Plans refer to a feature only available with agency type accounts, and it is a feature that allows users to create and manage service offerings for businesses and clients. These plans provide a convenient way to offer specific services and keep track of social media platforms managed for clients.
Welcome to the Plan Creation section! The purpose of this section is to help you create and manage the plans your agency offers to businesses and clients. With these plans, you can easily provide your clients with the services they need and keep track of the social media platforms you’re managing for them.
Step 1: Log in to your account and navigate to the menu on the left-hand side.
Step 2: Select “Plans” from the menu.
Step 3: You will see a list of all your plans. To create a new one, simply click on the “Add New Plan” button.
Step 4: Setup the plan with the adequate information
Give your plan a name
Set the price per month
Choose the social integrations (such as Facebook, Instagram, etc.) that will be included.
In the services section, select options such as posts per month, comments and review management, client access, reports, and the number of businesses to be included.
The different services that we have designed work as follows:
Social networks: This will to make sure you, the agency, define the social networks to be managed with each business.
Total amount of posts/month: This defines the amount of posts made by the agency for business social media pages, this is the total amount of all posts made within each social media connected and will serve as the benchmark to which compare each month progress
Comments and Review management: This includes the reviews management from Facebook and Google as well as the comments management from instagram, facebook and Linkedin.
Messages management: This includes the capacity to integrate social media inbox of facebook as well as to configure messaging feature of google my business profile
Client access: This allows the business contact to enter to LikeIt and see the analytics and reports information on their own.
Number of businesses to be included: Finally this element is related to the amount of different brands or companies to be included within the plan, in some cases a business owner will have more than one brand, and the idea is to manage one only plan and contract if the conditions to all the brands are the same.
Step 5: Always keep in mind that plans are modifiable at any time. Even during the business creation and contract definition, you have the flexibility to utilize a predefined plan and modify any aspect, including the name.
Step 6. To edit a plan just click on the plan you want to modify and make the changes you need. Keep in mind that these changes will only affect the template and not any contracts you’ve already created using this plan. If you need to modify any existing contract plan, please refer to our guide on “How to assign, modify and use plans with businesses?”.
Step 7. Finally, hit the “Save” button to update your plan information.
In conclusion, the Plan Creation section serves as a valuable tool for creating and managing the plans offered by your agency to businesses and clients. These plans enable you to effortlessly provide tailored services to your clients while effectively monitoring the social media platforms you manage for them.
By following the outlined steps, you can easily set up a plan by providing the necessary information, including the plan name, price per month, social integrations, and various service options.
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