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.
Compare saves, shares, visits, and inquiries with what staff hear from customers. High reach is not evidence that the audience is a good fit. Assign one person to approve the final work.
Make the plan fit your market
For an audience in Santa Rosa, 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 Santa Rosa.
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