Social Media Checklists: Improve Your Strategy for 2023

Dec 15, 2022

Social Media Platforms

Social Media Checklists: Improve Your Strategy for 2023

Today, businesses big and small are making efforts to begin or improve their presence on social media. 

The lengths some marketers go to in order to maximise the opportunities and results that social media can offer, can be extravagant. It’s these marketers that often find themselves having 101 tasks to lead and carry out. 

To lessen the chaos that could potentially come with having multiple tasks to oversee at once – whether these be daily, weekly or monthly – social media checklists are your best friend. These are a list of all the important tasks you should be carrying out to keep track of your social media marketing efforts. 

It is humanly impossible to remember everything, so why not lean into the benefits that social media checklists entail? After all, the last thing any marketer wants to do is jeopardise their chances at excelling on social media. 

This blog will guide you through creating your own social media checklists to improve your social media strategies for the upcoming year. 


When we talk about the benefits of operating under a social media checklist, these also include which people within the marketing team specifically can benefit from it also. 

Here a few reasons as to why we think all marketers should have a social media checklist:

  1. They ensure you don’t miss out on any task for the day, week or month.
  2. They help you stay organised and streamline all your tasks to achieve business objectives.
  3. They allow you to be consistent with your daily and weekly tasks. This way, marketers can follow a consistent workflow and avoid being burnt out by doing unproductive tasks.
  4. They help you align tasks on a priority basis, so that you can make the most out of your day.
  5. They allow you to assign essential tasks first, which, in turn, assures you that your team is getting work done. 

Social media checklists are also beneficial for the following people:

  1. Social media managers
  2. Marketing teams
  3. Business owners
  4. Industry experts
  5. Social media teams

What social media checklists should include

Daily checklists

social media daily checklists

Reply to all direct and private messages: 

This is as essential as it gets. Even if you have a million and one things going on, setting aside a few hours each day to clear out your inbox and all social media channels will ensure peace of mind and keep your customers happy.

Check all mentions and react to them:

These include Twitter, Instagram and Facebook mentions of the day. Re-share all Instagram mentions, retweet Twitter mentions and react to all positive and negative Facebook mentions.

Top Tip: turn on push notifications to keep track of those trying to get a hold of you online.

Check out all comments and reactions on posts:

Try to engage with all comments on official channels, Facebook&LinkedIn groups, communities and Twitter threads.

Schedule posts for the next day:

This way you will be able to keep on top of all content over an extended period of time; particularly around important holiday seasons such as Christmas.

Check out all social media profiles:

It is good practice to catch chats, a follow request, a mention, or a potential partnership opportunity. This will also prove to your followers that you are active and engaged with your community. 

Follow back those who follow you:

Again, this presents you as a company who is engaged with your community. 

Even if you can’t follow every single person back, at least follow those from your industry/niche.

Connect with at least one important person/influencer:

Linking with the previous task, ensuring that you build a solid community is the most crucial challenge of social media marketing. 

You can connect with these people by:

  1. Commenting fun GIFs
  2. Leaving a quirky reply
  3. Offering support
  4. Retweeting/resharing a post

Answer queries on forums:

Answering as many queries on forums as possible is great for increasing brand awareness and establishing yourself as an authentic source. This helps you grow both professionally and personally.

Keyword monitoring:

You can use digital marketing tools to track the following:

  1. Your brand name
  2. Name of the most active social media person in your company
  3. Any campaign you’re running

Weekly checklists

Social Media Weekly checklist

Check weekly stats for all social media profilles:

Technically, you can choose whether to check your stats daily or weekly.

Checking them weekly enables you to focus more on content creation and engagement. 

Connect and engage with industry influencers:

Focus on connecting with people who can add value to your brand and connect you with untapped communities.

Weekly goals check-in:

Using a spreadsheet to track these goals is incredibly helpful. 

Within these sheets, you can also create sub-columns and task your team with updating their corresponding column weekly. 

Hold a brainstorming session:

This helps to keep ideas in rotation and gives every team member the chance to speak up and voice their opinions.

Attend a virtual event, session or chat:

You can never be armed with too much information.

Talking to new people with similar interests helps you see perspectives that may have slipped your attention. These sessions can be podcast listenings or attending a social media summit.

Check and update social media ads:

This task is very important. You must track the engagement, how well it’s doing and the business that the ad is bringing in.

Monthly checklists

Social Media Monthly checklists

Perform a social media audit for all profiles:

This is the process of reviewing your business’ metrics to assess growth, opportunities and what can be done to improve your social media presence. Here is what you should check out:

  1. Appearance – does your display picture, bio, cover image or description need updating?
  2. Post frequency for each platform
  3. Any change in number of followers
  4. Leads generated from each platform
  5. Average engagement and clicks on each post

Adjust monthly goals:

Despite most businesses setting goals to be achieved by the end of each quarter, it is important to see how far off you are each month.

Monthly check-in with the team:

Round up your team each month and discuss how well you are all doing. Exchange ideas and see if anyone is facing any challenges and discuss how these can be overcome. 

Plan for the upcoming month:

Check next month’s calendar and see if any important dates are coming up. If so, plan any social media campaigns in advance and get marketing emails, captions and visuals ready. 


What is a social media checklist?

This is a list of all important tasks that need to be carried out to improve your presence on social media. They help marketers focus, organise and streamline all tasks to achieve business goals.

What are the 10 steps to a successful social media marketing strategy?

  1. Define your goals
  2. Get to know your audience
  3. Choose the right platform
  4. Create a content bank
  5. Identify keywords and hashtags
  6. Create a content schedule
  7. Set up social tools
  8. Set your analytics 
  9. Conduct a social media audit
  10. Keep an eye on your competitors

What are 5 don’ts on social media?

  1. Don’t spam your customers
  2. Don’t delete negative comments and block users 
  3. Don’t fail to respond 
  4. Don’t neglect your account
  5. Don’t outright copy your competition

Our Influencer marketing agency and Social agency are located worldwide, with our agency network based in the USA, UK, UAE and China.

If you want to receive our industry insights, visit our Influencer Marketing & Social Media blog.

@ Socially Powerful



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James Hacking


Socially Powerful, founded in 2017, stood as pioneers of the influencer marketing industry. Today we are a global social marketing agency and technology company.

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