AI ASSISTANTS · SOCIAL AI

Show up where prospects check you out — consistently.

Social AI supports planning, drafting, approval, scheduling, and publishing on the supported channels connected for your firm.

Book a Free Strategy Call →Meet the full AI team →

Social AI drafts and schedules marketing posts for your approval — never client-specific content or account advice. A human signs off before anything publishes.

SOCIAL SYSTEM ILLUSTRATIVE · CONFIGURABLE ROLE

AI ROLE30 DAYS

01PLAN

02DRAFT

03APPROVE

04PUBLISH

SOURCEGrowth CRM recordSTATUSConfigured per firm

THE VISIBILITY GAP

A dormant profile makes a thriving firm look inactive.

This is the top-of-funnel side of the Credibility Leak — the visibility gap. Prospects and referral sources check your LinkedIn, your Google Business Profile, your Facebook before they reach out. A feed that stops six months ago reads as a firm that's coasting, distracted, or worse. But keeping a steady, professional presence going across several platforms is a job in itself — one that always loses to billable client work.

Social AI can support a consistent, on-brand publishing process while your team controls the approved channels, content, timing, and public voice.

HOW IT WORKS

Drafted, reviewed, and scheduled for supported channels.

Social AI can draft on-brand marketing posts for the topics, audience, and voice your firm approves. It can arrange drafts on a content calendar and, after human approval, publish through channels that are connected and verified for that practice. Supported inbound messages can enter a configured inbox; channel availability, engagement data, and publishing permissions are confirmed during implementation.

Sample social calendar (planning view):

See a balanced month before anything publishes. Week 1: seasonal reminder → Week 2: client-question explainer → Week 3: firm perspective → Week 4: service education. Each card shows channel, audience, source, draft, reviewer, approval status, publish date, and response owner. → See a Sample Social Calendar → (#sample-social-calendar)

INBOUND SIGNAL

01Understand contextCRM READ

02Take the approved actionWORKFLOW

03Log the outcomeCRM WRITE

04Escalate when judgment is neededHUMAN

WHAT POWERS IT

A social planner with AI-assisted content for supported channels.

Social AI combines a social planner, AI-assisted drafting, human approval, and scheduling for supported channels connected during implementation. Inbound messages may flow into the unified inbox where the channel supports it. Your firm approves the channel, audience, content, publish timing, and response owner before automation runs.

APPROVED KNOWLEDGECHANNEL & CONSENT RULESCRM CONTEXTHUMAN APPROVALSESCALATION & STOP CONDITIONS

WHAT IT DOES, CONCRETELY

Configured capabilities for SOCIAL AI.

When enabled and tested for the approved audience, channels, permissions, and stop rules, this role can perform the actions below.

Generates on-brand posts tuned to your firm and audience

Promotes the blogs and newsletters Content AI writes

Arranges posts on a content calendar

Holds configured posts for your approval before publishing

Schedules approved posts on supported, connected channels

Publishes at the times your firm approves

Routes supported inbound social messages to the unified inbox

Records available engagement data in the configured system

Keeps a reviewable calendar across the channels you choose

HUMAN CONTROL

Automation where it helps. A clean handoff where judgment begins.

The workflow is configured around eligible audiences, consent and suppression rules, approved knowledge, allowed actions, escalation conditions, and explicit stop conditions.

AI OWNSSpeed, consistency, logging, and approved follow-up.

HUMAN OWNSSensitive, professional, account-specific, and exception decisions.

PRACTICE READINESS DIAGNOSTIC

Benchmark Your Firm's Intake & Follow-Up Leaks

Before configuring SOCIAL AI, see how your practice currently scores on lead response speed, front-desk capture, and proposal follow-through.

Take the 60-Second Scorecard →Run 360° Digital Audit

BETTER TOGETHER

Social AI gets you seen. These convert the attention.

HANDOFF 01

Content AI — drafts blogs and newsletters that can be adapted for approved social channels. Meet Content AI →

HANDOFF 02

Reception AI — answers the prospects your visible presence sends to your line or chat. Meet Reception AI →

HANDOFF 03

Review AI — the reviews it collects become social proof worth posting. Meet Review AI →

QUESTIONS PRACTICES ASK

Questions practices ask before putting this role to work.

What can AI social media management support for an accounting firm?

Social AI can draft and schedule approved marketing posts, then publish through channels that are connected, permissioned, and verified for the practice. Channel support is confirmed during implementation. Your team reviews the content and controls what is approved for publication.

How does the firm control brand voice?

Social AI is configured using approved voice, topic, and audience guidance. Drafts can be held for human review, editing, rejection, or approval before publication, according to the workflow your firm selects.

Does it give financial advice on social media?

No. Social AI posts general, educational, and promotional marketing content only — reviewed by a human before publishing. It never gives client-specific or account advice, and anything requiring professional judgment stays with you.

Which platforms does it support?

Channel support is confirmed during implementation based on the accounts and integrations your firm approves. The calendar can plan for LinkedIn, Facebook, Instagram, and Google Business Profile, but publishing and inbox connections are claimed only after each channel is connected and verified.

Do I approve posts before they go live?

Yes under the workflow described here: drafts are held for human review and require approval before publication. The enabled channels, users, permissions, and fallback process are verified during implementation.

See all questions →

START WITH ONE USEFUL ROLE

Look as active and credible as your firm actually is.

Book a 20-minute strategy call and we'll map the approved channels, review workflow, cadence, and publishing permissions for Social AI — whether or not we work together.

Book a Free Strategy Call →Test Reception AI

No pressure. No obligation. A plan you can use either way.