DIY Social Media Checklist

Social-media-checklist_LI-532x266 DIY Social Media Checklist

Social-Media-Checklist-infographic-small DIY Social Media Checklist

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If you’re managing your firm’s social media efforts on your own, this checklist might come in handy to help you stay on track.


  • Check your latest stats for yesterday’s posts.
  • Check mentions or replies to interact with people talking about you or your brand.
  • Monitor brand mentions and who’s talking about you without tagging you.
  • Set they daily content schedule to ensure images and text are ready for posting and sharing internally and externally.

Monthly / Quarterly

  • Check your marketing plan to ensure you’re on track with social media and its efforts to help you meet your business goals.
  • Check competitors and what they are doing on their social media profiles. Tip: Follow their profiles too.
  • Follow industry trends using hashtags, alerts, and influencers.
  • Create or update a monthly report outlining achievements and opportunities.

Now that you have the DIY social media checklist, what steps will make your to-do list?

This post originally appeared in the CPA Client Bulletin Resource Guide, © 2019 Association of International Certified Professional Accountants. Reprinted by permission.

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