SOP: Social Media Packs Setup (Technical)

Document Type: Standard Operating Procedure (SOP)
Version: 1.0
Status: Approved for Use
Audience: Technician
Service Tiers: Starter ($45), Growth ($85), Professional ($135)
Estimated Time: 2-12 hours (varies by tier)

1. Purpose

To provide standardized procedures for setting up and optimizing social media accounts across multiple platforms, ensuring consistent branding, optimal discoverability, and professional presentation.

2. Scope

This SOP applies to Social Media Packs service for:

Small businesses and startups
Content creators and influencers
Established brands expanding online presence
Organizations requiring multi-platform optimization

Platform Coverage:

Core: X (Twitter), Facebook, Instagram
Extended: LinkedIn, YouTube, Twitch, Reddit, Bluesky, Threads, Discord
Optional: Custom platforms based on client needs

3. Responsibilities

Lead Technician Responsibilities

Execute account creation and setup procedures
Apply consistent branding across all platforms
Configure optimization settings
Set up automation and analytics
Validate all account functionality
Document login credentials and configurations

Client Responsibilities

Provide business information and brand assets
Approve platform selections and configurations
Attend training session
Secure login credentials after delivery

4. Requirements

4.1 Client Requirements

Business name, description, and contact information
Target audience demographics and preferences
Brand assets (logo, colors, fonts) or approval for AI-generated assets
Business email addresses for account creation
Website and other digital properties

4.2 Technical Requirements

Stable internet connection
Access to email accounts for verification
Image editing software (Photoshop, Canva, or similar)
Browser with good security practices
Password manager for secure credential storage

5. Pre-Setup Checklist

5.1 Information Gathering

Client business information collected
Brand assets received or approved
Platform selection confirmed
Email addresses prepared
Automation requirements documented
AI graphics requirements specified

5.2 Technical Preparation

Browser security verified
Password manager ready
Image editing tools available
Email accounts accessible
Two-factor authentication methods prepared

6. Procedure

6.1 Account Creation & Verification

6.1.1 Universal Account Setup Process

For each platform, follow this standardized process:

Account Creation:

Steps:
1. Navigate to platform signup page
2. Use client's business email
3. Create strong, unique password
4. Enable two-factor authentication
5. Verify email address
6. Verify phone number (if required)
7. Accept terms of service
8. Complete initial profile setup

Security Configuration:

Security Settings:
- Enable 2FA/MFA
- Set up recovery options
- Configure login alerts
- Review privacy settings
- Set up authorized applications

Initial Profile Setup:

Basic Information:
- Business name (consistent across platforms)
- Profile picture (high-quality logo)
- Cover/banner image (if applicable)
- Bio/description with keywords
- Website link
- Contact information

6.1.2 Platform-Specific Setup Procedures

X (Twitter) Setup:

Technical Steps:
1. Create account @businessname (or closest available)
2. Optimize bio (160 characters max, include keywords)
3. Upload profile picture (400x400px recommended)
4. Upload header image (1500x500px recommended)
5. Set up website link in bio
6. Configure location and website fields
7. Enable tweet notifications
8. Set up Twitter Analytics
9. Create pinned tweet
10. Set up lists for monitoring

Facebook Setup:

Technical Steps:
1. Create business page (not personal profile)
2. Select appropriate category and subcategory
3. Upload profile picture (180x180px minimum)
4. Upload cover photo (851x315px recommended)
5. Complete About section with all business info
6. Set up call-to-action button
7. Configure page template
8. Set up Facebook Page username
9. Enable Facebook Insights
10. Create page roles if needed

Instagram Setup:

Technical Steps:
1. Create account or convert to business account
2. Select business category
3. Upload profile picture (110x110px, 1:1 ratio)
4. Write bio (150 characters max, include contact info)
5. Add website link in bio
6. Set up contact options (email, phone, directions)
7. Create story highlights
8. Enable Instagram Insights
9. Set up Instagram Shopping (if applicable)
10. Configure Instagram Creator Studio

LinkedIn Setup:

Technical Steps:
1. Create company page
2. Select industry and company size
3. Upload logo (300x300px recommended)
4. Upload cover image (1536x768px recommended)
5. Write company description with keywords
6. Add website and company details
7. Set up showcase pages (if applicable)
8. Enable LinkedIn Analytics
9. Create employee connection strategies
10. Set up LinkedIn Ads account (if needed)

YouTube Setup:

Technical Steps:
1. Create channel with Google account
2. Upload profile picture (800x800px recommended)
3. Upload channel banner (2560x1440px recommended)
4. Write channel description with keywords
5. Add external links
6. Create channel sections
7. Set up channel keywords and tags
8. Enable YouTube Analytics
9. Create playlists
10. Set up YouTube Studio

Twitch Setup:

Technical Steps:
1. Create account and enable streaming
2. Upload profile picture (256x256px recommended)
3. Upload offline screen (1920x1080px recommended)
4. Upload panels (320x160px recommended)
5. Set up stream schedule
6. Configure stream information
7. Install and configure extensions
8. Set up Twitch Analytics
9. Create moderator and VIP roles
10. Configure chatbot and alerts

Reddit Setup:

Technical Steps:
1. Create account and verify email
2. Create subreddit (if needed)
3. Configure subreddit settings
4. Set up community guidelines
5. Create flairs and user flairs
6. Configure auto-moderation
7. Set up Reddit Analytics
8. Create post templates
9. Configure cross-posting rules
10. Set up Reddit Gold features

Bluesky Setup:

Technical Steps:
1. Create account with invite code
2. Set up custom domain (if applicable)
3. Upload profile picture (1000x1000px recommended)
4. Write bio with keywords
5. Set up starter pack
6. Configure privacy settings
7. Set up Bluesky Analytics
8. Create custom feeds
9. Configure cross-posting
10. Set up moderation tools

Threads Setup:

Technical Steps:
1. Create account linked to Instagram
2. Optimize profile information
3. Set up cross-posting from Instagram
4. Configure privacy settings
5. Set up analytics
6. Create content strategy
7. Configure notification settings
8. Set up engagement tools
9. Test cross-platform integration
10. Optimize for discoverability

Discord Setup:

Technical Steps:
1. Create server
2. Set up server icon and banner
3. Create channel structure
4. Set up role system
5. Install and configure bots
6. Set up welcome system
7. Configure moderation tools
8. Set up Discord Analytics
9. Create server rules
10. Set up verification system

6.2 Branding & Visual Identity Application

6.2.1 Logo and Image Optimization

Image Size Requirements:

Platform-Specific Sizes:
- X/Twitter: Profile 400x400px, Header 1500x500px
- Facebook: Profile 180x180px, Cover 851x315px
- Instagram: Profile 110x110px, Stories 1080x1920px
- LinkedIn: Logo 300x300px, Cover 1536x768px
- YouTube: Profile 800x800px, Banner 2560x1440px
- Twitch: Profile 256x256px, Offline 1920x1080px
- Reddit: Icon 256x256px, Banner 1280x384px
- Bluesky: Profile 1000x1000px
- Threads: Profile 500x500px
- Discord: Icon 1024x1024px, Banner 960x540px

Image Optimization Process:

Optimization Steps:
1. Resize logo for each platform
2. Create platform-specific banners
3. Optimize file sizes (under 2MB)
4. Ensure consistent color representation
5. Test image quality on different devices
6. Create variations for dark/light themes

6.2.2 Color Scheme Application

Brand Color Implementation:

Color Application:
1. Extract hex codes from client brand
2. Apply to platform-specific color settings
3. Ensure accessibility (contrast ratios)
4. Test on different devices and browsers
5. Create color palette documentation

Consistency Verification:

Consistency Checklist:
- Logo appears correctly on all platforms
- Colors match brand guidelines
- Text is readable on all backgrounds
- Images load quickly
- Mobile compatibility verified

6.3 Content Optimization & SEO

6.3.1 Bio and Description Optimization

Keyword Research:

Research Process:
1. Identify industry keywords
2. Research competitor profiles
3. Use platform search suggestions
4. Analyze trending hashtags
5. Create keyword variations

Bio Writing Guidelines:

Bio Optimization:
- Include primary keywords naturally
- Use platform-specific character limits
- Include call-to-action
- Add contact information
- Use emojis strategically
- Include relevant hashtags

6.3.2 Hashtag Strategy Development

Hashtag Research:

Research Categories:
- Industry-specific hashtags
- Location-based hashtags
- Trending hashtags
- Niche community hashtags
- Branded hashtags

Hashtag Implementation:

Implementation Strategy:
- Mix of popular and niche hashtags
- Platform-specific hashtag limits
- Create hashtag sets for different content types
- Track hashtag performance
- Update hashtag lists monthly

6.4 Automation & Integration Setup

6.4.1 Cross-Platform Automation

Zapier Integration:

Common Workflows:
- Blog post → All social platforms
- Instagram post → Facebook/Twitter
- YouTube upload → Twitter announcement
- RSS feed → Social media posts
- Email newsletter → Social summary

Buffer/Hootsuite Setup:

Scheduling Setup:
1. Connect all social accounts
2. Set up posting schedules
3. Create content categories
4. Set up queue management
5. Configure analytics tracking

6.4.2 Analytics Configuration

Native Analytics Setup:

Analytics Configuration:
- Enable platform analytics
- Set up conversion tracking
- Configure goal tracking
- Set up custom reports
- Enable email notifications

Third-Party Analytics:

Additional Tools:
- Google Analytics integration
- Sprout Social setup
- Hootsuite Analytics
- Custom dashboard creation

6.5 AI-Assisted Graphics Generation (+$25 Add-on)

6.5.1 AI Graphics Workflow

Prompt Engineering:

Prompt Development:
1. Analyze brand identity
2. Create style guide prompts
3. Generate multiple variations
4. Refine based on client feedback
5. Finalize selected designs

AI Tool Usage:

AI Tools and Applications:
- Midjourney: Creative visuals and artistic content
- DALL-E: Specific concept generation
- Canva AI: Template creation and editing
- Adobe Firefly: Brand-consistent graphics

6.5.2 Template Creation

Template Types:

Template Categories:
- Post templates (square, vertical, horizontal)
- Story templates (Instagram/Facebook)
- Thumbnail templates (YouTube)
- Overlay templates (Twitch)
- Header templates (all platforms)

Template Delivery:

Deliverables:
- Editable template files (PSD, Canva)
- Exported image files (PNG, JPG)
- Size variations for each platform
- Usage guidelines
- Brand style guide

7. Quality Assurance & Testing

7.1 Account Verification Checklist

All accounts created and verified
2FA enabled on all accounts
Login credentials documented securely
Profile information complete and accurate
Images uploaded and displaying correctly
Links working properly
Analytics enabled

7.2 Branding Consistency Check

Logo consistent across platforms
Color scheme applied correctly
Bio descriptions optimized
Contact information accurate
Cross-platform links working

7.3 Functionality Testing

8. Troubleshooting

Problem	Cause	Fix
Account creation failed	Email already used or blocked	Use different email or contact platform support
Image upload failed	File size too large or format unsupported	Resize image, convert to supported format
2FA setup issues	Phone number not supported	Use authenticator app instead
Automation not working	API permissions insufficient	Reconnect accounts with proper permissions
Analytics not tracking	Settings not properly configured	Re-enable analytics and verify tracking codes
Cross-posting failing	Platform API changes	Update integration settings or use alternative service
Brand colors inconsistent	Different color profiles	Use consistent hex codes and test across platforms

9. Documentation & Delivery

9.1 Credentials Documentation

Create secure credentials document:

Credentials Document Format:
- Platform name and URL
- Username/Handle
- Email address used
- Password (encrypted)
- 2FA backup codes
- Recovery information
- Setup notes

9.2 Setup Report

Create comprehensive setup report:

Setup Report Contents:
- Accounts created (with URLs)
- Branding applied
- Automation configured
- Analytics enabled
- Testing results
- Maintenance recommendations
- Support contact information

9.3 Training Materials

Prepare client training materials:

Training Materials:
- Platform navigation guides
- Posting best practices
- Analytics interpretation
- Automation management
- Troubleshooting guide
- Support procedures

10. Post-Delivery Support

10.1 Included Support

Starter Pack: 30 days email support
Growth Pack: 30 days email support
Professional Pack: 30 days priority support

10.2 Support Scope

Account access issues
Technical troubleshooting
Optimization questions
Automation assistance
Analytics interpretation

10.3 Support Channels

Email: contact@wizardtechservices.com
Response time: 24-48 hours
Priority support: 12-24 hours (Professional tier)

11. Maintenance Recommendations

11.1 Regular Tasks

Review analytics weekly
Update content monthly
Refresh branding quarterly
Audit security semi-annually
Update automation annually

11.2 Client Education

Platform-specific best practices
Content creation guidelines
Community engagement strategies
Analytics interpretation
Security awareness

12. Quality Assurance

12.1 Pre-Delivery Review

Verify all requirements met
Test all account functionality
Validate branding consistency
Confirm client satisfaction
Document any deviations

12.2 Post-Delivery Follow-up

Contact client after 3 days
Address any issues
Gather feedback
Make necessary adjustments

13. Revision Control

Version: 1.0
Created: February 2026
Author: Wizard Tech Services
Next Review: Within 60 days
Approved By: Lead Technician

14. Appendices

14.1 Platform Image Size Reference

Platform	Profile Picture	Cover/Banner	Story/Post	Recommended Format
X/Twitter	400x400px	1500x500px	N/A	PNG, JPG
Facebook	180x180px	851x315px	1080x1920px	PNG, JPG
Instagram	110x110px	N/A	1080x1080px	PNG, JPG
LinkedIn	300x300px	1536x768px	N/A	PNG, JPG
YouTube	800x800px	2560x1440px	1280x720px	PNG, JPG
Twitch	256x256px	1920x1080px	N/A	PNG, JPG
Reddit	256x256px	1280x384px	N/A	PNG, JPG
Bluesky	1000x1000px	N/A	N/A	PNG, JPG
Threads	500x500px	N/A	1080x1080px	PNG, JPG
Discord	1024x1024px	960x540px	N/A	PNG, JPG

14.2 Automation Workflow Examples

Zapier Workflows:
1. WordPress Post → Facebook, Twitter, LinkedIn
2. Instagram Post → Facebook Cross-post
3. YouTube Upload → Twitter Announcement
4. Blog RSS → Multiple Social Platforms
5. Email Newsletter → Social Media Summary

Make/Integromat Scenarios:
1. Google Sheet → Scheduled Social Posts
2. Calendar Event → Social Media Announcement
3. Form Submission → Social Media Thank You
4. E-commerce Sale → Social Media Promotion

14.3 Analytics KPI Reference

Key Performance Indicators:
- Engagement Rate: (Likes + Comments + Shares) / Followers
- Reach: Unique users who saw content
- Impressions: Total times content displayed
- Click-Through Rate: Clicks / Impressions
- Follower Growth Rate: New Followers / Total Followers
- Conversion Rate: Desired Actions / Total Visitors

End of SOP