How Local Consultants and Coaches Use OBA Frameworks for Client Success

How Consultants and Coaches Help Clients with a Simple Social Media Plan

If you work as a consultant, coach, or advisor for local businesses, you know how hard it can be for them to stay consistent with social media. They often feel stuck between posting too much about sales and not posting enough to get results. That’s where a simple three-part framework can help—both for your own business and for the clients you serve.

The Three Pieces That Make Social Media Work

The best social media plans balance three things:

  • Offers (what you sell)
  • Behind-the-scenes (the real people and work behind the business)
  • Authority (showing you know your stuff)

This isn’t about complicated strategies. It’s about giving clients a way to post without overthinking. Here’s how it works for consultants and coaches:

1. Offers: Make It Clear How You Help

Many small business owners hesitate to talk about what they sell because they don’t want to seem pushy. But if no one knows what you offer, they can’t buy it. For consultants and coaches, this might look like:

  • Sharing a free resource (like a checklist or guide) that leads to a paid service
  • Explaining how your coaching program solves a specific problem
  • Posting a client success story that shows what’s possible

Example: A business coach could post, “Most of my clients struggle with pricing. Here’s a simple way to set rates that feel fair to you and your customers.” Then link to a free pricing guide.

2. Behind-the-Scenes: Let People See the Real You

People hire consultants and coaches they trust. Showing your process—not just your results—helps build that trust. This could be:

  • A quick video of you preparing for a client session
  • A photo of your workspace with a story about why you set it up that way
  • A honest post about a mistake you made and what you learned

Example: A marketing consultant might share, “This is the notebook where I sketch out ideas for clients. Yes, it’s messy—but that’s how the best plans start!”

3. Authority: Show Why You’re the Right Choice

Without sounding like you’re bragging, you need to show you know what you’re doing. This isn’t about listing credentials—it’s about proving you understand your clients’ struggles. Try:

  • Answering a common question in your field
  • Sharing a quick tip that solves a small but frustrating problem
  • Posting a case study (with permission) about how you helped someone

Example: A financial coach could post, “Three signs your business is ready for a line of credit (and two times you should wait).”

How to Use This with Your Clients

If you help other businesses with their marketing, this framework makes your job easier too. Instead of creating elaborate content calendars, you can give clients this simple structure:

  1. Pick one thing to promote this week (Offer)
  2. Share something personal or real about the business (Behind-the-Scenes)
  3. Teach one small lesson related to what you do (Authority)

This takes the pressure off them to be “perfect” on social media while still getting results.

Keeping It Simple Wins Every Time

The most successful consultants and coaches we work with don’t overcomplicate things. They focus on these three areas, stay consistent, and make it easy for clients to say yes. You don’t need fancy tools or a huge following—just a clear way to show up and help.

Whether you’re posting for your own business or guiding clients, remember: small steps add up. Keep showing up, keep helping, and the right people will notice.

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