Planning worksheet
Social media goals
Why do you need a social media strategy?
- Don’t know – somebody told me I needed one
- I need to increase public visibility for my business
- I need to attract more business
- I want to create a reputation as an expert in my field
- I want to market a particular product or service
- Other
What is your business?
BUSINESS NAME
TYPE OF BUSINESS
GEOGRAPHICAL AREA
Short list of products or services that you would like to feature via social media (if applicable).
FEATURED 1
FEATURED 2
FEATURED 3
What are the primary ways that clients/customers currently find your business now?
METHODS OF FINDING
Current Virtual Presence
Primary website — PRIMARY WEBSITE
Secondary websites — SECONDARY WEBSITES
Other URLs directed to these websites — ADDL URLS
Blog(s) —
BLOG 1
BLOG 2
BLOG 3
How many hits/day or hits/week do you get on your websites and blogs?
WEBSITE HITS PER WEEK/per week WEBSITE HITS PER MO/per month
BLOG HITS PER WEEK/per week BLOG HITS PER MO/per month
Are you routinely getting new clients as a direct result of your virtual internet presence? NEW CLIENT CONNECTION
Social media profiles
Google+ Profile name GOOGLE NAME
Number of connections GOOGLE CONNECTIONS
LinkedIn Profile name LINKEDIN NAME
Company profile LINKEDIN CO
Number of connections LINKEDIN CONNECTIONS
Facebook Profile name FB NAME
Company page: FB CO PAGE
Other pages: FB OTHER 1
FB OTHER 2
Friends FB FRIENDS
Likes FB LIKES
Twitter Profile name TWITTER NAME
Followers TWITTER FOLLOWERS
YouTube Profile name YOUTUBE NAME
Followers YOUTUBE FOLLOWERS
Other social media
PLATFORM 1
PLATFORM 1 NAME
PLATFORM 1 CONNECTIONS
PLATFORM 2
PLATFORM 2 NAME
PLATFORM 2 CONNECTIONS
PLATFORM 3
PLATFORM 3 NAME
PLATFORM 3 CONNECTIONS
Virtual reputation search
Google search terms —
COMPANY NAME
PRINCIPAL 1 NAME
PRINCIPAL 2 NAME
PRINCIPAL 3 NAME
TYPE OF BUSINESS + GEOGRAPHICAL AREA
Does your primary website show up on the first page for any or all of these searches? Are most of the search results a reference to your own website or other intentionally posted business information? Does any negative information about your business appear in the first 3-5 pages of the search results? If so, what? NEGATIVE INFORMATION
Interest in social media activities
| Want to have for my business | Want to do myself | Want to hire someone to do | |
|---|---|---|---|
| Business blog with regular blog articles | |||
| Guest blog on other well-read blogs | |||
| Comment on other’s blogs | |||
| Review books in industry/market | |||
| Post regular tweets | |||
| Post regular updates on Facebook | |||
| Post regular updates on LinkedIn | |||
| Post regularly on Google+ | |||
| Post videos on YouTube | |||
| Upgrade profile on existing social media platforms | |||
| Add profiles on new social media platforms | |||
| Create links to allow posting on one social media platform to automatically post in other places | |||
| Add related profiles, such as for business personnel | |||
| (other) |
available
Social Media Strategy Template
Used 4,872 times
AI assistant includedAdapt this social media strategy template to do just that or as part of a larger marketing plan. Adapt to include any social networks that suit the various B2B or B2C clients.
FAQ
A social media marketing strategy helps to leverage social media platforms in order to promote your product or service and your company to a new audience. It helps a brand to evaluate goals and identify specific problems that need to be tackled by the social media marketing team. It can also help to plan out social media interactions and how to better connect with your audience.
3 effective social media strategies are:
Trends: One of the best social media strategies is capitalising on trending topics and joining the conversation.
Being timely: Right post at the right time can catch a person’s attention better than just a good post.
Review and Redo: Keep re-evaluating your social media plan and constantly keep it up to date with feedback from your audience.
A social media strategy template will help you effectively design a good social media strategy. To create a template, you will need to research the services you can offer and compare it with the services the clients need. Use a survey to interact with clients to gather necessary information. Each template should have tasks you can undertake, pricing, deliverables, executive summary, and T&C.
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