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. Document what was tested and what the team learned.
Review measurement definitions, consent handling, and duplicate events. Read platform results alongside customer feedback and costs. Name an owner for each task so requests do not get lost.
Make the plan fit your market
For an audience in New York, 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. Check that location references reflect how the business actually operates.
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. Keep private account details out of public briefs and examples.
- Current accounts and assets
- Verified business information
- Customer questions
- Budget and team capacity
Discuss Your Priorities