Scope of Work: Social Media Data Sync & Automation

1. Discovery & Audit

• Review client’s current social media platforms (Facebook, Instagram, LinkedIn, Twitter, TikTok, YouTube, etc.).
• Audit existing analytics, CRM, and marketing automation integrations.
• Identify business goals: lead generation, engagement tracking, campaign performance, customer insights.
• Map key social media data points: posts, comments, reactions, shares, clicks, conversions.

2. Strategy & Planning

• Define data to sync:
  • Engagement metrics (likes, shares, comments, mentions)
  • Follower growth and audience demographics
  • Campaign performance and conversion tracking
  • Leads, messages, and inquiries
• Determine frequency of data sync (real-time, daily, weekly).
• Plan automation workflows based on social media interactions.
• Ensure compliance with platform policies and data privacy regulations (GDPR, POPIA, CCPA).

3. Data Mapping & Integration

• Map social media metrics to CRM fields and marketing dashboards.
• Set up APIs or middleware to connect social platforms with CRM and analytics tools.
• Standardize naming conventions for campaigns, posts, and audience segments.
• Enable tracking of multi-touch attribution from social campaigns to conversions.

4. Automation Workflow Design

• Lead Capture Automation: Automatically capture leads from social forms and messages into CRM.
• Engagement-Based Triggers: Trigger emails, notifications, or workflows based on likes, comments, shares, or clicks.
• Campaign Reporting Automation: Automatically generate reports and dashboards on campaign performance.
• Follow-up & Nurturing: Automate drip campaigns for leads generated from social media.

5. Implementation

• Integrate social media platforms with CRM, marketing automation, and analytics tools.
• Configure automated workflows and triggers based on interactions and campaigns.
• Build dashboards for unified visibility into social performance and lead generation.
• Enable real-time alerts for high-value interactions or opportunities.

6. Testing & QA

• Validate data accuracy between social platforms and CRM.
• Test automation workflows for lead capture, notifications, and nurturing.
• Confirm reporting dashboards display correct metrics and KPIs.
• Ensure privacy compliance and user consent management.

7. Reporting & Analytics

• Track key performance metrics:
  • Engagement rate
  • Leads captured and qualified
  • Conversion rates from social campaigns
  • Audience growth and demographics
  • ROI per social channel
• Provide dashboards for marketing, sales, and leadership teams.

8. Optimization

• Analyze performance trends to refine automation workflows and campaigns.
• Optimize lead capture forms, engagement triggers, and content strategies.
• Implement A/B testing on campaigns, CTAs, and messaging.
• Adjust social media strategy based on ROI, engagement, and conversions.

9. Ongoing Monitoring & Support

• Continuous monitoring of data sync and automation workflows.
• Update integrations for new social media features or API changes.
• Provide insights for improving engagement, lead generation, and ROI.
• Train marketing and sales teams on automation usage and analytics interpretation.

Value Delivered

• Unified view of social media performance in CRM and dashboards.
• Automated lead capture and nurturing to improve conversions.
• Data-driven insights for content strategy, campaign optimization, and ROI tracking.
• Enhanced customer engagement through real-time interaction triggers.
• Scalable system to manage multiple social channels efficiently.