The Social Planner Playbook.
Everything I know about GoHighLevel's Social Planner - what it replaces, what to charge for it, how to sell it in person and online, and the full technical build. 8 lessons, about 73 minutes, completely ungated.
Start here. The Social Planner is the easiest service to sell before you know the rest of the platform - one deliverable, obvious value, monthly retainer.
This is the fastest path to killing a $200/mo scheduling tool bill and folding social management into your existing retainers.
The planner is the feature that makes a sub-account sticky. Show it in the demo, price it in the plan, keep the client for years.
The curriculum.
Two tracks. Watch them in order the first time, then use them as a reference.
An overview of what a social planner actually does, what it replaces in a typical agency tool stack, and why running it inside GoHighLevel means one login, one bill, and one place your clients already live.
Why an agency running social scheduling inside a CRM wins against a freelancer running it out of a spreadsheet - and how to position that advantage in a sales conversation.
How to price social media management as a productized service: per-channel, per-post, and retainer models, what the market actually pays, and where your margin comes from. Pairs with the free pricing calculator.
The in-person play: local businesses, walk-ins, chamber events, and referral partners. The exact opener, the demo that closes, and how to leave with a signed client.
The online play: content, DMs, cold email, and paid traffic for social media management offers - plus the landing page structure that converts cold traffic into booked calls.
The complete technical walkthrough: connecting accounts, building a post, media, tagging, first comment, scheduling, bulk CSV uploads, and the approval workflow for client-managed content.
How to read the Social Planner calendar, manage queues across multiple channels, reschedule in bulk, and keep a month of content organized without losing your mind.
What the built-in reporting shows you, what it doesn't, and exactly which numbers to put in a client report so renewals are an easy yes.
The Social Planner pricing calculator.
Plug in channels, posts per month, and how many clients you want. It hands you a price band, your monthly revenue, and what your margin actually looks like after your time.
You need an account to run any of this.
The Social Planner lives inside GoHighLevel. Start a trial through my link and you also get my bonus stack - a 1-on-1 setup call, the unbranded onboarding video library discount, and a SaaS site snapshot + more...
