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Performance Review

Review social performance to learn what resonates and adjust the plan.

#Business goal

Improve social results by learning from what works.

#When to use this

Monthly.

#At a glance

DetailValue
People involvedSocial lead
Departments usedMarketing
Modules usedSocial
AI usedAI-assisted drafting (Beta); you review before publishing
Recommended timelineMonthly
PrerequisitesSocial module access (Beta); A connected social profile

#Step-by-step process

1

Pull available metrics

Review the social metrics you have (Beta).
2

Spot patterns

See what content performed best.
3

Adjust the plan

Do more of what works.
4

Share learnings

Note takeaways for next cycle.

#Decision points

Decisions to make along the way

  • What content resonates?
  • What to stop doing?

#Approval points

No formal approval gate

This routine has no separate sign-off step, but review your work before it affects clients or finances.

#Success metrics

  • Improving engagement over time
  • A plan informed by data

#Best practices

  • Judge from enough data, not one post.
  • Feed learnings back into planning.

#Common mistakes

  • Overreacting to a single post.
  • Not acting on what you learn.

#Realistic example

In practice

The monthly review shows how-to posts outperform promos, so the lead shifts next month's mix toward educational content.

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