Social Media Guidelines & Playbooks
Social Media Guidelines & Playbooks
Social Media Guidance Your Team Can Actually Use.
Custom guidelines and practical playbooks that help B2B marketing teams, leaders and employees use social media with greater clarity, confidence and consistency.
This Is For You If...
Your teams want to do the right thing, but your current guidance doesn’t always show them how.
This service is designed for B2B marketing and social media leaders who:
- Are working with social media policies that are outdated, too general or focused mainly on risk
- Need clearer roles, responsibilities and approval pathways across teams or regions
- Want employees and leaders to participate but don’t have practical guidance to support them
- Have Company Page administrators working without consistent processes or examples
- Need to address newer issues such as AI use, confidentiality and employee-created content
- Want guidance their people will understand, trust and actually use
Guidelines Should Do More Than Manage Risk.
Guidelines Should Do More Than Manage Risk.
Clear Guardrails. Practical Guidance.
Many social media policies are written to protect the organisation. That matters, but risk-focused documents rarely show people how to participate well.
B2B Growth Co connects organisation-wide guidelines with practical playbooks that:
- Clarify roles, responsibilities and approval pathways
- Translate expectations into useful examples and real-world scenarios
- Help marketing teams, leaders and employees make better decisions across roles, regions and platforms
The result is guidance that supports the organisation and is useful in people’s day-to-day social media activity.
What Your Organisation Gains
Clarity Across Roles
Clear responsibilities, expectations and approval pathways for marketing teams, leaders and employees.
Guidance People Can Use
Practical examples, scenarios and how-tos that make social media expectations easier to apply.
Consistency Across Teams
A shared approach that works across roles, business units, regions and markets.
Confidence To Participate
Support that helps people make better decisions and contribute appropriately on social media.
FAQs
Social media guidelines establish the organisation-wide expectations, responsibilities and boundaries for using social media. A playbook turns that guidance into practical instructions, examples and scenarios for specific teams or roles. Together, they help protect the organisation while showing people how to participate appropriately.
Yes. B2B Growth Co can review your current documentation to identify outdated advice, missing topics, unclear responsibilities and gaps between policy and day-to-day implementation. We can update existing guidance or develop new documents where required.
We work with the project lead and relevant stakeholders to gather requirements, understand organisational risks and review drafts. Clear review stages help bring feedback together without losing the practical purpose of the documents. Your legal, HR and compliance teams retain responsibility for approving content within their areas of expertise.
Yes. Guidelines can establish shared organisation-wide principles while recognising different responsibilities, approval processes and regional requirements. The goal is to create one connected approach without expecting every team or market to operate in exactly the same way.
Yes. The documents can address appropriate AI use, including confidential information, human review, accuracy, brand voice and responsibility for published content. The guidance will reflect your organisation’s existing AI policies and risk requirements.
Most projects are delivered over several weeks to a mont. The exact timeframe depends on the number of documents required, the size and complexity of the organisation, stakeholder availability and the number of review stages. A clear project scope and timeline will be agreed before work begins.
Yes. Training or facilitated launch sessions can be included to introduce the guidance, explain how it applies to different roles and give employees or administrators an opportunity to ask questions. This helps the documents become working resources rather than files that are published and forgotten.
The work is led by B2B LinkedIn strategist Michelle J Raymond, founder of B2B Growth Co. Michelle brings more than 20 years of B2B sales experience and specialist expertise in LinkedIn Company Pages, employee participation and the practical challenges of coordinating social media across complex organisations.
Client Testimonials
