leads And How To1716755163 789 Why The Sales Team Hates Your Leads And How To
  • Growth loop — Awareness ➡ Acquisition ➡ Activation ➡ Revenue ➡ Awareness: This is where most marketers start. 
  • Impact loop — Results ➡ Reviews ➡ Retention ➡ Referrals ➡ Results: This is where great marketers start. 

Most marketers start with their growth loop and then hope that traction feeds into their impact loop. However, the reality is that starting with your impact loop is going to be far more likely to set your marketing engine up for success

Let me share a client story to show you what this looks like in real life.

Client Story: 4X Website Leads In A Single Quarter

We partnered with a health tech startup looking to grow their website leads. One way to grow website leads is to boost organic traffic, of course, but any organic play is going to take time. If you’re playing the SEO game alone, quadrupling conversions can take up to a year or longer.

But we did it in a single quarter. Here’s how.

We realized that the startup’s demos were converting lower than industry standards. A little more digging showed us why: our client was new enough to the market that the average person didn’t trust them enough yet to want to invest in checking out a demo. So, what did we do?

We prioritized the last part of the funnel: reputation.

We ran a 5-star reputation campaign to collect reviews. Once we had the reviews we needed, we showcased them at critical parts of the website and then made sure those same reviews were posted and shown on other third-party review platforms. 

Remember that reputation plays are vital, and they’re one of the plays startups often neglect at best and ignore at worst. What others say about your business is ten times more important than what you say about yourself

By providing customer validation at critical points in the buyer journey, we were able to 4X the website leads in a single quarter!

1716755164 910 Why The Sales Team Hates Your Leads And How To1716755164 910 Why The Sales Team Hates Your Leads And How To

So, when you talk to customers, always look for opportunities to drive review/referral conversations and use them in marketing collateral throughout the buyer journey. 

Fix #5: Launch Phantom Offers for Higher Quality Leads 

You may be reading this post thinking, okay, my lead magnets and offers might be way off the mark, but how will I get the budget to create a new one that might not even work?

It’s an age-old issue: marketing teams invest way too much time and resources into creating lead magnets that fail to generate quality leads

One way to improve your chances of success, remain nimble, and stay aligned with your audience without breaking the bank is to create phantom offers, i.e., gauge the audience interest in your lead magnet before you create them.

For example, if you want to create a “World Security Report” for Chief Security Officers, don’t do all the research and complete the report as Step One. Instead, tease the offer to your audience before you spend time making it. Put an offer on your site asking visitors to join the waitlist for this report. Then wait and see how that phantom offer converts. 

This is precisely what we did for a report by Allied Universal that ended up generating 80 conversions before its release.

1716755164 348 Why The Sales Team Hates Your Leads And How To1716755164 348 Why The Sales Team Hates Your Leads And How To

The best thing about a phantom offer is that it’s a win/win scenario: 

  • Best case: You get conversions even before you create your lead magnet.
  • Worst case: You save resources by not creating a lead magnet no one wants.  

Remember, You’re On The Same Team 

We’ve talked a lot about the reasons your marketing leads might suck. However, remember that it’s not all on marketers, either. At the end of the day, marketing and sales professionals are on the same team. They are not in competition with each other. They are allies working together toward a common goal. 

Smaller companies — or anyone under $10M in net new revenue — shouldn’t even separate sales and marketing into different departments. These teams need to be so in sync with one another that your best bet is to align them into a single growth team, one cohesive front with a single goal: profitable customer acquisition.

Interested in learning more about the growth marketing mindset? Check out the Lean Labs Growth Playbook that’s helped 25+ B2B SaaS marketing teams plan, budget, and accelerate growth.


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