How to plan a month of social posts for several clients
By DevlectaDesigns ·
Planning one brand’s social content is manageable. Planning three or four at once is where ideas get lost, a post meant for one client lands in another’s draft folder, and the calendar fills unevenly: three posts on Monday, nothing until Friday. A simple monthly planning routine prevents most of that.
This guide walks through going from loose ideas to a dated monthly plan for each client. It does not prescribe how often to post; that depends on each client’s goals, resources and audience, and should be agreed with them.
Keep an idea bank, not a to-do list
Ideas arrive at random times: on a call, while scrolling, in a client’s offhand comment. Capture every idea straight away, tagged to its client, even if it is only a title.
A useful idea entry has:
- Client: whose idea it is. This is the field that prevents mix-ups.
- Title: a few words you will recognize later.
- Platform: where it will most likely go.
- Pillar: the content theme it belongs to, for example education, behind the scenes or product.
- Notes or a link: the source, a reference or an asset.
Do not date ideas yet. An idea bank is a pool to plan from, not a schedule.
Agree pillars with each client
Pillars are the three to five recurring themes a client’s content covers. Agree them with the client at the start, then tag every idea and post with one. When you plan the month, pillars make balance visible: if half the month is product posts and no education, you can see it before it goes live.
Plan the month in one sitting
Once a month, block an hour or two per client:
- Review last month. What performed well, and what did the client ask for more or less of?
- Check the calendar for fixed dates. Launches, sales, events, holidays relevant to the client’s audience.
- Pull ideas from the bank that fit those dates and the pillar balance you want.
- Turn each idea into a post with a date, platform, caption draft and status.
- Look at the month as a calendar, not a list, to spot gaps and clusters.
Planning per client keeps you in one brand’s voice at a time. Switching between clients mid-session is where tone and details slip.
Give every post a clear status
A post moves through a few stages, and its status should say which one it is in. Simple statuses work, for example draft, ready for review, approved and scheduled. Set the status by hand as the post moves; a planning sheet does not know what happened in the client’s inbox.
When a post is reused, for example a seasonal post you want again next year, duplicate it as a new undated draft rather than moving the original. That keeps last year’s record intact.
Share the plan with the client
Most clients want to see the month before it goes live. Send a filtered view: one client, one month, with dates, platforms and captions. A printed list or a CSV the client can open in a spreadsheet works better than giving them access to your whole workspace, which contains other clients’ content.
A monthly and weekly routine
Monthly, per client: review, fixed dates, pull ideas, write posts, check the calendar view, send the plan for approval.
Weekly: add new ideas to the bank, update statuses, adjust dates if the client’s plans changed, and back up your planning data.
Doing this with Drafttide
Drafttide, a downloadable HTML app from DevlectaDesigns, is set up for this kind of multi-client planning. You add clients and content items with a title, caption draft, platform, pillar, optional asset link, notes, date and a manually selected status. The Ideas and Content screen holds the queue, and the monthly Calendar shows planned dates, with filters for the content list and calendar. You can duplicate a post as an unscheduled draft, export a filtered CSV, and print the content list from your browser.
Drafttide does not connect to social accounts, publish posts, write AI captions, provide analytics or offer cloud collaboration. Your data stays in your browser on your computer, so export JSON backups regularly.
Whatever you use, the habits are the same: tag every idea to a client, plan one client at a time, and look at the month as a calendar before you call it done.