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Instagram Tracking & Reporting

Perfect 👍 — that’s actually a very realistic first step.
When you’re new to a digital marketing project, it’s common that the client only gives you Instagram access first (since it’s public-facing and low-risk).

Let’s now replan your role step-by-step around the fact that your only current data source is Instagram — and your job is to collect insights, track performance, and prepare weekly/monthly reports to prove value (so they trust you and gradually give you access to ads and website data later).

🧭 GOAL

Use Instagram data to track performance, identify audience insights, and prepare clear reports that help Siddhi Professional understand:

  • What type of content performs best (CMA / CMA-US / other courses)

  • How followers and engagement are growing

  • When and what to post for maximum reach

  • What’s working and what needs improvement

⚙️ YOUR PHASED PLAN (Instagram-only stage)

🗓️ Week 1: Setup & Baseline

Goal: Understand the account, collect initial data, and build your reporting sheet.

Step 1: Audit the Instagram profile

Make an audit doc with these sections:

Section Check Notes
Profile name & bio Is it clear about courses offered?
Profile picture Professional branding?
Link in bio Leads to website / WhatsApp / Linktree?
Highlights Are courses and testimonials covered?
Post consistency Frequency, posting days, formats
Hashtags Are they relevant and optimized?

🟢 Deliverable → “Instagram Audit Report – Week 1” (1 page)

Step 2: Collect baseline metrics (from Instagram Insights)

Open Instagram → Professional Dashboard → Insights
Record last 30 days data in a Google Sheet:

Metric Value Notes
Followers (current)
Accounts Reached
Accounts Engaged
Content Interactions
Profile Visits
Website Taps
WhatsApp / Call Clicks
Top Performing Posts (3)

🟢 Deliverable → “Instagram Performance Baseline Sheet”

Step 3: Create your Tracking Sheet (Google Sheet)

Make a table like this:

Week Followers Reach Engagement Profile Visits Leads (Clicks) Best Post Notes
Week 1
Week 2

Update it every Monday (compare week-on-week).

🗓️ Week 2–4: Reporting and Insights

Goal: Build a clear weekly reporting routine.

Step 4: Prepare a Weekly Report

Make a short 1-page summary (Google Slides or PDF).

Template:
Header: “Siddhi Professional – Instagram Weekly Report (Oct 6–12)”

Sections:

  1. Overview:

    • Followers: +78 (↑5%)

    • Reach: 12.4k (↑20%)

    • Engagement Rate: 7.2% (↑1.5%)

    • Profile Visits: 310 (↑9%)

  2. Top Performing Post:

    • Reel: “CMA vs CMA-US”

    • Reach: 5,430 | Saves: 60 | Comments: 18

    • Reason: Clear topic + trending audio

  3. Content Insights:

    • Reels about “exam tips” performed best.

    • Carousel posts about “fees” had low engagement.

  4. Recommendations:

    • Post 4–5 times per week (3 reels + 1 carousel + 1 story poll).

    • Use hashtags like #CMAIndia #CMAUS #CommerceStudentsIndia

    • Post between 6–9 PM (best engagement period).

🟢 Deliverable → “Instagram Weekly Report – Week 2”

🗓️ Month 2: Trend Analysis & Growth Strategy

Goal: Start analyzing trends and audience insights.

Step 5: Track month-over-month growth

At the end of the month, compare:

Metric Sept Oct % Change
Followers 1,200 1,340 +11.6%
Reach 20,500 24,800 +21%
Engagement Rate 5.9% 7.3% +1.4%
Profile Visits 780 960 +23%

Then make 2–3 slides:

  • What improved

  • What didn’t

  • Top 3 content ideas for next month

🟢 Deliverable → “Instagram Monthly Report – October 2025”

🗓️ Month 3: Build Lead-Focused Strategy

Goal: Shift from awareness → inquiries.

Step 6: Track clicks to lead platforms

  • If the bio link goes to WhatsApp or a Linktree, check “Insights → Accounts Engaged → Actions”
    → track “Website taps” or “WhatsApp clicks”.

  • Record weekly.

Step 7: Identify content that drives inquiries

  • Reels with “Admission Open” or “CMA vs CMA-US” → usually trigger DMs.

  • Start tagging those posts in your sheet to measure which type drives most clicks.

Step 8: Recommend optimizations

Each month, share simple, actionable ideas like:

  • “Add a pinned Reel introducing CMA & CMA-US.”

  • “Create testimonial carousel with student success stories.”

  • “Add WhatsApp number in story highlights.”

📊 Key Instagram Metrics You’ll Report

Metric Description Target/Insight
Followers Growth New followers gained Consistent upward trend
Reach Unique accounts reached Track content virality
Engagement Rate (Likes + Comments + Shares) / Reach 5–10% = strong
Profile Visits People visiting profile Indicator of interest
Website/WhatsApp Clicks Leads generated Main business KPI
Top Content Type Best performing post format Focus content strategy

🧩 Tools You Can Use

Task Tool Notes
Analytics Instagram Insights Built-in
Content planning Notion / Google Sheets Schedule topics
Design Canva Templates for reports
Reporting Google Slides / Canva / Sheets For visual weekly reports
Hashtag research Flick / Meta Business Suite Track best hashtags

📁 Deliverables Summary

Week Deliverable Format
1 Instagram Audit Google Doc
1 Baseline Metrics Sheet Google Sheet
2 Weekly Tracking Sheet Google Sheet
2 Weekly Report Google Slides / PDF
4 Monthly Trend Report Google Slides
8 Growth Strategy Deck Google Slides

🚀 Next Step (Your Action Plan for This Week)

  1. Open Siddhi Professional Instagram → go to Insights → Last 30 days.

  2. Record data into a Google Sheet (I can give you a pre-made template).

  3. Create a 1-page Audit Report (profile, bio, highlights, etc.)

  4. Share your findings with me here — I’ll help you format your first Weekly Report design.

Would you like me to now create a ready-to-use Google Sheet Template for your Instagram Tracking & Reporting (you can copy it and start entering data right away)?
I can also include auto-calculated growth % and engagement rate formulas.

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