Editorial draft for approval. Proposed domain, to be confirmed.
Outsourcing social media should reduce your workload without taking away control of your professional image.
A post count does not tell you who researches topics, checks property details, obtains image permissions or handles inquiries. A useful service agreement defines those responsibilities before the first publication.
Give each post a purpose
Content can explain your process, answer homeowner questions and promote properties when the necessary permissions and conditions are in place.
Not everything needs to be a listing announcement. A guide to preparing for an initial meeting serves a different purpose from a description of your services. Neither format guarantees signed agreements.
For each topic, define the reader, the question, the information needed and the appropriate next step. Local content should include verified information relevant to that place, not the same text with a different city name. Avoid unsupported claims about prices, selling times or neighbourhood characteristics.
Check permissions and professional identification
Build a source package with approved property details, images authorized for the intended use and accurate professional identification.
In Quebec, OACIQ guidance sets mandatory identification requirements for advertising related to real estate brokerage. These include the name shown on the licence, the licence type and required agency information where applicable. Specific arrangements vary by situation and medium.
A design template does not remove the need to check each version. Mobile cropping, legibility and broker-specific information should be part of the review.
Approve the complete publication
Review the visual, caption, destination link, publishing account and proposed timing together.
Identify who may approve the content and how corrections are handled. A draft awaiting review is not approved. If a fact changes after approval, review the publication again.
Have your agency validate applicable regulatory questions. Outsourcing production does not replace that oversight.
Define what happens after publishing
Content creation and inquiry management are different responsibilities. Specify monitoring hours, escalation rules and how relevant inquiries reach your CRM.
A property question, a complaint and an appointment request need different treatment. Complete management should not mean unlimited permission to answer on your behalf.
Ask for useful reporting
Reach and engagement describe activity. Relevant clicks, identified inquiries and attributable appointments can add context when the available data supports them.
Be clear about attribution limits. Someone may see several posts before contacting you through another channel. Reporting should distinguish observable outcomes from assumptions.
Next step: request a management plan covering research, creation, approval, publication and inquiry handling. Clarify what is included, what remains with your team and what requires your authorization.
Note interne, ne pas publier : [Formulaire relié au CRM de Roy Marketing]
Source
OACIQ guidance on representation and mandatory information, consulted November 8, 2026. The page lists an update dated June 17, 2026. General information only, not legal advice or an exhaustive compliance checklist.