You’re one well-timed optimization away from turning casual social scrollers into searchable, revenue-generating leads. Yet most small teams face a brutal trade-off: too few hours, too many comments and DMs, and a patchwork of tools that either cost too much or don’t actually lift discoverability. If you’ve ever felt frustrated by engagement that looks good on dashboards but never shows up in search or sales, you’re not alone.

This playbook cuts through the noise with a practical, step-by-step approach to SEO optimization tools for social: curated free and affordable tools that move the needle, exact workflows to optimize profiles and posts for search, ready-to-use DM and comment automation templates that preserve SEO signals, and simple measurement tactics to attribute followers to conversions. Built for small teams and tight budgets, the guide shows exactly what to run, how to automate it without killing discoverability, and how to prove impact—so you can spend less time firefighting and more time capturing qualified leads.

What is Social SEO and Why It Matters for Social Media Discoverability

Social SEO is the practice of optimizing social profiles, post copy, hashtags, and metadata to improve discoverability both inside platform search and on external search engines. Unlike traditional website SEO, social SEO focuses on profile bios, pinned posts, descriptive captions, image alt text, hashtag strategy, and structured metadata (e.g., location tags, category fields) so content surfaces when users search on platforms or via Google.

How social search differs from traditional SEO:

• Short-lived content: Posts often have rapid visibility spikes; evergreen profile elements matter more for sustained discovery.

• Algorithmic signals: Engagement rate, watch time, and reply density influence ranking more than backlinks or page authority.

• Platform-specific keywords: Hashtags, topic tags, and native search terms vary—what ranks on Instagram differs from LinkedIn.

Why this matters for small teams: optimizing social SEO increases organic reach without lifting ad budgets. Better discoverability drives inbound leads via comments and DMs, which small teams can convert into customers with lightweight workflows instead of expensive funnels. Practical tip: use keyword-rich bios and three to five specific hashtags in captions, then pin a keyword-heavy post as a landing page.

High-level metrics to track

• Impressions and reach (trend over time)

• Discovery sources (search, hashtags, suggested)

• Profile visits and website clicks

• Comment/DM conversion rate — leads captured per conversation

Blabla helps by automating replies and routing DMs/comments so your team captures and converts inbound interest quickly, keeps conversations measurable, and maintains reputation via moderation without adding headcount.

Example: track a high-intent hashtag (e.g., 'buy-sneakers'), set up quick AI replies to qualify interest, tag leads in your CRM, and measure conversion by comparing comment-to-CRM lead ratios month over month. Small teams can replicate this with low overhead: identify two priority hashtags, create three qualifying replies, and review metrics weekly.

Benefits of Using Lightweight SEO Tools for Social Posts

Now that we understand social SEO, let's explore the concrete benefits of using lightweight SEO tools for social posts.

Lightweight tools let teams optimize faster and repeatably. Instead of manual keyword research per post, use browser extensions and small SaaS tools to extract platform-specific keyword suggestions, assemble caption templates, and run quick readability checks. Example: pull the top 10 search suggestions for a seed phrase, generate three caption variants, and A/B test them over a week — all without an enterprise stack. These repeatable steps turn ad-hoc posting into a scalable process.

Better targeting increases discovery and engagement. Small tools surface the exact phrases and hashtags users search on each platform (TikTok phrase trends, Instagram keyword variants, YouTube short titles). Practical tip: save platform-specific keyword lists for core topics and update them weekly; prioritize tags that appear in both search suggestions and high-engagement posts.

Streamlined workflows pair these tools with conversation automation to capture leads from comments and DMs. A practical workflow:

1. Monitor comments for intent keywords with a lightweight listener.

2. Trigger an automated reply that asks a qualifying question.

3. Move the conversation into DMs and deliver a lead form or discount code.

4. Hand off qualified leads to sales or CRM.

Blabla helps here by automating replies, moderating conversations, and converting replies into sales-ready leads — it does not publish posts, but it does manage comments, DMs, and AI replies so small teams can scale follow-up without adding headcount.

Cost and staffing advantages are clear:

• Lower tool subscriptions and predictable monthly costs.

• Fewer full-time hours spent on moderation and follow-up.

• Faster response times increase conversion opportunities.

Example outcome: a two-person team using lightweight keyword tools plus Blabla can double comment-to-lead conversions while cutting manual reply time by 60%. Start with one workflow and iterate weekly to improve results.

Keyword & Hashtag Research Tools (Free and Affordable) for Social Content

Now that we understand the benefits of lightweight SEO tools, here are the best free and low-cost options for social keyword and hashtag research and how to apply them in social workflows.

Core tools to use:

• Platform native search and Trends/Explore — Instagram, TikTok Discover, X (Explore/Trends) and LinkedIn search give real-time suggestions and trending phrases at no cost.

• Google Trends — quick view of rising queries and seasonality; treat spikes as social trends rather than long-term demand.

• Hashtagify (freemium) — shows hashtag popularity, related tags, and recent surge indicators.

• RiteTag (paid low-cost tiers) — instant hashtag quality scores for images and text, helpful for on-post selection.

• AnswerThePublic — free topic question maps to generate conversational post ideas and long-tail phrases.

• Keyword Surfer / Chrome extensions — lightweight volume estimates in-browser to compare phrase popularity while drafting captions.

• Social Searcher / native analytics — monitor mentions and engagement to see which keywords or tags already move your audience.

How to adapt volume and intent for social: ignore absolute monthly search numbers and focus on short engagement signals and trend windows. Look for:

• Rapid share or comment growth in the last 24–72 hours

• High save or share rates on similar posts (platform metrics)

• Search suggestion velocity — how quickly a phrase appears in autocomplete

Classify intent simply as discovery (broad tags), conversational (questions and how-tos) or transactional (promo and purchase cues), and pick tag mixes that match the post objective.

Practical step-by-step for one post:

1. Start with a seed idea and search it in platform native search and Google Trends.

2. Choose one primary keyword phrase to lead your caption’s first line (e.g., "sourdough workshop").

3. Pick 2–3 secondary phrases for the body (e.g., "bread baking class", "beginner sourdough tips").

4. Select hashtags: 1 branded, 1 trending (if available), 1–2 niche, 1 broad—example: #sourdoughworkshop, #sourdough, #breadbaking, #bakingclass.

5. Limit hashtags per platform and place them where they perform best (caption or first comment depending on channel norms).

A/B testing tips with Blabla:

Quick A/B testing: run two posts or two time slots with different hashtag sets or primary phrases. Use distinct promo codes, short tracking codes, or separate link-in-bio URLs with UTM-like tags. Configure Blabla to detect those codes or keywords in comments and DMs and automatically tag incoming leads with the campaign variant. That lets teams measure hashtag set conversions without enterprise analytics.

Optimizing Profiles, Links, and Meta Previews for Search and Social Discovery

Now that you have the right keywords and hashtags, let's optimize the places people land—your profiles, links, and link previews—to convert discovery into clicks and conversations.

Profile optimization checklist

• Consistent handle and display name: match usernames and a clear display name across platforms so search and recognition align (example: @BrandCo and "BrandCo — Eco Goods").

• Headline and bio keywords: open with a primary phrase and one benefit (example: "Sustainable kitchenware — zero-plastic shipping").

• Location and contact links: add city or service area and enable contact buttons (email, call, directions) where available.

• Clear CTA and website link: use a short CTA (e.g., "Shop deals" or "DM for wholesale") and place your highest-converting URL in the main website field.

• Consistent naming: product/category names and hashtags used in bios should match your post strategy to improve discovery signals.

• Accessibility and images: set descriptive alt text for profile pictures and supply a friendly logo or hero shot that looks good at small sizes.

Link placement and link-in-bio best practices

• Keep the primary website slot for the most strategic page (promo, lead capture, or store), not a generic homepage.

• Use a lightweight multi-link landing page that you control (hosted on your domain or with customizable Open Graph tags) so previews remain SEO-friendly and shareable.

• Use readable UTM parameters to track which platform or bio drove traffic; avoid long, unreadable query strings that look spammy in previews.

• Example: instead of a generic link service page, create /instagram-promo that sets og:title and og:image to a clear offer card.

Controlling and testing meta previews

• Set Open Graph and Twitter Card tags for title, description, and image; prioritize a 1200x630 image for best display.

• Test previews before publishing with platform preview tools (Facebook Sharing Debugger, Twitter Card Validator) and by sending links to a private chat to see mobile rendering.

• Optimize description length to 100–140 characters for maximum click-through on social feeds.

Weekly audit workflow for small teams

1. Run a 10‑minute profile sweep: handle, display name, bio opening line, contact buttons, and website link.

2. Click the bio link on mobile and desktop to verify the Open Graph preview and load speed.

3. Check UTM parameters and update the link destination if a promotion ended.

4. Log issues in a shared spreadsheet; assign fixes; use Blabla to auto-respond to DMs that report broken links or request help so you capture the lead immediately.

Step-by-Step Workflows: Combine SEO Tools with Social Automation to Boost Reach and Capture Leads

Now that we have optimized profiles and previews, let's map an end-to-end workflow that pairs lightweight SEO tools with social automation to boost reach and capture leads.

Plan → Research → Publish → Monitor → Capture is a repeatable five-step sequence. For each step, use affordable tools and short templates:

• Plan: content calendar sketch (3-line template: objective, primary keyword/hashtag, CTA); tools: simple spreadsheets, Trello, Notion.

• Research: use keyword/hashtag tools (Hashtagify, RiteTag, native search), plus a quick platform intent check; record 1 primary keyword, 2 supporting phrases, 3 target hashtags.

• Publish: assemble captions with keyword front-loading, 1 short hook, 2-line body, CTA and link preview test.

• Monitor: track engagement, replies, and trending shifts with lightweight dashboards (Google Sheets + Zapier, or other tools/other tools analytics).

• Capture: convert high-engagers into leads via comment-to-DM flows and automated DM funnels that qualify interest before routing to an agent.

Automation patterns for small teams

• Scheduled posting with keyword-optimized captions: use a scheduler to publish captions you’ve pre-optimized for platform discovery; keep the keyword in the first 1–2 lines so algorithms and users see it early. For high-volume publishing, maintain a caption bank in CSV where each row contains primary keyword, hashtags set, and CTA; connect to your scheduler via CSV import.

• Auto-comment pinning: when a comment contains a winning testimonial or question, automatically pin it to increase social proof. Configure moderation rules in your automation tool to pin comments that contain specific keywords or emojis.

• Auto-response DM funnels: when someone comments "info" or "price," trigger an automatic DM with a short qualifying question sequence and an option to talk to sales.

Capturing leads from comments and DMs without losing personalization

• Comment-to-DM flows: post a short public prompt (e.g., "Comment 'PRICE' to get our offer") then trigger an automated DM that begins with a personalized first line referencing the post. Use the commenter’s name and the original comment text for a personal touch, then ask one qualifying question (budget, timeline, or need). Example: "Hey Maria — thanks for asking about the summer kit. Quick Q: do you need it for personal use or resale?" Keep automated steps to two questions before handing off to a human.

• Quick qualification via auto-questions: build a micro-funnel that uses 2–3 auto-questions to segment leads (hot, warm, info). Tag respondents automatically so your team focuses on hot leads. Blabla's AI-powered comment and DM automation can write and send these replies, save hours of manual work, and increase response rates while preserving a personalized tone.

Example workflows with specific affordable tools

1. Small shop (one manager): Research in RiteTag + Hashtagify, assemble captions in Google Sheets (CSV), publish via other tools or other tools (CSV import), monitor mentions with Brand24 free tier or Google Alerts, capture leads with Blabla configured to:

   • auto-DM new commenters with a 2-question funnel,

   • tag answers and alert the owner for hot leads.

2. Growing team (2–4 people): Use Notion for content planning, AnswerThePublic for ideas, other tools or other tools analytics, and Blabla for moderation rules that auto-hide spam, pin top comments, and route qualified leads to Slack or email.

Practical tips

• Keep auto-questions short and single-choice to reduce friction.

• Test CTA phrasing in small batches (A/B test two captions per week).

• Monitor automation handoffs: log response time and conversion to refine qualification questions.

This workflow balances lightweight SEO research with automation so small teams can publish at scale, protect brand reputation from spam/hate, and convert social interactions into measurable leads.

Measure outcomes weekly and tie tags to CRM fields so each qualified lead has source, keyword, and original comment for better follow-up. Track conversion rates by automation pathway monthly.

Tools & Integrations for Comment Moderation, DM Workflows, and Lead Capture

Now that we reviewed end-to-end workflows, here are practical tools and integrations to manage comment moderation, DM automation, and turning conversations into leads.

Start with an inbox that unifies channels and supports comment triggers, tags, and lightweight automations. Affordable options include other tools (inbox + tag systems), other tools (unified inbox and rules), other tools (focused on messaging workflows), and Make or Zapier to bridge platform signals into automations. These tools typically offer tiers for small teams: free or trial plans, entry-level plans in the $10–50/month range, and advanced plans with team seats and automation limits beyond $50/month.

To connect SEO cues — keywords or hashtags spotted in comments, captions, or search streams — to moderation and DM sequences, use tools that expose text triggers or webhooks. Practical pairings:

• Use other tools or Sprout to tag comments that contain target keywords and auto-assign them to a “leads” or “support” queue.

• Use other tools or other tools for DM sequences that start when a comment triggers a private reply request.

• Use Zapier or Make to watch platform mentions and push keyword hits into your CRM, Slack, or to Blabla for AI-first moderation and automated replies.

Triage high-volume comments with simple, rule-based routing, canned replies, and escalation paths. Implement these steps:

1. Define rules by intent: example rules — contains “price” or “cost” → tag = sales; contains “refund” or “broken” → tag = support; contains abusive language → tag = moderation.

2. Attach canned replies for common intents: pricing summary, times to resolve, or request for order number.

3. Set escalation thresholds: after two bot attempts or a sentiment score below a threshold, mark for human review and assign to an agent.

Practical tips for small teams:

• Start with three tags (sales, support, moderation) and three canned replies; iterate weekly.

• Use keyword windows (e.g., last 24–72 hours) to prioritize trending comment clusters.

• Route high-intent tagged conversations directly into CRM or a sales channel.

Where Blabla fits: Blabla handles the AI-powered layer — automating replies to comments and DMs, applying moderation rules, and converting conversations into leads without manual constant monitoring. For budget teams, pair a low-cost inbox or Zapier bridge with Blabla to save hours, increase response rates, and protect brand reputation while keeping escalation to humans when needed.

Measure impact with simple KPIs: average response time, conversion rate from tagged leads, comment-to-CRM rate, and weekly bot handover counts tracked.

Measuring SEO Impact from Social Shares, Engagement, and Rank Signals

Now that we explored tools and integrations for comment moderation and DM workflows, let’s measure how social engagement and share signals translate into discoverability and real business outcomes.

Begin by tracking a concise set of metrics that tie social activity to SEO-style outcomes and revenue: discovery sources (search vs. social), profile search impressions, referral traffic, DM and comment conversion rates, and assisted conversions in your funnel. For example, track weekly profile search impressions on Instagram or LinkedIn to see whether keyword changes in your bio increase discovery, and compare referral traffic spikes after a high-engagement post to earned rank improvements on related queries.

Combine specialized rank trackers with social analytics or build a DIY stack. Recommended approaches:

• Hybrid toolset: use Google Search Console for organic ranking trends, a rank tracker like Ahrefs or SEMrush for keyword positions, and a social analytics tool (native platform analytics or other tools) for engagement and share metrics.

• DIY approach: GA4 + UTM parameters to capture campaign sources, Looker Studio (or a lightweight Google Sheets dashboard) to join rank export CSVs with social metrics, and scheduled reports for team review.

Set up simple tracking with these practical steps:

1. UTM conventions: standardize parameters like utm_source=instagram, utm_medium=social, utm_campaign=YYYYMM_campaign, and utm_content=postID or commentCTA. Example: utm_source=instagram&utm_medium=social&utm_campaign=202601_launch&utm_content=commentCTA.

2. Event tracking for DM conversions: create an event in GA4 or your CRM called social_lead. When a DM qualifies, trigger the event via a webhook or Zapier action to record source, intent, and value.

3. Weekly dashboard: include discovery sources, profile impressions, referral sessions, DM/comment leads, conversion rate, and assisted conversions attributed over 7 days. Flag anomalies and high-value threads for agent follow-up.

Blabla accelerates measurement by exporting labeled comment and DM activity directly into analytics pipelines: auto-tagged conversations, conversion flags, and sentiment labels reduce manual annotation, save hours, and increase response rates. Use Blabla webhooks or CSV exports to feed GA4 or your dashboard so you can measure downstream lead impact, protect brand reputation by filtering spam, and quantify how conversation automation contributes to assisted conversions.

Practical tip: define a 7-day assisted-conversion window in your analytics, assign an average monetary value to a qualified DM lead, and track comment-to-sale lag to prove ROI. Add KPIs to the weekly report such as average response time (target under two hours), DM conversion rate, and value per conversation. Run quick A/B tests on CTAs in comments to see which phrasing drives higher UTMs and downstream conversions.

Step-by-Step Workflows: Combine SEO Tools with Social Automation to Boost Reach and Capture Leads

After optimizing profiles, links, and meta previews, use these practical workflows to automate social distribution, capture leads, and monitor performance. Each workflow pairs a publishing or SEO tool with social automation and analytics so you can scale repeatable processes.

1. Auto-share new blog posts to social channels

   1. Publish the post in your CMS (WordPress, Ghost) and confirm on-page SEO with Yoast or Rank Math.

   2. Automatically push new posts to social via a plugin (Jetpack for WordPress) or an automation service (Zapier or Make) that posts to Buffer, Hootsuite, SocialBee, or Later.

   3. If you plan campaigns or bulk uploads, use CSV import supported by Buffer, Hootsuite, or Later for scheduled posts.

   4. Tag links with UTM parameters and monitor traffic and conversions in Google Analytics and Google Search Console.

2. Repurpose high-performing content into social snippets

   1. Identify top pages and queries using Google Analytics and Search Console.

   2. Create snippets (quotes, stats, short videos, images) and batch schedule them in Buffer, Hootsuite, SocialBee, or Later; CSV import in Buffer/Hootsuite speeds bulk scheduling.

   3. Automate visual creation or resizing with Canva integrations or use templates in SocialBee, and connect with Zapier if needed.

   4. Measure engagement using platform analytics (X/Twitter Analytics, Facebook Insights, LinkedIn Analytics) and consolidate reports in Looker Studio, Sprout Social, or Buffer Analyze.

3. Capture leads from social traffic

   1. Send social traffic to a landing page or lead form (Unbounce, Leadpages, or your CMS landing builder) with a clear CTA and the appropriate meta preview.

   2. Automatically add form submissions to your email/CRM system via native integrations or Zapier/Make (HubSpot, Mailchimp, ConvertKit, Salesforce).

   3. Deliver incentives (PDF, checklist) via email automation and tag leads with campaign UTMs so they can be segmented for follow-up.

   4. Track lead conversions in your CRM and attribute them in Google Analytics to refine which social messages and meta previews drive quality leads.

4. Monitor, alert, and iterate

   1. Aggregate metrics into a central place: use Zapier or Make to push platform metrics into Google Sheets for lightweight monitoring or ETL into a BI tool.

   2. For deeper analysis, combine Google Analytics and Search Console with Looker Studio dashboards or use social analytics tools such as Sprout Social, Buffer Analyze, or Hootsuite Analytics.

   3. Set up listening and alerts for brand mentions and keyword tracking with Brand24, Mention, or Awario, and route critical alerts to Slack or email for fast response.

   4. Run regular reviews (weekly/monthly) to update meta previews, refine keyword targets, and re-schedule top-performing content based on data.

These workflows are templates—swap tools to match your stack, but keep the core patterns: consistent UTM tagging, automated handoffs between publishing, scheduling, and CRM (Zapier/Make or native integrations), and a central monitoring plan (Google Analytics/Search Console plus social analytics) to iterate and improve reach and lead capture.

Tools & Integrations for Comment Moderation, DM Workflows, and Lead Capture

Building on the step-by-step workflows for combining SEO and social automation, here are concrete tools and integration patterns you can use right away to moderate comments, automate DMs, and capture leads — with specific, affordable examples and clear rule-based suggestions.

Comment moderation: tools, rules, and example flows

Goal: reduce noise, surface high-value interactions, and remove abusive content quickly.

• Recommended tools (free / affordable / mid-market):

  • Meta Business Suite / Creator Studio — free moderation for Facebook & Instagram comments (auto-hide, keyword filters).

  • Agorapulse — unified moderation inbox with rule-based auto-replies and automated labeling (good mid-market option).

  • NapoleonCat — automated moderation rules and bulk actions (affordable alternative).

  • Zapier or Make (Integromat) — DIY integrations for pushing comments to Slack, Google Sheets, or your CRM when a rule matches.

• Practical moderation rules to implement:

  • Auto-hide or flag comments containing profanity or known spam phrases.

  • Tag comments that contain keywords like “pricing,” “buy,” or “partnership” as "lead" and route them to sales.

  • Auto-reply to common queries (e.g., “link?”) with a short canned response and a tracking link.

• Example flow (low-cost):

  1. Use Meta Business Suite to set basic profanity filters and auto-hide rules.

  2. Connect Instagram/Facebook to Zapier to send flagged comments to a Slack channel or Google Sheet for manual review.

  3. When Zapier sees a comment with “pricing” or “demo,” create a contact in HubSpot CRM (free) and assign a task to sales.

DM workflows: automation platforms and integrations

Goal: handle high-volume inbound DMs, qualify prospects automatically, and escalate important conversations to humans.

• Recommended tools (specially for messaging):

  • ManyChat — cost-effective chat automation for Facebook Messenger and Instagram (good for flows, keywords, and lead capture).

  • MobileMonkey — multi-channel chat automation including Instagram DMs and web chat.

  • Chatfuel — another option for Messenger-style flows (simple, affordable).

  • Front or Help Scout — unified inboxes with automation and SLA routing if you need a team-ready support layer.

• DM automation patterns:

  • Keyword routing: detect “pricing,” “partnership,” or order numbers and route to sales or support queues.

  • Qualification flows: ask 2–3 qualifying questions (budget, timeline, use case) and tag the conversation with lead score.

  • Human takeover rules: escalate to a live agent if user replies “agent” or if the bot fails twice.

• Example flow (affordable):

  1. Build a DM qualification flow in ManyChat that asks product, budget, and urgency.

  2. If the lead score is high, push the lead via Zapier to HubSpot CRM and notify the sales Slack channel.

  3. If user requests a demo, create a Calendly event link automatically and send it in DM.

• Notes on platform access: Instagram DMs and advanced automation require the official Instagram Graph API; many tools (ManyChat, MobileMonkey) provide compliant access but may require a connected Business Account and permissions.

Lead capture: forms, CRMs, and enrichment

Goal: convert social engagement into trackable leads and feed them into your CRM or marketing stack.

• Recommended capture tools (free-friendly):

  • HubSpot CRM (free) — contact database, forms, basic workflows.

  • Google Forms / Google Sheets — simplest capture method for testing or micro-budgets.

  • Typeform / JotForm / Paperform — better UX for landing-page captures and conditional logic.

  • Klaviyo or Mailchimp — email capture and nurture for e-commerce and newsletters.

• Integration examples:

  • Use Typeform to collect lead info → Zapier pushes new leads to HubSpot CRM and adds them to a Klaviyo list.

  • Use a ManyChat DM flow to collect email/phone → integrate directly to HubSpot (native or via Zapier) and assign a lifecycle stage.

  • Run comment-to-lead: when an Instagram comment contains “interested,” use Zapier/Make to create a lead in Google Sheets or HubSpot and notify your sales channel.

• Example lead-scoring rules:

  • +2 points for “request demo” or “pricing” keywords in DM/comments.

  • +1 point if email or phone provided; +2 if company name and role provided.

  • Auto-assign to sales when score ≥ 4 and create a follow-up task in HubSpot.

Unified inboxes, tag systems, and handoff

Goal: maintain a single source of truth for conversations, tags, and SLAs so nothing slips through the cracks.

• Tools that provide a unified inbox with tagging & rules:

  • Agorapulse — social inbox + tags + reporting.

  • Hootsuite or Zoho Social — unified monitoring and basic tagging.

  • Front or Help Scout — best for teams handling email + social + chat in one place.

  • HubSpot Conversations — free shared inbox integrated with CRM and contact records.

• Recommended tagging strategy:

  • Use consistent tags such as lead, support, spam, influencer, urgent.

  • Automate tag assignment via moderation/DM rules (e.g., tag “lead” if comment contains “price” or “demo”).

  • Sync tags to your CRM so all touchpoints follow the same lifecycle rules.

Security, privacy, and platform compliance

• Always follow platform terms (Instagram/Facebook APIs require Business accounts and approved apps for automated DMs).

• Only store personal data (emails, phone numbers) in systems that meet your privacy policy and local regulations (GDPR, CCPA where relevant).

• Use app-level permissions and least-privilege access for integrations (separate API keys, revoke unused tokens).

Quick starter stacks (pick one)

• Minimal / free: Meta Business Suite (moderation) + Google Forms/Sheets (capture) + HubSpot CRM free + Zapier free tier for basic routing.

• Small team: Agorapulse (inbox + moderation) + ManyChat (DM qualification) + HubSpot CRM + Zapier/Make.

• E‑commerce: Gorgias (support + tags) or Shopify Inbox + ManyChat + Klaviyo for capture and nurture.

Choose the stack that matches volume and budget, start with tight rules (3–5 moderation/DM rules), test for one week, then expand automations and tagging once false positives are low.