Free Checklist Templates for Social Media

Social Media

OR

Restaurant Social Media Strategy Checklist

Brand and Voice Foundation

Document the restaurant's voice and tone

Lock the visual style guide

Confirm the tagline and bio copy

Audience and Platform Selection

Profile the target guest segments

Decide whether to run a TikTok presence

Set up the TikTok Business account

Audit Google Business Profile and Yelp listings

Content Calendar and Production

Build the monthly content calendar

Schedule a monthly photo and video shoot

Capture user-generated content rights

Draft captions with allergen and sourcing detail

Promotions and Paid Campaigns

Set the monthly paid ad budget

Choose the primary campaign objective

Build the catering and events landing page

Launch the geo-targeted Meta ad set

Coordinate one influencer or media seeding

Community Engagement

Set the daily DM and comment response window

Define the review-response protocol

Engage neighboring businesses and local accounts

Analytics and Monthly Review

Pull platform analytics for the month

Reconcile reservation lift against ad spend

Sign off on the monthly social report

View Workflow Use Workflow

Retail Social Media Campaign Checklist

Campaign Strategy and Planning

Set the month's promo theme and goals

Confirm featured SKUs and inventory depth

Pick the channel mix for this campaign

Build the content calendar in Later or Hootsuite

Set KPIs for reach, conversion, and store traffic

Content Production

Shoot product photography on brand backdrop

Cut Reels and TikTok videos for hero SKUs

Write platform-specific captions and hashtags

Source UGC and secure repost rights

Route assets through brand-voice review

Apply revisions and re-route for approval

Publishing and Scheduling

Schedule posts in Meta Business Suite

Tag products in the Shopify catalog

Update link-in-bio with campaign landing pages

Refresh BOPIS and curbside pickup copy

Community Management

Monitor mentions, DMs, and comments daily

Respond to customer inquiries within four hours

Flag complaints for store-manager escalation

Curate UGC for the repost queue

Paid Promotion

Set Meta Ads Manager budget and bid strategy

Build retargeting audiences from Klaviyo

Boost top-performing organic posts

Run A/B test on ad creative and CTAs

Performance Review and Wrap-Up

Pull engagement and conversion metrics

Reconcile attributed sales in Shopify

Decide to extend, pivot, or kill the campaign

Brief the team on the campaign pivot

Document learnings in the brand playbook

View Workflow Use Workflow

Social Media Ad Campaign Checklist

Campaign Strategy

Define the campaign objective and primary KPI

Confirm the ICP and target audience

Audit competitor ads in Meta and LinkedIn ad libraries

Select platforms and ad formats

Write the campaign brief and offer

Creative Development

Design visuals to platform spec

Write ad copy variants for testing

Build A/B test variants

Route creative through brand and legal review

Add CTAs and FTC disclosure where required

Tracking and Pre-Launch QA

Build UTM parameters per the convention doc

Verify Meta Pixel and Conversions API events

Confirm GA4 conversion events and consent gating

Test landing page on mobile and desktop

Budget and Launch

Allocate budget across ad sets and platforms

Set schedule, dayparting, and frequency caps

Launch the campaign and verify delivery

Troubleshoot non-delivering or rejected ads

In-Flight Optimization

Run the 72-hour learning-phase check

Pause underperforming ads and shift budget

Refresh creative when frequency exceeds threshold

Monitor comments and brand-safety incidents

Post-Campaign Analysis

Pull final performance against KPI targets

Identify winning creative and audiences

Write the post-campaign retro

Plan the follow-up nurture and retargeting

View Workflow Use Workflow

Social Media Analytics Checklist

Data Collection & Source Setup

Confirm reporting scope and channel mix

Verify UTM tagging against the link-builder doc

Pull native platform analytics exports

Pull GA4 acquisition and conversion data

Sync the Sprout Social engagement export

Data Cleaning & Normalization

Dedupe cross-posted content across platforms

Filter bot and spam engagement

Separate paid versus organic metrics

Reconcile GA4 events against platform conversions

Tag posts by campaign and content pillar

Engagement & Audience Analysis

Run sentiment analysis on brand mentions

Flag mentions for brand-safety review

Calculate engagement rate by platform and post type

Identify top and bottom decile posts

Segment audience growth by source and demographic

Reporting & Stakeholder Review

Build the monthly performance deck

Refresh the executive Looker dashboard

Send the report to marketing leadership

Hold the monthly social review meeting

Capture review decisions and action items

Performance Monitoring & Iteration

Investigate flagged metric anomalies

Brief leadership on anomaly root cause

Document campaign performance against ROAS targets

Update the content calendar from findings

Refresh competitor share-of-voice benchmarks

Schedule the next reporting cycle

View Workflow Use Workflow

Social Media Audit Checklist

Profile & Brand Setup

Confirm the audit scope across owned channels

Capture baseline profile screenshots

Verify handle and display name consistency

Audit bio copy against current positioning

Test every bio link and UTM tag

Content Quality Review

Pull the last 90 days of posts into a tracker

Audit content mix against editorial pillars

Spot-check brand voice and house style

Verify FTC disclosures on partnership posts

Confirm alt text on image and video assets

Posting Cadence & Scheduling

Map posting frequency per platform

Compare send times to native analytics peaks

Audit the scheduler queue for cadence gaps

Rebuild the posting calendar to close gaps

Audience Engagement

Measure response time on DMs and comments

Identify top-performing posts by engagement rate

Run a sentiment scan on recent mentions

Escalate negative-sentiment threads to comms

Document UGC opportunities for repurposing

Performance Metrics & Reporting

Pull follower growth and reach in native analytics

Verify GA4 social-source attribution and UTMs

Calculate conversion rate from social traffic

Benchmark against industry data

Deliver the audit report with recommendations

View Workflow Use Workflow

Social Media Campaign Checklist

Campaign Planning

Draft the campaign brief

Capture the primary campaign objective

Confirm channel mix and budget split

Define audience segments and exclusions

Note influencer or partner involvement

Creative Production

Build creative concepts against the brief

Produce per-channel asset specs

Write platform-specific copy variants

Stage assets in the DAM

Run brand and legal review

Pre-Launch QA

Configure UTMs against the convention doc

Verify pixels and conversion events fire

Confirm consent gating before pixels load

Confirm FTC disclosure on creator content

Run landing page and form QA

Launch & In-Flight

Schedule organic posts via Sprout or Hootsuite

Activate paid campaigns at low daily caps

Staff community management for response SLA

Hold the 72-hour optimization checkpoint

Reallocate spend to winning ad sets

Monitor brand-safety and frequency caps

Post-Campaign Reporting

Pause campaigns and confirm spend stopped

Pull final metrics into the reporting dashboard

Compare results to KPI targets in the brief

Run the post-mortem with the campaign team

Deliver the campaign report to stakeholders

View Workflow Use Workflow

Social Media Checklist

Planning & Content Calendar

Confirm the weekly content themes

Map posts to platforms and formats

Identify the post that includes paid partnership

Lock the weekly calendar in the scheduler

Creative Production & Approval

Draft copy in the brand tone of voice

Pull assets from the DAM

Add alt text and accessibility captions

Route assets through brand and legal review

Revise and re-route flagged creative

Pre-Publish Quality Checks

Tag every link with the UTM convention

Verify FTC disclosure on partnership posts

Run a brand-safety check on placements

Preview each post in the scheduler

Publishing & Community Management

Release scheduled posts to platforms

Reply to comments and direct messages

Triage any crisis or escalation signals

Pause the remaining scheduled posts

Reporting & Iteration

Pull weekly performance from each platform

Compare results against the campaign benchmarks

Publish the weekly recap to stakeholders

View Workflow Use Workflow

Social Media Content Calendar Checklist

Calendar Planning

Confirm ICP and channel persona fit

Lock the monthly content theme

Set KPIs and target metrics

Confirm any paid partnership posts

Draft the editorial calendar in Airtable

Content Production

Write captions in brand voice

Design creative assets in Figma

Write accessible alt text

Confirm asset licenses and rights

Upload assets to the DAM

Review and Compliance

Run brand and legal review

Apply FTC paid-partnership disclosures

Substantiate any product claims

Scheduling and Publishing

Apply UTM parameters to all links

Schedule posts in Sprout Social

QA each scheduled post

Fix QA failures before publish

Community and Engagement

Respond to comments and DMs daily

Monitor brand mentions and sentiment

Performance Reporting

Verify GA4 conversion events fired

Pull channel-level metrics

Share findings at the monthly review

View Workflow Use Workflow

Social Media Contest Checklist

Planning and Strategy

Define the contest goal and primary KPI

Confirm the target audience and platform mix

Choose the entry mechanic

Set the contest timeline and key dates

Confirm budget for prizes, paid boost, and creative

Rules and Compliance

Draft official contest rules

Verify platform promotion guidelines

Run legal review on rules and prize structure

Define winner selection and judging process

Set up the privacy and consent flow

Creative and Promotion Setup

Brief creative on assets and post copy

Build the contest landing page with UTM tags

Schedule announcement posts in Sprout or Hootsuite

Configure paid boost and audience targeting

Brief influencer partners with FTC disclosure language

Launch and Live Monitoring

Publish the launch post and verify tracking

Moderate entries against the published rules

Respond to participant questions in DMs and comments

Mid-contest performance check against KPI

Apply corrective action to improve pacing

Winner Selection and Wrap-Up

Run winner selection per documented method

Verify winner eligibility and collect prize-claim documents

Announce the winner publicly

Ship the prize and confirm receipt

Publish the post-contest performance report

View Workflow Use Workflow

Social Media Crisis Management Checklist

Standing Prep Verification

Confirm the crisis squad on-call rotation

Refresh the holding-statement templates

Verify listening tools and alert thresholds

Capture the inciting post or thread

Detection and Triage

Verify the claim against internal records

Pull share-of-voice and sentiment trend

Classify the crisis tier

Brief executives and legal counsel

Response Drafting and Approval

Draft the holding statement

Route through legal and comms review

Revise the statement per legal feedback

Pause all scheduled social posts

Publish the holding statement

Active Response and Engagement

Reply to high-reach mentions individually

Brief customer support and sales

Track sentiment hourly for 24 hours

Issue the substantive follow-up statement

Post-Crisis Review

Compile the timeline of events and responses

Pull final sentiment and reach metrics

Run the crisis squad post-mortem

Update the crisis playbook

Share the after-action report

View Workflow Use Workflow

Social Media Engagement Checklist

Content Planning and Curation

Confirm weekly themes against the editorial calendar

Draft platform-specific copy and creative briefs

Tag UTM parameters on every outbound link

Pull approved assets from the DAM

Flag posts that require FTC disclosure

Approval and Compliance Review

Route drafts for brand and legal sign-off

Verify FTC disclosure language on sponsored posts

Revise rejected drafts and resubmit

Scheduling and Publishing

Schedule posts in Sprout Social or Hootsuite

Preview rendering on each target platform

Confirm tracking pixels respect consent state

Community Engagement

Triage inbox and mentions twice daily

Log brand mentions outside owned channels

Check for an active brand-safety incident

Pause scheduled posts and convene the comms lead

Acknowledge top advocates and UGC creators

Performance Review and Reporting

Pull weekly metrics from native and GA4

Compare results against the quarterly KPI targets

Distribute the weekly recap to stakeholders

View Workflow Use Workflow

Social Media Marketing Checklist

Weekly Content Planning

Pull last week's top posts from Meta and TikTok

Draft the weekly content calendar with promo dates

Assign creators and copy owners per slot

Confirm FTC disclosure language for influencer posts

Asset Creation and Brand Review

Brief the photographer on hero and lifestyle shots

Draft post copy with UTMs and product handles

Review assets against the brand guide

Send revision notes to the creator

File approved assets in the shared library

Publishing and Platform Optimization

Schedule posts in Later or Sprout for the week

Tag products via Meta Shop and TikTok Shop

Cross-post Reels to TikTok and YouTube Shorts

Verify catalog sync between Shopify and Meta

Community Engagement and UGC

Triage DMs and comments in the unified inbox

Reply to product questions within four hours

Route negative reviews to the CX queue

Request UGC rights with the branded hashtag

Paid Performance and Reporting

Review Meta and TikTok ROAS against weekly targets

Pause underperforming ad sets and creatives

Reallocate budget across top-performing campaigns

Compile the weekly report in Triple Whale or GA4

Share recap with the marketing lead

View Workflow Use Workflow

Social Media Profile Setup Checklist

Account & Handle Setup

Confirm the target platform for this run

Reserve the brand handle

Register with a shared brand inbox

Convert to a business or creator account

Brand Identity & Assets

Pull approved assets from the DAM

Resize avatar and banner to platform specs

Draft the bio against the messaging house

Route bio copy through legal and brand review

Apply edits from the review round

Profile Configuration

Publish bio, avatar, and cover to the live profile

Set the link-in-bio with UTM tagging

Configure category, location, and contact CTAs

Cross-link to other owned brand profiles

Submit the verification application

Content & Publishing Setup

Connect the profile to the publishing tool

Define content pillars for the profile

Build the first 30 days of the editorial calendar

Document the hashtag and tagging conventions

Stage and schedule the launch post

Analytics & Tracking

Wire native insights to the reporting dashboard

Verify GA4 events fire on link-in-bio clicks

Open a ticket to fix tracking gaps

Establish baseline KPI targets

Account Security

Store credentials in the team password manager

Enable two-factor authentication

Provision team admin roles via Business Suite

Set login-alert and suspicious-activity notifications

Add the profile to the quarterly access review

View Workflow Use Workflow

Ready to take control of your recurring tasks?

Start Free 14-Day Trial

Use Slack? Sign up with one click

With Slack

Company

About
Product Roadmap
API Reference
Privacy Policy
Terms
Contact Us
Blog

Resources

Help
Getting Started Guides
Video Center
Demos
Your Account
Use Cases
Pricing

©Manifestly 2026

When you visit or interact with our sites, services or tools, we or our authorised service providers may use cookies for storing information to help provide you with a better, faster and safer experience and for marketing purposes.