Professional Services
The first rule the planner follows here: Specific over general: a real question, a real number where allowed
Shown with SocialLead, one workspace. every client. zero chaos. A fictional brand, built to show the firm playbook end to end.
One workspace. Every client. Zero chaos.
A social media agency brand used to demonstrate the firm playbook.
SocialLead's brand page as Planist built it from the scan: wordmark, palette, type, the inspiration board and the creative direction the designer reads.
How Planist plans this industry.
The firm playbook, quoted as the planner reads it: which days carry a post, what each day is for, how the formats split, and the rules it will not break. A brand's own strategy overrides any line of it.
Weekly rhythm
3 posts a weekone question clients ask, answered
no post
a case or a lesson learned
no post
the people and the point of view
no post
no post
Format mix. Carousels and LinkedIn posts lead; Feed 1:1 for people; a Reel a fortnight of a partner explaining one thing.
Pillar shares
- Answers40%
- Cases25%
- People20%
- Point of view15%
Shares steer the month's mix of posts. The brand's strategy can move them.
Rules the planner does not break
- 1Specific over general: a real question, a real number where allowed
- 2Never name clients without consent
- 3Every post is something a client could act on
October, planned at 3 a week.
Every slot has a date, channel, format, pillar, title, angle, call to action and language, with the reasoning behind it. Regenerate the plan, edit one slot, produce one post or produce them all.
- Send to client on WhatsApp and Copy review link are on the screen: the client approves from a phone, no account.
- Preview as client shows the month exactly as they will see it.
- Export content pack hands over everything produced.
Everything produced, with its score.
Each piece carries the QA score from the brand check, its versions, and the request that produced it. Below the pass mark, it is flagged and retried before a client ever sees it. Promote a design to the inspiration board and the next series matches it.
SocialLead is a fictional brand, made so this page could show real Planist output for the firm playbook without borrowing a client's logo. It is not a customer.
The calendar, designs and library on this page are three of the fifteen things Planist does. See all fifteen, or how the brand brain keeps what SocialLead teaches it.
Planist for firms.
Point it at your website. It reads the brand, starts from the firm playbook, plans the month and writes the first drafts.
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