The Social Playbook August edition: Simplifying social media for agencies
The Social Playbook August edition: Simplifying social media for agencies If you work at an agency, you’ve probably heard these questions more times than you can count.
"What do we have planned for this client"?
“Did they approve the post?”
“What changes did the client ask for?”
“Can you send me the report?”
But how do you actually keep up with all of them losing track of what’s next?
Let’s break down these everyday agency challenges and see how Zoho Social helps you tackle each one.
1. PLAN
"What do we have planned for this client"?
When you're managing multiple brands, keeping track of every post, campaign, and deadline can get messy fast.
Do it with Zoho Social:
Use the Content Calendar to see what's planned, scheduled, and published for your client brands in one place.
For example:
If you’re planning a product launch for a client, use the Content Calendar to schedule the teaser, launch announcement, and follow-up posts in one place.
2. CREATE
“Can we make this work for Instagram too?”
The same idea doesn't always work the same way on every platform. Captions, hashtags, and messaging may need to change.
Do it with Zoho Social:
Use Customize Content to tailor your post for each social network before publishing.
For example:
Create your launch post once, then adjust the caption and hashtags separately for Instagram, LinkedIn, and Facebook.
3. COLLABORATE
“What did the client ask us to change?”
Feedback can come from emails, chats, calls, and comments. Finding the latest instruction can become a task of its own.
Do it with Zoho Social:
Use the Collaboration tab to discuss and keep feedbacks attached to the post.
For example:
A client asks to change the headline. Your copywriter can see the request right on the post and make the update without searching through emails.
4. APPROVE
“Are we still waiting for approval?”
One pending post can hold up an entire content calendar, especially when you're managing approvals for multiple clients.
Do it with Zoho Social:
Send content for approval to clients from Zoho Social, and track what’s approved, pending, or needs changes.
For example:
Design your launch posts and send them to the client for approval in Zoho Social. They can review and approve them directly instead of replying to an email thread.
5. REPORT
“Can you send me the numbers?”
Every client wants to know something different. Building a separate report for each one can quickly eat into your reporting day.
Do it with Zoho Social:
Use Custom Reports to build reports around the metrics each client cares about, and Client Dashboard to give clients direct access to their performance.
For example:
Create one report focused on engagement for a fashion client and another focused on follower growth for a B2B client.
Keep the workflow moving
The agency challenge isn't just creating great social content. It’s keeping everything planned, created, discussed, approved, and measured without losing time between the steps.
Plan → Create → Collaborate → Approve → Report
With Zoho Social’s Agency edition, each step connects to the next.
Stay tuned for the next edition of The Social Playbook