Keep accounts and assets organized
Document access, roles, source files, permissions, and reporting. The business should be able to continue publishing and retrieve its assets when staff or suppliers change. Use dated records rather than relying on memory at the next review.
Keep business ownership and documented permissions. Set a handover process for files, scheduled posts, and reporting access. Agree who can make decisions before the schedule is set.
Make the plan fit your market
For an audience in Boston, use genuine service-area information, staff knowledge, customer questions, and events the business is actually involved in. Get permission for customer photos and confirm local offers before scheduling posts. Describe the offer clearly for people comparing providers in Boston.
Agree who answers comments and private messages, how quickly, and when issues are escalated. A public complaint or sensitive request should have a defined handling process. Use only the customer information needed for the agreed work.
- Current accounts and assets
- Verified business information
- Customer questions
- Budget and team capacity
Discuss Your Priorities