How to Brief a Social Media Team So Your First Batch Is Right
The first batch of content a team makes for you is only as good as the information it starts from. A clear brief saves rounds of revisions and gets you a first batch that already sounds like you.
Here is what to prepare, and how to give feedback that actually gets results.
What a good brief includes
1. Your brand basics
Logo files, brand colors, fonts and any brand guidelines you have. If you have none, send what you use today and say what you like or dislike about it.
2. Your voice
Describe your tone in three words, for example friendly, expert and playful. Share a few posts, emails or website lines that sound like you. List words and phrases you love, and ones you never use.
3. Your audience
Who are you trying to reach? Think about age range, location, problems and the questions they ask. It helps to picture one real customer and describe them.
4. Your goal
Pick one main goal for the next three months: more bookings, more online sales, more followers or more inquiries. A team can aim at one goal far better than at five.
5. Your offers and calendar
What do you want to promote? Add seasonal moments, launches, events and any quiet periods.
6. Inspiration and competitors
Share two or three accounts you admire and one or two you want to stand apart from, and explain why.
7. Photos, videos and proof
Send real photos of your work, products and team if you have them, plus reviews and testimonials you are allowed to share.
8. Rules and boundaries
Topics to avoid, claims you cannot make because of legal or industry rules, competitor mentions and anything sensitive.
9. Access and approvals
Which accounts will be used, who needs to approve content, and how quickly you can usually respond.
How to give good feedback
Revisions work best when they are specific:
- Say what and why. “Make it warmer” is hard to act on. “This sounds too formal for our customers, we usually say hi rather than dear customer” is easy.
- Point to examples. A link or a screenshot is worth a paragraph.
- Separate must-haves from preferences. Mark what is wrong, and what is simply personal taste.
- Give feedback in one batch. One consolidated list beats five small messages.
- Say what you like. The team will repeat what works.
What the first weeks look like at Socialrt
Here is how it works with us:
- You send your business details. This is the brief above.
- Your dedicated team starts within 2 business days. They review everything you sent.
- Your first batch is drafted. This is usually within 3 to 6 business days of receiving your details.
- You review it in your account. Drafts appear in Messages and we email you too. Nothing goes live without your OK.
- You request changes. Your plan includes 3 revision rounds.
- You approve, and we publish on schedule. After that, a new batch arrives every month.
Once you approve or schedule a piece, it is final, and further changes to that piece go through as a new request. If we do not hear back on a batch within 30 days, we treat it as approved so your next batch can move forward on schedule.
The 14-day guarantee, in plain language
New customers get a 14-day satisfaction guarantee on their first month. If your first batch is not right after you have been through revisions, contact us within 14 days of that first delivery and we will refund your first month in full, once per customer.
To qualify, send us your business details, go through at least one round of revisions, and do not approve or schedule anything from that batch. It covers posts and short-form video, not growth services or Meta ads. The full wording is on our refund policy page.
Common briefing mistakes
- Sending too little. A logo and a one-line description leave the team guessing.
- Sending too much. Fifty attachments with no priorities are as unhelpful as none. Mark what matters most.
- Changing the goal halfway. If priorities shift, say so clearly.
- Slow approvals. Content that waits a week loses momentum. Tell your team how quickly you can respond, and name a backup person.
- Keeping preferences secret. If you dislike emojis, certain colors or a type of joke, say so up front.
A one-page checklist
- Logo, colors and fonts
- Three words for your voice
- Your ideal customer
- One main goal
- Offers and key dates for the next three months
- Two or three accounts you admire
- Photos, videos and reviews
- Topics and claims to avoid
- Who approves, and how fast
Ready to start? See our plans or book a free call.
