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Get a monthly social media results summary

A one-page summary of what worked on your social accounts last month, what didn't, and three changes to try next month.

Marketing & SocialIntermediate25 minGoogle SheetsAI assistantInstagram
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When to use it

First working day of each month

Step by step

  1. Gather last month's numbers

    Open the insights or analytics area of each platform (Instagram, Facebook via Meta Business Suite, LinkedIn page analytics). Note reach, engagement and follows for each post, or export them if the platform offers a download.

  2. Put them in one sheet

    Paste them into a Google Sheet with columns: Date, Platform, Post topic, Format, Reach, Likes, Comments, Shares, Saves, Link clicks.

  3. Ask for the summary

    Copy the table into your AI assistant with this prompt.

    Prompt to copyHere are last month's social media results for [business]: [paste table]. Our goal is [goal, e.g. bookings, website visits]. Give me: 1) a 3-sentence overview; 2) the top 3 posts and what they have in common (topic, format, timing); 3) the weakest 3 and a likely reason; 4) month-on-month change if I've included last month; 5) three specific experiments for next month. Use only the numbers given; don't invent any. Plain English, one page.
  4. Act on one change

    Pick one of the experiments and add it to next month's content calendar.

What you get

Overview: reach up 18%, but link clicks flat. Top posts were all short videos posted before 9am. Weakest: three offer posts with stock images. Try: film two behind-the-scenes clips a week; post offers with real photos; test a Tuesday 8am slot.

Tips

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