Social Media Management for Beginners | 5 Tools/Apps you need!

Summary

In this video, the host discusses essential apps for social media managers, emphasizing the importance of balancing cost and functionality. They recommend Canva Pro for design, Metriical's free plan for post scheduling, PandaDoc for contracts, and Xero for accounting. The host also shares their experience with video editing apps like CapCut and organizational tools like Trello, ClickUp, and Asana, providing insights on their personal journey and software evolution in managing their business.

Takeaways

• 👗 The presenter has worn the same dress in multiple videos because of her love for it.
• 🛠️ Canva is recommended as a game-changing tool for social media managers, especially for creating client graphics and proposals.
• 💰 Canva Pro subscription is suggested as a worthwhile investment for its comprehensive features.
• 📈 Metrical is praised for its free plan, which is beneficial for managing social media posts and analytics.
• 📱 The presenter emphasizes the importance of setting boundaries with phone usage and using Metrical for intentional social media management.
• 📅 Metrical is used to plan and schedule content across various platforms, including YouTube Shorts.
• 📑 PandaDoc is recommended for sending contracts and invoices, along with Xero for accounting purposes.
• 💼 The presenter suggests that using software can replace the need for hiring contractors, such as virtual assistants or accountants.
• 🎥 CapCut is highlighted as a reliable video editing tool, with a superior free version compared to Instagram's editing features.
• 📊 The presenter shares her journey from using Trello to ClickUp and finally to Airtable for organization and task management.

Q & A

What is the main topic of the video?

The main topic of the video is about the top five apps recommended for social media managers to use in their business.

Why does the speaker continue to wear the same dress in her videos?

The speaker continues to wear the same dress because she loves it so much and doesn't care about the repetition.

What is the first software recommended in the video for social media managers?

The first software recommended is Canva, which is praised for its ease of use and versatility in creating client graphics, Instagram graphics, and various business documents.

What are the benefits of Canva Pro subscription mentioned in the video?

The benefits of Canva Pro subscription include access to all the best features of Canva, which can be a valuable investment for social media managers.

Which software has a 'free forever' plan and is recommended for scheduling social media posts?

The software with a 'free forever' plan recommended for scheduling social media posts is Metriical.

How does the speaker use Metriical to manage her social media?

The speaker uses Metriical to manage all of her comments, DMs, and analytics, and to schedule content across various platforms like LinkedIn, YouTube, Pinterest, and TikTok.

What is the third software recommended for sending contracts and invoices?

The third software recommended for sending contracts and invoices is PandaDoc, which is used alongside a software called Xero for accounting purposes.

Why did the speaker switch from Trello to ClickUp and then to Asana?

The speaker switched from Trello to ClickUp and then to Asana because she was looking for more sophisticated tech for managing tasks and team, and Asana's visual and organizational features suited her needs better.

What is the fifth and final app recommended in the video for social media managers?

The fifth and final app recommended is Asana, which is used for organization and content planning.

What is the speaker's advice for new social media managers regarding accounting software?

The speaker advises new social media managers to start with a separate bank account for business transactions and consider investing in accounting software like Xero once the business is more established.

How does the speaker feel about editing videos on Instagram directly?

The speaker does not recommend editing videos directly on Instagram due to the glitches and unreliability she has experienced.

Outlines

00:00

👗 Social Media Management Tools

The speaker begins by acknowledging the repeated use of a favorite dress in recent videos and transitions into discussing the abundance of social media management tools available today. They emphasize the challenge of choosing from the overwhelming options and the financial burden of subscribing to too many services. The speaker then introduces their top five recommended apps for social media managers. The first app highlighted is Canva, praised for its ease of use and versatility, from creating client graphics to business documents. The speaker strongly recommends investing in Canva Pro for its advanced features. The second app is Metriful, which offers a free plan ideal for managing social media posts, analytics, and team collaboration. The speaker appreciates Metriful's ability to help create content boundaries and manage multiple platforms efficiently.

05:00

💼 Streamlining Business Operations with Software

The speaker continues by discussing the importance of managing business operations efficiently through software. They mention using PandaDoc for digital contracts and Xero for accounting, emphasizing the cost-effectiveness of these tools compared to hiring contractors. The speaker also shares their experience with CapCut for video editing, recommending it over Instagram's native editor due to its reliability and user-friendliness. They note their transition from using Trello to ClickUp and eventually Asana for organization and project management, each offering different features that cater to different working styles. The speaker concludes by encouraging viewers to share their own software recommendations and expresses gratitude for watching the video.

Keywords

💡Social Media Manager

A social media manager is a professional responsible for creating and implementing strategies to improve a brand's online presence on social media platforms. In the video, the term is used to describe the target audience and the role that the recommended software and apps are designed to assist. The video aims to equip social media managers with tools to streamline their work processes.

💡Canva

Canva is a graphic design platform used to create visual content like social media graphics, presentations, and other marketing materials. The script mentions Canva as a game-changer for the speaker, highlighting its ease of use and versatility in creating various business documents, emphasizing its importance for social media managers.

💡Metriical

Metriical is a social media management tool that offers features like content scheduling, analytics, and team collaboration. The video script discusses Metriical's free plan as an affordable alternative for social media managers, especially those starting with a single client, and how it can grow with the manager's business.

💡Content Scheduling

Content scheduling refers to the process of planning and setting up social media posts in advance to be published at specific times. The video emphasizes the importance of content scheduling for efficiency and consistency, mentioning how the speaker uses Metriical to schedule content across multiple platforms.

💡Analytics

Analytics in the context of the video refers to the analysis of social media performance data to understand audience engagement and content effectiveness. The speaker mentions how Metriical's analytics features provide valuable insights, helping social media managers make informed decisions about their content strategy.

💡PandaDoc

PandaDoc is a document automation and e-signature software used for creating, sending, and signing documents like contracts and invoices. The video script recommends PandaDoc for its ease of use and the ability to create automated workflows, which can be particularly useful for social media managers handling client agreements.

💡Xero

Xero is an online accounting software for small businesses to manage their financials. Although not explicitly mentioned by name in the script, it is implied when discussing accounting software that tracks expenses and generates profit and loss reports, which is crucial for managing business finances as a social media manager or entrepreneur.

💡CapCut

CapCut is a video editing app that offers features like green screen effects and is user-friendly for creating social media videos. The video script praises CapCut for its reliability and ease of use compared to native editing tools on platforms like Instagram, making it a recommended tool for video content creation.

💡Trello

Trello is a project management tool that uses boards, lists, and cards to organize tasks and projects. The video script mentions Trello as a tool the speaker used for content planning and organization, highlighting its utility for social media managers to keep track of their work and collaborate with team members.

💡ClickUp

ClickUp is a work management platform that offers task management, team collaboration, and project planning features. The video script describes the speaker's transition from Trello to ClickUp as their business grew, indicating its suitability for more complex project management needs of social media managers.

💡Asana

Asana is a work management and tracking tool that helps teams organize and manage their work. Although not directly mentioned in the video script, it is implied when discussing alternatives to Trello and ClickUp, suggesting that Asana could be another option for social media managers looking for organizational tools.

Highlights

The presenter has worn the same dress in multiple videos due to personal preference, emphasizing the importance of loving what you do.

The video introduces five essential apps for social media managers, aiming to streamline their workflow.

Canva is recommended as a user-friendly graphic design tool, particularly beneficial for creating client graphics and business documents.

Canva Pro subscription is suggested as a worthwhile investment for its advanced features, despite the cost.

Metrical is praised for its free plan, which is suitable for scheduling social media posts and managing analytics.

The presenter shares a personal strategy of scheduling content at the start of each month to improve efficiency.

Metrical's ability to bring contractors under one account is highlighted as a feature that can enhance team collaboration.

PandaDoc is recommended for sending contracts and invoices, with a mention of its user-friendly interface and cost-effective subscription.

Xero is introduced as an accounting software that can track expenses and generate profit and loss reports, beneficial for business growth.

The presenter advises new social media managers to start with their own accounts and emphasizes the value of using software over hiring contractors.

CapCut is recommended for video editing, with a comparison to other editing tools and a note on its reliability.

The presenter shares a tip about using CapCut's desktop version for faster editing and bulk client work.

Adobe Premiere Pro is mentioned as a more complex option suitable for those with prior video editing experience.

The presenter discusses the transition from Trello to ClickUp and eventually to Asana for project management, highlighting the importance of finding the right tool for personal workflow.

Asana is praised for its visual appeal and effectiveness in content planning and client management.

The video concludes with a call to action for viewers to share their software recommendations and engage in the comments section.

Transcripts

thanks to metri for sponsoring today's

video Let's address the elephant in the

room yes I have worn this dress for

about four of the five last YouTube

videos I've uploaded but I don't even

care because I love it so much almost as

much as I love some of the software and

apps I'm going to be sharing with you

today in this video technology has come

a long way and there's so many

incredible tools on the market at the

moment to help social media managers but

on the flip side there are almost too

many in that it can get really

overwhelming and it can be very easy to

wrap up a very Big Bill that you're

spending monthly on tools and various

different apps and subscriptions today

I'm going to be sharing my top five apps

that I think you need to get started as

a social media manager right now the

first piece of software is not going to

surprise any of my regular followers and

that is canva when I was introduced to

canva a few months into my side hustling

journey in 2019 it was a game Cher like

it blew my mind and I was someone who

had a little bit of a background in

using illustrator Adobe software and

still even for me it was so damn

confusing when I made the switch to

canva it was a total Game Changer so

easy for client Graphics Instagram

Graphics presentations those that have

my social media manager template bundle

will know that I use it for all my

services guide client proposals client

onboarding documents literally

everything is done in canva in my

business if you were to invest in

anything in your business at the moment

it would be the canva pro subscription

it is a little bit of an investment to

have all of the best features and canva

available on your account but I really

think it is worth it and I think the

next app is a great area where you can

save money and there are some apps that

have really good free versions and I

don't think Cana is one of those I think

you have a lot of restrictions so I do

think it's worth investing in the Pro

subscription first thing any social

media manager should buy which brings me

very nicely to the second piece of

software that I would recommend and it

is a software that has an incredible

free plan and yes you guessed it that is

metrical I have had a hate love

relationship with scheduling social

media posts since I started as a social

media manager and a big part of it was

because I didn't really feel like I

should be paying hundreds and hundreds

of dollars a month for a piece of

scheduling software when something like

the metab business Suite is a great free

alternative now metab business suite and

I also have a difficult relationship

because it's glitched on me quite a lot

so I was at the beginning of this year

starting to look into a scheduling

software that I could use across my

clients and for myself as I expanded and

looked to post on more platforms as a

goal for 2024 mitro has a free forever

plan which allows you to test out the

software and get a really good feel for

it it's also ideal for social media

managers who are may be just starting

with one client and you can use it for

free for that one client and as you grow

and add more Brands and more accounts

into your membership it will grow with

you as a social media manager I think

it's really important to create

boundaries with your phone and and

scrolling on social media and I love

that I can log into metrical and manage

all of my comments my DMs look at my

analytics the analytics will blow your

mind guys it's so interesting but I'm

also doing it in a really intentional

way instead of getting on my phone

getting distracted by other

notifications I can sit down on metrical

plan out content at the beginning of

each month on the first day of the month

I will schedule out all my content for

LinkedIn YouTube short Pinterest and I'm

also starting to introduce threads and

all of this content is just repurposed

for my Tik Tok and Instagram and it's

been incredible to see the results

especially on YouTube shorts I had a

viral YouTube short that was literally

one that I just sched and chucked up

there and put no effort into so I love

that I can get more out of my content

with metrical I can also bring on some

of my contractors under my account my

team member Hannah for example can

manage my Pinterest and add in all of

the graphics and cool stuff that she

creates for me for that platform I'm

also now rolling out metrical for my

first client and I am so excited to be

using it if you would like to try it out

I'm going to leave a link down below the

third piece of software that I would

recommend is something that is going to

help you send contracts and/ all

invoices the reason why have a couple of

software options here is because I think

it does vary country to Country for

example something like honey book or

dubsado can be really great for creating

those automated workflows a client signs

signs a contract they get sent an

invoice however for someone like me

honey book isn't available in New

Zealand so what I use is a combination

of panda do for electronic digital

contracts super easy for my clients to

just click and sign they also have quite

a lowcost entry level monthly

subscription and then I use that in

tandem with a software called zero which

keeps track of all of my accounting

however I did only invest in zero once I

was officially full-time in my business

to keep track of my expenses as a newbie

as a side Hustler I found it quite easy

I just set up a separate bank account

and that way I was able to see

everything coming in and out for the

business and kept that separate to my

personal expenses and personal like pay

for my full-time job I think as soon as

you start getting close to having to

file your annual return for your taxes

that is when having an app or a piece of

software like zero is super helpful

because it tracks everything it

cataloges everything and it just spits

out really easy profit and loss reports

for you a little note here if you a new

to social media management it is

actually really easy to get started

doing your own accounts especially if

you're operating as a soul Trader and a

soul proprietor I have an accountant now

because I'm a registered company but

that is something I did later on in my

journey once I'd had you know a proven

business model once I was making really

consistent money then I was able to

invest in a an accountant and that's

what's great about these pieces of

software is I think they really replace

the need for potentially having to hire

a contractor for example metrical can be

your version of a virtual assistant

Panda do zero can be your version of

having an accountant and even though

some of these pieces of software may

have you know a $10 $50 monthly fee

that's a lot cheaper than trying to hire

a human the fourth app I have to share

with you is something that again has a

fantastic free version I have been using

the free version for over a year now and

that is cap cut and I only recently

upgraded because I wanted to use this

green screen effect which was part of

the Pro Plan and now I'm looking at it

and thinking I could just use the green

screen effect in Tik Tok or Instagram so

I think I might unsubscribe because the

free version is so good and I really

recommend using a program like cap cut

for your video editing for yourself for

your clients because it is way less

glitchy and way more reliable than

something like Instagram do not edit an

Instagram real and save it in your

drafts I recently had all my drafts

deleted wiped for no reason I didn't

update the app or anything they just

disappeared and this happens a lot with

people I've also seen so many glitches

where like your text moves after you

post it or the music doesn't go in the

right place and it's just too it's too

glitchy which is why I love using

something like cap cut I also love using

a desktop version of cap cat so I can

edit faster on my laptop and bulk for

client work and I do personally also use

Premier Pro however I really wouldn't

recommend this for newbies it's a very

complicated piece of software the reason

I use it is because I studied using it

in one of my University papers and

obviously I've had this YouTube channel

for about 10 years so before cap cat was

around I started using um iMovie and

then I started using Final Cut Pro and

then eventually adob Premier Pro so I

had a lot of understanding of editing

cap cart I find is really intuitive and

great for beginners and really easy to

understand the fifth and final app you

are going to need is something for

organization and again I'm going to give

you a couple of different

recommendations so you can find one that

suits your style I personally started

out using Trello and this was where I

organized to-do lists I did content

planning I did content calendars for

clients as well and I used the free

version for just the entirety that I was

using it which I think was about 4 years

and the way I got around that was the

only barer was how many how big a video

file could be that I could upload I just

put it in a Google Drive and then link

the Google Drive in the Trello card so

it was really easy to work around that

from Trello I transitioned into using

clickup when I started working with more

contractors and I want some more

sophisticated tech for me clickup is

very similar to notion monday.com a lot

of those organizational task management

team management software as you see out

there and it's just it didn't work for

my brain like I'm a very visual person I

like to see pretty colors pretty images

and click up a notion for me uh very

like I I can only describe it as clicky

like everything needs a label everything

needs a date and it's all and you know

the standard kind of pages and designs

of very like numbers and text base so at

the beginning of this year I actually

switched from Trello and clickup cuz I

was still using the both cuz I couldn't

quite find the perfect software and I've

now switched across to Exiles which I

have done a video before previously on

how to make a Content calendar with

Exiles so I will link that above if you

are interested so that is going to be it

for today's video make sure you go check

out that link to metrial in the

description box below it's an amazing

piece of software and I'm really excited

to continue using it for myself and my

clients and thank you for watching to

the end of this video If if you guys

have any of your own software

recommendations please drop them into

the comments down below so that we can

all kind of share and learn from each

other I'm always looking for new things

that will help me run my business better

so let me know in the comments below I'd

love to hear and make sure you're

subscribed and I'll catch you in the

next video bye guys