Social templates

Date,Platform,Format,Pillar,Hook (first line),Post idea,Asset needed,CTA,Status,Posted URL,Reach,Saves,Shares,Comments,Notes
Day 1,Instagram,Carousel,Teach,"Most B2B sites lose leads in 5 seconds",3 fixes with before and after,5 slides,Save this,Idea,,,,,
Day 2,LinkedIn,Text,Opinion,"Your rebrand did not fail. Your homepage did.",Why traffic stayed and leads fell,None,Comment,Idea,,,,,
Day 3,Instagram,Reel,Show,"Watch this landing page get fixed in 30 seconds",Screen recording with captions,15s video,Follow,Idea,,,,,
Day 4,LinkedIn,Carousel,Proof,"We cut a client's demo drop-off by 40%",What we changed and why,6 slides,DM us,Idea,,,,,
Day 5,Instagram,Story,Behind,"Sketching packaging at 11pm",Process shot,1 photo,Reply,Idea,,,,,
Day 6,,,,,,,,Idea,,,,,
Day 7,Review,,,,Weekly review: what got saved and sent,,,Idea,,,,,

# Social brief: [campaign or post]

Owner: ______  Live date: ______  Platforms: ______

## Goal
One goal only: awareness / engagement / leads / sales
The number that tells us it worked:
Baseline today:

## Audience
Who we are talking to:
What they are scrolling past to get here:
Why they should stop:

## The idea
In one sentence:

Hook (first line or first 3 seconds):
Payoff (what they get by staying):
Proof (why believe us):
Ask (what they do next):

## Assets
| Asset | Format | Size | Owner | Due |
|-------|--------|------|-------|-----|
|       | Reel   | 1080x1920 |  |  |
|       | Carousel | 1080x1350 |  |  |

- On-screen text inside the safe area: yes / no
- Captions burned in for silent viewing: yes / no
- Alt text written: yes / no

## Copy
Caption (hook in the first 125 characters):

Keywords to include for search:
Hashtags (3 to 5, specific):

## After it goes live
- Who answers comments, for how long:
- What we do with the good ones:
- Review date and who reports:

# Social report: [month]

Prepared by: ______  For: ______

## The number that matters
Goal this month:
Result:                       vs last month:
Verdict: hit / missed / partly

## Summary in three lines
1.
2.
3.

## By platform
| Platform | Posts | Reach | Engagement rate (by reach) | Saves + shares | Followers | Leads |
|----------|-------|-------|----------------------------|----------------|-----------|-------|
| Instagram |  |  |  |  |  |  |
| LinkedIn  |  |  |  |  |  |  |
| Other     |  |  |  |  |  |  |

## Top three posts
1. [link] — why it worked:
2. [link] — why it worked:
3. [link] — why it worked:

## Three that flopped
1. [link] — best guess why:
2. [link] — best guess why:
3. [link] — best guess why:

## What we learned
Pattern worth repeating:
Thing to stop doing:
Open question to test next month:

## Next month
- Test:
- Pillar to lean into:
- Resource we need: