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

NicheBest platformsWhy
Trades (plumbing, HVAC, roofing)Facebook + GBP + (NextDoor where active)Where their adult-homeowner audience lives
Med spas, beautyInstagram + TikTokVisual transformations, before/afters
Real estateInstagram + Facebook + LinkedInListings + agent personal brand
LawyersLinkedIn + FacebookAuthority + community
Restaurants / cafésInstagram + TikTok + GBPFood = visual, foot traffic
Dentists, medicalFacebook + Instagram + GBPReassurance + 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.

  1. Set up a shared Google Drive folder labeled "Hermes social — drop photos here."
  2. 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."
  3. Trigger a Make.com scenario when a new file appears: AI tags the photo, drafts a caption, drops it in your "draft" column.
  4. 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

NeedToolNotes
SchedulerBuffer, Later, Metricool, Publer$10–$30/mo per client. Posting to GBP supported in Metricool/Publer.
AI captionsOpenAI / Claude API or ChatGPTUse the photo + brand voice prompt below
DesignCanva (Brand Kit per client)One template per post type, swap photo + text
Reels editingCapCut, RiversideTemplates batch in 30 min
Hashtag researchFlick, RiteTag, free Instagram searchLocal-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.

Reset client expectations once. "Social won't bring you most leads. It will protect the business. We'll know it's working when half your customers say 'I've been seeing your stuff online.'"

What to do this week

  1. Pick one client. Set up a Buffer or Metricool workspace for them.
  2. Build the 12-post calendar template in Airtable.
  3. Set up the shared Drive folder + Make.com webhook for new uploads.
  4. Save 3 Canva templates to the client's Brand Kit.
  5. Schedule the first 2 weeks of posts. Send to client for approval, then auto-publish.