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. Save a baseline before replacing an existing approach.
Keep business ownership and documented permissions. Set a handover process for files, scheduled posts, and reporting access. Name an owner for each task so requests do not get lost.
Make the plan fit your market
For an audience in Charlotte, 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. Make practical service details easy for customers in Charlotte to find.
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