Free course playbook

Free takeaway: 30-day content calendar

Social Media Marketing · 43 worksheets, one for each lesson

NameDate

Print this playbook or save it as a PDF, then complete one worksheet after each lesson. Together they make a portfolio you can show to employers and clients.

  1. Account setup checklist
  2. 30-day content calendar
  3. Content research sheet
  4. Video planning checklist
  5. Caption template
  6. Weekly social routine
  7. Comment response templates
  8. Workflow checklist
  9. Profile setup checklist
  10. Hashtag list
  11. Media planning sheet
  12. ABC post worksheet
  13. Repost guidelines
  14. Instagram setup checklist
  15. 30-day content calendar
  16. Caption template
  17. Curation list
  18. Stories planner
  19. 30-day content calendar
  20. Social KPI tracker
  21. Reel storyboard template
  22. 30-day content calendar
  23. Listing worksheet
  24. Listing worksheet
  25. Review response templates
  26. Review policy checklist
  27. Yelp setup checklist
  28. Review response templates
  29. Photo plan
  30. LinkedIn goals sheet
  31. Profile checklist
  32. 30-day content calendar
  33. Engagement log
  34. Group participation plan
  35. Pinterest plan
  36. Pin plan
  37. Pinterest checklist
  38. TikTok fit checklist
  39. TikTok strategy outline
  40. Video storyboard template
  41. Video performance checklist
  42. YouTube plan
  43. YouTube checklist
Back to the course

Worksheet · Social Media Marketing · Facebook

Account setup checklist

From the lesson Creating an Account

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Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.

1Write your business description in two sentences.

2Collect your logo, cover image and contact details.

3Complete the account setup checklist.

Worked example to compare with: Setting up a plumber's page

  • Name: Rivera Plumbing, Ottawa.
  • Category: plumber. Description: "Fast, fair-priced plumbing repairs for homes in Ottawa. Same-day callouts."
  • Hours: Monday to Saturday, 8:00 to 18:00, with an emergency number.
  • Button: Call now. Cover image: the van and the team in uniform.
  • Check: ask a friend to search the business name and tell you whether the page answers three questions: what do they do, where, and how do I reach them?

Check yourself

  • I can explain "Creating an Account" in one sentence.
  • I used a real business or project, not just an idea.
  • I know what I will do next, and by when.

Notes

Worksheet · Social Media Marketing · Facebook

30-day content calendar

From the lesson Content Pillars

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Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.

1List three to five pillars for a business.

2Add two post ideas under each.

3Place them on the 30-day content calendar.

Worked example to compare with: Turning pillars into a week of posts

  • Monday: baking tip (education).
  • Tuesday: new product photo (offer).
  • Thursday: behind-the-scenes video (personality).
  • Saturday: customer photo with a thank-you (community).
  • Result to look for: you never have to ask "what do we post today?", and no more than one post in four is a direct sales message.

Check yourself

  • I can explain "Content Pillars" in one sentence.
  • I used a real business or project, not just an idea.
  • I know what I will do next, and by when.

Notes

Worksheet · Social Media Marketing · Facebook

Content research sheet

From the lesson Researching Posts

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Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.

1Review five pages in your niche.

2Note which posts did best and why.

3Write ten post ideas based on what you learned.

Worked example to compare with: Finding a pattern

  • Review: ten recent posts from five competitors.
  • Pattern: three of the four posts with the most comments were short how-to videos.
  • Idea: plan two how-to videos a week and compare their comments with product photos after a month.
  • Check: write down what you will measure before you start, so the result is a fair test.

Check yourself

  • I can explain "Researching Posts" in one sentence.
  • I used a real business or project, not just an idea.
  • I know what I will do next, and by when.

Notes

Worksheet · Social Media Marketing · Facebook

Video planning checklist

From the lesson Facebook Video Marketing

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Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.

1Plan three short videos.

2Write the first line and the caption for each.

3Record one and review it with the video checklist.

Worked example to compare with: A script for a bouquet video

  • Hook: "Here is how to make a bouquet last twice as long."
  • Show: cut the stems at an angle, remove leaves under the water line, add flower food and use clean water.
  • Tip: change the water every two days.
  • Call to action: "Comment 'tips' for our flower care guide."
  • Captions: add text on screen, because many people watch without sound.

Check yourself

  • I can explain "Facebook Video Marketing" in one sentence.
  • I used a real business or project, not just an idea.
  • I know what I will do next, and by when.

Notes

Worksheet · Social Media Marketing · Facebook

Caption template

From the lesson Facebook Post Captions

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Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.

1Write three captions for one photo in different styles.

2Choose the best and say why.

3Save your favorites in the caption template.

Worked example to compare with: Three caption formulas

  • Question: "Which would you pick for a rainy Sunday?"
  • Tip: "Three ways to make your bread last longer. Number 2 surprised us."
  • Story: "Ana's first order was a birthday cake for her son. Now she brings her whole office."
  • Check: read each caption aloud. If you would not say it to a customer, rewrite it.

Check yourself

  • I can explain "Facebook Post Captions" in one sentence.
  • I used a real business or project, not just an idea.
  • I know what I will do next, and by when.

Notes

Worksheet · Social Media Marketing · Facebook

Weekly social routine

From the lesson Social Media Scheduling Tools

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Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.

1Choose a scheduling tool and list why it fits.

2Schedule five posts.

3Create a weekly routine for scheduling and replying.

Worked example to compare with: A Monday hour that covers the week

  • 10 minutes: choose five topics from the calendar.
  • 30 minutes: write captions and prepare images.
  • 10 minutes: schedule posts for Tuesday, Wednesday, Thursday, Saturday and Sunday.
  • 10 minutes: check last week's best post and note why.
  • Rest of the week: 15 minutes a day to reply to comments and messages.

Check yourself

  • I can explain "Social Media Scheduling Tools" in one sentence.
  • I used a real business or project, not just an idea.
  • I know what I will do next, and by when.

Notes

Worksheet · Social Media Marketing · Facebook

Comment response templates

From the lesson Responding to Comments

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Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.

1Write replies for a positive, neutral and negative comment.

2Set a response time goal.

3Save them as response templates.

Worked example to compare with: Answering a public complaint

  • Comment: "My order is three days late and no one answers."
  • Reply: "We are sorry about the delay, Jordan. We have sent you a message so we can sort this out today."
  • Private message: ask for the order number, give a clear fix and a time.
  • Result to look for: the complaint thread ends with a calm reply from the customer or a thanks, and others see that the business responds.
  • Check: reply within a working day.

Check yourself

  • I can explain "Responding to Comments" in one sentence.
  • I used a real business or project, not just an idea.
  • I know what I will do next, and by when.

Notes

Worksheet · Social Media Marketing · Facebook

Workflow checklist

From the lesson How to Use Meta Business Suite

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Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.

1Connect your accounts.

2Create a twenty-minute daily routine.

3Complete the workflow checklist.

Worked example to compare with: Splitting 20 minutes

  • 5 minutes: messages and comments.
  • 5 minutes: scheduled posts for the next three days.
  • 5 minutes: create and schedule one new post.
  • 5 minutes: check insights for the best performer of the week.
  • Result to look for: a calm routine that happens at the same time each day.

Check yourself

  • I can explain "How to Use Meta Business Suite" in one sentence.
  • I used a real business or project, not just an idea.
  • I know what I will do next, and by when.

Notes

Worksheet · Social Media Marketing · X (formerly Twitter)

Profile setup checklist

From the lesson Setting Up an X Profile

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Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.

1Draft three bio options.

2Choose a profile image and header.

3Complete the profile checklist.

Worked example to compare with: Writing a bio in three versions

  • Version A: "Web design agency."
  • Version B: "We help local shops get found online."
  • Version C: "We help local shops get found online. Tips on social and search every week."
  • Better: C, because it says who you help and what followers will get.
  • Check: ask three people what they think the account would post about.

Check yourself

  • I can explain "Setting Up an X Profile" in one sentence.
  • I used a real business or project, not just an idea.
  • I know what I will do next, and by when.

Notes

Worksheet · Social Media Marketing · X (formerly Twitter)

Hashtag list

From the lesson Creating Hashtags for Posts

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Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.

1Research five hashtags for your niche.

2Check what each one shows.

3Choose a small set and add them to the content calendar.

Worked example to compare with: Checking a hashtag before using it

  • Idea: #bikes.
  • Check: the tag is huge and generic, so your post disappears.
  • Better: #winterbiking and a local tag such as #ottawabikes.
  • Test: click the tag and read what appears. If it is unrelated or inappropriate, do not use it.
  • Rule: two or three well-chosen hashtags per post.

Check yourself

  • I can explain "Creating Hashtags for Posts" in one sentence.
  • I used a real business or project, not just an idea.
  • I know what I will do next, and by when.

Notes

Worksheet · Social Media Marketing · X (formerly Twitter)

Media planning sheet

From the lesson Adding Images and Videos to Posts

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Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.

1Create three posts with media.

2Write alt text for each image.

3Compare which type gets more response.

Worked example to compare with: Text-only versus image

  • Text-only post: "Our new menu is here." Few replies.
  • Image post: a bright photo of the new menu with the line "Which would you order first?" More replies.
  • Rule: use clear, high-contrast images that read on a phone, and add alt text describing the image.
  • Check: view the post on your phone at arm's length. Can you tell what it is?

Check yourself

  • I can explain "Adding Images and Videos to Posts" in one sentence.
  • I used a real business or project, not just an idea.
  • I know what I will do next, and by when.

Notes

Worksheet · Social Media Marketing · X (formerly Twitter)

ABC post worksheet

From the lesson ABC Posts

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Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.

1Label your last ten posts.

2Count which type performed best.

3Plan next week's balance using the ABC worksheet.

Worked example to compare with: A month of labeled posts

  • Label every post as A, B or C before you publish.
  • Count replies after a month: A got 84, B got 46 and C got 21.
  • Decision: keep the balance but move one promotion post to a tip post each week.
  • Check: rerun the count the next month to see whether the change helped.

Check yourself

  • I can explain "ABC Posts" in one sentence.
  • I used a real business or project, not just an idea.
  • I know what I will do next, and by when.

Notes

Worksheet · Social Media Marketing · X (formerly Twitter)

Repost guidelines

From the lesson Reposting Content

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Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.

1Find three posts worth reposting.

2Write your comment for each.

3Write repost guidelines for your brand.

Worked example to compare with: Reposting a customer review

  • Original: a customer posts, "Best sourdough in town."
  • Repost: "Thank you, Priya! We bake it fresh at 5 a.m. and love that you noticed."
  • Process: ask permission, credit her, and add your own comment.
  • Result to look for: Priya feels appreciated and shares it, and other readers see real feedback.

Check yourself

  • I can explain "Reposting Content" in one sentence.
  • I used a real business or project, not just an idea.
  • I know what I will do next, and by when.

Notes

Worksheet · Social Media Marketing · Instagram

Instagram setup checklist

From the lesson Setting Up Your Instagram Account

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Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.

1Draft your bio and choose a link.

2Select a profile image.

3Complete the setup checklist.

Worked example to compare with: A bio that converts

  • Line 1: "Fresh flowers for weddings and everyday joy."
  • Line 2: "Ottawa, free delivery over $50."
  • Line 3: "Order or book a consultation."
  • Link: one page that lets people order.
  • Check: could a stranger place an order in two taps?

Check yourself

  • I can explain "Setting Up Your Instagram Account" in one sentence.
  • I used a real business or project, not just an idea.
  • I know what I will do next, and by when.

Notes

Worksheet · Social Media Marketing · Instagram

30-day content calendar

From the lesson Types of Posts

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Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.

1Plan one post of each type.

2Write the idea and the goal.

3Add them to your content calendar.

Worked example to compare with: A week with three formats

  • Monday: carousel of five tips.
  • Wednesday: single photo of a customer win.
  • Friday: 20-second video demonstration.
  • Review: compare saves on the carousel, likes on the photo and views on the video.
  • Result to look for: you learn which format your audience prefers.

Check yourself

  • I can explain "Types of Posts" in one sentence.
  • I used a real business or project, not just an idea.
  • I know what I will do next, and by when.

Notes

Worksheet · Social Media Marketing · Instagram

Caption template

From the lesson Instagram Captions

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Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.

1Write three captions for one image.

2Choose the best and explain why.

3Save it in the caption template.

Worked example to compare with: Writing three captions for one image

  • Version A: describe the product.
  • Version B: ask a question.
  • Version C: tell a one-sentence story.
  • Test: publish each on a different day and compare comments.
  • Check: keep the strongest first line, because it appears before the "more" link.

Check yourself

  • I can explain "Instagram Captions" in one sentence.
  • I used a real business or project, not just an idea.
  • I know what I will do next, and by when.

Notes

Worksheet · Social Media Marketing · Instagram

Curation list

From the lesson Content Curation

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Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.

1List five accounts to follow for ideas.

2Write a credit and permission message.

3Plan two curated posts.

Worked example to compare with: Sharing a customer photo

  • Photo: a customer's workout selfie wearing your gear.
  • Message: "Hi Sam, we love this photo. May we share it on our page and credit you?"
  • Post: the photo plus "Sam did this hill session before work. What is your weekday routine?"
  • Result to look for: Sam shares the post, and others imagine themselves in the picture.

Check yourself

  • I can explain "Content Curation" in one sentence.
  • I used a real business or project, not just an idea.
  • I know what I will do next, and by when.

Notes

Worksheet · Social Media Marketing · Instagram

Stories planner

From the lesson Creating Stories

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Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.

1Plan a week of Stories.

2Include one interactive element.

3Review which one got the most replies.

Worked example to compare with: A bookstore poll

  • Frame 1: "Help us choose next month's book club pick."
  • Frame 2: photos of the two options.
  • Frame 3: a poll with the two titles.
  • Frame 4: the next day, announce the winner.
  • Result to look for: replies and votes, and content for next month's post.

Check yourself

  • I can explain "Creating Stories" in one sentence.
  • I used a real business or project, not just an idea.
  • I know what I will do next, and by when.

Notes

Worksheet · Social Media Marketing · Instagram

30-day content calendar

From the lesson Posting Schedule

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Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.

1Find your best days and times from insights.

2Choose a posting frequency.

3Set your schedule in the 30-day content calendar.

Worked example to compare with: A four-week test

  • Week 1: post at lunch. Week 2: evenings. Week 3: mornings. Week 4: back to the best.
  • Record reactions for each post.
  • Result in the example: evenings average 83 reactions, so the schedule shifts to 7 p.m.
  • Check: keep other things equal, and use your own insights, not these numbers.

Check yourself

  • I can explain "Posting Schedule" in one sentence.
  • I used a real business or project, not just an idea.
  • I know what I will do next, and by when.

Notes

Worksheet · Social Media Marketing · Instagram

Social KPI tracker

From the lesson Measuring Engagement

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Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.

1Pull five posts' metrics.

2Compare them by type.

3Decide one change to make.

Worked example to compare with: Comparing a photo and a carousel

  • Photo: reach 4,000, 140 likes, 6 comments, 4 shares, 10 saves. Engagement rate is 160 ÷ 4,000 = 4%.
  • Carousel: reach 3,000, 120 likes, 18 comments, 12 shares, 30 saves. Engagement rate is 180 ÷ 3,000 = 6%.
  • Reading: the carousel reached fewer people but drew far more saves, which signals value.
  • Decision: make more carousels for tips, and use photos for personality.

Check yourself

  • I can explain "Measuring Engagement" in one sentence.
  • I used a real business or project, not just an idea.
  • I know what I will do next, and by when.

Notes

Worksheet · Social Media Marketing · Instagram

Reel storyboard template

From the lesson Instagram Reels

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Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.

1Storyboard a Reel with three shots.

2Write the opening line.

3Record, review and improve it.

Worked example to compare with: Storyboarding a cake-icing Reel

  • Shot 1 (0 to 2 s): a finished cake with the text "Smooth icing in 3 steps".
  • Shot 2 (2 to 15 s): three quick clips of the technique with captions.
  • Shot 3 (15 to 20 s): the result, and the baker's smile.
  • Call to action: "Save for your next bake."
  • Check: watch it on mute. Does it still make sense?

Check yourself

  • I can explain "Instagram Reels" in one sentence.
  • I used a real business or project, not just an idea.
  • I know what I will do next, and by when.

Notes

Worksheet · Social Media Marketing · Instagram

30-day content calendar

From the lesson Other Video Options

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Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.

1List your video goals.

2Match each to a format.

3Add them to your content calendar.

Worked example to compare with: A coach's video plan

  • Reels: weekly tips to attract new people.
  • Longer video: monthly full workouts for followers who want depth.
  • Live: a monthly Q&A to answer questions in real time.
  • Result to look for: each format has a clear job and the audience knows what to expect.

Check yourself

  • I can explain "Other Video Options" in one sentence.
  • I used a real business or project, not just an idea.
  • I know what I will do next, and by when.

Notes

Worksheet · Social Media Marketing · Google

Listing worksheet

From the lesson Claim Your Business

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Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.

1Search for your business.

2Claim or create the listing.

3Complete the listing worksheet.

Worked example to compare with: A salon claims its listing

  • Search: the salon finds an unclaimed listing with wrong opening hours.
  • Claim and verify: request ownership and confirm using the method offered.
  • Fix: correct the hours, add the phone number and booking link.
  • Add: six photos and a short description.
  • Result to look for: more calls and fewer customers arriving when the salon is closed.

Check yourself

  • I can explain "Claim Your Business" in one sentence.
  • I used a real business or project, not just an idea.
  • I know what I will do next, and by when.

Notes

Worksheet · Social Media Marketing · Google

Listing worksheet

From the lesson Adding a Listing to Google Maps

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Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.

1Choose categories and write a description.

2Gather five photos.

3Complete the listing worksheet.

Worked example to compare with: Choosing the right category

  • Wrong: "store" for a bike repair shop.
  • Right: "bicycle repair shop" as the primary category, with secondary categories such as "bicycle store".
  • Why it matters: people searching for repair see you instead of general stores.
  • Check: search the category yourself and see which businesses appear.

Check yourself

  • I can explain "Adding a Listing to Google Maps" in one sentence.
  • I used a real business or project, not just an idea.
  • I know what I will do next, and by when.

Notes

Worksheet · Social Media Marketing · Google

Review response templates

From the lesson Managing User Reviews

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Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.

1Write replies for a five-star and a one-star review.

2Write a polite review request.

3Save them as templates.

Worked example to compare with: Answering a negative review

  • Review: "Slow service and cold food."
  • Reply: "Thank you for telling us, and we are sorry. That is not the standard we want. Please call us on 555 0100 so we can make it right."
  • Follow up: fix the cause, such as an extra person at lunch.
  • Result to look for: other readers see a business that listens, and the reviewer may update their rating.

Check yourself

  • I can explain "Managing User Reviews" in one sentence.
  • I used a real business or project, not just an idea.
  • I know what I will do next, and by when.

Notes

Worksheet · Social Media Marketing · Google

Review policy checklist

From the lesson Reporting Users

NameDate

Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.

1Read the current review policies.

2List three reasons a review may be reportable.

3Create a review policy checklist.

Worked example to compare with: Documenting before reporting

  • Step 1: screenshot the review and note the date.
  • Step 2: write which policy it breaks, such as "not a customer" or "abusive language".
  • Step 3: submit the report and keep a record.
  • Step 4: reply publicly in a calm way if it stays up.
  • Takeaway: a negative review from a real customer is feedback, not a violation.

Check yourself

  • I can explain "Reporting Users" in one sentence.
  • I used a real business or project, not just an idea.
  • I know what I will do next, and by when.

Notes

Worksheet · Social Media Marketing · Yelp

Yelp setup checklist

From the lesson Yelp Account Setup

NameDate

Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.

1Claim or create the profile.

2Complete all fields.

3Check it with the Yelp setup checklist.

Worked example to compare with: A barber's profile

  • Claim: the barber claims his listing.
  • Details: services with prices, opening hours and a booking link.
  • Photos: the shop, the chairs and five before-and-after cuts, with permission.
  • Result to look for: more new customers booking from the page.

Check yourself

  • I can explain "Yelp Account Setup" in one sentence.
  • I used a real business or project, not just an idea.
  • I know what I will do next, and by when.

Notes

Worksheet · Social Media Marketing · Yelp

Review response templates

From the lesson Yelp Reviews

NameDate

Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.

1Summarize the main themes from ten reviews.

2Write one improvement.

3Draft response templates.

Worked example to compare with: Finding themes in ten reviews

  • Read ten recent reviews.
  • Themes: slow lunch service (4 mentions), friendly staff (6), loud music (2).
  • Action: add a staff member at lunch and check the volume.
  • Result to look for: fewer waiting complaints in the next ten reviews.

Check yourself

  • I can explain "Yelp Reviews" in one sentence.
  • I used a real business or project, not just an idea.
  • I know what I will do next, and by when.

Notes

Worksheet · Social Media Marketing · Yelp

Photo plan

From the lesson Yelp Photos

NameDate

Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.

1Plan ten photos to take.

2Take and select the best.

3Upload and caption them.

Worked example to compare with: Taking ten useful photos

  • Time: shoot in daylight, near a window.
  • List: storefront, counter, three bestsellers, the team, the menu, a customer using the product, a detail shot.
  • Edit: crop, brighten a little and avoid heavy filters.
  • Check: would a stranger be able to picture visiting after seeing the photos?

Check yourself

  • I can explain "Yelp Photos" in one sentence.
  • I used a real business or project, not just an idea.
  • I know what I will do next, and by when.

Notes

Worksheet · Social Media Marketing · LinkedIn

LinkedIn goals sheet

From the lesson Intro to LinkedIn

NameDate

Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.

1Write your LinkedIn goal.

2List who you want to reach.

3Plan your first three posts.

Worked example to compare with: Setting a LinkedIn goal

  • Goal: attract two to three consulting enquiries a month from small businesses.
  • Audience: owners of local shops.
  • Plan: one post a week sharing a lesson from client work and ten thoughtful comments on others' posts.
  • Check: after 90 days, count enquiries that mention your posts.

Check yourself

  • I can explain "Intro to LinkedIn" in one sentence.
  • I used a real business or project, not just an idea.
  • I know what I will do next, and by when.

Notes

Worksheet · Social Media Marketing · LinkedIn

Profile checklist

From the lesson Optimizing Your LinkedIn Profile

NameDate

Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.

1Rewrite your headline.

2Rewrite your summary in four sentences.

3Complete the profile checklist.

Worked example to compare with: Rewriting a summary

  • Opening: who you help and what you do.
  • Middle: two or three results with numbers.
  • Close: how to contact you.
  • Example: "I help local businesses explain what they do in plain language. I wrote a newsletter for 300 members and run a weekly social calendar. Message me if you want to talk marketing."
  • Check: remove any sentence that could describe anyone.

Check yourself

  • I can explain "Optimizing Your LinkedIn Profile" in one sentence.
  • I used a real business or project, not just an idea.
  • I know what I will do next, and by when.

Notes

Worksheet · Social Media Marketing · LinkedIn

30-day content calendar

From the lesson Building Your Brand Organically

NameDate

Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.

1Plan one week of organic activity.

2Write one post.

3Schedule time to comment on others.

Worked example to compare with: A small agency's habit

  • Each person posts one lesson from client work every week.
  • Everyone comments on two posts from clients or peers.
  • Once a month, the team shares a short case result.
  • Result to look for: over months, prospects mention the posts when they contact the agency.

Check yourself

  • I can explain "Building Your Brand Organically" in one sentence.
  • I used a real business or project, not just an idea.
  • I know what I will do next, and by when.

Notes

Worksheet · Social Media Marketing · LinkedIn

Engagement log

From the lesson User Engagement

NameDate

Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.

1Write a post that ends with a question.

2Publish and reply to every comment.

3Note what you learned.

Worked example to compare with: Writing and following up on a post

  • Draft: a short story, one lesson and one question.
  • Publish: on a weekday morning.
  • Follow up: reply to every comment within a few hours.
  • Review: which questions drew the most answers?
  • Result to look for: a pattern of topics your audience likes.

Check yourself

  • I can explain "User Engagement" in one sentence.
  • I used a real business or project, not just an idea.
  • I know what I will do next, and by when.

Notes

Worksheet · Social Media Marketing · LinkedIn

Group participation plan

From the lesson LinkedIn Groups

NameDate

Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.

1Find three groups.

2Plan one contribution for each.

3Track the connections you make.

Worked example to compare with: Becoming known in a group

  • Join two groups that match your field.
  • Spend 10 minutes a week answering questions with specific, useful replies.
  • Connect with people who respond, with a short personal note.
  • Result to look for: someone asks you for help directly.

Check yourself

  • I can explain "LinkedIn Groups" in one sentence.
  • I used a real business or project, not just an idea.
  • I know what I will do next, and by when.

Notes

Worksheet · Social Media Marketing · Pinterest Marketing

Pinterest plan

From the lesson An Introduction to Pinterest

NameDate

Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.

1Decide whether your audience uses Pinterest.

2List three board topics.

3Draft a pin idea for each.

Worked example to compare with: Deciding if Pinterest fits

  • Questions: do people plan or shop for what you offer? Is your content visual? Do you have web pages to link to?
  • Example: a recipe site answers yes to all three, so it creates boards by meal type.
  • Counter-example: a legal practice with no visual content probably should focus elsewhere.
  • Check: search your topic on Pinterest to see what people already save.

Check yourself

  • I can explain "An Introduction to Pinterest" in one sentence.
  • I used a real business or project, not just an idea.
  • I know what I will do next, and by when.

Notes

Worksheet · Social Media Marketing · Pinterest Marketing

Pin plan

From the lesson Marketing on Pinterest

NameDate

Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.

1Research ten keywords.

2Plan five pin designs.

3Write descriptions.

Worked example to compare with: A pin for a florist

  • Keyword: wedding table decoration ideas.
  • Image: a styled table in natural light, with the text "Table ideas for a spring wedding".
  • Description: "Five easy table ideas for a spring wedding, with flowers that last all day."
  • Link: the florist's wedding page.
  • Result to look for: steady traffic that grows over months.

Check yourself

  • I can explain "Marketing on Pinterest" in one sentence.
  • I used a real business or project, not just an idea.
  • I know what I will do next, and by when.

Notes

Worksheet · Social Media Marketing · Pinterest Marketing

Pinterest checklist

From the lesson Pinterest Best Practices

NameDate

Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.

1Audit a profile with the checklist.

2Choose three improvements.

3Set a posting schedule.

Worked example to compare with: A review after three months

  • Check: which pins drove the most clicks?
  • Pattern: pins with a step-by-step title brought twice as many clicks as pins with a brand name.
  • Action: rename the next ten pins using step-by-step titles.
  • Result to look for: more clicks on the same effort.

Check yourself

  • I can explain "Pinterest Best Practices" in one sentence.
  • I used a real business or project, not just an idea.
  • I know what I will do next, and by when.

Notes

Worksheet · Social Media Marketing · TikTok Marketing

TikTok fit checklist

From the lesson Why You Should Leverage TikTok

NameDate

Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.

1Decide whether TikTok fits your audience.

2List three content ideas.

3Set a posting goal.

Worked example to compare with: A fit check for a plumber

  • Audience: homeowners of many ages. Some are on the platform.
  • Content ideas: quick fixes, myths and a day on the job.
  • Time: two videos a week, about two hours.
  • Decision: try it for 60 days and measure enquiries that mention the videos.
  • Check: set a stop date, so you can judge fairly.

Check yourself

  • I can explain "Why You Should Leverage TikTok" in one sentence.
  • I used a real business or project, not just an idea.
  • I know what I will do next, and by when.

Notes

Worksheet · Social Media Marketing · TikTok Marketing

TikTok strategy outline

From the lesson Getting Started on TikTok

NameDate

Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.

1Create or plan your account.

2Define three video series.

3Schedule your first month.

Worked example to compare with: Three series for a plumber

  • Series 1: "60-second fixes" showing a quick repair.
  • Series 2: "Myth or fact?" answering common plumbing questions.
  • Series 3: "A day on the job" with a friendly tour of a callout.
  • Rhythm: two videos a week, filmed in one 30-minute batch.
  • Result to look for: you always know what to film next.

Check yourself

  • I can explain "Getting Started on TikTok" in one sentence.
  • I used a real business or project, not just an idea.
  • I know what I will do next, and by when.

Notes

Worksheet · Social Media Marketing · TikTok Marketing

Video storyboard template

From the lesson How to Make a TikTok Video

NameDate

Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.

1Write a hook and a short script.

2Film and edit one video.

3Review it with the checklist.

Worked example to compare with: Filming a coach's tip

  • Hook: "Stop doing this stretch before you run."
  • Steps: show the mistake, then the better stretch, then a short drill.
  • Captions: add them on screen.
  • Call to action: "Follow for a tip every week."
  • Time: write, film and edit in under an hour. Review: did you say the point in the first two seconds?

Check yourself

  • I can explain "How to Make a TikTok Video" in one sentence.
  • I used a real business or project, not just an idea.
  • I know what I will do next, and by when.

Notes

Worksheet · Social Media Marketing · TikTok Marketing

Video performance checklist

From the lesson How to Get More Video Views

NameDate

Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.

1Review your top and bottom videos.

2Find one pattern.

3Create three videos using it.

Worked example to compare with: Fixing a weak opening

  • Observation: 38 percent of viewers leave in the first three seconds.
  • Hypothesis: the opening shows setup instead of the result.
  • Test: reshoot with the result first, then explain how.
  • Compare: average watch time on the old and new versions.
  • Result to look for: more viewers stay past the first three seconds.

Check yourself

  • I can explain "How to Get More Video Views" in one sentence.
  • I used a real business or project, not just an idea.
  • I know what I will do next, and by when.

Notes

Worksheet · Social Media Marketing · YouTube Marketing

YouTube plan

From the lesson Introduction to YouTube Marketing

NameDate

Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.

1Write your channel goal.

2List five questions your customers ask.

3Turn each into a video idea.

Worked example to compare with: Turning questions into videos

  • Question: "How do I stop my tap from dripping?"
  • Video title: "How to Fix a Dripping Tap in 5 Minutes".
  • Structure: show the tools, the steps and the result, then invite viewers to book for bigger jobs.
  • Result to look for: viewers find the video through search over months, not days.

Check yourself

  • I can explain "Introduction to YouTube Marketing" in one sentence.
  • I used a real business or project, not just an idea.
  • I know what I will do next, and by when.

Notes

Worksheet · Social Media Marketing · YouTube Marketing

YouTube checklist

From the lesson Recording and Optimization

NameDate

Work through each step on paper or on screen. Use a real business, a project of your own or a friend’s idea. Keep this page for your portfolio.

1Choose a video topic and write its title.

2Write the description and tags.

3Complete the YouTube checklist.

Worked example to compare with: Renaming a video

  • Before: "Tutorial 3".
  • After: "How to Set Up Your First Online Store (Beginner Guide)".
  • Description: a two-sentence summary, a link to the store checklist and chapter times.
  • Thumbnail: bright screenshot with three words, "Open your store".
  • Result to look for: more impressions and clicks for the same video.

Check yourself

  • I can explain "Recording and Optimization" in one sentence.
  • I used a real business or project, not just an idea.
  • I know what I will do next, and by when.

Notes