Social Media Specialist (Marketing) Templates
There is a huge number of templates that someone in the Social Media Specialist (Marketing) role uses in their daily work. In this article, we’ll outline the main templates they use.
Documents & Spreadsheets
These templates are some of the most commonly used templates by a Social Media Specialist (Marketing). Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Monthly Social Media Content Calendar
2. Social Media Performance Report
3. Social Media Strategy Template
4. Social Media Campaign Brief
5. Social Media Ad Performance Tracker
6. Social Media Influencer Collaboration Agreement
7. Social Media Crisis Communication Plan
8. Social Media Analytics Dashboard
9. Social Media Competitor Analysis Template
10. Social Media Budget Tracker
Reports
Reports are often prepared by a Social Media Specialist (Marketing) to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.
1. Social media engagement report
2. Social media reach report
3. Social media conversion report
4. Social media content performance report
5. Social media audience demographics report
6. Social media competitor analysis report
7. Social media campaign performance report
8. Social media ad performance report
9. Social media influencer collaboration report
10. Social media ROI report
SOPs
At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Social Media Specialist (Marketing) does and how they do it.
1. Social Media Content Creation SOP
2. Social Media Posting Schedule SOP
3. Social Media Engagement SOP
4. Social Media Analytics Tracking SOP
5. Social Media Advertising SOP
6. Social Media Influencer Outreach SOP
7. Social Media Crisis Management SOP
8. Social Media Brand Voice Guidelines SOP
9. Social Media Customer Service SOP
10. Social Media Collaboration SOP
Presentations
Social Media Specialist (Marketing) presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.
1. Monthly Social Media Performance Report
2. Social Media Content Calendar
3. Social Media Campaign Analysis
4. Social Media Strategy Proposal
5. Social Media Trends and Insights Update
Legal Docs
There are several key times when a Social Media Specialist (Marketing) needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.
1. Social Media Content Release Form
2. Influencer Collaboration Agreement
3. Social Media Contest Rules and Regulations
4. Social Media Advertising Agreement
5. Social Media Privacy Policy
Health & Safety Templates
Health & Safety templates for a Social Media Specialist (Marketing) ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Template
2. Emergency Evacuation Plan Template
3. Workplace Inspection Checklist Template
4. Health and Safety Training Attendance Template
5. Hazard Identification and Risk Assessment Template
Calendars
Setting up Social Media Specialist (Marketing) calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Content Calendar:
2. Editorial Calendar:
3. Campaign Calendar:
4. Social Media Calendar:
5. Event Calendar
Invoice Templates
Several types of Social Media Specialist (Marketing) invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Social Media Management Invoice
2. Social Media Advertising Campaign Invoice
3. Content Creation and Curation Invoice
4. Social Media Analytics and Reporting Invoice
5. Social Media Strategy and Consultation Invoice
Survey Templates
For a Social Media Specialist (Marketing) to get insights related to the work they do, they need to send out Social Media Specialist (Marketing) surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Social Media Engagement Survey
3. Brand Awareness Survey
4. Content Effectiveness Survey
5. Competitor Analysis Survey
Meeting Agendas
Having premade Social Media Specialist (Marketing) meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.
1. Monthly Social Media Strategy Meeting
2. Content Planning and Creation Meeting
3. Performance Analysis and Reporting Meeting
4. Social Media Campaign Review Meeting
5. Collaboration and Brainstorming Meeting
Budget Templates
To manage finances well, a Social Media Specialist (Marketing) would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Advertising Budget Template
2. Social Media Content Creation Budget Template
3. Influencer Marketing Budget Template
4. Social Media Analytics Budget Template
5. Social Media Campaign Budget Template
Dashboards
Dashboards are a useful way for a Social Media Specialist (Marketing) to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Social Media Engagement Dashboard
2. Content Performance Dashboard
3. Audience Insights Dashboard
4. Campaign Analytics Dashboard
5. Social Media ROI Dashboard
Proposal Templates
For bidding or requesting work, a Social Media Specialist (Marketing) needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.
1. Monthly Social Media Content Proposal
2. Social Media Advertising Proposal
3. Influencer Collaboration Proposal
4. Social Media Analytics and Reporting Proposal
5. Social Media Strategy Proposal
Get Your Template Made
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