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Social media content guidelines for employees · Marketing

Settle what staff may say about a client before somebody says it.

Our employee advocacy page is about persuading staff to post. This page is the document that makes that safe, and it is the one sales teams and regulated firms need before anything else.

Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.

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In one paragraph

Social media content guidelines for employees are the written rules on what your staff may post about clients, prices, work that has not shipped, and each other. GullySales writes the document from your own trade and its limits, names who approves the grey cases, and sets out what happens when somebody gets it wrong.

Most companies have no rule until there is an incident. Then a policy arrives by email, written in an angry afternoon, listing things nobody was going to do anyway. It says nothing useful to a person deciding at eleven at night whether to name a customer.

A guideline that only forbids gets ignored. The version that works tells somebody what they may say, in their own words, without asking permission first. It also covers the quiet cases: a photograph, a screenshot, a post that praises your own product without saying the poster works for you.

Who it is for

This is written for you if these sound familiar.

  • Sales teams whose people post about a win and name the buyer before the order is signed
  • Clinics, law firms and advisory practices where a council or a regulator limits what may be said in public
  • Manufacturers whose engineers photograph the shop floor with a customer's drawing on the screen behind them
  • Businesses already running an employee advocacy programme with no rules underneath it
  • Owners who had one bad post and now want to ban the subject altogether

Not for

It is not the right fit if.

  • You want a document that stops staff mentioning work at all, which cannot be enforced and tells your team plainly that you do not trust them
  • Nobody senior will own approvals, because a guideline with no named approver stalls on its first grey case
  • What you actually need is a contract clause about confidentiality, which your lawyer drafts and we write around

The problem

Does this sound like your business?

What owners tell us on the first call, in their words.

  • “Somebody posted the client's name before we had the order”

    A proud post about a site visit told a competitor which project was in play. The buyer saw it too, and had never agreed to be named.

  • “A photo of the shop floor had a customer's drawing in it”

    Nobody was careless on purpose. There was simply no rule about what may appear in the background, and the screen behind the machine carried a part number under a confidentiality clause.

  • “Two of our people argued about a project in public”

    A comment thread between colleagues about whose fault a delay was is now the second result for your company's name. Neither of them thought they were speaking for the business.

  • “Nobody knows who is allowed to answer a complaint”

    A customer complains under a post and four people see it. One replies defensively, two wait for the owner, and the reply that lands is the wrong one.

What we do

Everything that is included.

Each deliverable, and what it gets you. Nothing here is an extra.

  1. What may be said about a client

    Named or unnamed, before the order and after handover, and the one-line written permission your project manager asks for. The disputes on this subject are about timing and consent more than secrecy.

  2. The money rule

    No quoted rates, no discounts, no hint of what a named customer paid. Written as example sentences, because staff argue with a principle and copy a sentence.

  3. Work that has not shipped, and what is in the frame

    Prototypes, a site before handover, a design under revision, anything under a confidentiality agreement. Also the background of a photo: screens, drawings, whiteboards, visitor registers and name badges. The list is drawn from your own contracts, not from a template.

  4. Colleagues, complaints and arguments

    No public disputes with each other, no replying to an angry customer at night, and a named person who handles it instead. Photographs of colleagues and customers need their agreement first, because a face is personal data. This section saves you most.

  5. Regulated trades and the employee disclosure

    Doctors, advisers, lawyers and company secretaries carry restrictions on claims, testimonials and identifiable client material, and the registration at risk is the individual's. Staff who praise your own product must also make the employment link visible, as Indian advertising standards expect. We write to your compliance adviser's reading, never our own.

  6. Who approves what, by name

    Three levels: post freely, check with one person, and do not post. Against each sits a name and a response time your team agrees, so the checking route costs less than the risk of skipping it.

  7. What happens when somebody gets it wrong

    Graded, and written down in advance. A first honest mistake is a deletion and a conversation, and staff who know that in advance come and tell you instead of hoping nobody noticed.

  8. The one page people will read

    The full document goes in the handbook. A single page with six examples goes to the team, because the handbook version is read once on the day of joining.

How the result is measured

  • Staff briefed, by team and by joining date
  • Posts sent for approval, and how long approval took
  • Incidents, and whether the document already covered each one
  • New cases added since the first version
  • Time a new joiner takes before posting without checking

Recorded as a baseline before work starts, so every later report has an honest comparison.

How it works

How the work runs

The work itself, in order. How an engagement starts, from your brief to a written scope, is set out on our method page.

  1. 1

    Read what your staff already post

    A pass through the public accounts of the people who face customers. The real grey cases are in those posts, not in the management team's guesses.

  2. 2

    Take the limits from your own contracts and trade

    Confidentiality clauses, client agreements and whatever your council or regulator restricts. Your compliance adviser or lawyer settles the wording of that section, and checks how it fits your staff's data-protection notice.

  3. 3

    Draft the may and the may not together

    Both halves on the same page, with an example under each. A list of prohibitions alone teaches people that silence is the safe answer.

  4. 4

    Test it on real cases

    We put six awkward situations to the team and see whether the document answers them. Anything it cannot answer gets rewritten before it goes out.

  5. 5

    Brief the team and keep the document alive

    One short session, the page on the wall, and a signed acknowledgement from each person kept with their joining papers. New grey cases are added as they happen, because a guideline unchanged since it was written is one nobody consulted.

Where this fits

Three pieces of sales work, in this order.

This work sits inside sales process design, at stage 1, prospecting and lead generation. The audit comes before it, and sales management keeps it running.

  1. Step 1

    Sales audit

    Find where deals are being lost and what to fix first.

    Start here if you cannot say where orders are lost.

  2. Step 2 · you are here

    Sales process design

    One written way to sell, from first enquiry to repeat order.

    Start here if every salesperson sells differently.

  3. Step 3

    Sales management

    A target, a review routine and someone who owns the number.

    Start here if the team has targets and no routine.

Tell us what you need Your brief is read before we call. Scope, fee and term in writing.

FAQ

Questions owners ask before they call.

Not here? More answers, or ask on WhatsApp.

Can we simply ban employees from posting about work?
You can, and the person proud of a good job will breach it anyway. A ban also removes the reach advocacy was meant to bring. Boundaries work better than prohibition, because people keep a rule they can follow.
Somebody has already posted something they should not have. What now?
Delete or edit first, speak to the person second, and correct anything factually wrong in public if a customer saw it. Screenshots may already exist, so tell the affected client yourself. Then add that exact case to the document, so the next person cannot repeat it.
We are a clinic. Are the rules stricter for us?
Yes, and the registration at risk belongs to the practitioner rather than to the business. Medical advertising guidance restricts claims and identifiable patient material, and your council can act on a breach. We draft to whatever your own compliance adviser confirms applies to you.
Does this cover what staff post about politics or their personal life?
Only where your company's name is attached to it. A personal opinion posted with no mention of the business is their own life, and a document that reaches into it will not survive contact with your team. We do not take political or election work ourselves.
Who should approve posts, the owner or a manager?
Whoever can answer within a working day, which is seldom the owner. A marketing lead can handle ordinary checks while the owner takes anything touching a named client or a price. Slow approval is the main reason these programmes die.
How is this charged?
There is no published price. A single-site firm and a practice bound by council rules need different amounts of drafting, and reading your existing contracts is what takes the time. We scope it after we have read your brief and spoken to you, and put the fee in writing before starting.
How long is the contract?
The term is agreed in writing after we have spoken, along with the fee and the reporting. It is never a default twelve months, and renewal is decided on the numbers against the baseline recorded at the start.
How soon will we see results?
It depends on the trade, the channel and what is already in place. After we have read your brief and spoken to you, we say what we would expect to move first and how it will be measured against the baseline. Nothing here is guaranteed.
Who will actually do the work?
The person you speak to before anything starts. We work from one office in Nagarbhavi, Bengaluru, with no account managers in between.
What do you need from us?
Your brief, and a conversation. After that, access to whatever this work touches, such as your website, your accounts or your enquiry record, and time with the people who handle your enquiries.

Your next practical step

Tell us what you are trying to grow, and we will read it before we call.

Eight short steps, mostly taps. Skip anything you would rather answer on the call.