Spring is the perfect time to refresh and declutter. And, we don't just mean your home, but also your business!

Spring is the perfect time to clean up processes, optimize strategies, and streamline operations, especially going into summer when you'll want to take some much-needed time off and even into the busy season that is fall and winter!

Here’s a step-by-step guide to spring cleaning your social media management business, let's start with auditing your social media accounts!

Audit Socials

Take a moment to review your own socials and clients, too.

Are bios, links, and pinned posts up to date?
Do you have outdated content, promotions, or offers that need to be removed?
Do your content strategies need a refresh?
Is the content and profile on-brand?
Ensure that your logins and access permissions are secure and up to date, too!

Use our free audit template if you’d like!

Refresh Your Client Processes

Efficient processes make managing multiple clients a million times easier. Take the time to review your processes and ask yourself:

Is your onboarding, offboarding, and monthly management clear?
Do you need to update templates for reports, captions, or proposals?
Is your project management tool (Asana, ClickUp, Notion, etc.) organized well?

Declutter Your Content Bank

A well-organized content bank saves time and makes content creation a breeze! Clean up by:

Organizing and labeling past content for easy repurposing.
Archiving old files to free up storage.
Updating Canva templates, brand kits, and other design assets.

Streamline Your Tech & Tools

Audit your subscriptions and toolkit to make sure you’re only paying for what you truly need.

Unsubscribe from unnecessary tools
Test existing tools to ensure they are working well.
Think about new tools you can introduce to become more efficient.

Revamp Your Services

Take a look at your current services and think about the following:

Are you priced for profitability?
Are you offering a service you love?
Do your packages reflect client needs?
Should you introduce or remove any services?

Review Your Client Communication

Clear communication is key for client retention! Think about:

Crafting an FAQ bank where you can keep canned responses for quick questions.
Updating contract templates and automated emails to ensure they cover all necessary details.
Checking in with clients to see how things are going.

Refresh Your Marketing Strategy

Your business needs marketing too! Take time to enhance your own strategy:

Plan new lead-generation strategies (e.g., webinars, email marketing, networking).
Update your website, portfolio, and case studies.
Engage in community-building efforts to expand your reach.

Declutter Your Space

Cluttered space, cluttered brain!

Is your space cluttered and adding to stress?
How can you change things up to reflect how you work?

One step at a time, and you’ll be set for a fresh and organized season! If you need help getting organized in your social media management business, we have a portal packed with customizable templates, masterclasses to guide you through the steps of creating processes, and unlimited questions inside a Slack channel and weekly coaching calls, join the mentorship for social media managers for only $67/month!