Master Social Planner for Automated Lead Flow

Key Points:

1. Introduction to Social Planner (00:00) – Overview of the tool’s purpose and benefits for lead generation.
2. Connecting Social Accounts (03:02) – Step-by-step on linking Facebook, Instagram, TikTok, LinkedIn, and more.
3. Bulk Upload & CSV Scheduling (04:18, 20:08) – How to schedule multiple posts at once using CSV files and best practices for formatting.
4. Recurring & Evergreen Posts (04:47, 27:14) – Setting up automated, repeating content for webinars, workshops, and ongoing campaigns.
5. AI Content Generation (11:38, 12:03) – Using built-in AI to create or improve post captions and brainstorm ideas.
6. Media Management & Uploads (13:11, 24:03) – Uploading and linking images, videos, and GIFs for multi-platform posting.
7. Approval Workflows (15:08, 28:08) – Using the approval system for team-based content review before publishing.
8. Content Pillars & Categorization (14:35, 18:30) – Organizing posts by topic for balanced, strategic messaging.
9. Reviews & RSS Integration (05:41, 27:51) – Automatically posting client reviews and curated content from RSS feeds.
10. Analytics & Optimization (29:07) – Tracking engagement, reach, and top-performing posts to refine your strategy.

Key Takeaways:

• Batch Schedule Content – Use the planner to map out posts for the week or month in one sitting.

• Leverage AI for Speed – Quickly generate or enhance captions and ideas with built-in AI tools.

• Automate Social Proof – Set up automatic posting of client reviews to boost credibility.

• Track What Works – Use analytics to double down on high-performing content and adjust your approach.

Notable Quotes:

• “You’re going to be able to keep your social presence active across all your social media.”

• “You can batch your content creation and schedule everything at once—no more posting all day.”

• “Pair this with the social media planner, with the tips that I’ve shared with you today, you’re going to be able to get that reach, generate those leads, get those eyes on you.”

Action Steps from the Call:

1. Connect all your relevant social media accounts to the FBS Social Planner (see 03:02).
2. Download the CSV template and batch-schedule your next month of posts (see 20:08).
3. Use the AI content generator to create or refine captions for your upcoming campaigns (see 12:03).
4. Set up recurring posts for ongoing promotions or events (see 04:47).
5. Enable review and RSS integrations to automate posting of testimonials and curated content (see 05:41, 27:51).

Resources & Tools Mentioned:

• FBS Social Planner – Central hub for scheduling, automating, and managing social posts across platforms.

• AI Content Generator – Built-in tool for creating and editing post captions and ideas.

• CSV Bulk Upload – Template for scheduling multiple posts at once.

• Media Storage – Repository for images, videos, and GIFs to use in posts.

• Review Integration – Automatically post client reviews from Facebook, Google, etc.

• RSS Feed Integration – Pull and post content from external sources.

• Profit Acceleration Software (PAS) – Mentioned for AI brainstorming and content ideas.

• “The media storage in the FBS is a centralized library where you can upload your files, images, videos, and documents.”
• “You can crop, flip, add text, or apply filters to images right inside the system.”
• “If you see this happy little robot, you can create an image using AI—just describe what you want.”

Action Steps from the Call:

1. Upload your key marketing assets (logos, images, docs) to FBS media storage for safekeeping.
2. Create folders to organize assets by campaign, client, or content type.
3. Try the built-in image editor to quickly prepare images for social media or email.
4. Connect your Google Drive for seamless access to external files.
5. Explore free image libraries and AI image generation to enhance your content.

Resources & Tools Mentioned:

• Focus.com Business Suite (FBS): Centralized CRM and asset management platform.
• FBS Media Storage: Built-in tool for uploading, organizing, and editing files.
• Google Drive Integration: External storage connection for expanded access.
• On Splash & Pixabay: Free stock image services integrated into FBS.
• AI Image Generator: Paid feature for creating custom images within FBS.