Checklist

To Starting a
Social Media Marketing Agency

1. ___Business Plan
a. ___Business Name
b. ___Service Offering
c. ___Pricing Plan
d. ___Outsourcing Approach
e. ___Partners
f. ___Niche/Industry
2. ___Business License
a. ___Inc File
b. ___Local Business License
c. ___Tax ID
3. Understanding SWEPS and Other Topics
a. ___Social Media Marketing
b. ___Web Development & Marketing
c. ___Email Marketing & Automation
d. ___Pay Per Click
e. ___Search Engine Optimization

f. ___Content Marketing
i. ___Video
ii. ___Blog
g. ___Sales Funnel Strategy
i. Awareness > Consideration > Conversion
1. Integrating SWEPS
h. ___Copywriting
i. ___Branding
4. ___Laptop
5. ___Business Email Account
6. ___Business Cards
7. ___Bank Account
8. ___Basic QuickBooks Setup
9. ___Website
a. ___Home Page
b. ___Services Page
c. ___Contact Page
10. ___Social Media Business Accounts Setup
a. ___Facebook
b. ___Instagram
c. ___Twitter
d. ___Google+
e. ___YouTube (If you plan to create regular content to drive leads)
11. ___Lead Generation Approach
a. ___Create Lead Gen Excel Tracking Sheet
b. Email Marketing
i. ___Create Email Templates
c. Facebook Messages
i. ___Create Facebook Message Templates
d. Cold Calling
i. ___Create Cold Calling Script
e. Networking
i. ___Leave Behind Documents
f. Walk-Ins
i. ___Audits or Leave Behind Documents
12. ___Onboarding Document
13. ___Proposal Templates
14. ___Product Offering pdf
15. ___Operational Workflows (How you’ll handle new customers when you sign them up)
a. ___Campaign Planning & Integration
b. ___Content Planning
c. ___Scheduling and Posting
d. ___Content Creation & Review
e. ___Ad Creation & Review
f. ___Campaign Data Management & Review
16. ___Content Calendar Plan
17. ___Customer Testimonials
18. ___Client Campaign Reporting Plan
19. ___Prospecting List
20. ___Weekly Networking Meeting Schedule