π±Social Media Content Plan
Plan, schedule, and track social media content across platforms with content pillars, hashtag strategy, and weekly performance tracking.
Preview: Social Media Content Plan
Social Media Content Plan
Week of: [Date] Β· Brand: [Brand Name] Β· Managed by: [Name]
Use this plan to maintain a consistent, strategic social media presence. Update weekly with fresh content ideas, and review performance every Friday to inform the following weekβs plan.
Content Pillars
Define 4β6 content pillars that guide what you post. Every piece of content should map to one of these pillars to ensure strategic consistency.
Pillar Name | Description | % of Content | Example Topics | Target Audience |
|---|---|---|---|---|
Educational | Tips, how-tos, and industry insights that position us as experts | 30% | Tool tutorials, industry trends, best practice guides | Decision-makers researching solutions |
Social Proof | Case studies, testimonials, and results that build credibility | 20% | Client wins, before/after metrics, review highlights | Prospects in evaluation stage |
Behind the Scenes | Team culture, process, and day-in-the-life content | 15% | Team spotlights, office tours, project walkthroughs | Potential hires and brand-curious followers |
Engagement | Polls, questions, memes, and interactive content that sparks conversation | 20% | This-or-that polls, hot takes, caption contests | Existing community and warm audience |
Promotional | Direct offers, product launches, and CTAs | 15% | New service announcements, limited offers, webinar promos | Bottom-of-funnel prospects |
Weekly Content Grid
Plan each dayβs content across platforms. Fill in the topic, hook, and call-to-action before the start of each week.
Day | Platform | Content Type | Topic / Hook | CTA | Status |
|---|---|---|---|---|---|
Monday | Carousel | Top 5 mistakes in [industry topic] | Comment your biggest lesson | Draft ready | |
Monday | Instagram Stories | Poll | Which approach do you prefer: A or B? | Vote now | Scheduled |
Tuesday | X / Twitter | Thread | Thread: How we helped [Client] achieve [result] | Follow for more insights | Writing |
Tuesday | Text post | Contrarian take on [industry trend] | Agree or disagree? Tell us below | Idea | |
Wednesday | Instagram Feed | Reel | Behind-the-scenes: our creative process for [project] | Save this for later | Filming |
Wednesday | TikTok | Short video | Quick tip: [actionable advice in 30 seconds] | Follow for daily tips | Idea |
Thursday | Case study post | How [Client] grew [metric] by [X]% in [timeframe] | DM us for a free audit | Draft ready | |
Thursday | Instagram Stories | Q&A | Ask us anything about [topic] | Drop your question | Scheduled |
Friday | All platforms | Engagement post | Friday wins: Whatβs one thing you crushed this week? | Share your win below | Scheduled |
Friday | Newsletter promo | This weekβs top insights from our newsletter | Subscribe (link in comments) | Draft ready |
Platform-Specific Best Practices
Tailor your approach to each platformβs algorithm and audience expectations:
Post between 8β10 AM on weekdays for maximum reach
Use 3β5 relevant hashtags (not more)
First line is critical β lead with a hook or surprising stat
Carousels and document posts consistently outperform text-only
Engage with comments within the first hour to boost algorithmic reach
Tag people and companies sparingly and only when genuinely relevant
Reels get 2β3x more reach than static posts β prioritize short-form video
Use 15β25 hashtags mixing niche, mid-range, and broad
Post Stories daily to stay top of feed
Use alt text for accessibility and discoverability
Carousel posts drive saves β use for educational content
X / Twitter
Threads outperform single tweets for engagement and reach
Use 1β2 hashtags maximum β X penalizes hashtag stuffing
Reply to trending conversations in your industry for visibility
Pin your best-performing or most strategic tweet
Post 3β5 times per day for optimal presence
TikTok
Hook viewers in the first 1β2 seconds or they scroll
Use trending sounds but make the content unique to your brand
Post 1β3 times per day for algorithm favor
Captions and on-screen text boost accessibility and watch time
Engage with comments by replying with video responses
Hashtag Strategy
Maintain a curated set of hashtags organized by category. Rotate regularly and track performance.
Hashtag | Reach (avg) | Relevance | Category |
|---|---|---|---|
#YourBrandName | 2.5K | High | Branded |
#YourCampaignName | 800 | High | Branded |
#DigitalMarketing | 12M | High | Industry |
#ContentStrategy | 3.2M | High | Industry |
#MarketingTips | 8.5M | Medium | Industry |
#SocialMediaManager | 4.1M | Medium | Industry |
#GrowthHacking | 2.8M | Medium | Trending |
#AIinMarketing | 1.5M | Medium | Trending |
#MarketingTwitter | 500K | High | Niche |
#AgencyLife | 350K | High | Niche |
Daily Engagement Tasks
Consistent engagement is just as important as posting. Complete these tasks daily to grow your audience organically.
Respond to all comments on posts from the last 24 hours
Engage with 10 posts from target accounts (like, comment, share)
Reply to all DMs and story mentions
Share or repost 1β2 relevant pieces of content from others in the industry
Check trending topics and hashtags for timely content opportunities
Follow 5β10 new relevant accounts (prospects, partners, industry leaders)
Review and respond to any brand mentions or tags
Update Stories with at least 2β3 slides (behind-the-scenes, polls, or reshares)
Weekly Performance Tracker
Fill this in every Friday to track progress and identify whatβs working. Compare week-over-week to spot trends.
Platform | Followers | Reach | Engagement Rate | Link Clicks | Top Post |
|---|---|---|---|---|---|
[X,XXX] | [XX,XXX] | [X.X]% | [XXX] | [Post title or topic] | |
[X,XXX] | [XX,XXX] | [X.X]% | [XXX] | [Post title or topic] | |
X / Twitter | [X,XXX] | [XX,XXX] | [X.X]% | [XXX] | [Post title or topic] |
TikTok | [X,XXX] | [XX,XXX] | [X.X]% | [XXX] | [Post title or topic] |
[X,XXX] | [XX,XXX] | [X.X]% | [XXX] | [Post title or topic] | |
Total | [XX,XXX] | [XXX,XXX] | [X.X]% avg | [X,XXX] | β |
Review top-performing posts each week and identify common patterns (format, topic, posting time, hook style). Double down on what works and phase out what doesnβt.
About this template
Maintain a consistent, strategic social media presence that drives real engagement and business results. This template organizes your content around defined pillars, maps out a full week of posts across platforms, includes a hashtag strategy framework, and tracks weekly performance metrics. Whether you manage social for one brand or twenty, this plan keeps your team aligned and your content pipeline full.
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Weekly Planner
Weekly Focus: What is the ONE thing that would make this week a success? Write it here and keep it visible.
Week of: [Date] β [Date]
Monday
Most important task for the day
Second priority task
Third priority task
Tuesday
Most important task for the day
Second priority task
Third priority task
Wednesday
Most important task for the day
Second priority task
Third priority task
Thursday
Most important task for the day
Second priority task
Third priority task
Friday
Most important task for the day
Second priority task
Wrap up loose ends and prep for next week
Weekly Review
Take 15 minutes on Friday afternoon to reflect on your week. This small habit compounds into massive clarity over time.
What did I accomplish this week?
What didnβt get done and why?
What should I carry forward to next week?
Whatβs one thing I could improve next week?
Plan your week with daily task lists, a weekly focus area, and an end-of-week review.
Change Order Request
Complete this form for every proposed change to the original contract scope. Attach supporting documents (sketches, specs, photos) before routing for approval.
CO Details
Field | Value |
|---|---|
CO Number | [CO-001] |
Project Name | [Project Name] |
Contract Number | [Contract #] |
Date Initiated | [YYYY-MM-DD] |
Requested By | [Name / Company] |
Priority | [Standard / Urgent / Critical Path] |
Parties
Role | Name | Company | Contact |
|---|---|---|---|
Owner / Client | [Name] | [Company] | [Email / Phone] |
General Contractor | [Name] | [Company] | [Email / Phone] |
Architect of Record | [Name] | [Company] | [Email / Phone] |
Subcontractor (if applicable) | [Name] | [Company] | [Email / Phone] |
Description of Change
Reason for Change:
[Owner-directed change]
[Design error or omission]
[Unforeseen site condition]
[Code or regulatory requirement]
[Value engineering]
[Other: describe]
Detailed Description:
[Provide a detailed narrative of what is changing, why, and what areas of work are affected. Reference drawing numbers, spec sections, and RFI numbers as applicable.]
Reference Documents
[RFI #___]
[Drawing Sheet ___]
[Specification Section ___]
[Photo / Sketch attached]
Cost Impact
All cost estimates must include labor, material, equipment, subcontractor markup, and overhead & profit per contract terms.
Item | Description | Qty | Unit | Unit Cost | Total |
|---|---|---|---|---|---|
1 | [Labor β trade description] | [X] | [hrs] | [$XX.XX] | [$X,XXX] |
2 | [Material β description] | [X] | [ea/lf/sf] | [$XX.XX] | [$X,XXX] |
3 | [Equipment rental] | [X] | [days] | [$XXX] | [$X,XXX] |
4 | [Subcontractor β name/trade] | [1] | [LS] | [$X,XXX] | [$X,XXX] |
Subtotal | [$X,XXX] | ||||
Overhead & Profit (__ %) | [$XXX] | ||||
Total CO Value | [$X,XXX] |
Net impact to contract value: [+ / - $X,XXX]
Schedule Impact
Field | Value |
|---|---|
Days Added / Removed | [+/- X calendar days] |
Affected Activities | [List critical path activities impacted] |
Revised Substantial Completion | [YYYY-MM-DD] |
Concurrent Work Possible? | [Yes / No β explain] |
Approval Chain
Step | Role | Name | Date | Status |
|---|---|---|---|---|
1 | Submitted by (Requestor) | [Name] | [Date] | [Submitted] |
2 | Reviewed by (PM / Superintendent) | [Name] | [Date] | [Pending] |
3 | Approved by (GC Principal) | [Name] | [Date] | [Pending] |
4 | Approved by (Architect) | [Name] | [Date] | [Pending] |
5 | Approved by (Owner) | [Name] | [Date] | [Pending] |
Verification Checklist
Scope clearly defined and not duplicated in other COs
Cost breakdown includes all labor, material, equipment, and markup
Schedule impact reviewed with superintendent
Downstream trade impacts identified (see Cascading Impact page)
Supporting documents attached (drawings, specs, photos)
Insurance and bonding implications reviewed if CO exceeds threshold
Manage change orders from request through approval with cascading impact analysis and a running CO log.
Client Onboarding Hub
Use this hub as your single source of truth for every new client engagement. Complete the overview below, then work through each sub-page to ensure a smooth, professional onboarding experience.
Client Overview
Field | Details |
|---|---|
Client Name | [Company Name] |
Main Contact | [Name, Title, Email, Phone] |
Account Manager | [Your team member] |
Start Date | [YYYY-MM-DD] |
Retainer Value | [$X,XXX / month] |
Services | [SEO, Content, Paid Media, Social, etc.] |
Communication Cadence | [Weekly calls, bi-weekly reports, monthly reviews] |
Contract Length | [6 months / 12 months / ongoing] |
Billing Cycle | [Monthly / Quarterly] |
Primary Goal | [e.g., Increase qualified leads by 40% in 6 months] |
Master Onboarding Checklist
Work through each item below. Check them off as you go β aim to complete all items within the first two weeks of engagement.
Send welcome email with onboarding packet and team introductions
Schedule kickoff call (all stakeholders from both sides)
Set up shared Slack channel or communication workspace
Collect brand assets (logos, fonts, color codes, style guide)
Configure tools access (analytics, ad platforms, CMS, social accounts)
Create client reporting dashboard with agreed-upon KPIs
Establish content/creative approval workflow and turnaround times
Document escalation paths and emergency contacts
Set up project management board with initial deliverables
Schedule recurring check-in meetings for the first 90 days
Conduct internal team briefing on client goals and sensitivities
Send first check-in summary within 48 hours of kickoff
Key Dates & Milestones
Milestone | Target Date | Owner | Status |
|---|---|---|---|
Welcome email sent | [Date] | [Name] | Pending |
Kickoff call completed | [Date] | [Name] | Pending |
All access credentials received | [Date] | [Name] | Pending |
Brand guidelines documented | [Date] | [Name] | Pending |
Reporting dashboard live | [Date] | [Name] | Pending |
First deliverable shipped | [Date] | [Name] | Pending |
30-day check-in | [Date] | [Name] | Pending |
90-day review | [Date] | [Name] | Pending |
Pro tip: Share this hub (or a client-facing version) with your new client so they can see progress and know exactly what to expect during onboarding.
A structured multi-page hub for onboarding new agency clients β from kickoff to 90-day success.