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πŸ“±Social Media Content Plan

Plan, schedule, and track social media content across platforms with content pillars, hashtag strategy, and weekly performance tracking.

by Peopsy

Preview: Social Media Content Plan

Social Media Content Plan

Week of: [Date] Β· Brand: [Brand Name] Β· Managed by: [Name]

πŸ’‘

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 week’s plan.


Content Pillars

Define 4–6 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 day’s 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

LinkedIn

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

LinkedIn

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

LinkedIn

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: What’s one thing you crushed this week?

Share your win below

Scheduled

Friday

LinkedIn

Newsletter promo

This week’s top insights from our newsletter

Subscribe (link in comments)

Draft ready


Platform-Specific Best Practices

Tailor your approach to each platform’s algorithm and audience expectations:

LinkedIn

  • Post between 8–10 AM on weekdays for maximum reach

  • Use 3–5 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

Instagram

  • Reels get 2–3x more reach than static posts β€” prioritize short-form video

  • Use 15–25 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 1–2 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 3–5 times per day for optimal presence

TikTok

  • Hook viewers in the first 1–2 seconds or they scroll

  • Use trending sounds but make the content unique to your brand

  • Post 1–3 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 1–2 relevant pieces of content from others in the industry

Check trending topics and hashtags for timely content opportunities

Follow 5–10 new relevant accounts (prospects, partners, industry leaders)

Review and respond to any brand mentions or tags

Update Stories with at least 2–3 slides (behind-the-scenes, polls, or reshares)


Weekly Performance Tracker

Fill this in every Friday to track progress and identify what’s working. Compare week-over-week to spot trends.

Platform

Followers

Reach

Engagement Rate

Link Clicks

Top Post

LinkedIn

[X,XXX]

[XX,XXX]

[X.X]%

[XXX]

[Post title or topic]

Instagram

[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]

Facebook

[X,XXX]

[XX,XXX]

[X.X]%

[XXX]

[Post title or topic]

Total

[XX,XXX]

[XXX,XXX]

[X.X]% avg

[X,XXX]

β€”

πŸ’œ

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 doesn’t.

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.

Tags

social-mediacontentcalendarmarketingengagement

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Weekly Planner

πŸ’œ

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

βœ…

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 didn’t get done and why?

  • What should I carry forward to next week?

  • What’s one thing I could improve next week?

πŸ“…Weekly Planner

Plan your week with daily task lists, a weekly focus area, and an end-of-week review.

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Change Order Request

πŸ’‘

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

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Client Onboarding Hub

πŸ’‘

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

πŸ’œ

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.

πŸš€Agency Client Onboarding Hub

A structured multi-page hub for onboarding new agency clients β€” from kickoff to 90-day success.

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