As a social media manager, you need busy clients to approve posts on time, and a clear way to manage social media post approvals makes a big difference.
If you’re already using Dubsado, you can run approvals there. I built a method that makes your social media approval process a whole lot easier.
Here’s a quick look at how to manage social media approvals using Dubsado. Want the full steps and my Social Media Post Approvals Dubsado form template? Sign up now FOR FREE!
Curious about what you’re getting? Here’s a sneak peek into the approach:
Step One: Create Your Project Statuses
Set up project statuses so you can see which clients still have posts waiting on approval.
Step Two: Customize Your Form
Set up a Social Media Post Approvals Dubsado form template. I’m giving you a FREE Dubsado questionnaire form template designed specifically for social media post approvals. Copy it into your Dubsado account with just a click, customize it to match your brand, and you’re ready to roll! PLUS, here is a whole little bonus lesson on automatically managing form reminders with confusing the required Dubsado math!
Step Three: Craft Your Emails
Snag 3 free effective email templates that provide your clients with their monthly assignment and gently reminds them about pending approvals without being intrusive.
Step Four: Build Your Workflow
Bring it all together in one Dubsado workflow. I give you the EXACT steps you need to use in Dubsado and tell you where to plug in the templates I’ve given you.
Step Five: Take It Live!
Use this method with your current social media clients, and the approval requests and reminders go out without you chasing anyone.
Approvals are one workflow. If you want the rest of your client process built out too, the Social Media Manager Flow Kit covers onboarding, content approvals, and payments with 8 workflows, 6 forms, and 23 emails.
Approvals hold up at scale, too. For an artist career management agency, nothing gets posted without the artist’s approval, and 37 live automations in their Airtable base handle approvals, reminders, assignments and digests.
Ready to simplify your social media approval process and save hours of work every month? Sign up now to receive our full guide and exclusive form template. Plus, see other ways Dubsado can save you time as a social media manager.
Who is Cait?
Meet Cait, your go-to expert for all things Dubsado. Cait helps women in business automate their processes so they spend less time on admin. Don’t have Dubsado yet? Sign up here.
Ready to streamline your social media approvals?
Sign up now and let’s get started FOR FREE!
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If you’d rather have your whole client process built for you, that’s exactly what my Dubsado setup services are for.
