Free checklist
The Social Media Starter Checklist
Fifteen steps for businesses with a complex product or an expert at the centre. Work through it in order. Most of it takes an afternoon.
- What to settle before you post. The one-sentence explanation, the first product to explain, and who approves content.
- How to set up your profiles. So a buyer can tell what you do and what to do next.
- How to record once and edit three ways. Plus a schedule you can hold for 90 days.
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The Social Media Starter Checklist
For complex products and expert-led businesses. Work through it top to bottom.
Before you post anything
- Write the one-sentence explanation. What you sell, who it is for, and what it replaces. If a stranger cannot repeat it back, keep cutting.
- Pick one product or service to explain first. Choose the one buyers ask the most questions about before they buy.
- List the ten questions buyers ask before they say yes. Pull them from sales calls, emails and support tickets. Each one is a video.
- Name the expert. Decide who appears on camera. One knowledgeable person who shows up every week beats a rotating cast.
- Decide who approves content. One person, with a set turnaround time. Approval by committee is where posting schedules stop.
Set up the profiles
- Choose two platforms, not five. Go where your buyers already ask questions. Add more once those two run without effort.
- Rewrite each bio. Who you help and what you help them do, in plain words. No slogans.
- Put one link and one action in every profile. The same next step everywhere.
- Pin three posts. What you do, how it works, and what to do next.
Record and edit
- Record once, in one session. Answer five buyer questions in a row. Phone, window light and a quiet room are enough to start.
- Edit each answer three ways. A short direct answer, a longer walkthrough, and a version that opens on the objection.
- Show the thing. Screen recordings, demonstrations and side-by-side comparisons explain more than talking does.
- Caption every video. Many people watch with the sound off.
Keep it going
- Set a schedule you can hold for 90 days. Three posts a week you keep is better than daily posts you drop in week three.
- Review once a month. Note which questions drew replies, saves and enquiries. Record more on those. Stop what nobody responds to.

