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Social media crisis plan template for small businesses

A social media crisis plan template tells your team what to do in the first hours when something goes wrong online: how serious it is, who leads, what to post while you find out more, and who to call. This example is filled in for a fictional dog grooming business, with three severity levels, step-by-step actions and ready-to-edit holding statements.

Free, no signup · Updated · Opens in Excel, Google Sheets or Numbers

Download

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

  1. Replace the example situations with the ones most likely in your business. Think about what has gone wrong before, and what would hurt most.
  2. Agree the three levels and what each one means, so no one has to debate it when it's happening.
  3. Put a real name and a backup against every step, and write down how to reach each person out of hours.
  4. Rewrite the holding statements in your own voice now, while things are calm.
  5. Save the plan somewhere everyone can open it from a phone, without needing the account that might be hacked.
  6. Practise once: pick a situation, read the steps aloud and time how long it takes to get a holding statement approved.
  7. 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.

SituationLevelWhy this levelWho leadsRespond withinHolding statement
One unhappy review about a late appointment1: LowOne customer, no safety issue, not spreadingJade1 working dayNot needed; reply directly
Wrong price in a post1: LowOur mistake, easy to correctJade2 hoursCorrection
Several comments asking why the shop was shut unannounced1: LowConfusing, not harmfulJade2 hoursUnexpected closure
A complaint post shared widely in a local group2: MediumSpreading beyond our followersOwen1 hourComplaint gaining attention
A post of ours is criticised as offensive2: MediumReputation risk, needs a decisionOwen1 hourPost under review
Booking system down on a busy Saturday2: MediumAffects many customers at onceJade30 minutesBooking problem
A customer says their dog was injured during grooming3: HighAnimal welfare, possible claimOwen30 minutesSafety concern
Our Instagram account is hacked and posting spam3: HighWe've lost control of what's postedOwenStraight awayAccount compromised

Preview: Response steps and contacts

A filled example for a made-up small business, first 8 of 14 rows.

OrderStepOwnerBackupHow to reachWithinLevels
1Spot it and screenshot it, with the time and a link, before anything is deletedWhoever sees itn/aPost in the staff groupStraight awayAll
2Tell the lead for that levelWhoever sees itn/aOwen: mobile in the pinned staff note. Jade: same.15 minutesAll
3Pause scheduled posts so nothing cheerful goes out mid-problemJadeOwenScheduling tool15 minutes2 and 3
4Decide the level and who leadsOwenJadePhone call, not chat30 minutesAll
5Post or send the holding statementLeadThe other leadFrom the holding statements sheetRespond-within time2 and 3
6Find out the facts: who, what, when, what we didOwenJadeTalk to the staff involvedSame dayAll
7Reply to the person affected privately, with a name and a way to talkOwenJadeMessage or phoneSame dayAll
8Hacked account: secure email, reset password, use the platform's hacked-account helpOwenJadeEach platform's help centreStraight away3

Preview: Holding statements

A filled example for a made-up small business.

SituationWhereStatementApproved byUpdate by
CorrectionComment on the post, then edit the postSorry, we got this wrong: the price is £35, not £25. We've corrected the post.Jaden/a
Unexpected closureStories, Facebook, Google Business ProfileWe're closed today because of a staff illness. We're contacting everyone booked in to rearrange. Sorry for the trouble.JadeEnd of day
Complaint gaining attentionReply on the original postWe're sorry to read this and we want to put it right. We've sent you a message so we can talk directly.OwenSame day, privately
Post under reviewReply on the post, or a short postThank you for telling us. We've taken the post down while we look at it properly, and we'll come back with an update.OwenWithin 24 hours
Booking problemStories, Facebook, Google Business ProfileOur online booking isn't working right now. Please call or message us to book, and we'll update here when it's back.JadeEvery 2 hours
Safety concernReply privately first; public reply only if neededWe'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.OwenWithin 24 hours
Account compromisedOther platforms, and the account once recoveredOur 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.OwenWhen 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.

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