How do I choose a CRM for a social media agency?
Test the path from finding an owner to signing scope. Check whether prospect details, notes and next actions stay useful between client content deadlines.
FOR SOCIAL MEDIA AGENCIES
Keep your next retainer moving while you make content
Keep local prospects, website findings and follow-ups together between content deadlines. Turn a useful first approach into a signed monthly scope.
Free plan. No card needed. No expiry.
FOLLOW-UPS
Maple Lantern Furnishings
- MonSent the website findingsSent
- WedAsk where social visitors should goDone
- FriFollow-up on the showroom visit routeReplied
- MonPrepare the monthly scopeWaiting
They replied. The rest stopped
- Browser capture
- save readable sites and supported LinkedIn profiles
- Paid follow-ups
- send sequence emails from your own mailbox
- 30 clients
- each with its own hub on Agency Pro
01 /BETWEEN CONTENT DEADLINES
Give saved prospects a next action
You find a local shop while planning client content. Then a caption needs approval and a shoot moves. A week later, you cannot remember whether you contacted the owner.
Social sales can start with a small observation. A business has good work to show, but post visitors struggle to find visiting or enquiry details on its website.
Save that finding and ask what the owner wants people to do. Keep research, call notes and follow-ups together while current client content work continues.
Your week with Attunr
- 01
Monday: find and save
Scan a service and town, then review websites and social pages. Capture readable sites or supported LinkedIn profiles in Chrome. Check captured details and save useful social links in notes.
- 02
Tuesday: check the next step
Check the website visitors reach from social. Call through your own phone or app and ask whether people should book, call or visit. Discuss the site finding you checked.
- 03
Wednesday: pitch and follow up
Send a website pitch with suggested fixes. Enable paid sequences through your connected mailbox. Calls and other steps remain yours; detected replies stop the run so you can answer.
- 04
Friday: agree the monthly work
Write the content service, responsibilities, approvals, extra work and price into a proposal. Get it signed online, then deliver through your usual tools.
03 /SAVE THE RESEARCH
Bring research back from the browser
The Chrome extension captures details from readable business sites and supported LinkedIn profiles. It checks for existing records before adding a lead.
Review the captured fields, then confirm without copying a row by hand. Missing details still need your attention.
For Maple Lantern Furnishings in this made-up Halifax example, save the showroom website and social links together. Note the route from posts to the site and assess social accounts yourself.
maplelantern.example
Maple Lantern Furnishings
Add to your leads
- Business
- Maple Lantern Furnishings
- Town
- Halifax, NS
- Phone
- 902-555-0173
- Contact
- Harper Lane
04 /GIVE THE OWNER A CLEAR QUESTION
Check what happens after the post
A shop may send social visitors to a website with a difficult next step. The site check covers phone links, contact options, layout and speed.
Ask whether visitors should arrange a showroom visit or call about stock. Keep the question tied to evidence you can explain.
Public page checks can be incomplete. Ask how booking works before saying it is missing, then learn what the owner needs from social media services.
maplelanternfurnishings.com
Maple LanternHome · About · Services · ContactCall: 555.014813
LoadingFurniture worth seeing in Halifax
Call 902-555-01732
★★★★★
SofasDining tablesShowroom visits
© 2019 Maple Lantern
BEFORE YOU CALLMaple Lantern FurnishingsHalifax, NS
- 1Phone number has no tap link
- 2No visit booking route found
- 3Crowded tap targets on phone view
83FIT
SCORE
SCORE
Keep agency selling organised
01
A local starting list
Search by service and town, then review sites and grades. Choose businesses you understand well enough to ask a useful first question.
02
Research with a next action
Save details and set a task. Return to a promising profile with a clear next step after the content deadline passes.
03
Call notes and outcomes
Record enquiries, approval needs and decision makers. Use the owner’s answers to write a scope beyond your standard package.
04
Personal follow-up templates
Save short messages with supported detail fields. Enable paid sequences to send follow-ups from your connected mailbox.
05
A signed monthly scope
Use your services, custom lines and monthly amount. Online signing saves acceptance and moves the linked sales opportunity to won.
06
Posts for your agency
Team and Scale support own-brand marketing calendars for connected channels and formats, plus agency-site SEO checks. Scheduled own-brand reports need a connected sender.
Choose sales and marketing tools
Free includes one person, Starter three, Team ten and Scale thirty. Team and Scale include managers, contests and marketing for your own brands.
Agency Pro adds white label client hubs for posts, reports and requests. It includes up to 10 people and 30 clients.
Agency Pro costs 349 US dollars monthly, or 244 a month billed yearly. Keep specialist client publishing, approvals and social inbox work in your delivery tools.
Turn the bookmark into a conversation
Start free with no card. Find a local business, save your research and set the follow-up while the idea is fresh.
QUESTIONSQ1 Q2 Q3 Q4 Q5
Good to know
Does the site check grade social media accounts?
It checks the public website. Assess social content, account activity and recommended services through your own research.
Can I run my own agency’s social calendar?
Team and Scale include own-brand marketing. Prepare and schedule supported formats for connected channels. Publication depends on channel, format and connection setup.
Will it handle clients’ social inboxes and approvals?
Use specialist delivery tools for social inboxes, approvals and publishing. Sales plans help win clients; Agency Pro adds branded hubs for posts, reports and requests.
How can I grow from selling alone to a small team?
Free covers one person and Starter three. Team and Scale add managers, team lead assignment and contests.
START FREE
Start with the businesses near you
Run a free market scan and see which local sites need help. No card needed.
Free plan. No card needed. No expiry.