This process uses the organic social post brief, the brand voice and tone workbook, the UTM standards, the organic social creative specs, the organic social copy template, the content calendar, and the organic social pre-publish checklist.
What you’ll end up with
- A completed organic social post brief recording what the post is for, who it speaks to, and what it links to.
- A published post, on brand, with alt text, and with any link tagged so the traffic is attributable.
- A row in the content calendar, with the published URL, so the post can be found, reported on, and reused later.
Before you start
The process at a glance
1
Fill in the post brief
What the post is for, who it speaks to, the hook, and what it links to.
2
Check the drives before making anything
An approved asset that already fits beats a new production job.
3
Produce the creative and write the caption
To the platform specs and the brand voice workbook.
4
Tag the link
UTMs with an organic medium value, so the traffic is attributable.
5
Get approval
Whatever review the post needs, before scheduling rather than after.
6
Run the pre-publish checklist
Alt text, captions, links, tags, and specs.
7
Publish and log it
Paste the published URL into the brief and into the content calendar row.
8
Check whether it should become paid creative
A strong organic post is proven creative you already own.
1. Fill in the post brief
Copy the organic social post brief. A single post gets its own; a recurring series shares one across its run. Start with what the post is for and who it speaks to. Most organic posts do not drive a measurable conversion, and naming the job in plain terms is what keeps a post reviewable without forcing a conversion metric onto something that was never going to produce one.2. Check the drives before making anything
Look in the creative drive and the video drive before commissioning new work. An approved asset that already fits, or crops to fit, is faster than a brief and has already cleared review. If nothing fits, run the creative brief process. Put the production time on the calendar rather than assuming organic work happens instantly.3. Produce the creative and write the caption
Build to the organic social creative specs. Organic creative is held to the same brand standard as paid, and most ratios are shared, but two constraints are organic-only: the profile grid re-crops the post centred at a ratio you do not control, and a published post cannot be edited into a different image. Both are cheap to design around and expensive to discover afterwards. Write the caption against the brand voice and tone workbook. If the post belongs to a campaign or makes a claim about the product, run it through the copy brief so the claim matches what the rest of the campaign is saying. The hook is doing most of the work here. With no budget forcing distribution, a post that is not opened is not seen at all.4. Tag the link
If the post links out, tag the URL with UTMs using an organic medium value. Untagged organic links land in analytics as direct or referral traffic, which is how organic social ends up appearing to drive nothing while quietly driving something. Decide where the link goes, too. Some platforms suppress reach on posts with an outbound link in the caption, which is why the link often sits in the first comment instead. On Instagram neither is clickable at all, so the real choices are the bio link and a Story link sticker. The copy template lists what is clickable where. Record the choice in the brief so it is consistent across the series.5. Get approval
Get whatever review the post needs before it is scheduled: brand, legal, or both, per the approval process. A post making a product claim, quoting a customer, or naming a competitor needs the same review a paid ad would. The distribution is different; the exposure is not.6. Run the pre-publish checklist
Run the organic social pre-publish checklist.7. Publish and log it
Publish, then do the two parts that are easy to skip:- Paste the published URL into the brief.
- Fill in the content calendar row: status to Published, and the URL.
8. Check whether it should become paid creative
Review performance after about a week. A post that performed well organically is proven creative you already own, tested against a real audience with no budget behind it. If it is worth running as paid, arrange the authorization while the post is fresh:- TikTok Spark Ads need an authorization code with an expiry date. Record both in the TikTok campaign brief.
- Meta and LinkedIn can promote an existing post or run it through creator allowlisting, which needs the account holder’s permission.
Exceptions
- The post is a reactive or timely reply. Community management replies and reactive posts do not need a brief. They still follow the brand voice and the approval rules for claims.
- The post is part of an approved recurring series. One brief covers the series. Each post still gets its own content calendar row and its own link tagging, because each needs its own URL and status.
- The post is one of a set supporting a campaign flight. The set has an order and each piece is timed against the flight. Sequence them in the calendar first, per planning the content calendar, so they cannot publish out of order.
- The post is a creator’s, not yours. The creator’s own post follows their agreement, not this process. If you plan to run it as paid, the authorization is what you need to record.
Related resources
- Organic social post brief The workbook this process runs on.
- Organic social pre-publish checklist The pass before it goes live.
- Creative brief process For any new visual the post needs.
- Brand voice and tone The standard captions are written against.
- Launching a TikTok campaign If the post becomes a Spark Ad.