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Social Media Playbook

Social media marketing tools and strategy.

The Job to be Done: Gain insights into the performance of your digital marketing elements, use analytics and tracking tools to enhance customer conversions on various webpages. Streamline cross-platform posting by enabling you to create and schedule posts across multiple channels.

Platforms​

Job to be Done​

Leverage AI to save time and improve impact and distribution across social media channels.

  • Suggest content ideas and even generate text, reducing the time spent brainstorming and writing
  • Create and enhance visuals for social posts, eliminating the need for extensive manual editing
  • Suggest trending and relevant hashtags and emojis
  • Translate content into multiple languages, expanding your reach to global audiences
  • Extend the life of valuable posts through content repurposing
  • Analyze engagement metrics, providing actionable insights to refine your content strategy
  • Monitor competitors' social media activities and provide insights into their strategies
  • Schedule and automate posts to go live at optimal times, without manual intervention

Content Creation Workflow​

(For inclusion in your Lean Marketing Playbook)

1. Systematize Content Templates by Platform and Format​

  • Break down top-performing content (e.g., LinkedIn posts, X threads, YouTube Shorts) into detailed, sentence-by-sentence templates. Identify the structural elements that drive engagement—such as sensory-rich openings, internal monologue, turning points, action steps, climactic moments, reflections, and universal lessons for story-driven posts[1].
  • Create and maintain a library of these templates for each platform and content type. Use them as starting points for both human and AI-generated content to ensure consistency and proven effectiveness[1].

2. Train AI with High-Quality Examples and Style Guides​

  • Feed AI models (like Claude) with curated examples of content in the desired style and format. Instruct the AI to extract key principles and detailed guidelines, then generate a style guide that can be reused for future content creation[1].
  • Segment style guides by platform and creator archetype (e.g., LinkedIn thought leader, Twitter philosopher, YouTube educator) to enable mixing and matching of structure and tone as needed[1].

3. Human-AI Collaboration: AI Suggests, Human Refines​

  • Use AI to generate first drafts based on your templates and style guides, but always have a human editor refine the output for clarity, brand voice, and originality. The best results come from leveraging AI for speed and structure, then applying human creativity and judgment for final polish[1].
  • Iterate with AI: Prompt the AI to revise drafts for punchiness, brevity, or platform-specific nuances, then select and edit the best lines for publication[1].

4. Build Asset-Specific Style and Process Guides​

  • For each content asset (e.g., blog, podcast, ad, newsletter), create a style/process guide that includes:
    • Purpose and business impact
    • Step-by-step creation process
    • Input requirements and output specs
    • Quality standards and acceptance criteria
    • Performance metrics and benchmarks
    • Required tools and access
    • Common failure modes and solutions

5. Continuous Improvement and Knowledge Management​

  • Track performance metrics (engagement, reach, conversions) for each content type and template. Use this data to refine templates, style guides, and AI prompts over time[2][3].
  • Document and share learnings in a central knowledge base to accelerate onboarding and upskilling of both human team members and AI agents[2][3].

6. Lean, Modular, and Scalable Approach​

  • Repurpose content across formats and platforms by adapting templates and style guides, maximizing the value of each core idea[2][3].
  • Automate where possible: Use AI for high-volume, repeatable tasks (e.g., content repurposing, first-draft generation, prompt library management), reserving human effort for high-impact creative and strategic work[2][3].

Content Creation Workflow​

StepActionTool/Resource
1Identify top-performing content in your nicheSocial listening, analytics
2Break down content into structural templateManual analysis, AI assistance
3Train AI on examples and generate style guideClaude, prompt engineering
4Generate first draft using template + style guideClaude or other LLM
5Human edits for brand fit and originalityEditor, content lead
6Publish and track performanceCMS, analytics dashboard
7Refine templates and guides based on resultsKnowledge base update

Key Principle​

The best marketers use AI to scale and enhance their unique ideas, not to replace them.

tip

AI suggests, human refines