Course content
Read the playbook
Module-by-module deep dive. Every prompt, template, and number is here.
1. What social actually does for local businesses
Social media will not drive most of a local business's leads. Set the right expectation with the client: social is for trust and recency, not lead volume.
What social does:
- Validates the business when prospects Google them. Empty Facebook + Instagram = "are they still in business?"
- Compounds reviews and word-of-mouth — happy customers can tag and share.
- Local search signals — Google has confirmed it pulls signals from social profiles, including consistency of NAP and website link.
- Re-engagement — past customers see a post, remember they need a service, call.
Don't promise lead volume from organic social. Do promise consistency and presence.
2. Pick the 1–2 platforms that matter
| Niche | Best platforms | Why |
|---|---|---|
| Trades (plumbing, HVAC, roofing) | Facebook + GBP + (NextDoor where active) | Where their adult-homeowner audience lives |
| Med spas, beauty | Instagram + TikTok | Visual transformations, before/afters |
| Real estate | Instagram + Facebook + LinkedIn | Listings + agent personal brand |
| Lawyers | LinkedIn + Facebook | Authority + community |
| Restaurants / cafés | Instagram + TikTok + GBP | Food = visual, foot traffic |
| Dentists, medical | Facebook + Instagram + GBP | Reassurance + reviews |
Two platforms maximum. More than that and posting becomes uncoordinated.
3. The 12-post monthly content pack
Every client retainer includes a 12-post pack each month — three posts a week, or one per business day with a few off-days.
3.1 The post mix
- 4 × Work-in-progress / before-after (highest engagement)
- 2 × Customer review screenshots with permission
- 2 × Educational tip ("3 signs your water heater is failing")
- 1 × Team / behind-the-scenes
- 1 × Promotion / seasonal offer
- 1 × Local community (sponsored a team, attended an event)
- 1 × Re-share latest blog article (from Course 06)
3.2 Caption template
{{ Hook — 1 line that mentions the city or service }}
{{ 2–4 sentences of substance — specifics, not hype }}
{{ CTA — call, book, message, comment }}
#LocalCity #Niche #BrandName
4. The "phone-in-30-seconds" system
Asking the client to "send us photos" doesn't work. Build a friction-free pipeline.
- Set up a shared Google Drive folder labeled "Hermes social — drop photos here."
- Give the client a one-page card: "After every job, take 1 'before' photo, 1 'after' photo, 1 'team' photo, 1 'happy customer' photo (with permission). Tap upload."
- Trigger a Make.com scenario when a new file appears: AI tags the photo, drafts a caption, drops it in your "draft" column.
- Editor reviews, schedules.
Result: client provides raw material in 30 seconds per job. You batch-edit once a week.
5. Niche playbooks
5.1 Plumber / HVAC / roofer
- Best content: before/afters of repairs, time-lapse of jobs, "what's wrong with this picture" educational, post-storm responsiveness.
- Posting times: 7–8 a.m. (homeowners on phones over coffee), 7–9 p.m.
- Hashtags: 5–7 max. #City + #Service + #Brand.
- Don't: stock-photo a wrench. Real work or nothing.
5.2 Med spa / beauty
- Best content: 30-second before/after Reels, treatment explainers, staff spotlights, "what's trending right now."
- Permission: always get a written photo release for face content.
- Don't: over-filter. Authenticity outperforms beauty-app perfection.
5.3 Real estate
- Best content: new-listing tours (vertical video), neighborhood tours, market stats ("homes sold in {neighborhood} in March"), buyer/seller tips.
- Cadence: 5 posts/week minimum during active season.
- Don't: only post listings. The 3:1 rule — 3 community/educational posts for every 1 listing.
5.4 Lawyer (personal injury, family, criminal)
- Best content: case-result anonymized stats, "did you know" legal tips, settled-case posts (with disclaimers), community involvement.
- Compliance: state bar advertising rules — every post needs the firm's identifying info, no specific guarantees.
- Don't: meme legal pain points. Wrong tone.
5.5 Restaurant / café
- Best content: daily specials, plating shots, prep videos, customer love.
- Cadence: daily Story, 3–4 feed posts a week.
- Always tag location and use local hashtags. The geo-tag is the entire point.
6. Tools
| Need | Tool | Notes |
|---|---|---|
| Scheduler | Buffer, Later, Metricool, Publer | $10–$30/mo per client. Posting to GBP supported in Metricool/Publer. |
| AI captions | OpenAI / Claude API or ChatGPT | Use the photo + brand voice prompt below |
| Design | Canva (Brand Kit per client) | One template per post type, swap photo + text |
| Reels editing | CapCut, Riverside | Templates batch in 30 min |
| Hashtag research | Flick, RiteTag, free Instagram search | Local-first hashtags, max 10 |
6.1 The caption prompt
Write a {{ Instagram | Facebook | LinkedIn }} caption for
{{ client name }}, a {{ niche }} in {{ city }}.
Photo description: {{ ... }}
Voice: {{ 3 adjectives — e.g. "warm, plainspoken, local" }}
Tone constraints: no emojis, no hashtag stuffing, < 80 words.
Caption must include:
- A 1-line hook
- Two specific sentences referencing the photo
- A clear CTA ({{ "call", "DM", "book", etc. }})
- 5 hashtags: 2 local, 2 niche, 1 brand
7. Reporting and what to measure
Don't drown the client in 40 metrics. Three things, monthly:
- Posts shipped (target hit / missed)
- Reach + engagement trend vs. last month
- Direct response: DMs, link clicks, profile visits → inquiries
Add a "best post of the month" callout in the report. Clients love seeing one win.
What to do this week
- Pick one client. Set up a Buffer or Metricool workspace for them.
- Build the 12-post calendar template in Airtable.
- Set up the shared Drive folder + Make.com webhook for new uploads.
- Save 3 Canva templates to the client's Brand Kit.
- Schedule the first 2 weeks of posts. Send to client for approval, then auto-publish.