Ultimate Social Media Funnel Checklist Launch and Optimize in 30 Days

You've read the theories, studied the case studies, and understand the stages. But now you're staring at a blank screen, paralyzed by the question: "Where do I actually start?" The gap between knowledge and execution is where most funnel dreams die. You need a clear, actionable, day-by-day plan that turns overwhelming strategy into manageable tasks. This article is that plan. It's the ultimate 30-day checklist to either launch a social media funnel from zero or conduct a rigorous audit and optimization of your existing one. We break down the entire process into daily and weekly tasks, covering foundation, content creation, technical setup, launch, and review. Follow this checklist, and in one month, you'll have a fully functional, measurable social media funnel driving leads and sales.

Week 1: Foundation & Strategy (Days 1-7)

This week is about planning, not posting. Laying a strong strategic foundation prevents wasted effort later. Do not skip these steps.

Day 1: Define Your Funnel Goal & Audience

Task: Answer in writing:

1. Primary Funnel Goal: What is the single, measurable action you want people to take at the end? (e.g., "Book a discovery call," "Purchase Product X," "Subscribe to premium plan").
2. Ideal Customer Profile (ICP): Who is your perfect customer? Define demographics, job title (if B2B), core challenges, goals, and where they hang out online.
3. Current State Audit (If Existing): List your current social platforms, follower counts, and last month's best-performing post.

Day 2: Choose Your Primary Platform(s)

Task: Based on your ICP and goal, select 1-2 primary platforms for your funnel.

• B2B/High-Ticket: LinkedIn, Twitter (X).
• Visual Product/DTC: Instagram, Pinterest, TikTok.
• Local Service: Facebook, Nextdoor.
• Knowledge/Coaching: LinkedIn, YouTube, Twitter.

Day 3: Craft Your Lead Magnet

Task: Brainstorm and decide on your lead magnet. It must be:

• Hyper-specific to one ICP pain point.
• Deliver immediate, actionable value.
• Act as a "proof of concept" for your paid offer.

Day 4: Map the Customer Journey

Task: Sketch the funnel stages for your platform(s).

1. TOFU (Awareness): What type of content will attract cold audiences? (e.g., Educational Reels, problem-solving threads).
2. MOFU (Consideration): How will you promote the lead magnet? (e.g., Carousel post, Story with link, dedicated video).
3. BOFU (Conversion): What is the direct offer and CTA? (e.g., "Book a call," "Buy now," with a retargeting ad).

Day 5: Set Up Tracking & Metrics

Task: Decide how you will measure success.

• TOFU KPI: Reach, Engagement Rate, Profile Visits.
• MOFU KPI: Click-Through Rate (CTR), Lead Conversion Rate.
• BOFU KPI: Sales Conversion Rate, Cost Per Acquisition (CPA).

Day 6: Audit/Set Up Social Profiles

Task: For each chosen platform, ensure your profile is optimized:

• Professional/brand-consistent profile photo and cover image.
• Bio clearly states who you help, how, and has a CTA to your link (lead magnet landing page).
• Contact information and website link are correct.

Day 7: Plan Your Week 2 Content Batch

Task: Using your journey map, plan the specific content you'll create in Week 2.

• TOFU: 3 ideas (e.g., 1 Reel script, 1 carousel topic, 1 poll/question).
• MOFU: 1-2 ideas directly promoting your lead magnet.
• BOFU: 1 idea (e.g., a testimonial graphic, a product demo teaser).

Week 2: Content & Asset Creation (Days 8-14)

This week is for creation. Build your assets and batch-create content to ensure consistency.

Day 8: Create Your Lead Magnet Asset

Task: Produce the lead magnet itself.

• If it's a PDF: Write and design it in Canva or Google Docs.
• If it's a video: Script and record it.
• If it's a template: Build it in Notion, Sheets, or Figma.

Day 9: Build Your Landing Page

Task: Create a simple, focused landing page for your lead magnet.

• Use a tool like Carrd, ConvertKit, or your website builder.
• Include: Compelling headline, bullet-point benefits, an email capture form (ask for name & email only), a clear "Download" button.
• Remove all navigation links. The only goal is email capture.

Day 10: Write Your Welcome Email Sequence

Task: In your email service provider (Mailchimp, ConvertKit, etc.), draft a 3-email welcome sequence.

1. Email 1 (Instant): Deliver the lead magnet + bonus tip.
2. Email 2 (Day 2): Share a story or deeper tip related to the magnet.
3. Email 3 (Day 4): Introduce your paid offer as a logical next step.

Day 11: Create TOFU Content (Batch 1)

Task: Produce 3 pieces of TOFU content based on your Week 1 plan.

• Shoot/record the videos.
• Design the graphics.
• Write the captions with strong hooks.

Day 12: Create MOFU & BOFU Content

Task: Produce the content that promotes conversion.

• MOFU: Create 1-2 posts/videos that tease your lead magnet's value and direct to your landing page (e.g., "5 signs you need our checklist...").
• BOFU: Create 1 piece of social proof or direct offer content (e.g., a customer quote graphic, a "limited spots" announcement).

Day 13: Set Up UTM Parameters & Link Tracking

Task: Create trackable links for your key URLs.

• Use the Google Campaign URL Builder.
• Create a UTM link for your landing page (e.g., ?utm_source=instagram&utm_medium=social&utm_campaign=30dayfunnel_launch).
• Use a link shortener like Bitly to make it clean for social bios.

Day 14: Schedule Week 3 Content

Task: Use a scheduler (Later, Buffer, Meta Business Suite) to schedule your Week 2 creations to go live in Week 3.

• Schedule TOFU posts for optimal times (check platform insights).
• Schedule your MOFU promotional post for mid-week.
• Leave room for 1-2 real-time engagements/Stories.

Week 3: Technical Setup & Soft Launch (Days 15-21)

This week is about connecting systems and launching your funnel quietly to test mechanics.

Day 15: Automate Your Email Sequence

Task: In your email provider, set up the automation.

• Create an automation/workflow triggered by "Subscribes to form [Your Lead Magnet Form]".
• Add your three drafted welcome emails with the correct delays (0 days, 2 days, 4 days).
• Test the automation by signing up yourself with a test email.

Day 16: Set Up Retargeting Pixels

Task: Install platform pixels on your website and landing page.

• Install the Meta (Facebook) Pixel via Google Tag Manager or platform plugin.
• If using other platforms (LinkedIn, TikTok, Pinterest), install their base pixels.
• Create a custom audience for "Landing Page Visitors" (for future BOFU ads).

Day 17: Soft Launch Your Lead Magnet

Task: Make your funnel live in a low-pressure way.

• Update your social media bio link to your new trackable landing page URL.
• Post your first scheduled MOFU content promoting the lead magnet.
• Share it in your Instagram/Facebook Stories with the link sticker.

Day 18: Engage & Monitor Initial Flow

Task: Don't just post and vanish.

• Respond to every comment on your launch post.
• Check that your test lead went through the email sequence correctly.
• Monitor your landing page analytics for any errors (high bounce rate, low conversion).

Day 19: Create a "Warm Audience" Ad (Optional)

Task: If you have a small budget ($5-10/day), create a simple ad to boost your MOFU post.

• Target: "People who like your Page" and their friends, or a detailed interest audience matching your ICP.
• Objective: Conversions (for lead form) or Traffic (to landing page).
• Use the post you already created as the ad creative.

Day 20: Document Your Process

Task: Create a simple Standard Operating Procedure (SOP) document.

• Write down the steps you've taken so far.
• Include links to your key assets (landing page, email sequence, content calendar).
• This document will save you time when you iterate or delegate later.

Day 21: Week 3 Review & Adjust

Task: Review your first week of live funnel data.

• Check your tracked metrics: How many link clicks? How many email sign-ups?
• What was the cost per lead (if you ran ads)?
• What content got the most engagement?

Week 4: Promote, Engage & Nurture (Days 22-29)

This week is about amplification, active engagement, and beginning the nurture process.

Day 22: Double Down on Top-Performing Content

Task: Identify your best-performing TOFU post from Week 3.

• Create a similar piece of content (same format, related topic).
• Schedule it to go live.
• Consider putting a tiny boost behind it ($3-5) to reach more of a cold audience.

Day 23: Engage in Communities

Task: Spend 30-45 minutes adding value in relevant online communities.

• Answer questions in Facebook Groups or LinkedIn Groups related to your niche.
• Provide helpful advice without a direct link. Your helpful profile will attract clicks.
• This is a powerful, organic TOFU strategy.

Day 24: Launch a BOFU Retargeting Campaign

Task: Set up a retargeting ad for your hottest audience.

• Target: "Website Visitors" (pixel audience) from the last 30 days OR "Engaged with your lead magnet post."
• Creative: Use your BOFU content (testimonial, demo, direct offer).
• CTA: A clear "Learn More" or "Buy Now" to your sales page/offer.

Day 25: Nurture Your New Email List

Task: Go beyond automation with a personal touch.

• Send a personal "Thank you" email to your first 10 subscribers (if feasible).
• Ask a question in your next scheduled newsletter to encourage replies.
• Review your email open/click rates from the automated sequence.

Day 26: Create & Share User-Generated Content (UGC)

Task: Leverage your early adopters.

• Ask a happy subscriber for a quick testimonial about your lead magnet.
• Share their quote (with permission) on your Stories, tagging them.
• This builds social proof for your MOFU and BOFU stages.

Day 27: Analyze Competitor Funnels

Task: Conduct a quick competitive analysis.

• Find 2-3 competitors on your primary platform.
• Observe: What's their lead magnet? How do they promote it? What's their CTA?
• Note 1 idea you can adapt (not copy) for your own funnel.

Day 28: Plan Next Month's Content Themes

Task: Look ahead. Based on your initial results, plan a broad content theme for the next 30 days.

• Example: If "Time Management" posts did well, next month's theme could be "Productivity Systems."
• Brainstorm 5-10 content ideas around that theme for TOFU, MOFU, and BOFU.

Day 30: Analyze, Optimize & Plan Ahead

This is your monthly review day. Stop creating, and start learning from the data.

Comprehensive Monthly Review

Task: Gather all your data from the last 29 days. Fill out your metrics spreadsheet with final numbers.

Questions to Answer:

1. TOFU: Which post had the highest reach and engagement? What was the hook/topic/format?
2. MOFU: How many leads did you generate? What was your landing page conversion rate? What was the cost per lead (if any)?
3. BOFU/Nurture: How many sales/conversions came from this funnel? What is your lead-to-customer rate? What was your email open/click rate?
4. Overall: What was your estimated Return on Investment (ROI) or Cost Per Acquisition (CPA)?

Identify Your #1 Optimization Priority

Task: Based on your review, identify the single biggest leak or opportunity in your funnel.

• Low TOFU Reach? Priority: Improve content hooks and experiment with new formats (e.g., video).
• Low MOFU Conversion? Priority: A/B test your landing page headline or lead magnet.
• Low BOFU Conversion? Priority: Strengthen your email nurture sequence or offer clarity.

Create Your Month 2 Action Plan

Task: Using your priority, plan your focus for the next 30 days.

• If optimizing MOFU: "Month 2 Goal: Increase lead conversion rate from 10% to 15% by testing two new landing page headlines."
• Schedule your next monthly review for Day 60.

Congratulations. You have moved from theory to practice. You have a live, measurable social media funnel. The work now shifts from building to refining, from launching to scaling. By repeating this cycle of creation, promotion, analysis, and optimization, you turn your funnel into a reliable, ever-improving engine for business growth.

Pro Tips for Checklist Execution

• Time Block: Dedicate 60-90 minutes each day to these tasks. Consistency beats marathon sessions.
• Accountability: Share your plan with a friend, colleague, or in an online community. Commit to posting your Day 30 results.
• Perfection is the Enemy: Your first funnel will not be perfect. The goal is "launched and learning," not "flawless." It's better to have a functioning funnel at 80% than a perfect plan that's 0% launched.
• Leverage Tools: Use project management tools like Trello, Asana, or a simple Notion page to track your checklist progress.
• Celebrate Milestones: Finished your lead magnet? That's a win. Got your first subscriber? Celebrate it. Small wins build momentum.

Essential Tools & Resources for Each Phase

Troubleshooting Common Blocks

Block: "I can't think of a good lead magnet."
Solution: Go back to your ICP's #1 pain point. What is a simple, step-by-step solution you can give away? A checklist is almost always a winner. Start there.

Block: "I'm stuck on Day 11 (creating content)."
Solution: Lower the bar. Your first video can be a 30-second talking head on your phone. Your first graphic can be a simple text-on-image in Canva. Done is better than perfect.

Block: "I launched but got zero leads in Week 3."
Solution: Diagnose. Did your MOFU post get clicks? If no, the hook/offer is weak. If yes, but no sign-ups, the landing page is the problem. Test one change at a time.

Block: "This feels overwhelming."
Solution: Focus only on the task for today. Do not think about Day 29 when you're on Day 8. The checklist works because it's sequential. Trust the process.

This 30-day checklist is your map from confusion to clarity, from inaction to results. The most successful marketers aren't geniuses; they are executors who follow a system. That system is now in your hands. Your funnel awaits.

Stop planning. Start doing. Your first action is not to read more. It's to open your calendar right now and block 60 minutes tomorrow for "Day 1: Define Funnel Goal & Audience." The clock starts now.