handed to Claude
Who she is and what she wanted
She manages social media for a roster of businesses, two big clients and a handful of smaller ones. For each one she comes up with the posts, gets them designed, schedules them, gets the client’s approval, and makes sure they go out on time, anywhere from two to five days a week. She wanted every client to get work up to her standard without managing more people to get it done.
The work she hated
Most of the work happens around the posts. The art lives in Canva and the captions come from her copywriter in a document. Someone has to merge the two in HeyOrca, put them on each client’s schedule, send them out for approval, and then chase every client who hasn’t approved yet so nothing misses its date.
That busy work took a small team. She managed a designer, a copywriter, and someone close to her who helped with scheduling as a favor, not because they enjoyed it. For her smaller clients, the copy often came back needing so much rework that she rewrote it herself.
What made it scary
She had tried handing work off before, and the quality wasn’t there. Every post goes out under a client’s name, so a mistake lands on the client. And she was new to Claude.
What we did, and how fast
We set her up in Claude and Claude in Chrome, then started with her history. Claude went through Canva and HeyOrca and wrote one document per client, covering what they post, how often, where, and what the artwork looks like. Everything in it is something that client has already approved. Now when she plans a week, she asks Claude for ideas based on that history and uses them to steer her copywriter or write the posts herself.
Next we took on scheduling. Claude checks what’s ready in Canva and in the copy, puts them together in HeyOrca, and schedules them the way that client’s posts have always gone out.
Last came the follow-ups. Claude looks in HeyOrca for posts a client hasn’t approved yet and drafts a reminder email in her Gmail. She reads each draft and sends it. Both jobs run on a schedule now.
What she does now
She no longer needs anyone’s help with scheduling, and the person who did it as a favor is off the hook. The client history gives her a way to move on from the copywriter whose work she kept redoing. Approvals don’t slip through the cracks, and she can stay on top of every client and give them better service than before.