Goal: Reduce errors, speed up approvals, and publish consistently. This SOP is built for India timelines (festivals, sales seasons, fast trend cycles).

Table of Contents

SOP overview (end-to-end)

  1. Plan weekly themes + monthly campaigns
  2. Write scripts/captions + hook + CTA
  3. Design/Edit creatives (reels, carousel, story)
  4. Approve with a single “final review” lane
  5. Schedule using a queue + time slots
  6. QA links, tags, aspect ratios, audio rights, spelling
  7. Publish + Engage comment replies + community notes
  8. Report + Learn weekly insights → next week fixes

Roles & responsibilities

Core Team

Strategist: themes, offers, KPIs
Copy: scripts, captions, hashtags, CTAs
Designer/Editor: creative production
Scheduler: upload, tagging, timing, QA
Approver: final brand + compliance check

Optional

Community manager: replies + DMs
Performance lead: boosts + paid promotion
Client SPOC: approvals and brand inputs

Workflow stages + automation (India-ready)

Stage 1: Weekly planning (Monday)

  • Create a weekly theme: Education / Proof / Offer / Community
  • Lock 70–80% posts. Keep 20–30% slots for trends.
  • Automation: recurring task reminders + calendar slots + content briefs.

Stage 2: Brief → Script → Caption (Monday–Tuesday)

  • Each content item must have: Hook + 1 key message + CTA
  • Reels must have: hook in first 2 seconds + subtitle plan.
  • Automation: auto-generate caption variants + CTA variants + hashtag set.

Stage 3: Production (Tuesday–Thursday)

  • Standard export rules: Reel 1080×1920, Carousels 1080×1350, Stories 1080×1920.
  • Name files with a strict format (example below).
  • Automation: file naming rules + folder routing + status updates.

Stage 4: Approval (Thursday)

  • Single point approval reduces chaos.
  • Approver checks brand tone, offers, claims, pricing, spelling.
  • Automation: approval requests auto-sent with preview links.

Stage 5: Scheduling + QA (Friday)

  • Schedule next week content in one batch.
  • QA checklist must be completed for every post.
  • Automation: reminders if QA not checked + auto UTM tagging template.

Content calendar template (fields you must include)

Calendar Fields (copy into sheet):
Date | Platform | Format | Theme | Post Title | Hook | Caption | CTA | Creative Link | Hashtags | Tags/Mentions | UTM Link | Owner | Status | Approval | Notes

File naming SOP

Use this format to avoid “final_final2” mess: YYYY-MM-DD_Platform_Format_Theme_Topic_V1
Example: 2026-02-10_IG_Reel_Edu_3MistakesLocalSEO_V1.mp4

QA checklist before scheduling (must-do)

  1. Correct aspect ratio + safe margins (no text cut).
  2. Spellcheck caption + CTA + price.
  3. Hashtags + mentions correct (no broken tags).
  4. Audio rights safe (use licensed/trending correctly).
  5. Links working + UTMs added (if applicable).
  6. Thumbnail/cover readable on small screens.
  7. Brand consistency (colors, fonts, tone).
  8. Compliance: no false claims / sensitive topics safe.

Approval process (fast + safe)

  • 1 round only for routine posts.
  • Campaign posts: allow max 2 rounds with a deadline.
  • Auto “approval deadline”: if no response in 24h, publish default version (optional rule).

Reporting cadence

Weekly

Top 5 posts, saves, shares, watch time, follower growth.

Monthly

Theme performance, content pillars, leads/DMs, best hooks.

Quarterly

Positioning, brand health, creative refresh plan.

Action

Next month’s “double down” list + “stop doing” list.

Conclusion

Social scheduling becomes effortless when you build a system that everyone follows. The winning SOP is simple: plan early, approve fast, schedule in batches, QA every post, learn weekly.

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