Social Media · CRM · Lead Management

Social & CRM Hub

A combined content and CRM workspace showing how social activity, prospecting, outreach, lead records, and follow-up can be managed in one clear system.

Project type: Recreated workflow
My role: Content organisation, lead research, CRM planning, outreach tracking, and workflow documentation
Tools demonstrated: Content calendars, social workflow design, CRM structure, pipeline tracking, and front-end prototyping
Focus: Visibility, conversation tracking, ownership, and consistent follow-up

Interactive demonstration

Content and leads, connected.

Explore the fictional content calendar, then switch to the CRM pipeline to see how visibility, prospecting, outreach, and follow-up stay connected.

How the two views connect

A post, message, referral, or campaign can become a recorded lead source. The CRM then carries the conversation forward with a named owner, next action, and follow-up date.

Lead	Status	Source	Last contact	Next step	Owner
Maya R.	Interested	IG	12 days ago	Not recorded	Unassigned
Olivia T.	Follow up	Referral	Not recorded	Send details	Unassigned
Rachel K.	New	Form	8 days ago	Not recorded	Admin
Nina P.	Maybe	LinkedIn	Yesterday	Call	Unassigned
Talia C.	Warm	DM	15 days ago	Check in	Hyacinth
Sofia L.	New lead	Post	5 days ago	Not recorded	Unassigned

Inconsistent status labelsMissing lead sourcesMissing ownershipNo standard next actionOverdue follow-upsNo nurture or lost reason

The challenge

Visibility and follow-up were living in separate places.

Content planning could show what was being published, while lead notes lived elsewhere. Without a connection between the two, it was harder to see which activity started a conversation and what needed to happen next.

What I built

One workspace for content and conversations.

I combined a structured content calendar with a CRM pipeline so campaigns, social activity, prospecting, outreach, lead sources, and follow-up can be reviewed as one operating system.

How the system works

Activity moves from visibility to a clear next action.

Content is organised by platform, pillar, campaign, status, date, and CTA. When an interaction becomes an opportunity, the CRM records its source, owner, stage, priority, next action, and follow-up date.

Key decisions

Connected, but never cluttered.

Separate views, one workflow

Content and CRM records stay easy to scan while sharing campaign and lead-source context.

Consistent content status

Every item moves through a defined state from idea to drafting, review, scheduling, and publication.

Follow-up visibility

Ownership, priority, next actions, and dates surface the conversations that need attention.

Source-aware CRM records

Each opportunity records where it began so social activity and outreach are connected to real conversations without inventing performance claims.

Deliverables

What the hub includes.

Content management calendar
Platform and status filters
Content detail panels
Before and after CRM views
Responsive lead pipeline
Search, stage, and priority filters
Lead-source and campaign context
Follow-up and automation indicators

Privacy and transparency

This recreated workflow uses fictional content, campaigns, names, services, dates, and lead records. It demonstrates the structure of social media and CRM support without revealing private client information or unsupported results.

Have a similar system in mind?

Let’s make the messy parts easier to manage.

Tell me what is taking too much time, falling through the cracks, or living across too many tools.

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