Social Media

The Setup To-Do List for Social Media Management


Written by Rose Souders

Before you can get to the point of managing your social media in one hour a day, you need to invest a few hours of social media setup time to get your ducks in a row. Here’s your laundry list to complete.


I know it seems weird to have to write a list of the types of content you’re going to publish, but believe me, doing this ensures that each piece of content you publish serves a purpose and is in line with your social media marketing goals. The best way to do this is to pour yourself a cup of joe and pull out a piece of paper. Make a list of the types content you’re going to post and why.

For example, Potluck Consulting’s might look something like this:

  • Links to Potluck Consulting resource blog posts – because we use these to show thought leadership, they help our readers, and drive traffic to our website.
  • Links to outside resource articles – because we like to share the love, increase the opportunity for engagement with others in the industry, and this content is also useful to our readers.
  • Images that show what we’re up to – because we like to engage our community and share the types of projects we work on, bringing them along for the ride.
  • Images or links that promote an event or signup – because we’re involved a lot of lectures and community events that we believe our online following would enjoy and benefit from.

See, each post we publish really does serve our marketing goals that we have for engagement and web traffic. By writing out your own content types and why you use them, you’ll gain a deeper understanding of what type of content you need to write and with what Call-to-Actions (CTAs).


Once you have your content types defined, you should make sure that your Facebook ad account is setup properly and that you have your tracking pixel installed. It’s best to setup your ad account separately from your personal account and you can do so by creating a Business Manager account. The Business Manager account will give you more control on who has access to what assets (pages, ad accounts, pixels, etc) and all in one place. It also helps your marketing team, if you have one, keep things organized.

A Facebook Pixel is a piece of code that is created in your business manager account, then uploaded to your website. It allows you to see deeper analytics for conversions and build audiences in your ad account from people who did something specific. When you set it up, you determine the different “Events” you want to track.

For example, here are some options for Facebook Pixel Events:

  • Add to Cart – someone adds a product to their cart
  • Purchase – someone purchases something from your website
  • Complete Registration – someone completes a subscription signup or for a service
  • Lead – someone completes a signup like “signup for free trial”, “signup to request a demo”

It’s important to note that since you’ll have to add code to your site, you may want to hire a web developer to help if you’re not familiar. If you’re comfortable with HTML, you should be totally fine.

setup your google analytics account

Google Analytics is one of my favorite tools. It gives you tons of information about who is coming to your site, sources they came from, what pages they moved through, and even the amount of revenue you’re pulling in from each source. Before you start any marketing efforts, you MUST have Google Analytics attached to your website. You cannot get retroactive data, so this is super important to set up if you want to track accurate data from your campaign efforts.

Even if you’re not ready to run any campaigns or spend focused time tackling your social media, you still want to get this connected as soon as possible. Data will collect during your down time. If you hire a marketing person later, they’ll do a much better job if they have this past data to review.

setup your social media tools & apps

To be efficient with social media, you’ll need to use a variety of tools. Before you set aside time each week to manage your social media, take a couple of hours to create the accounts for your social media scheduler, graphics creator, or whatever else you’re planning on using. Get the apps too. I like having the apps for my social media tools so that I receive push notifications to my mobile when something significant happens. This is a personal preference. These can also be very distracting, so make sure you create the setup that’s best for you.

Here are some the social media apps that I use all the time:

  • Buffer – social media scheduler. I use the app to schedule retweets on Twitter.
  • Planoly – Instagram scheduler. I use this over Buffer for Instagram because it allow you to peview what your “grid” is going to look like.
  • Bitly – tool that allows you to create shortened tracking links. I use these with my image posts on Facebook and also for Instagram profile URLs so that I can track the clicks to my website.
  • MailChimp – email marketing platform. This is not a social media tool, but I use the app regularly to check my campaign analytics. I like view of the report on the app much better than navigating through the desktop version.

Of course, you’ll also want to get the apps for the platforms you’re using – Facebook, Twitter, Instagram, etc.

get a nice camera phone

These days, social media needs to be visual to compete in the feeds with the mass amount of content. It’s really important that your photos are high quality and taken with care.

Generally, Crappy Photos = Crappy Engagement

Making sure that you have a nice camera or phone to take photos on is essential.

now you’ve completed your social media setup

With these things in place, you’re totally capable of managing your social media efficiently! Learn how to do it in one hour a day in our How to Efficiently Manage Your Social Media in 1 Hour a Day blog. Good luck and let us know how it goes!

Did we miss something in our list that you think is really important? Write in the comments and we might add it to this blog post.