How I Use ClickUp As A Social Media Manager: Client Management, Content Calendar, Automations
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I've tried a lot of different tools for social media management software, and by far my favorite and the one that my team and I keep going back to is ClickUp. While this isn't made for social media management specifically, it DOES work really well for multiple people to work autonomously on a project by project basis - which works really well for not just my agency but my clients too! I walk you through exactly how I've setup and customized my social media marketing agency clickup content management system, including automations and workflows.
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MORE SHANTÉ
Hey, I'm Shanté! 👋 I'm a broke single mom turned Founder & CEO of a multi 6-fig social media marketing agency that specializes in providing Instagram management services for busy entrepreneurs. I mentor social media managers that want to build & grow their own successful social media management business so that they can have consistent income, work with ideal clients, and scale without the overwhelm.
📍 Chicago 'burbs
➝ Website: www.sugarpunchmarketing.com
➝ Email: (business inquiries only) shante@sugarpunchmarketing.com
#SocialMediaManager #Freelancer #Entrepreneur #SocialMediaManagement
Пікірлер: 33
After hours of research, this was very thorough and much appreciated!
Love this! I am looking for some ways to improve my clients content calendar to make our process better. I got some good tips to add to ours 🎉
Thank you so much for sharing Shanté! I don't use ClickUp yet but this was still SO helpful for me as far as tips for my current system.
Finally someone explains clearly >>> thanks you very much 💕
This is great - would love to see more of your clickup set up in the whole
This was really helpful for a beginner in the field of freelancing! Thank you 🙏🏽
@sugarpunchmarketing
11 ай бұрын
Happy to hear it! :)
Thanks so much for this tutorial. Loving how you share helpful ideas .🥰❤
@sugarpunchmarketing
6 ай бұрын
Absolutely! Glad you enjoyed it!
Thank you Shanté❤
Great video I am a new subscriber 😊
Is there a way to automatically collect social media data such as likes, views, comments, leads and etc., and also collect sales related data, and combine them in clickup to see if SMM efforts are giving good ROI?
omgg!! I love it!How do you pass the posts that your team is making in the team tab to the customer tab so that the customer can approve them?
@sugarpunchmarketing
6 ай бұрын
We duplicate them using the advanced settings feature into the client workspace and them mark them as complete in the team workspace.
Hey love the vid! Question, can you automate clickup to make posts for you?
@sugarpunchmarketing
5 ай бұрын
Nope, Clickup is more for project management - it isn't specific to social media. You'll want a social media software for that.
@zakwellish6899
5 ай бұрын
@@sugarpunchmarketing oh okay thanks, it would have made my life much easier. Ps I really appreciate the speedy response ❤️
I'm trying to purchase the ClickUp template for this from your website but I'm not sure if it's showing in AUD (because I'm browsing in Aus) or USD. There's no contact form for me to ask and Instagram says I can't send you a message :(
@sugarpunchmarketing
2 ай бұрын
The price is displayed in USD, but once you go into the checkout screen it should convert it into AUD for you.
How did you add the drop-down function in the table @ 07:37 ? Please show us 😭
@sugarpunchmarketing
9 ай бұрын
That's a custom field I created from the "text" category!
@myseanest1394
9 ай бұрын
@@sugarpunchmarketing got it - thanks so much for this🙏 I’m moving over from Airtable and this is so helpful.
Is there a template I can use for clickup, I confused on how to use click up and how I should show it to client's.
@jackle7389
10 ай бұрын
Also what was the client tab for? Does the clients use that or do they use that admin one you were showing.
@sugarpunchmarketing
10 ай бұрын
I don't have a template available for it at the moment but I'm hoping to get that set up soon! The client tab is the only thing that clients have access to.@@jackle7389
@jackle7389
10 ай бұрын
@@sugarpunchmarketing how come in the video you were showing the admin tab
@sugarpunchmarketing
10 ай бұрын
@@jackle7389 I was showing how I use everything! I have the template that I use internally saved there so we can just duplicate it into the client's side of things when we have a new client we're onboarding.
@sugarpunchmarketing
8 ай бұрын
Templates are now available! :) sugarpunchmarketing.com/shop#clickup
When copying to the client workspace, what do you copy vs. what stays in the team workspace? I've tried this and it seems like our internal things are copied also.
@sugarpunchmarketing
8 ай бұрын
I use the advanced settings when duplicating a task so that it includes the description and attachments, but not the comments, history, watcher, due date, or assignees. Hope that helps!