Social Media
Consulting
If your own team runs your social media but you are unsure about the results, we review your accounts and ad account from the outside, set your priorities and equip your team with ways to work more effectively.
The first 90 days: measure, decide, execute, review.
An example roadmap of the consulting process. Drag the playhead on the timeline to see which workstreams are running that week and which deliverable is handed over.
↳ Drag the week slider or use arrow keys
Current-state audit
Strategy and priorities
Execution support
Reporting and meetings
Running this week
- Current-state audit
Delivered so far
- No delivery this week — work in progress.
Example plan; durations vary with the business's needs.
What we need to get started
Limited access to your accounts and a short call with your team are enough for the review. Any existing documents you have will speed things up.
Let's talk about your project
Book a call ↗Limited-permission access to your accounts and ad account for analysis
A kickoff call with the people responsible for your social media
A frank conversation about your business goals and what you expect from social media
Any existing brand guidelines, content calendars and past reports
An outside view, applied from within
- 01
Account Audit
We review your recent posts using reach, saves, shares and non-follower reach data, and show you what is working and what is not.
- 02
Ad Account Review
We assess your Meta ad account's campaign structure, Pixel and Conversions API setup, audiences and creative performance.
- 03
Competitor and Industry Review
We compare the formats, posting frequency and topics of a few competitors and benchmark accounts in your industry.
- 04
Prioritized Roadmap
We rank the findings by importance and turn them into a roadmap showing who does what, and when, over the next three months.
- 05
Team Training
Hands-on sessions on shooting and editing Reels with a phone, scheduling in Meta Business Suite, reading insights and basic ad setup.
- 06
Processes and Templates
We create templates your team can use right away: a content calendar, shot brief, approval flow and saved-replies library.
- 07
Regular Follow-Up Sessions
We meet with your team at agreed intervals to review results and give direction wherever they get stuck.
- 08
Agency and Proposal Evaluation
If you plan to hire an outside agency or freelancer, we prepare the brief and evaluate the proposals with you in terms of scope and expectations.
4 Areas We Examine in an Account Audit
@example.business
link
Reviewing · 01/04
Profile and First Impression
Bio, profile photo, story highlights, links and the last nine posts. Can someone seeing your profile for the first time tell what you do and how to reach you?
Consulting Models Tailored to Your Needs
Working scheme · example
Review and roadmap
The audit plus a three-month roadmap, templates and a planning session with your team.
What you have at the end of the engagement
The value of consulting is measured by the documents your team keeps once the sessions are over. We prepare every deliverable in a format your team can use directly.
Audit report
Contents
Findings on accounts, content, audience and the ad account, with screenshots and data
Format
Presentation or document
Consulting, management or strategy?
This page covers outside review, direction and training for businesses that run social media with their own team. If you would rather hand the work itself over to us, another service may be a better fit.
This page is for you if
- Your social media is run by your own employee or team
- You feel the effort is not producing results
- You want your team to improve at video, planning or advertising
- You want an independent assessment before working with an agency
If you need something else
- You want your accounts fully managed by usSocial Media Management
- Your team posts, and only a monthly plan and copy are missingSocial Media Content Planning
- You want a strategy that documents your brand voice, audience and content pillarsSocial Media Brand Strategy
- You want to fully hand over management of your ad accountSocial Media Ads Management
Consulting principles
that strengthen your team
We work toward your team being able to carry on the work on its own.
About us →From kickoff call to follow-up
Kickoff call
We discuss your goals, team structure, current process and the areas you see as problems.
Review
We examine your accounts, ad account and competitors, and compile the findings into a report.
Presentation and roadmap
We present the findings to your team and agree on priorities and who is responsible for what.
Training and follow-up
We deliver hands-on training where needed and review progress in follow-up sessions.
Frequently Asked
Questions
With management, we plan, produce and publish the content and reply to messages. With consulting, your team does the work; we review where things stand, tell you what needs to change, equip your team with methods and templates, and give direction through regular sessions.
It suits businesses that have an in-house employee or small team responsible for social media but are not confident about the results. It is also a good choice for businesses that want an independent outside assessment before deciding whether to work with an agency.
A one-time review and roadmap is usually completed within a few weeks, depending on the number of accounts and channels. Consulting that includes training and follow-up sessions can extend over several months. The number of sessions and the dates are specified in the proposal.
It is tailored to your needs. Commonly requested topics include shooting vertical video on a phone and simple editing, building a content calendar, scheduling with Meta Business Suite, reading insights correctly, replying to comments and messages, the difference between boosting a post and using Ads Manager, and basic campaign setup. Training is hands-on, using your own accounts.
Yes. We review your Meta ad account's campaign structure, measurement setup (Pixel and Conversions API), audiences, creatives and spend allocation, and report back with concrete recommendations. We do not need to manage your ads afterwards; the recommendations can be implemented by your team or your current agency.
Yes, we can assess the state of your accounts and reports with an independent eye. We do this not to compare or assign blame, but to show what is going well, where there is room for improvement and how realistic the expectations are.
We do not ask for passwords. For analysis, we get access through your Meta business portfolio, with view-only permissions whenever possible. We recommend removing our access once the work is complete, and we use the data we review only for this engagement.