AgencyOS

Built on ArtMetrics

Social / Content Systems

SocialOS

Content calendar, post approvals, creator workflows, DM routing, and engagement operations.

available
Preview delivery workspaceMarketplace

Service Packages

Service Packages in a Box: client intake, kickoff, dependency checklist, project plan, SOPs, MarketX assistant, delivery workspace, client portal, reports, QA, handoff, and upsell path.

Service package scaffold

This plugin can be added to proposal only or installed as a draft tenant service package.

Problem / Outcome Summary

Business problem

Social execution breaks down when content, approvals, engagement, and DMs live in separate tools.

Business impact

consistent publishingfaster engagement response

Operational symptoms

  • missed posting cadence
  • slow approvals
  • DMs are not routed

Recommended user

Marketing opsCOOAccount manager

Install / Configure

Tooling Included

Tools, workflows, templates, dashboards, AI actions, automations, integrations, and KPI tracking are defined in the AgencyOS registry.

Tools

SocialOS Workspace

workflow

Operational workspace for SocialOS tasks, owners, and outcomes.

SocialOS Dashboard

dashboard

Manager visibility and KPI reporting for SocialOS.

SocialOS Implementation Checklist

checklist

Step-by-step install and operationalization checklist for SocialOS.

Workflows

Generate implementation plan

generate

Ask MarketX to generate the fastest implementation path for SocialOS.

Assign owner

assign

Assign the operating owner and fallback escalation owner.

Add to RevMax proposal

create_proposal

Generate a proposal-ready section for SocialOS.

Templates

SocialOS SOP

sop

Standard operating procedure for installing and running SocialOS.

SocialOS Proposal Section

proposal_section

RevMax-ready proposal insert with problem, system, phases, KPIs, and value.

SocialOS Dashboard Template

dashboard_template

Default reporting layout for executive and manager visibility.

Dashboards

SocialOS Executive Dashboard

scorecard, trend, exception table

Executive rollup for SocialOS outcomes, risk, and implementation progress.

SocialOS Operator Queue

table, kanban

Daily action queue and blocked-work visibility for SocialOS.

AI Actions

Diagnose SocialOS gap

system recommendation

Which SocialOS workflow should we install first for this client?

Write SocialOS proposal insert

RevMax proposal section

Explain SocialOS to an executive buyer.

Automations

SocialOS task routing

low

New workflow item created -> Assign owner, due date, and escalation rule

SocialOS exception alert

medium

KPI or SLA misses threshold -> Create manager review task and MarketX summary

Integrations

Instagram

available

manual import and demo-local workflow

Meta Business Manager

available

manual import and demo-local workflow

Canva

available

manual import and demo-local workflow

KPIs

Posting Cadence

leading

Improve 20% in 60 days

Approval Cycle Time

operational

Tracked weekly

Dm Response Time

lagging

Tracked weekly

Interactive Preview

Operational workspace for SocialOS tasks, owners, and outcomes.

SocialOS Workspace

Step 1

diagnose bottleneck

Step 2

install workflow

Step 3

assign owners

Step 4

activate reporting

Step 5

optimize with MarketX

Implementation Plan

Quick wins, operationalization, visibility/reporting, AI optimization, and enterprise scaling.

1

Install quick-win workspace

Create the core workspace, owner queue, demo data, and first checklist.

quick-winsMarketing ops1-2 days
2

Operationalize workflow

Assign roles, configure required fields, connect fallback modes, and define approval gates.

operationalizationMarketing ops3-5 days
3

Add visibility layer

Install dashboards, KPI trackers, alerts, and manager exceptions.

reportingMarketing ops2-4 days
4

Enable MarketX actions

Enable AI prompts, proposal inserts, roadmap generation, and conflict checks with approval gates.

ai-optimizationMarketing ops1-3 days
5

Scale controls

Add permissions, multi-location variants, audit trail, and handoff outputs.

enterprise-scalingMarketing ops1-2 weeks
Install SocialOS

This will add

SocialOS Workspace
SocialOS Dashboard
SocialOS Implementation Checklist
SocialOS Executive Dashboard
SocialOS Operator Queue
SocialOS SOP
SocialOS Proposal Section
MarketX implementation architect context
RevMax proposal section

Required setup

Fallback: can run manually without integrations. Demo install state is local until persistence is wired.

Related Systems

Prerequisites

none

Commonly paired

creatoropsreelsmax

Ask MarketX

MarketX uses AgencyOS registry context as the implementation architect.

Recommended deployment order

1quick wins
2operationalization
3visibility/reporting
4AI optimization
5enterprise scaling

Missing dependencies: pixelguard

Proposal Usage

Add this system to a RevMax proposal with implementation steps, KPIs, business value, and demo proof.

Generated proposal-ready section

SocialOS Proposal Section

SocialOS addresses the operational bottleneck by installing repeatable workflow infrastructure with measurable outcomes.

Posting CadenceApproval Cycle TimeDm Response Time