Follow Up With

🎨 Marketing and design agencies template

Monthly social media content template

A monthly social media checklist for agencies and freelancers: the photos, promotions and approvals to collect from each client so next month's content calendar goes out on time.

Use this template

Free. Once it's in your account you can rename it, add or remove items, and change anything.

Each job is named
"September social content"
Usually repeats
Every month

Ask the client for

  • Photos and videos from this month

    Team, products, events or behind the scenes.

  • Promotions, launches or events coming up

  • Approval of the content calendar

Your steps

  • Draft the content calendar

  • Schedule approved posts

Tips

  • Repeat it on the 1st and set the approval item's due date for the 20th, giving you time to schedule.

How it works with Follow Up With

  1. 1

    Make it yours

    Add the template to your account and change anything: rename items, add notes for the assistant, remove what you don't need.

  2. 2

    Start it for a client

    Start a job in one click, or set it to repeat every month for each client so nobody has to remember.

  3. 3

    The assistant does the asking

    Your client gets one friendly email listing everything, reminders on a schedule you choose, and a private link to upload or reply. No login needed.

More marketing and design agencies templates

Browse every industry →

Let the assistant do the asking

Add a template, start it for a client, and Follow Up With emails them the list, reminds them until it's done, and checks the files they send.

Start your 14-day free trial