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Social media

How to plan social media posts

How to plan social media posts in a company of 10 to 250 people comes down to a weekly routine with named roles: someone briefs, someone drafts, someone approves and someone schedules. This article answers that people question rather than the tooling one. When the routine runs, posts go out on time, the content reflects what sales is actually hearing, and nobody senior is chased on a Friday for a caption they never agreed to write.

Why planning breaks in growing firms

In a five-person business the founder posts when they have a thought. At forty or sixty people that stops working. Marketing writes posts that sales would never say, subject experts are too busy to contribute, and approval sits with an owner who reads posts on their phone between meetings. The result is either silence or generic content that could belong to any competitor.

Planning fixes this by making each step someone's job, on a fixed day, with a fixed output.

The four roles

Briefer. Usually the marketing lead. Decides the topics for next week from the content backlog, sales feedback and anything happening in the market.

Drafter. Writes the posts. In a small team this is the same marketing person; in a larger one, a coordinator or an agency contact.

Approver. Checks accuracy, tone and any regulated wording. In mortgage broking and some consulting work this must be a qualified person.

Scheduler. Puts approved posts on the calendar and checks they published. Often the drafter, but naming the step separately stops it being skipped.

One person can hold several roles. What matters is that every step has a name against it.

Before you start

  • The social planner open to everyone who drafts, approves or schedules.
  • Agreed content themes, so the briefer chooses from a list rather than a blank page.
  • A recurring thirty-minute slot in the diary for the weekly planning meeting.
  • A short channel for sales and account staff to pass on questions they heard from clients.

How to set it up

  1. Book a fixed weekly planning slot, for example Monday at ten, with the briefer and drafter.
  2. Before the meeting, collect the questions and objections sales heard in the previous week.
  3. In the meeting, choose next week's topics and write a one-line brief for each.
  4. By Wednesday, create each post in Marketing > Social Planner.
  5. Schedule each one for approval, choosing the approver and adding a note.
  6. By Thursday midday, the approver works through Content > Approval.
  7. Check that approved posts sit on the calendar without gaps.
  8. On Friday, glance at last week's results in reporting and feed one learning into Monday's brief.

How to plan your social media posts around sales

The strongest posts answer what buyers are already asking. Ask each salesperson for one question per week they heard on a call. A real estate agent might hear "is now a bad time to sell?". A consultant might hear "how long does this kind of project take?". Each of those is a post, and because it is a real question, it reaches the right people.

This also gives sales a reason to care. When a post answers the question they keep fielding, they can send the link instead of typing the answer again.

Illustration: a 60-person marketing agency with eight posts a week

Imagine the marketing lead spending 30 minutes on Monday choosing eight topics: three from sales questions, three from the backlog and two from client work. If the coordinator needs about half an hour per draft, that is four hours by Wednesday. Add 20 minutes of approval on Thursday and the routine would cost roughly five hours a week across three people.

The trade-off

A fixed routine is slower than posting on impulse. You lose some timeliness: a post about this morning's news will not go through Thursday's approval. Keep a fast lane for those, with one named person allowed to publish reactive posts without the full cycle, within clear limits. Everything else goes through the routine.

What it replaces

The routine replaces ad-hoc requests in chat, last-minute captions written by whoever is free, and the shared spreadsheet that drifts out of date. Because drafts, approvals and the schedule all sit in the same planner, there is one version of each post and one place to check what is going out.

The common mistake

Teams often make the owner the approver for every post and then wonder why posts stall. Approval is a bottleneck if it sits with the busiest person. Delegate routine approval to a senior manager and keep the owner for sensitive or regulated topics only.

When not to use it

If you post fewer than three times a week, a full four-role routine is too much process. One person can brief, draft and schedule, with a quick check from a colleague. For the content side of planning, the social media content planner covers building a backlog, and the guide on how to schedule social media posts covers building each post.

Troubleshooting

Drafts are ready but approval keeps slipping. The approver has no fixed slot. Put a recurring thirty-minute block in their diary and treat it like a client meeting.

Sales never sends any questions. The ask is too vague. Request exactly one question each, by a set day, and show them the post it became.

The calendar has gaps by Friday. Too few topics were briefed. Brief one or two spare posts each week so there is always cover.

Posts read as if a committee wrote them. Too many people edit each draft. Let only the approver comment, and only on accuracy and risk, not style.

Frequently asked questions

How far ahead should we plan posts?

One week ahead is a practical default for most firms. Planning a month ahead suits fixed campaigns, but week-by-week keeps posts close to what buyers are asking now. For the longer view, read how to plan a social media calendar.

Who should approve posts in a regulated business?

Someone qualified to judge the claims, such as a compliance lead or senior adviser. Keep a written record of what they approved; the approval flow in the planner keeps the approver and their comments with each post.

Can one person run the whole routine?

Yes, if posting volume is modest. Keep the steps separate in time, though: draft on one day and review on another. Reading your own post a day later catches most mistakes.