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Quickly Manage Your Veterinary Clinic's Social Media With This Simple Workflow

Updated: May 2



Managing social media for a veterinary practice can feel overwhelming. Whether you're the only person handling social media or part of a team, having a solid system in place can save you significant time and reduce stress. Today, I'm sharing my tried-and-tested 8-step Standard Operating Procedure (SOP) for veterinary social media management that I've refined over years of managing accounts for my general practice, veterinary consultants, other hospitals, industry partners, and my own business.


Here is the 8-step workflow from a bird's eye view:


  1. REVIEW IT: Assess goals, upcoming events, and past performance

  2. PLAN IT: Create your content calendar for the month

  3. CURATE IT: Gather all necessary photos, videos, and information

  4. CREATE IT: Produce all graphics and write captions in batches

  5. SCHEDULE IT: Upload and review everything before scheduling

  6. ENGAGE IT: Respond to comments and messages daily

  7. TRACK IT: Analyze performance and gather insights

  8. REPEAT: Begin the process again with new insights


    Icons showing steps for social media: Review, Plan, Curate, Create, Schedule, Engage, Track, Repeat. Includes magnifying glass, clipboard, etc.

Why You Need a Social Media SOP

Before diving into the 8 steps, let me explain why this matters. A good social media system:

  • Saves you time (no more daily scrambling for content)

  • Reduces stress (goodbye to that "what do I post?" panic)

  • Gives you back energy to actually engage with followers (which is where the real magic happens)

  • Creates consistency in your social presence


This system is designed for monthly planning, but you can adjust it to whatever cadence works for your practice. Let's break it down!



The 8-Step Veterinary Social Media SOP


Step 1: Review It

Conduct this review toward the end of each month. During this phase:


  • Review all marketing and business goals for your practice

  • Check upcoming events, announcements, and promotions

  • Analyze how previous social media posts performed


Pro Tip: If you don't have clearly established goals for your social media efforts, take time to create SMART goals (Specific, Measurable, Attainable, Relevant, and Time-bound). Having clear goals will help you plan content that drives actual results. Grab my S.M.A.R.T. Workbook here to help you create your own goals!


Step 2: Plan It

Still working toward the end of the month, this is when you'll create your content calendar. This calendar should include:


  • Post ideas for the coming month

  • Important dates (staff birthdays, practice anniversaries, etc.)

  • Community events your practice is participating in

  • National pet health observances (should come after everything else to make room for what's really important.)


This is purely planning – you're not creating content yet, just mapping out what you'll need.


If your goal is posting three times weekly on Instagram, you know you'll need 12 posts for the month. Having this visual calendar helps tremendously with organization. If you need a template to help you create a content calendar, check out my FREE templates here.


Step 3: Curate It

Now it's time to gather everything you'll need to create your posts:


  • Take or source photos/videos

  • Collect testimonials or staff quotes

  • Research necessary information

  • Record videos for reels or tutorials


Important Reminder: Use original photos whenever possible instead of stock images. Original photos build connection and trust, as clients recognize staff members and the actual hospital environment.


Step 4: Create It

This is when you'll actually produce all your content for the month in one batch:


  • Create graphics

  • Edit videos

  • Write captions

  • Prepare any links or hashtags


I personally prefer to create all my graphics in one sitting, write all captions in another, and then bring them together. This batching approach keeps me focused and productive. If you need help creating posts, my shop and membership, Vet Social Hub, provides templates to help you customize and create Canva graphics quickly!

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This page does contain affiliate links. I may receive a commission from your purchase.

Step 5: Schedule It

After taking a short break (I recommend at least a day), return with fresh eyes to schedule everything:


  • Upload your content to your scheduling tool of choice

  • Review each post one final time for typos or errors

  • Confirm posting dates and times are appropriate

  • Make sure everything is properly tagged and hashtagged


This scheduling step doubles as a final review process – much better to catch errors now than after posting! I recommend Metricool's free plan to schedule posts. Check them out here through my affiliate link.


Step 6: Engage It

This happens throughout the month, ideally daily during business hours:


  • Respond to comments on your posts

  • Reply to direct messages

  • Comment on other accounts' content

  • Share relevant content from followers


Even just 5 minutes daily can make a huge difference in building engagement. You may need to dedicate more time if your accounts are particularly active.


Step 7: Track It

At the beginning of each month, analyze the previous month's performance:


  • Record results (follower growth, engagement rates, etc.)

  • Analyze which posts performed best/worst

  • Look for patterns in your successful content

  • Add findings to your ongoing report


Remember: Don't obsess over metrics. Think of this as taking the vital signs of your social media presence – it's informative but not life-or-death. Building genuine connections matters more than follower counts.


Step 8: Repeat!

Begin the process again for the next month, using insights from your tracking to improve your approach.



Why This System Works

The beauty of this SOP is that it front-loads your work. By dedicating time at the end of each month to plan, create, and schedule, you free yourself from the daily stress of content creation. When unexpected things arise (like your phone lines going down and needing to post about it), you can easily adjust your scheduled content.


This system prevents those dreaded "brain dead" moments when you're staring at your phone thinking, "What should I post today?" It gives you structure while still allowing flexibility.


Eight colorful icons illustrate Cheyanne's Social Media SOP steps: Review, Plan, Curate, Create, Schedule, Engage, Track, Repeat.


Looking to save even more time when it comes to making engaging content? Vet Social Hub can help!


Running social media for a veterinary practice takes time and dedication. Whether you're a seasoned pro or just starting, keeping up with trends and content creation can be overwhelming.


That's where Vet Social Hub comes in. We're here to make it easier for you to connect with your audience and provide fresh, engaging content tailored for the veterinary industry. Join today and get immediate access!

Vet Social Hub Membership Invite to join


About The Author

Cheyanne Flerx in a purple scarf sits with a Basset Hound, leaning against a white wall. She smiles softly. The background is rustic and calm.

Cheyanne Flerx is the owner and founder of Hey Cheyanne, LLC.

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She is a former veterinary assistant turned veterinary social media coach and educator on a mission to use her experience and knowledge to help veterinary teams genuinely understand and use social media to help their practices build stronger bonds with their clients. Cheyanne offers 1:1 consulting and time-saving solutions to help veterinary hospitals successfully reach their social media goals. Learn more here.


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