Static Social Posts Workflow

While video is king, static posts (Carousels, Infographics, Quote Cards) remain the backbone of a consistent social strategy. This workflow ensures that your visuals are pixel-perfect and your captions are typo-free.

Workflow Stages

1. Content Idea & Brief

Role: Social Media Manager

• Action: Create task.
• Details:
  • Topic: What is the post about?
  • Format: Single Image vs. Carousel (Slide Deck).
  • Reference: Link to a similar post style or Pinterest mood board.

2. Copywriting

Role: Copywriter

• Action: Write the caption and the text-on-image.
• Deliverable:
  • Caption: The text that goes below the image (including hashtags).
  • Visual Copy: The headline and body text for the graphic itself.
• Tooling: Use the Task Comments or description field.

3. Design

Role: Graphic Designer

• Action: Create the visual assets using Canva, Photoshop, or Figma.
• Upload: Export as .png or .jpg (High Quality) and upload to Assets.
• Naming: Client_Date_Topic_V1.png.

4. Manager Review

Role: Social Media Manager

• Checklist:
  • Is the logo correct?
  • Are brand colors used?
  • Are there any typos in the graphic? (Designers often miss typos, Managers must catch them).
• Approval: Move to Client Approval.

5. Client Approval

Role: Client

The client sees the graphic and the caption side-by-side in the portal.

• Feedback: "Can we make the logo bigger?" (Classic client request).
• Approval: Once approved, the asset is locked.

6. Scheduling

Role: Social Media Manager

• Action: Schedule via Meta Business Suite, Buffer, or Later.
• Completion: Mark task as Done.

Formatting Guide

Carousels (LinkedIn/Instagram)

• Aspect Ratio: 4:5 (1080x1350) for Instagram, 1:1 (1080x1080) for LinkedIn PDF.
• Text Size: Keep it readable on mobile. Minimum 24pt font.
• Last Slide: Always include a CTA (Call to Action) slide.

Single Image

• Focus: One clear focal point. Don't clutter with text.
• Caption: Use the caption to tell the story, use the image to stop the scroll.