Social Media Checklist 2023 (Ultimate Cheat Sheet + Resources)

With individuals and brands trying to build a solid social media presence with more focus in 2023, it isn’t surprising to see how challenging it can be to get recognition online. 

Whether you are a small or large business owner or an individual working on their social media profiles, having a social media checklist will come in handy. 

In this article, we have carefully divided the social media checklist into daily, weekly, and monthly, which will help you tick off all the crucial tasks for a successful social media campaign. 

Along with each checklist, we will also ease your pick with the right tools for each task, making your work less overwhelming. 

By the end of this article, we have also mentioned the inside tips that have helped us to build our social media presence over the years that will be a significant add-on to your checklist (and keep you motivated!).

Social Media Checklist For 2023: In A Nutshell 

If you are here to get a quick checklist combining daily, weekly, and monthly, we have got you covered! Here is a quick overview of the checklist we have compiled for social media. 

• Prepare your content in advance and schedule them with the help of scheduling tools. 
• Monitor your analytics and data. 
• Respond to your audience timely. 
• Keep an eye on what your competitors are doing and go deeper into catching recent trends and hashtags. 
• Set goals regularly.
• Monitor your brand mentions. 
• Get in touch with top influencers leading your industry. 

Now that you have a quick checklist, let’s get into the details of the complete checklist. 

Daily Checklist 

There are multiple tasks to complete daily when it comes to social media. Having a checklist will help you not miss out on any crucial daily tasks. 

1. Share Your Content Timely. 

One of your priorities when using your social media channels is to create and share content with your users. Your content should revolve around your niche, and regularly posting will help you get better recognition and engagement. 

However, one of the common mistakes people make when sharing content online is to post just for the sake of posting something. Remember, your content doesn’t always have to be a promotion or informational content resembling your brand. It can include generic content, funny or humorous content, or you can even reshare content from your competitors that adds value to your brand’s channel. 

The number of times you should post per week varies from one social media platform to another. According to Hootsuite’s guide, you can post 3-7 times per week on Instagram, once daily on LinkedIn, once or twice per day on Facebook, and post approximately at least one to five tweets on Twitter. 

Note: Each brand and platform is different, so you can test different posting methods and see how your audience reacts. Remember, you don’t want to overpost and spam your audience. Therefore, have a sufficient time gap between your posts when posting on the same platform.  

2. Schedule Your Posts for The Next Day.

As mentioned above, posting your content should be your priority. It is crucial to schedule your posts for the next day in advance for all your social media channels. Scheduling your posts will help your brand stays active, even when you don’t have time to post manually. 

Various social media scheduling tools can help you schedule your content in advance for different social media platforms. Our top go-to scheduling tools are Hootsuite and AgoraPulse. Both these tools come at a reasonable price and provide plenty of features to manage your social media effectively. 

3. Monitor Brand Mentions 

When running a business, it is essential to understand how people react to your business or how they perceive it. Brand monitoring is one of the crucial aspects of successful marketing and achieving success in the long run. 

When you constantly keep an eye on when your brand is being mentioned online, you can get feedback from your audience and take quick action in case of any unfavorable conditions, preventing any major issue from arising. 

Many marketers find it challenging to monitor their brand mentions manually, especially if your brand has started gaining popularity. Thankfully, you can use brand monitoring tools like HubSpot, Google Alerts, and Mediatoolkit. These tools send alerts as soon as someone mentions your brand, allowing you to respond to them promptly and help your customers immediately. 

You can set notification alerts for all your social media profiles like Twitter, Instagram, TikTok, LinkedIn, and more. Once your brand is tagged or mentioned, you can either repost them, respond to them with a positive comment, or even share their post on your profile. 

4. Connect With Your Customers. 

Building a loyal audience is challenging, but once you know the right methods, it becomes easier to have your audience intact with you. Maintaining your audience is yet another challenge brands generally face. 

This is where you need to dive deeper and connect with your audience daily. Hundreds of customers may use your product and post about it on their social media profiles. Many people may even tag you in their posts. 

You can comment on their posts, give them a shoutout by posting about it on your stories or profile, invite them for collaborations or lives, and more. These small gestures will encourage more people to talk about your brand, indirectly helping build brand awareness. 

For example, L’Oreal Paris used their Twitter account to connect with customers. Many small and large businesses also indulge in the same activity. 

5. Respond To DMs And Comments.

People on social media will likely reach out to you with their queries and feedback through comments and messages. Let’s be honest here. No one likes to wait for hours to get a response to their questions. 

Irrespective of how busy you are or how many things there are to do, always be quick to respond to people’s queries through your comments and messages. Additionally, leave a positive comment on the feedback you get through comments and messages. Prompt responses to people will build trust and keep your audience engaged. Furthermore, your audience will rely on you when you respond quickly. 

If you don’t have time to respond to your audience, you can hire someone to handle your social media channels. Remember, there may be negative comments too. If you come across one, remember to maintain a professional attitude and help understand what your audience is saying. Reacting negatively to the comments will hamper your brand image. 

You can also install ChatBots to evoke responses and help your audience as fast as possible. 

6. Answer Queries On Forums.  

Besides responding to your audience on your social media profiles, a large audience asks their doubts on forums like Reddit, HARO, and Quora. You can try answering people’s questions as much as possible on these forums. Usually, the questions can be related to your niche. 

For instance, if someone has a doubt or question about skincare, you can answer them with the relevant information and promote your product simultaneously. This will help build brand awareness, establish your credibility, and make you a reliable source. 

Another great advantage of answering questions on forums is understanding your audience’s pain points and challenges within your niche. Undoubtedly, you can use this as an opportunity to help your audience gain their trust by providing them with an effective solution. 

7. Identify Trending Content And Hashtags.

Social media trends change every day. You may have noticed how one particular song is used in every TikTok video or Instagram reel. Similarly, many people also indulge in creating funny posts or memes using a specific hashtag for their posts. 

Since the trend keeps changing, the real catch is understanding when is the right time to hop on the trend and not miss it. Trending content is one of the best ways to reach the maximum audience and gain higher exposure on the internet. Additionally, you must create and publish content around the trends before it fades. This is because when a particular trend starts, people generally get tired of seeing the same thing or hearing the same audio. Therefore, knowing when is the right time to join the trend is one of the keys to grabbing your audience’s attention. 

More brands are indulging in trending content and hashtags for their posts. Platforms like Twitter help you identify trending hashtags or keywords in the ‘trending’ tab. You can tap on the trending section, and it will show you all the relevant trending hashtags and keywords people in your geographical area are using. 

Similarly, TikTok also helps find trending audio that you can use as background music for your videos. If you are focusing on Instagram reels and wondering how to find the right trending audio for your videos, we have a helpful little hack! 

Go to the Instagram reels section and check the audio at the bottom. Usually, when a song is trending, you will see an arrow sign that means the audio is currently trending. You can use this audio for your reels. 

Similarly, if you see a music symbol next to the audio used by someone in their reels, the audio is probably not trending. 

Trending audios have higher chances of getting viral and reaching the maximum audience. So, next time you scroll through the reels section, check the little arrow next to the audio!

However, it is essential to understand that you can only join a trend if it is relevant to your brand. You can check your competitors to see how they are using the trend to their benefit. Are the videos informational? Are they humorous? 

Additionally, you may want to avoid controversial trends to avoid ruining your brand’s reputation online. Moreover, if you think a certain trend does not align with your brand, it is okay to skip it, as you can get your hand on the other trend in the meantime. 

8. Connect With At Least One Or Two Important People.

Building a good community online for your business can be challenging. To eliminate the hassle and get the desired results in the long run, you can connect with at least one or two people in your niche every day. These people can be your customers, influencers, startup founders, business owners, and more. 

You can communicate with them by reaching out directly or simply showing your support. Of course, you don’t have to communicate with them immediately. You can simply drop a comment on their post, share their post on your story, retweet their tweet, or send a message. 

Weekly Checklist 

Now that you know about the daily checklist, it is time to discover your weekly checklist. As much as it is crucial to keep up with your daily checklist, a weekly social media checklist allows small as well as large business owners to understand how they have performed within a week and make changes accordingly. 

1. Monitor Weekly Statistics Of Your Social Media Platforms. 

One of the most crucial aspects of successful social media marketing is to keep an eye on your analytics and statistics. Weekly statistics check will help you understand which content is performing better, which posts received the highest interaction, your audience segregation, and more. 

When you check your statistics weekly, you can avoid any major negative effects on your marketing in the long term. Various tools in the market promise to provide detailed statistics on your social media performance. However, not every platform will be reliable. 

We highly recommend using a tool that provides real-time and historical statistics of your overall performance. You can use Hootsuite analytics and Google Analytics to get detailed data on your performance. Most social media platforms come with an in-built analytical dashboard if you don’t want to spend on another tool to check your statistics. 

Instagram has an analytical dashboard that breaks down your weekly performance. You can view your dashboard right from your profile. Similarly, Twitter, LinkedIn, TikTok, and other platforms also have analytical dashboards that give you a complete overview of how your posts are performing. Moreover, you can also check each post separately to understand how well each post is performing. 

2. Track Your Keywords And Important Phrases.

Keywords and phrases are essential to reach your targeted audience and understand what they are searching for most. You can also track the performance of your keywords and phrases to understand how well they work for you and fine-tune your content strategy accordingly. 

Our go-to solution for keyword research is SEMrush. The tool gives you a comprehensive insight into keywords, depending on your audience’s geographical location. You can also understand keyword ranking difficulty and check the weekly search volume. 

3. Connect With Top Influencers In Your Industry. 

Since we mentioned in the daily checklist to connect with at least one important individual in your industry, we don’t recommend sliding into their messages immediately! Since you will take some time to understand how they work and what they are doing, your weekly checklist should contain connecting with the influencers directly. 

You can reach out to influencers in your niche with the right methods. Check if their content is relevant to your niche, how well their audience responds to their content, their credibility in your niche, and most importantly, their engagement. Many people tend to have thousands of followers but have very little engagement. Check all the key points and reach out to the right influencers for collaboration or promotion of your brand. 

4. Check Your Weekly Goals and How Well You Are Achieving Them. 

The weekly checklist is incomplete without understanding if your input aligns with your planned goals. You must have weekly goals set up individually and personally. This includes goals for each social media profile, your team, and your goals. 

Check if your weekly goals are met; if they haven’t, analyze where things are going wrong. Note here that weekly goals check will eliminate the stress and hassle you incur at the month’s end. It will also give room for improvement immediately and take action promptly. 

5. Hold a Meeting With Your Team to Evaluate Weekly Progress. 

When working with a team, it is vital to have each team member on the same page and keep them in the loop of your goals. Weekly evaluation with your team will help you understand how well they perform their tasks, their problems and challenges during the week, how to overcome them with the right approach, and their suggestions. 

There will be different opinions and suggestions when working as a team. Taking into account their suggestions and feedback can assist in building effective strategies and growing your business with time. 

You can utilize online conferencing tools like Zoom and Google Meet if you have a remote working team. These platforms come with plenty of features to conduct your meeting smoothly and facilitate recording, so your team can access the meeting and understand the missed points whenever they want. 

6. Conduct Weekly Brainstorming Sessions.

Ideas and suggestions should always be welcomed. If you are a social media manager, it is vital to take input from your team. Conduct weekly brainstorming sessions (informal) where everyone can give their input and inspiration without hesitation. This will enable ideas in rotation for your brand and allow everyone an equal chance to speak their thoughts. 

Monthly Checklist 

Last and most importantly comes the monthly checklist for your social media. Many individuals and businesses prefer going with a monthly checklist as it can be time-consuming to perform weekly or daily audits. 

Irrespective of the time frame, here is a quick monthly checklist for social media that will help you.

1. Review Your Monthly Analytics. 

Monthly analytics is not simply about checking your metrics through analytical tools. While these tools will help you give a detailed breakdown of your social media performance, there are additional things to include in your monthly audits: 

• The change in your follower count in the last month. 
• Frequency of your content in the last month. 
• How many leads were generated from each platform, and which helped generate the highest leads?
• Average clicks per post and engagement for all social media platforms. 
• What type of content performed the best -informational, funny, creative, guides, resources, etc.?
• Whether your profile needs any update, this includes your profile or display picture, theme, profile bio, cover picture, and more. 

Analyzing these additional points along with your metrics will help you build a better content strategy for the next month and analyze if anything went south for your brand. 

2. Conduct Monthly Audit Meetings With Your Team.

You may have set a monthly goal for your team as a business owner or manager. At the end of the month, it is time to check how they have progressed over time. Since you may also conduct a weekly analysis with your team, monthly review meetings will help understand how well they are progressing each week, giving the necessary tweaks they need to overcome their challenges. 

3. Set Goals For The Next Month. 

Once you have conducted a monthly review meeting with your team, it is time to lay out goals for the next month. When planning your monthly goals, you can focus on the areas which were missed or went negatively last month. 

Your upcoming goal should align with the one you set previously. For example, your target was to reach 5,000 audiences last month. Irrespective of whether you achieved the target in the previous month, you can decide on the necessary tweaks and set a goal to reach 6,000 audiences in the upcoming month. 

Remember, you want to set practical goals instead of going with theoretical values. You can also set individual and team goals during this time, as it will help your team members to be in the loop with what they have to do in the following month. 

4. Prepare a Content Calendar For the Next Month. 

Once you are all set with your goals, it is time to create a content calendar. You don’t have to create all the posts for the next month. You can include the basics you are planning and schedule them with the right date and time. 

Once you plan the basic posts, you can add or remove the needed content whenever you want. For example, if you find the right trend in the middle of the month, you can adjust your content calendar accordingly for the post. 

The easiest way to create a content calendar for social media is to utilize online tools. Our recommendation is SproutSocial and Sendible. Both tools provide easy templates for creating a content calendar that you can customize per your needs. 

5. Make Necessary Changes to Your Social Media Campaign. 

Social media campaigns need changes every month. What worked for you in the first month doesn’t necessarily have to be in the next months, either. Additionally, your campaign should be changed every month with the new trends and dates.

You can analyze the important dates in the next month and prepare your content strategy accordingly. For example, if the holiday season is around, you can create content, graphics, and marketing emails around the same topic in advance. 

Furthermore, you can decide on the budget you want for your marketing campaign for each platform. For instance, if you are running paid promotions or ads on Instagram, you may want to make changes to the budget you are willing to spend in the upcoming month. However, before deciding to invest, check how well the paid promotions are working for your brand. 

Accordingly, you can decide where you want to focus more on and how much you should invest in your social media campaign. 

Note: Each brand and platform works differently. What works best for you will be determined by your experiments. You cannot rely on a particular data or strategy mentioned online because what works for one brand doesn’t always work for another. 

Tips For Successful Social Media Marketing 

Whether you are an individual building your personal brand or a business owner trying to bring limelight to your brand, there is no one way to successful social media marketing. 

The right way to ensure success in social media marketing is to experiment with different methods that have helped other brands online. Additionally, you can take small and effective measures to streamline your social media marketing while determining what works best for you. 

1. Use Automation Tools Wherever Possible. 

Avoid the manual hassle and invest in time-consuming tasks. Fortunately, you can ease your burden and focus on more important tasks using automation tools for your social media. Use ready-made templates and content calendar tools, and install chatbots for automatic replies and scheduling tools wherever you can. These can help you build an online presence without manually investing days in doing tasks. 

2. Avoid Over-Posting. 

While you need to be active on all your social media channels and spring spotlight to the brand, overposting will decrease your content engagement as it will appear as spam on your audience’s profile. You want your brand to be recognized and get maximum recognition. For that, avoid overposting your profiles.

3. Figure Out The Right Timing. 

No matter how well your content is, if you don’t post them at the right time, there is a chance you won’t get the desired results. Again, figuring out the right time to post on a different platform is different for everyone. You have to experiment with different times and understand what time your audience stays most active. Once you catch the right time for your posts, you can gain higher engagement. 

4. Post Content That Users Relate To And Engage With. 

The key to good social media marketing is creating content your users can relate to or find useful. People recognize brands or individuals when they can relate to them or find their content interesting and helpful. Clear your motive on what type of content you want to post and ensure it resonates with your goals. 

5. Be Consistent. 

With social media filled with millions of daily active users, managing your social media profiles can be overwhelming. If you struggle to manage multiple social media profiles at once, you can read our guide here. We have made it easier for you to handle your social media presence by listing the right tools. 

Additionally, you cannot expect success overnight. With thousands of brands and people, it isn’t surprising how quickly people forget you as soon as you get inactive. Therefore, being consistent with your efforts will ensure your brand is always visible, and people remember you. 

Related Read:

• Social Media Trends To Follow
• How To Manage Multiple Social Media
• Best Social Media Management Tools

Wrapping Up! Social Media Checklist (2023)

A social media checklist can take you in the right direction and bring you closer to a successful social media presence. 

Our daily, weekly, and monthly checklists will help you achieve the best results in the long run and ease the stress of handling different social media profiles at once! 

Now that you have the checklists in your hands, it’s your time to shine! Go ahead and implement the checklist mentioned above for the best outcome from your marketing.

FAQs