Ran social media for a home service client (HVAC) for 8 months, here’s the system that actually worked
Did social for an HVAC client for about 8 months. A few things I learned that might save someone the trial and error.
Access: Get added as a manager on their Meta Business Suite, don’t let them just hand you a personal login. Cleaner, safer, and looks more professional off the bat.
Approvals: I used to just drop content in a shared Drive folder, but I’ve switched to using Lumea for sending clients drafts now, no permission settings to mess with, and the files auto expire after they view them so I’m not leaving hi res content sitting in a folder forever. Then I just text them something like “posting this Friday, lmk if issue.” Half the time they don’t even reply. Once you’ve posted a few good ones they just trust you and stop checking.
Pricing: Keep social completely separate from production work. I bundled it in early on and got hit with scope creep fast, “can you also respond to comments,” “can you also do stories,” etc. Flat monthly fee just for social fixed that overnight. If it’s not in the flat fee, it’s a separate conversation.
AI captions: Personally skip it. Captions need to sound like an actual human, especially for something like garbage bin cleaning, that kind of business lives and dies on personality and humor in the content. AI written captions kill that instantly.
Recurring clients like this end up being the best kind of client once your systems click. Curious what others are doing differently, especially around approval workflows.