Website, Social Media, and Digital Marketing Management Template
This template outlines key tasks, metrics, and tools for effectively managing a website and its associated digital marketing efforts as a Digital Marketing Analyst.
1. Website Management
Task Checklist
Task
Frequency
Description
Tools
Content Updates
Weekly/Monthly
Update blogs, articles, or landing pages.
CMS (WordPress, Squarespace)
SEO Optimization
Monthly
Optimize on-page SEO and meta tags.
Google Search Console, SEMrush
Performance Monitoring
Daily/Weekly
Check site speed, uptime, and errors.
Google Analytics, Pingdom
A/B Testing
As Needed
Test CTAs, layouts, or forms.
Google Optimize
Security Checks
Monthly
Ensure SSL certificates and backups.
Security Plugins, Backup Tools
User Experience (UX) Audit
Quarterly
Review navigation, design, and flow.
Hotjar, Crazy Egg
Metrics to Monitor
Website Traffic (Sessions, Users)
Bounce Rate
Page Load Time
Conversion Rate (form submissions, sales, etc.)
Organic Search Rankings
2. Social Media Management
Task Checklist
Task
Frequency
Description
Tools
Content Planning
Monthly
Create a content calendar for posts.
Trello, Notion, Excel
Content Creation
Weekly
Design graphics, videos, or text posts.
Canva, Adobe Suite
Publishing Posts
Daily/Weekly
Schedule and post on platforms.
Hootsuite, Buffer, Later
Community Engagement
Daily
Respond to comments, messages, and mentions.
Native Apps, Sprout Social
Campaign Analysis
Monthly
Review performance of ad campaigns.
Meta Ads Manager, Google Ads
Hashtag Research
Monthly
Identify trending hashtags for visibility.
Hashtagify, Meta Tools
Metrics to Monitor
Engagement Rate (likes, shares, comments)
Follower Growth
Post Reach and Impressions
Click-Through Rate (CTR) for Links
Social ROI (sales/conversions from social)
3. Digital Marketing Management
Task Checklist
Task
Frequency
Description
Tools
SEO Strategy Updates
Quarterly
Update keywords and monitor trends.
SEMrush, Ahrefs, Moz
PPC Campaigns
Weekly
Optimize bids, ad copy, and keywords.
Google Ads, Meta Ads Manager
Email Marketing
Weekly/Monthly
Send newsletters and nurture campaigns.
Mailchimp, ConvertKit
Analytics Reporting
Weekly/Monthly
Create reports for stakeholders.
Google Analytics, Tableau
Competitor Analysis
Quarterly
Track competitor strategies and trends.
SimilarWeb, SpyFu
Metrics to Monitor
ROI on Ad Spend (ROAS)
Cost Per Click (CPC)
Cost Per Acquisition (CPA)
Email Open Rate and CTR
Customer Lifetime Value (CLV)
4. Content Calendar Template
Date
Platform
Content Type
Content Title/Idea
Media/Assets
Status
Notes
YYYY-MM-DD
Facebook
Video Post
“How to Use Our Tool”
Video.mp4
Drafted
Link to resource
YYYY-MM-DD
Instagram
Image Post
“Quote of the Day”
Canva.png
Scheduled
YYYY-MM-DD
Blog
Blog Article
“Top 10 Marketing Tips”
Content.docx
Published
SEO keywords used
5. Analytics Report Template
Overview
Period: [Specify Dates]
Objective: [State the goal, e.g., Increase website conversions by 15%]
Key Metrics
Metric
Value
Target
Status
Website Traffic
[Value]
[Target]
[✔/❌]
Social Media Engagement Rate
[Value]
[Target]
[✔/❌]
PPC Conversion Rate
[Value]
[Target]
[✔/❌]
Insights
[Insight 1, e.g., “Instagram Reels have the highest engagement.”]
[Insight 2, e.g., “PPC campaigns performed 20% better after bid adjustments.”]
Next Steps
[Actionable step 1]
[Actionable step 2]
This comprehensive template ensures organized, data-driven management of your website, social media, and digital marketing efforts.
