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The Pinterest Manager Ultimate 89 Step Checklist for Success

Pinterest manager

Pinterest Manager.

Are you a current Pinterest manager? Or maybe you’re thinking about how to become a Pinterest manager as a side hustle. Well today you are in luck!

I have created this 89-step checklist for Pinterest managers that will give you a glimpse of what you need to do if you want to start a home-based business as a Pinterest manager.

As you can see there is a lot you need to know.  If you want all the exact details on how to properly execute each step they are all contained in my How to Become a Successful Pinterest Manager course. I’ve been managing Pinterest accounts for businesses since 2012 and I’ve also been helping other Pinterest managers become successful in their own niche. I share all my secrets and the proven system in my course so you don’t have to figure everything out on your own. Amen right!

The First Step

As you will see below I start off with a business plan. This is important even if we are talking about a side-hustle. It will force you to  think about the types of clients you want to work with, what services to offer, what to charge etc.  And the best part is you can do them under all your own terms.

You Gotta Hustle

Next I get into prospecting which is probably going to be the most challenging for you. Prospecting is making cold calls, social marketing, email marketing etc. Talking to people live on the phone is the best way to prospect but it is also one of the most difficult things for most people to do because you’ll get more no’s than yeses. In my course I share my cold-calling script word for word. You’ll know exactly what to say so there’s no need to be nervous.

It’s a Numbers Game

Remember you only need a few yeses to earn a great income. If  your website is not on the first page of Google getting your services in front of thousands and thousands of people every month then you have to hunt for clients somehow. Cold calling is just one of the tactics. There are several more in my course that I tell you about in case you absolutely do not want to do cold-calling.

Getting your first client is exciting and you want to make sure you’re doing everything right so they recommend you to others and you can build case studies to share with future prospects.

My How to Become a Successful Pinterest Manager is a Proven Sytem Designed to Make Your Life Easy and Avoid Costly Mistakes

I have developed a proven system that includes checklists and templates to make your life as a Pinterest manager easy. I know what the time wasters and where you need to focus your time. And I love finding ways to do things cheaper, faster, and better so that you can have a life outside of being a Pinterest manager.

I don’t want you working tirelessly making very little for nothing. Life doesn’t have to be a constant struggle. I’d love to hear you tell me that you finally have time for doing other things you love and having more time for your loved ones.

Pinterest Monthly Management Activities

And lastly you’ll see the types of activities that you need to do every day, every week, and every month.

Let me be frank with you. While these tips help launch your business and get you set to grow, there’s no such thing as a one size fits all plan. There are some things you will be great at and others weak at so you need to recognize that and get the outside help you need. Remember that you will need to flex your thinking and your decisions along the way. That’s the life of an entrepreneur and Pinterest manager.

Embrace Change

Every day is different and you have to make a lot of decisions along the way that will impact your business. That’s why I include free email support and one on one personalized coaching for those who enroll in my How to Become a Successful Pinterest Manager course. This service will give you the peace of mind of knowing you are creating a business that reflects your needs, your schedule, and more. 

Opt-in below to receive my 89 Step Checklist for Pinterest Managers.



Here’s a sneak peek.


  • Assess your finances.  Find out how much you’re going to need.
  • Determine your legal business structure. If you own the business entirely by yourself and plan to be responsible for all debts and obligations, you can register for a sole proprietorship. More details about business structure can be found here.
  • Register with the government and IRS. The IRS has provided a checklist to determine whether you will require an EIN to run your business.
  • Build your team. Unless you’re planning to be your only employee, you’re going to need to hire a great team to get your company off the ground.
  • Purchase a website template.
  • Decide on a web hosting provider.
  • Brand yourself. For example, create a logo that can help people easily identify your brand, and be consistent in using it across all of your platforms.
  • What’s your plan to grow your business? For example what will you giveaway for lead generation? Do you have an email marketing campaign set-up?
  • What products and services will you sell?
  • What’s your pricing structure for your services?
  • Who’s your target audience?
  • Who’s your competition?
  • Create an accounting system to track all your sales and expenses.
  • Mentorship and on-going education. Pinterest makes changes all the time. How will you keep up with Pinterest’s algorithm and best practices? 
  • Create Referral Fee Agreement to those that recommend you.



pinterest manager



As a Pinterest manager before I even think about speaking with a prospect there are two things I look at first. By doing this, I ensure that I only accept clients that will benefit from my services, who can afford the cost of my services, and who I will enjoy working with. If you follow these steps, you will save yourself and your client time, money, and frustration.

  • Do they appear to be a legitimate business?
  • Are they the kind of business I’d like to work with?


Be Prepared:

Any smart business person will want to know what they are going to get for their investment with you, so be prepared for the ROI related question. Have your answers prepared in advance – think them through and write them down. Don’t wing it or you will sound unprepared and unprofessional, and that could cost you business.

Interviewing a prospect:

Create a Prospect Phone Interview Checklist with Questions for interviewing prospects. Be prepared do not wing this.


  • You have to be proactive and really work  your business if you want to get a client. Waiting for a text or the phone to ring is a fool’s game. That means you need to create a Prospect Cold-Calling Script. You can’t afford to just wing it when you’re talking to the client for the first time. 
  • What is your plan for getting more clients? You need a plan. 


  • Propose your services in writing. You need to create a Pinterest Proposal Template.
  • Make sure you know how to handle requests for discounts.
  • Prepare a NDA in advance.


  • If you have not heard from the client about their final decision follow up after a week.
  • Provide additional information to close the sale. 
  • Collect payment. Do you know how to handle late payments?
  • Mail a thank you card to them for their business.


  • Once you have received payment for the account set-up and the first month’s management fee, you will send the client a questionnaire. I have named it the Pinterest Business Planning Worksheet.
  • The purpose of this questionnaire is to help you gather detailed information about the client’s business, with which you will then manage their account.
  • Email the client if any information is missing from the Pinterest Business Planning Worksheet.
  • Email the client a Welcome aboard email. 


Pinterest manager

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