— 03 operating system living document

the operating manual your team can actually ship from.

tone of voice, format library, response trees, escalation rules, posting cadence — the strategy translated into something a new hire can pick up on a tuesday and run by friday. not a 90-page pdf. a working notion site, with examples next to every rule. the same deliverables a b2b digital marketing agency would charge a strategy retainer for.

— format
notion + figma
— timeline
4–5 weeks
— modules
14 sections
— team
strategist + CD
01. what's included

a doc the new hire can ship from on day three.

every section has a rule, a working example, a counter-example, and a "if you must break this, here's how." nothing abstract — if a section can't be applied to a real post by the end of the page, it gets cut.

— 01 / DELIVERABLE

tone of voice system.

the brand voice broken into 4–6 dials (warm↔sharp, formal↔familiar, plain↔playful, etc.), each with a calibration scale and side-by-side examples. one page anyone can use to red-pen a caption in 30 seconds.

voice dials do / don't pairs caption editor
— 02 / DELIVERABLE

format library.

every post format you'll actually use — talking-head reel, lifestyle still, founder pov, BTS, carousel teach, meme, story poll — with a structure, hook menu, length cap, and three reference posts. so nobody re-invents the wheel monthly.

format specs hook menus length caps
— 03 / DELIVERABLE

response trees.

the decision tree for replies and DMs: positive comment → response template; negative comment → triage flow; sales-intent DM → handoff script. trained against real comments from your account, not made up.

comment triage DM scripts handoff rules
— 04 / DELIVERABLE

escalation & crisis rules.

what counts as a crisis, who decides, who speaks, and how fast. one page, four levels of severity, three sample responses per level. printable, signed off by your founders, kept where everyone can find it at 2am.

severity scale approval chain holding statements
— 05 / DELIVERABLE

cadence & calendar rules.

post frequency by channel, optimal windows for your audience (not generic best-practice), pillar mix per week, story-vs-feed ratios, and the rule for when to break the rules. plugged into your scheduler of choice.

channel cadence pillar mix rules break-the-rules clause
— 06 / DELIVERABLE

visual & design rules.

the bits of the brand book that live on social — type sizes for in-feed legibility, safe zones, accent usage, motion presets, captions style, thumbnail rules. lifted from your identity, sized for instagram and tiktok specifically.

in-feed type motion presets thumbnail rules
— 07 / DELIVERABLE

roles & sign-off matrix.

who briefs, who writes, who shoots, who approves, who posts, who replies. RACI without the consultancy bloat — one page, real names, real backups when someone's on leave.

RACI lite approval SLAs cover plans
— 08 / DELIVERABLE

onboarding starter kit.

a one-pager and a 20-minute loom that gets a new hire from "I just joined" to "I shipped a post" in their first week. the playbook teaches itself — you shouldn't have to.

new-hire 1-pager walkthrough loom first-post checklist

what's actually in the book.

02. table of contents

14 sections, indexed so anyone can ctrl-f to the rule they need without scrolling through 80 pages of preamble. living document — version-controlled, dated, and patched as the brand grows.

— playbook · v 1.0

the
operating
manual.

format
notion + pdf
length
~ 80 pages
refresh
quarterly
access
full team
— ch. 01
brand & positioning recaplifted from strategy · 1-page summary
foundations
pp. 04
— ch. 02
tone of voice dialswarm ↔ sharp · plain ↔ playful · 4 calibrations
voice
pp. 09
— ch. 03
caption craft & hook menuopening lines, structures, sign-offs
voice
pp. 16
— ch. 04
format libraryreels · stills · carousels · stories · 12 specs
format
pp. 22
— ch. 05
visual & type rules for feedin-feed legibility, safe zones, accents
visual
pp. 34
— ch. 06
motion & sound presetscuts, transitions, audio licensing
visual
pp. 41
— ch. 07
cadence & channel rulesfrequency · windows · pillar mix
cadence
pp. 47
— ch. 08
comment response treespositive · negative · sales · trolls
community
pp. 53
— ch. 09
DM & sales handoff scriptsintent triage · CRM routing
community
pp. 58
— ch. 10
crisis & escalation playbook4 severity levels · holding statements
risk
pp. 62
— ch. 11
UGC & creator usage rightswhat to ask, what to license
legal
pp. 67
— ch. 12
roles & sign-off matrixRACI · approval SLAs · cover plans
ops
pp. 71
— ch. 13
tools & tech stackscheduler · analytics · DAM · listening
ops
pp. 74
— ch. 14
new-hire onboarding kit20-min loom · day-1 to day-7 checklist
onboarding
pp. 78

how the manual gets built.

03. process

a four-to-five-week sprint, written in the open. you'll see drafts as we go — no big reveal, no surprises on delivery day.

01
— phase oneweek 1

audit & intake.

we read everything you've shipped in the last 90 days — captions, replies, DMs, story arcs, paid creative — and pull the patterns that are working from the ones that aren't. plus a 60-min interview with whoever runs the day-to-day.

90-day audit team interview working pattern map
02
— phase twoweek 2

voice & format drafts.

we draft the voice dials and the format library first — these are the two sections that pay back fastest. you get a working version inside notion to comment on, edit, and pressure-test on real briefs.

voice v1 format library v1 live notion
03
— phase threeweek 3

community & ops.

response trees, DM scripts, escalation rules, RACI matrix. we co-write these with whoever actually replies in your inbox today — they know where the edge cases live, we just shape them.

response trees escalation rules sign-off matrix
04
— phase fourweek 4

walkthrough & v1 lock.

90-minute working session with your full team. we walk every section, role-play three real scenarios, and edit live. anything that feels theoretical gets cut. v1 locks at the end of the session.

team walkthrough scenario role-play v1 lock
05
— phase fiveweek 5+

onboarding & quarterly patch.

we record the loom, write the day-1 to day-7 starter checklist, and hand the doc over. then every quarter we run a 60-minute patch session — what's outdated, what's missing, what the team keeps forgetting.

onboarding loom starter checklist quarterly patch
— case study · 2025 Social playbook sample work
— in the wild · regional QSR group, 6 brands

six brands, one playbook — and the inbox finally stopped burning.

a multi-brand QSR group had six community managers replying in six different voices, escalating everything to the founders, and missing 30% of sales-intent DMs. we wrote one master playbook with brand-specific voice dials and a clear severity ladder.

inside two months: response time halved, founder escalations down 70%, and DM-to-sale routing live. the playbook now ships with every new community-manager hire.

−52%
— reply time
−70%
— escalations
2.4x
— DM → sale
read the full story →
Voice dials sample
— voice dials
Format library sample
— format library
Response tree sample
— response tree
Cadence rules sample
— cadence rules

a doc your team will actually open on a tuesday.

— 01 / onboarding
3 days
avg. time-to-first-post for a new community manager using the playbook from day one.
— 02 / approvals
−61%
drop in founder approval rounds once voice dials and sign-off matrix are locked.
— 03 / replies
2.1x
avg. uplift in community response speed with response trees live in the team's tools.
— 04 / shipped
53+
playbooks written for founder-led, retail and DTC brands across India, GCC, UK and AU.
our last brand book was a pdf nobody opened. this is the only doc i've seen the juniors actually edit. that's the test.
AK
Aparna Kumar
Marketing Director, Hauz Khas Hospitality · client since 2023
04. faq

questions, answered straight.

can't find it here? email hi@socialmafia.agency — replies in under 24 hours.

do we need a strategy in place first?
strongly recommended, yes. a playbook without a strategy underneath becomes a style guide — useful, but it can't tell you which post should ship next. if you don't have a strategy yet, we'll often package 02 — Social Strategy + this together at a discount.
isn't this what brand guidelines are for?
brand guidelines tell you what your logo and colors do. a playbook tells you what to write at 11pm when a customer is angry on instagram. they sit on top of each other. we lift from your brand book and credit it.
notion or pdf?
notion as the working version, exported as a versioned pdf at every quarterly lock. notion because nobody actually edits a pdf. pdf because some legal / leadership stakeholders want the static artifact. you get both.
how do you stop it from going stale?
two mechanisms: a quarterly 60-min patch session (included for retainer clients), and a "version log" at the top of the doc that flags every change with a date and a reason. if the doc hasn't been edited in 90 days, that's a signal something's wrong — usually that the team isn't really using it.
who runs the team training?
the strategist who wrote it, with the creative director on the call. a 90-min live walkthrough with role-play scenarios — recorded for anyone who couldn't make it. follow-up office hours for the first month while the team beds it in.
what if our brand voice changes mid-engagement?
it shouldn't, because we're documenting the voice that already exists, not inventing one. if positioning shifts mid-build (it happens), we re-baseline the voice dials in the same engagement at no extra fee. a playbook locked to a voice you don't ship in is worse than no playbook.

stop re-explaining the brand on every brief.

— typically reply within 24 hours · dubai (hq) · mohali · adelaide