Uploaded February 2026 | Updated September 2026, 3 weeks ago
If I had to start my social media management journey again from scratch, this is exactly how I’d set up my social media management client workflow.
No gatekeeping. No overwhelm. Just the step-by-step process I’d use to create a 5-star client experience that feels calm, organised, and scalable, even if systems and software aren’t your favourite thing.
This is the workflow I’d trust if I were rebuilding from zero.
We’re covering:
✨ Proposal + contract setups (bootstrapping vs investing in all-in-one systems like Honeybook or Dubsado)
✨ Why automation protects your energy and stops things living in your memory
✨ The welcome guide that prevents 90% of client issues before they happen
✨ How to set up a client portal for content planning, approvals, assets, and analytics
✨ What onboarding actually looks like (and why it takes 2 weeks before posting even begins)
✨ How to structure timelines and approval windows so there’s no endless back-and-forth
💕 Thank You to Rella for Sponsoring this video
Use code ELLEN for 10% off your subscription:
👉 getrella.com/?via=ellen
xx
Ellen
___________________________________________________________
🔗 //LINKS (ad affiliates) //
30% off the planning template I use with the code ELLENM30: productivitymethod.com/ELLENM30
Camera: geni.us/iPjpAt
Lens: geni.us/kNkJOx
Full list of tools & software I use: ellenmackenzie.com/tools
🤯 //FREE TRAINING SERIES//
0 to 7 figures: enter your social media manager era!
ellenmackenzie.com/private-podcast
💻 // WORK WITH ELLEN //
Join the Dishing up Digital School: ellenmackenzie.com/Dishing-up-Digital-School
Join the high level mastermind: ellenmackenzie.com/the-lfg-mastermind
SMM template bundle: ellenmackenzie.com/offers/DwKaVUZd
Buy Ellen’s book: https://www.amazon.com.au/dp/0473664798
📲 // SOCIAL MEDIA //
Instagram: instagram.com/ellenmackenziee
TikTok: tiktok.com/@ellenmackenzieee
👩💻 Ellen’s business: ellenmackenzie.com
📧 Sponsorship enquiries: team@dishingupdigital.com
If I had to start my social media management journey again from scratch, this is exactly how I’d set up my social media management client workflow.
No gatekeeping. No overwhelm. Just the step-by-step process I’d use to create a 5-star client experience that feels calm, organised, and scalable, even if systems and software aren’t your favourite thing.
This is the workflow I’d trust if I were rebuilding from zero.
We’re covering:
✨ Proposal + contract setups (bootstrapping vs investing in all-in-one systems like Honeybook or Dubsado)
✨ Why automation protects your energy and stops things living in your memory
✨ The welcome guide that prevents 90% of client issues before they happen
✨ How to set up a client portal for content planning, approvals, assets, and analytics
✨ What onboarding actually looks like (and why it takes 2 weeks before posting even begins)
✨ How to structure timelines and approval windows so there’s no endless back-and-forth
💕 Thank You to Rella for Sponsoring this video
Use code ELLEN for 10% off your subscription:
👉 getrella.com/?via=ellen
xx
Ellen
___________________________________________________________
🔗 //LINKS (ad affiliates) //
30% off the planning template I use with the code ELLENM30: productivitymethod.com/ELLENM30
Camera: geni.us/iPjpAt
Lens: geni.us/kNkJOx
Full list of tools & software I use: ellenmackenzie.com/tools
🤯 //FREE TRAINING SERIES//
0 to 7 figures: enter your social media manager era!
ellenmackenzie.com/private-podcast
💻 // WORK WITH ELLEN //
Join the Dishing up Digital School: ellenmackenzie.com/Dishing-up-Digital-School
Join the high level mastermind: ellenmackenzie.com/the-lfg-mastermind
SMM template bundle: ellenmackenzie.com/offers/DwKaVUZd
Buy Ellen’s book: https://www.amazon.com.au/dp/0473664798
📲 // SOCIAL MEDIA //
Instagram: instagram.com/ellenmackenziee
TikTok: tiktok.com/@ellenmackenzieee
👩💻 Ellen’s business: ellenmackenzie.com
📧 Sponsorship enquiries: team@dishingupdigital.com
