How Agencies Can Win Social Media with Shared Calendars

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Agencies, want a simple way to collaborate with your clients on social media content? Then try Agorapulse’s new shared calendars.

Social media agencies are constantly looking for ways to set themselves apart. It is amazing to think that just over a decade ago social media management wasn’t even a career. Today, it is a thriving business model!

Along with the growth of social media itself, tools have been created to help make our jobs as social media managers a little easier. From content scheduling tools to managed comments, and team functions, the options available to social media agencies today have been a game-changer.

Now, you can add to that list of tools to review: shared calendars.

What Are Shared Calendars?

“Shared calendar” can mean different things in different online tools.

For example, Monday.com offers a shared calendar that is an internal planning and task management tool. And tools like Sharelov refer to shared calendars for internal team collaboration on content for Instagram.

While team collaboration is an important tool to have, especially for larger agencies, do you also wish you had a tool that helped you communicate with your clients?

That is what the Agorapulse shared calendar allows. You can now share the social media calendars that you are creating for your client directly with them—even when they don’t have an Agorapulse account.

Up until now, your clients would have needed an account and login. When I have given clients access, they often get confused by the many features of the tool. And I can’t tell you how many times I have had to help them with a password reset.

With the shared calendar, you have a link for easy access that you have complete control over. And your clients only see the completed calendar with approval and rejection options, without all the multiple layers of content management and creation.

shared calendar example
How Shared Calendars Improve Client Relationships

If you have been managing social media, a client has asked, at some point, to see the content before it is published. Or maybe you are sending out sample social media content as part of a bid for a new client. I have been there.

It is so time-consuming! First, copy and paste images into a document or presentation file. Then, write text into a usable format for your clients or potential clients. What makes it even more difficult is that this format doesn’t adequately represent what the post will look like in the native social media platforms.

Shared calendars answer all these dilemmas. It also puts the power back in your clients’ hands for how they want to manage their social media and streamlines communication.

Successful social media agencies prioritize great client communication.|3e5f8a54fbd3b4fc6f7018535105273d|

Give your clients final say

One of the biggest concerns I hear from businesses thinking about handing off their social media is: “Will another company understand our voice?”

Taking the time to understand and document brand voice is an essential first step with a new client. The beauty of a shared calendar is that they can see each and every final post. They can choose to approve or reject individual posts and provide instant feedback.

What is nice is that you can both see in the calendar view the status of all the upcoming posts.

another example of a shared calendar

You have a couple of options for how to manage this that will depend on the individual client relationship.

Publish first, and then they can reject or comment on already scheduled posts.
Schedule all content and it doesn’t go live unless the client approves the pending posts.

The first option is perfect for an established client relationship. If you already have policies and procedures in place to minimize snafus and good communication exists between you and the client, this can save them time since they only have to do anything if they want a change.

On the other hand, if you want to give the client complete control, choose the second option. Make sure you let them know that nothing will go live unless they give the go-ahead. If you see upcoming posts that are not yet approved, take the time to check in with them and make sure they don’t have any questions.

Get post-specific feedback

One of my favorite features of the shared calendar is the granular options for feedback. Rather than needing to go through a list and specify which posts need changes, clients can simply add a quick comment to any specific post.

get post feedback in a shared calendar

They can do this through a message when they reject a post, or as a comment on a post that has already been published, is scheduled, or pending.

Improve day-to-day productivity

If you had to guess, how many emails have you gotten since you started reading this post? My guess is: more than you would like.

We have all had the experience of digging through endless email threads to find that one answer or piece of feedback. Or the frustration of trying to get an answer on a specific timely social media post.

When you start using social media tools more effectively, you can save hours every week. Shared calendars specifically can save time by:

Eliminating unnecessary back and forth emails
Keep all your content related conversations in one place
Ask specific questions to your clients when you assign them content to review
Get post specific feedback from clients

Remember: a tool is only effective when you put it to use!Click To Tweet

Getting Started with Shared Calendars

The Shared Calendar in Agorapulse is a premium tool that you will need a paid subscription to use. The question you should always as is whether it will save enough time or improve other parts of your business enough to pay for itself.

You might need to have a conversation with your boss showing the time and money value of using something like this for your agency.

Once you are ready to start using the tool, it is pretty simple to set up.

Step 1: Create your shared calendar
create a shared calendar

Whatever you name your calendar will show up in the unique link as well as in any emails and notifications to clients. Make sure it is something that will make sense and be professional to you and to them.

Step 2: Add a new user and invite the new user to the shared calendar
add a new user on the shared calendar

To add your client to the shared calendar, you only need an email address for them and their name. Then send them the invitation.

You can also manually copy and paste the shareable link for easy access. Once you send the invitation, they will receive a simple email they can click on to view the calendar. No login required on their end. (And yes, you can add multiple users if needed.)

You can choose exactly which social media profiles each user can view on the shared calendar. This is perfect for social media agencies that have multiple different clients.

Step 3: Make sure your clients completely understand how to use the tool

Last, but certainly not least, make sure that your client feels comfortable using the tool.

Though shared calendars are pretty intuitive, some users may still need a quick introduction. You can do this in person, or through a short video walkthrough if needed. Even a brief phone call after you send the invitation should work.

using the shared calendar tool

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