Managing social media content can quickly become overwhelming, especially for small businesses juggling multiple tools, platforms, and responsibilities. One of the most powerful features inside the Cognitive Hub CRM is the Social Planner, which allows you to create, schedule, and manage social media posts from a single place.
In the video above, we walk through how the Social Planner works and how you can start using it to simplify your content workflow.
Below is a summary of the key features and steps covered in the demo.
Why Use a Social Planner?
If you’re active on social media but struggle to stay consistent with posting, a social planner can make a big difference. Instead of logging into multiple social platforms every day, you can plan and schedule your content in advance.
Another benefit is security and access control. Many businesses rely on employees or contractors to manage their social media accounts. Giving someone direct access to your social accounts can create problems if the relationship ends poorly.
With the Social Planner inside the CRM:
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Team members can post on your behalf without direct access to your accounts
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You maintain full control over permissions
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If someone leaves the team, you simply remove their CRM access
This reduces the risk of unwanted posts or account issues.
Step 1: Setting Up Your Brand Board
Before creating content, it’s important to configure your Brand Board. This ensures that any AI-generated content or designs match your business identity.
Design Kit
The Design Kit allows you to upload your logo and define your brand colors and typography. Once these elements are set, the system automatically pulls them into designs when creating social media graphics or marketing assets.
Even for a quick setup, choosing your colors and design preferences can help keep your content visually consistent.
Step 2: Creating Your Brand Voice
The Brand Voice feature is especially important if you plan to use AI tools within the platform.
The system can generate a brand voice profile by analyzing text from your website or other content you provide. This helps the AI understand how your business communicates.
Typical elements the system identifies include:
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Brand name and business type
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Tone of voice (for example: friendly, straightforward, supportive)
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Target audience
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Customer pain points
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Brand promise and values
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Unique selling proposition
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Call to action
For example, in the demo we defined the Cognitive Hub brand voice as helping small business owners stay organized using an all-in-one CRM tool.
This setup allows AI tools to generate content that aligns with your messaging.
Step 3: Connecting Your Social Media Accounts
Once your brand settings are configured, you can connect your social accounts.
The Social Planner supports multiple platforms, including:
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Facebook
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Instagram
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LinkedIn
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TikTok
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YouTube
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Pinterest
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Google Business Profile
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Threads
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Bluesky
In the demo, we connected a Pinterest account to show how simple the integration process is.
After granting permission, the account is ready for posting directly from the CRM.
Step 4: Creating Scheduled Content
There are multiple ways to create posts inside the Social Planner.
Bulk Upload
If you already have a content calendar, you can upload posts in bulk using a CSV file.
Evergreen Posting Queues
You can create category queues that automatically publish content on specific days and times.
For example:
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Sunday at 2 PM
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Tuesday at 8 AM
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Thursday at 3 AM
This allows you to create evergreen content that cycles through your posting schedule automatically.
Step 5: Using AI to Generate Social Posts
One of the most powerful features of the Social Planner is the AI content generator.
Instead of writing every post manually, you can provide a simple prompt such as:
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Your key message
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The goal of the post
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The product or service you want to promote
The system can generate multiple variations of social media content, complete with:
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Captions
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Hashtags
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Calls to action
You can then select the version you like best and continue to the next step.
Step 6: Generating Images with AI
Once the caption is created, you can add a visual.
The platform allows you to:
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Upload your own image
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Choose from templates
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Generate AI images automatically
For example, you can generate branded graphics based on prompts like “CRM success” or “small business growth.”
You can even create animated visuals to make your posts more engaging.
Step 7: Scheduling or Posting Immediately
After your content and image are ready, you simply choose whether to:
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Post immediately, or
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Schedule it for later
Once posted, the Social Planner tracks activity and engagement so you can review performance over time.
Monitoring Content and Engagement
The Social Planner also includes tools for managing your social presence after posts go live.
Inside the platform, you can:
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View your posting calendar
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Track engagement and performance metrics
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Monitor comments and respond to messages
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Analyze overall social media trends
This keeps everything organized within one dashboard.
Final Thoughts
The Social Planner inside the Cognitive Hub CRM is designed to simplify social media management for small businesses.
Instead of juggling multiple platforms and tools, you can:
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Plan your content calendar
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Generate posts using AI
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Create images automatically
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Schedule and publish posts
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Monitor performance and engagement
All from a single platform.
If you’re looking for a way to stay consistent with social media while saving time, the Social Planner can help streamline the entire process.
Ready to take your business to the next level? Sign up below to get access to a 14 day free trial of the cognitive hub crm.