SOP Checklist
Facebook Posting Workflow (All Clients)
Use this SOP to create Facebook images, write Facebook posts, organize Canva files,
and schedule content in GoHighLevel using a clean monthly workflow.
1. Posting Schedule
- Create Facebook posts for Monday–Friday only.
- Skip regular posts if there is a holiday post scheduled.
- Plan and complete content by the month.
- Ensure posts are scheduled at least 2 weeks in advance.
2. Image Creation (ChatGPT)
Generate Base Images
Use This Prompt for Image Creation
Create an image for the following content (grab content from the provided link; the link to the content can be found on the spreadsheet).
REQUIREMENTS:
- Make the design visually appealing and scroll-stopping (Andromeda-style)
- Ensure it is SEO-friendly (clear topic, readable text, strong keyword focus)
- Keep layout clean and modern
- Emphasize the main message clearly
- Style must be photorealistic and modern
IMPORTANT:
- Do NOT include any logo
- Do NOT include any contact information
Format:
- Square image (1080x1080)
- Use strong headline text based on the content
- Minimal supporting text (easy to read at a glance)
- Leave some space below for logo and phone number to be inserted
AFTER RECEIVING THIS PROMPT:
Ask the user to provide the following BEFORE generating the image:
- Content or link (from the spreadsheet; the link to the content can be found on the spreadsheet)
- Industry (must match what is listed in the spreadsheet)
- Paste in the content or topic from the spreadsheet link.
- Provide the industry exactly as listed in the spreadsheet.
- Generate the image.
Quality Check
- Ensure the image matches the correct industry.
- Ensure the text is clear, readable, and correctly spelled.
- Ensure the message is easy to understand quickly.
- Ensure there is no clutter or overcrowding.
Download Images
- Download each image from ChatGPT after creation.
3. Canva Workflow (Steps 3–6 are all done in Canva)
Open Canva & Navigate Folder Structure
- Open Canva.
- Go to the client project folder.
- Open the current year folder (example: 2026).
- Click on the appropriate category folder (example: Polls, Tips, etc.).
- Inside this folder, create a new Canva design.
File Setup & Naming
- Set design size to 1080 x 1080.
- Name the file using this format: Month Year – Category – Industry – Client – Location.
April 2026 – Poll – HVAC – [Client Name] – [City, State]
4. Slide Setup (Inside Canva)
- Each Canva design file must contain 4–5 slides (one slide per week).
Slide Naming
- Use this format: Industry – Keyword – Location – Client.
HVAC – Indoor Air Quality – West Hills, CA – Supreme Mechanical
Important Note:
Each slide will be exported as a separate image file. When downloading multiple slides, Canva will generate a ZIP folder containing individual image files. This is why slide naming is important—it ensures each exported file is clearly labeled and matches the correct post, preventing confusion when uploading into GHL.
5. Edit Images in Canva
- Upload the correct AI-generated images into Canva.
- Ensure each image matches the correct post or topic from the spreadsheet.
-
Add the following to each image:
- Company logo
- Phone number
- License number (if applicable)
-
Ensure:
- The logo is clearly visible.
- The contact information is easy to read.
- Nothing is too small, cut off, or hard to see.
6. Export Images (From Canva)
- Download images as JPEG files.
- If multiple images are downloaded together, extract the ZIP file.
- Log into the client GHL account.
- From the left side of the dashboard, click Media Storage.
- Navigate to the correct folder structure: Year / Category / Month.
- If the folder does not exist, create it first.
- Upload the final images to the correct folder in Media Storage.
Example: 2026 / Polls / April
7. Generate Facebook Posts (ChatGPT)
Pre-Check Before Starting the Next Month
- Go to GHL → Marketing → Social Planner.
- Click Content → Approval.
- Check if there are any rejected posts.
- If there are any rejected posts, delete them before starting the next month so the approval area is clean.
Process
- Go to the client GHL account.
- From the left side of the dashboard, click Media Storage.
- Navigate to the correct folder (Year/Category/Month)
- Download the images from that folder.
- Open ChatGPT.
- Upload each image one at a time.
Use This Prompt
Create a Facebook post based on the information below.
REQUIREMENTS:
- The TITLE must naturally include the INDUSTRY and LOCATION (do NOT always place them at the beginning)
- DO NOT use generic formats like “[Industry] in [Location]”
- The TITLE must feel different each time this prompt is used, even in a new chat
- Write in a professional, natural tone (no emojis)
- The BODY should be 2–5 short paragraphs
- Use the image context (if provided) to guide the message
- Focus on problem → solution, education, or service value
- If a testimonial is provided, include it EXACTLY as written in quotes (do not modify)
- Vary emotional tone and phrasing style for the title each time (serious, educational, urgent, conversational, etc.)
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TITLE GENERATION LOGIC (CRITICAL – DO NOT SKIP):
1. Generate 5 completely different title options using these angles:
- Question
- Problem/Solution
- Educational
- Urgency
- Benefit-driven
2. Each title MUST:
- Use different wording and structure
- Include INDUSTRY + LOCATION naturally
- Avoid repetitive phrasing
3. Select the MOST engaging and unique title
4. Use ONLY that final title in the output
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STYLE CONSTRAINTS FOR TITLE:
- Avoid starting every title with the location
- Avoid repeating the same verbs (e.g., “Get,” “Need,” “Looking for”)
- Use natural, human phrasing (not robotic or SEO-stuffed)
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STRUCTURE:
[Title]
[Body paragraphs]
"[Full testimonial if provided]"
[CTA – use format: Contact {Business Name}]
Phone: {Phone Number}
Email: {Email}
[Website with UTM parameters]
[Hashtags – include business name (no spaces), location, and industry keywords]
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AFTER THE PROMPT IS SUBMITTED, ASK FOR THE FOLLOWING:
Step 1 – Basic Information:
Business Name
Industry
Location
Phone Number
Email
Website
Step 2 – Post Configuration:
Industry Type (this can be found on the spreadsheet)
Post Type (Polls, Testimonials, Promos, FAQs, Tips, Problem/Solution, etc.)
Post the content from the google doc
Is this a testimonial post? (Yes/No)
Step 3 – Conditional (ONLY if testimonial post):
Provide the testimonial EXACTLY as written
Quality Check
-
Confirm the title includes:
-
Verify:
- Location details are correct.
- Website includes UTM parameters.
- Contact information is accurate.
- If testimonial is used, it matches exactly as provided.
8. Post to GoHighLevel (GHL)
Navigation
- Log into the client GHL account.
- Go to Marketing → Social Planner.
- Click Planner.
- Click the Calendar icon on the right side.
Post Setup
- Select the correct date.
- Choose the client’s Facebook social account.
- Paste the Facebook post content from ChatGPT.
- Click the image icon.
- Go to the correct folder in Media Storage using the same folder from Step 6.
- Select the desired image.
- Review the post carefully and ensure there is no “undefined” text.
9. Scheduling & Approval
- Click Post → Send Post for Approval.
- Confirm the correct date is selected.
-
Choose a posting time:
- 8:00–10:00 AM
- 12:00–1:00 PM
- 5:00–7:00 PM
- Select the assigned approver from the spreadsheet or manager instruction.
10. Follow-Up Approval Check (A Few Days After Step 9)
- Go back to GHL → Marketing → Social Planner.
- Click Content → Approval.
- Check the status of the posts.
- If there are no pending and no rejected posts, all posts have been approved.
- If there are any rejected posts:
- Open the rejected post.
- Review what needs to be fixed.
- Clone the post.
- Make the correction.
- Send it back for approval.
- If there are any pending posts, check again once each day until nothing is left in Approval.