As a marketing agency, working with clients often comes with potential pitfalls like communication challenges, approval bottlenecks, and difficulties in performance tracking and reporting.
With Loomly’s collaboration capabilities, you can easily manage multiple clients using a smooth social media content workflow from ideation to publication and reporting. Read on to learn more about how marketing agencies and freelancers can keep client content separated, brainstorm privately, and get every post approved in minutes.
Manage all your social media accounts in one place.
Craft, schedule, & auto-post content to all your social channels, then track analytics and manage interactions from a single, easy-to-use dashboard.
Keep social media content organized with distinct calendars for each client
To help you manage multiple clients at once with room to grow, each client has their own calendar and you can create as many calendars as needed.
You can customize the settings of each calendar to match your collaboration style with every client and store media assets in the calendar's Library. Plus, you can create post templates for recurring content, notes to save post ideas, and quick posts for speedy scheduling, ensuring all content is well-organized and easily accessible.
Manage client visibility
Although it's important to remain transparent and have open communication with your clients throughout a project, you also want to ensure they’re only seeing polished content rather than posts that are still in progress.
To that end, Loomly keeps draft posts hidden from clients, allowing you ample space for content creation and creativity. Once posts are pending approval or scheduled, they become visible to clients, making it easy to assign posts for approval.
To increase the speed of review rounds with your team, you can centralize all communication in Loomly using the Post View comments feature.
This allows you to opt for public comments or private comments that are hidden from clients. If you prefer to keep all comments private for internal communication by default, you can adjust your calendar settings to hide all comments from clients until you’re ready to loop them in.
Here’s how to set it up:
- Head to your calendar settings
- Under “Options”, scroll down to “Default Private Comments (Invisible to Clients)”
- Choose “Enable”
💡Loomly Tip: To make individual comments visible to clients, untick the "Private" option in Post View. For enhanced visibility, you can also pin the comment to the top.
By defaulting comments to private, you gain:- Better control: Safeguard internal brainstorming sessions, preventing accidental client review
- Increased creativity: Focus on creating exceptional and engaging content, and only share polished posts with clients
- Client satisfaction: Involve clients at the final approval stage, maintaining transparency and effective communication, while keeping the behind-the-scenes work hidden
Loop in teams and clients at the right time
There isn’t a one-size-fits-all work style for everyone. When managing multiple clients, you need a tailored collaboration approach. In cases like these, you can customize how you and your clients collaborate in Loomly by setting specific approval workflows and user roles.
Approval workflows guide your content from creation to execution, involving the right stakeholders at each stage. Loomly offers three pre-defined workflows – Zero, Lite, and Original. However, if you need to involve multiple stakeholders at different steps or a more tailored approach, you can customize your workflow with assignment triggers and safeguards to ensure posts reach the appropriate stage with the right team member.
Additionally, you can also set each user’s role based on their responsibilities. Loomly offers multiple predefined user roles with distinct permissions: Owner, Editor, Contributor, Client, and Viewer.
For more granular control, create custom roles tailored to each client’s visibility needs, while maintaining confidentiality in your planning and brainstorming processes.
Smooth offline collaboration with content exports
Let’s say your clients would like to review an entire month of content at one go or you prefer to present their analytics in a polished presentation. You can provide them with what they need by exporting their Calendar View, List View, Post View, and Analytics in either a PDF or a CSV file.
Additionally, you can also set automated analytics reports to be sent to your clients on a weekly or monthly basis – so you can keep them informed of their social media growth and the impact you’ve made on their business.
💡Loomly Tip: Enhance your social media campaign tracking by adding Labels to posts.
Scale the number of clients you can manage
Managing multiple existing clients while growing your business is a juggling act. That’s why you need a social media scheduler like Loomly to not only help you plan, create, and schedule social media content, but also leave you the space to be creative and stay organized with all campaigns.
If you’re interested in seeing how you and your clients can effectively collaborate in Loomly, start your free 15-day trial now to test out all of our other exciting features.
