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- Severity levels: filled example (CSV) · blank (CSV)
- Response steps and contacts: filled example (CSV) · blank (CSV)
- Holding statements: filled example (CSV) · blank (CSV)
In Google Sheets: File, Import, Upload, then pick the CSV.
What's inside
- A severity sheet with nine example situations sorted into three levels, each with a lead and a response time
- A response steps sheet: the order of actions, who owns each one, their backup and how to reach them
- Contacts for people outside the team: insurer, vet, adviser and each platform's help centre
- Holding statements to adapt for the most likely problems, with who approves each one
How to use it
- Replace the example situations with the ones most likely in your business. Think about what has gone wrong before, and what would hurt most.
- Agree the three levels and what each one means, so no one has to debate it when it's happening.
- Put a real name and a backup against every step, and write down how to reach each person out of hours.
- Rewrite the holding statements in your own voice now, while things are calm.
- Save the plan somewhere everyone can open it from a phone, without needing the account that might be hacked.
- Practise once: pick a situation, read the steps aloud and time how long it takes to get a holding statement approved.
- After any real incident, fill the review step and update the plan.
Preview: Severity levels
A filled example for a made-up small business, first 8 of 9 rows.
| Situation | Level | Why this level | Who leads | Respond within | Holding statement |
|---|---|---|---|---|---|
| One unhappy review about a late appointment | 1: Low | One customer, no safety issue, not spreading | Jade | 1 working day | Not needed; reply directly |
| Wrong price in a post | 1: Low | Our mistake, easy to correct | Jade | 2 hours | Correction |
| Several comments asking why the shop was shut unannounced | 1: Low | Confusing, not harmful | Jade | 2 hours | Unexpected closure |
| A complaint post shared widely in a local group | 2: Medium | Spreading beyond our followers | Owen | 1 hour | Complaint gaining attention |
| A post of ours is criticised as offensive | 2: Medium | Reputation risk, needs a decision | Owen | 1 hour | Post under review |
| Booking system down on a busy Saturday | 2: Medium | Affects many customers at once | Jade | 30 minutes | Booking problem |
| A customer says their dog was injured during grooming | 3: High | Animal welfare, possible claim | Owen | 30 minutes | Safety concern |
| Our Instagram account is hacked and posting spam | 3: High | We've lost control of what's posted | Owen | Straight away | Account compromised |
Preview: Response steps and contacts
A filled example for a made-up small business, first 8 of 14 rows.
| Order | Step | Owner | Backup | How to reach | Within | Levels |
|---|---|---|---|---|---|---|
| 1 | Spot it and screenshot it, with the time and a link, before anything is deleted | Whoever sees it | n/a | Post in the staff group | Straight away | All |
| 2 | Tell the lead for that level | Whoever sees it | n/a | Owen: mobile in the pinned staff note. Jade: same. | 15 minutes | All |
| 3 | Pause scheduled posts so nothing cheerful goes out mid-problem | Jade | Owen | Scheduling tool | 15 minutes | 2 and 3 |
| 4 | Decide the level and who leads | Owen | Jade | Phone call, not chat | 30 minutes | All |
| 5 | Post or send the holding statement | Lead | The other lead | From the holding statements sheet | Respond-within time | 2 and 3 |
| 6 | Find out the facts: who, what, when, what we did | Owen | Jade | Talk to the staff involved | Same day | All |
| 7 | Reply to the person affected privately, with a name and a way to talk | Owen | Jade | Message or phone | Same day | All |
| 8 | Hacked account: secure email, reset password, use the platform's hacked-account help | Owen | Jade | Each platform's help centre | Straight away | 3 |
Preview: Holding statements
A filled example for a made-up small business.
| Situation | Where | Statement | Approved by | Update by |
|---|---|---|---|---|
| Correction | Comment on the post, then edit the post | Sorry, we got this wrong: the price is £35, not £25. We've corrected the post. | Jade | n/a |
| Unexpected closure | Stories, Facebook, Google Business Profile | We're closed today because of a staff illness. We're contacting everyone booked in to rearrange. Sorry for the trouble. | Jade | End of day |
| Complaint gaining attention | Reply on the original post | We're sorry to read this and we want to put it right. We've sent you a message so we can talk directly. | Owen | Same day, privately |
| Post under review | Reply on the post, or a short post | Thank you for telling us. We've taken the post down while we look at it properly, and we'll come back with an update. | Owen | Within 24 hours |
| Booking problem | Stories, Facebook, Google Business Profile | Our online booking isn't working right now. Please call or message us to book, and we'll update here when it's back. | Jade | Every 2 hours |
| Safety concern | Reply privately first; public reply only if needed | We're very concerned to hear this. We're looking into it now and we've contacted you directly. We'll share an update once we know more. | Owen | Within 24 hours |
| Account compromised | Other platforms, and the account once recovered | Our Instagram account was accessed by someone else. Please ignore any messages or offers from it while we fix it. We'll post here when it's safe. | Owen | When recovered |
Tips
- A holding statement says what you know, what you're doing and when you'll update. It doesn't guess at causes or blame anyone.
- Write the statements now. In the middle of a problem, nobody writes well.
- Keep the plan, contacts and recovery codes somewhere that doesn't depend on the account that might be hacked.
- Don't delete critical comments just to make them go away. Hide or delete only abuse, spam or private information, and screenshot first.
- The grooming business, names and situations are made up for this example. Response times are the example business's own targets, not industry standards.
- If you use Zolyp's Autopilot, the veto window lets you pull a queued post before it goes out, which helps with step 3 in this plan.
Common questions
What counts as a social media crisis for a small business?
Anything online that threatens customers' trust or safety faster than normal replies can handle: a complaint spreading widely, a post seen as offensive, a hacked account, a safety incident or exposed customer data. Most problems are level 1 and just need a quick, honest reply.
What is a holding statement?
A short public message you post while you find out what happened. It acknowledges the issue, says what you're doing and says when you'll update. Writing them in advance means you can respond in minutes instead of hours.
Should we stop scheduled posts during a crisis?
Yes, for anything above level 1. A cheerful promotional post going out in the middle of a serious problem makes things worse. Pause the queue, then check each post before restarting it.
Is this plan legal advice?
No. For anything involving injury, data or possible claims, speak to your insurer and a qualified adviser before making a detailed public statement.
Related
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- What is social media monitoring?
- What is community management?
- What is social customer service?
- What is sentiment analysis?
- What is an approval workflow?
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