PROC-006

Client Requires Changes to Their Social Media

Questions to ask the customer:

  • Which platform(s) need changes (Instagram, Facebook, TikTok, LinkedIn, YouTube)?
  • What exactly needs to be changed (bio, profile photo, highlights, links, posts, captions, hashtags, story templates)?
  • Is the request for an existing post (edit/replace) or a new post to be created?
  • Do you have the final content/assets ready (text, images, videos), or do you need us to create them?
  • Is there a deadline (promotion, event, campaign launch)? If yes, what date/time?
  • Do you want the change to go live immediately or after approval?

Procedures:

  • Confirm scope: summarize the exact changes requested (platform, items, and expected outcome) in one message.
  • Collect assets and copy: request final text, images/videos, links, brand guidelines, and references (examples/screenshots).
  • Confirm access and permissions: ensure we have the correct role/admin access (Meta Business Suite, Instagram access, etc.).
  • Check policy risks: if content is sensitive (claims, before/after, promotions), verify platform policy compliance before posting.
  • Create or edit the content: update the bio/links, prepare the post/story/reel, and format according to platform best practices.
  • Quality check: verify spelling, tags/mentions, links, visual quality, and correct dimensions for each platform.
  • Approval step (if required): send preview (screenshot or draft) and wait for approval before publishing.
  • Publish and confirm: post/schedule the content, then confirm with the client and share the live link or screenshot.
  • Document the update: record what was changed, when it was published, and store final assets in the project folder.

Priorities:

  • High (1h): Urgent changes tied to a live promotion/event, incorrect pricing/info posted, or account/reputation risk.
  • Medium (1 day): Standard updates (bio, links, minor caption edits, new post requests) without immediate risk.
  • Low (2 days): Non-urgent improvements (profile optimization, highlight organization, template refinements).