Posted 01.04.2019 by Josh Krakauer
It’s 2019. Let that sink in for a second.
*takes deep breath*
On the bright side, it’s an opportunity to kick off the year with a focused brand vision and a hard reset on your goals.
It also means your marketing budget is up for review (again) and you have three major tasks:
As you start exporting data and compiling summaries, you might wonder if you achieved what you set out to do in 2018. Was there a clear and energizing goal for social? Did you make progress on it throughout the year? Did you waste too much time chasing shiny objects?
Maybe you’ve been here before.
Know that you’re not alone. In The Manifest’s survey of social media marketers, two of the biggest social media challenges businesses faced included missing a formal strategy (24%), followed by tracking results (17%).
It’s time to fix that.
Let’s kick off 2019 with clarity on the elements that encompass a successful social media strategy.
Inspired by the B2C and B2B social media strategies we build for brands, this framework has proven to align teams and deliver results.
Let’s dig in.
Like all things in business, we begin with goals.
Goals come in all shapes and sizes, so let’s set some ground rules on good social goals.
1. Goals should be SMART. Welcome back to business basics. Your goals should follow the time-tested formula: specific, measurable, achievable, relevant, and time-bound.
2. Goals should be audience-centered. Social media is a human-centric medium. Translate your customer’s journey into audience-specific goals.
3. Goals should be tied to organizational impact. A good goal is an outcome, not an activity. What does the business need to happen in the next year? While top-line revenue growth is always up there, what else impacts the bottom line? Keeping customers happier? Keeping employees longer? Translate a social media goal for an area where you can move the needle.
4. Goals should start big, then break down into KPIs. To keep on track, you should establish goals that are big but achievable. Then break them down into monthly and quarterly key performance indicators (KPIs).
We recommend identifying two types of goals in your planning:
Your primary goal is going to answer, “If we only hit this one goal this year, we’ll know we’re successful.”
This is where I’m going to push you to re-think ‘increase brand awareness.’
In Buffer’s example, they connect their social media goal to the launch of three new product features. Perhaps on Jan 1 that’s enough. As they qualify the success metrics of those product launches, the social goal should break down further to be more actionable and measurable.
As a B2B organization, marketing is often responsible for brand awareness, demand generation, and lead nurturing. It’s reasonable to expect social media to contribute to the sales funnel.
An example might be: Acquire 50 MQLs from social media channels in FY2019.
Would your company be happy with 50 new qualified leads after a year’s worth of effort and investment? Adjust accordingly.
Note: This is a social media marketing goal. Social media may live within different departments and teams. Your team’s goal could relate to other areas of business impact—improving customer satisfaction scores by X percentage points, reducing response times by Y minutes, or increasing customer or employee retention rates.
Next, identify your secondary social media goals.
This is how we measure the success of our execution. Often, these are the metrics tied to performance on each individual channel. They are tracked as part of your execution plan on a monthly basis, for each channel.
Remember when we talked about breaking those goals down into smaller pieces?
Those 50 marketing-qualified leads won’t appear overnight. To inch closer to your total, in the month of March you might set goals such as:
There’s only one way to eat an elephant: One bite at at time.
Start big, then break down small.
First, you need to identify…
Then, ask yourself and key members of your organization:
Do you have a defined target audience associated with your goals?
Having clarity on your most valuable and important customer types precedes this step. If marketing, sales, and service haven’t had that discussion yet, start there.
For the purpose of social media strategy planning, there are three main audience groups we care about reaching:
Focus on your MVP (Most Valuable Personas) for your primary goal. Building a better relationship with this audience—and attracting more like them—will drive the greatest return from your social media investment.
You might find this part challenging. Brands often have multiple customer segments they speak to across product lines. And while social advertising lends itself well to micro-targeting multiple personas, it’s hard to grow an audience organically and implement a content strategy speaking to lots of different people.
So while your business may want to recruit employees, attract customers, and engage with influencers—your primary content and channel strategy should be formed from your most valuable prospects and customers.
This segment represents the audience you want to grow into next. This group might be important for business growth in the next 5 years. Often it’s a younger generation you hope to influence, or consumers of an emerging business segment. They might not be an immediate priority, but they should be identified and understood.
The segment who can lift up your brand and reach your customers. Who influences your customer? Defining this group can be key to unlocking earned media and traffic.
Note: You can swap “customer” with the designation that makes sense – client, donor, guest, or member.
Next, dig into the details of your customer persona.
Once you’ve confirmed your target audiences (congrats on being decisive!), the next step is to describe them at a deeper level. The better you know your audience, the more effective your content strategy will be in engaging them.
To define your persona, ask questions like:
All of your juicy content ideas will come from the answers to these questions, so it’s important to get authentic, qualitative feedback—ideally from your customers themselves. For additional reading, our friends at Optimist provide more questions to consider when building out a buyer persona.
First, identify your most valuable, aspirational, and influencer audience segments.
Then ask yourself and key members of your organization:
Selecting the right platforms is key to a focused social media program.
First, you need to identify…
Where will you focus most of your effort building a presence?
Your primary social media channels are the answer. There should be a direct link between investing time and resources on that platform and the priority goals you set. If your top tier goal is customer engagement, you better be sure you can reliably reach and track your customers there. Otherwise it becomes a secondary channel with less investment.
For most brands, there are 2-3 primary channels to prioritize.
Remember that more channels to maintain means more resources to manage. Choose (and cut) wisely.
Gone are the days where following best practice meant being “everywhere.”
(Remember Peach, you guys?)
Still, there is tremendous upside in being an early adopter. If your audience is starting to make their way to a new platform, it should be on your radar.
Think 80/20 with the 20% representing a smaller subset of your bandwidth tied to experimentation.
As an example, a B2B manufacturing firm might find their core customers use LinkedIn professionally and Facebook personally, while their aspirational audience is increasingly more Instagram-heavy. Their social media channel strategy might require investing 80% of their time and budget on LinkedIn and Facebook efforts, and 20% on Instagram posts and/or ads.
This channel mix should be evaluated on a quarterly or semi-annual basis.
Often, the devil is in the details. With Facebook, for instance, thinking beyond newsfeed Page posts can unlock tons of opportunity. Products like Messenger, Groups, Stories, and Events all are growing in daily usage.
Our rule of thumb is if a platform publicizes or promotes a new feature, it’s recommended to try it. Don’t be afraid to experiment!
Which social media channel features are worth testing in 2019?
In 2019, it might be easier to organize social media channels into Facebook and not-Facebook.
Organic reach isn’t what it used to be, but if you’re investing time on a channel, you should be investing in audience growth.
From invite-to-likes to proactive following, engagement groups, and retargeting, there are many tactics for growing your audience. The shiny object of the moment will change, but if it’s ‘white hat’ and working for peers, it should be on your radar.
Ask yourself and key members of your organization:
Does your content strategy enable you to post with purpose?
An effective social media content strategy organizes your content into topics, pillars, or themes that resonate with your audience. Organizing content like this allows you to plan and produce in batches, then measure what’s resonating.
To post with purpose, use what makes your audience care, share, aware, and convert.
Let’s break those down:
What type of content makes audiences care?
The general mantra in social media marketing is don’t interrupt what interests people—be what interests people.
Research from Paddle Consulting shows that interesting content breaks down into the following categories:
🤣 Funny Content: Help people laugh.
Funny content isn’t limited to jokes and memes (though there’s a place for that). Finding your funny can come in the form of your playful brand voice in post and reply copy, or relatable observations and videos that resonate with your audience.
Who and what makes your audience laugh?
When the tweets are as broken as the ice cream machine. https://t.co/esdndK1iFm
— Wendy’s (@Wendys) November 24, 2017
👩🏫 Useful Content: Help people learn something new.
Informative, relevant, and interesting is the key here.
What would your target audience value learning more about?
Useful content varies across the customer purchase journey, but could include topics like: pro advice, timely tips, better ways to use your product, or other ways to solve their problem. Just remember to keep it ‘snackable.’
😍 Beautiful Content: Help people fall in ‘like.’
Stunning visual content has a powerful effect on engagement. Regardless of your line of business, strive to find your brand’s natural beauty.
Pro tip: Long gone are the days where photographers held all of the keys to great social content. Experiment with mobile editing apps like Canva, Flixel, or Boomerang to make content on the fly.
😮 Inspiring: Help people feel inspired through storytelling.
Your customers are aspirational—they’re striving to become a better version of themselves.
You can help with stories of people (and customers) overcoming odds and reaching their potential.
YETI positions their uber-successful, video-based content strategy around a mission to inspire through stories. “We celebrate stories from the wild. If adventure and grit is at the heart of the story, then it’s a story that YETI will tell.”
What type of content makes audiences share?
Engagement is an emotional connection. Research shows that high arousal emotions like excitement, humor, and happiness heavily influence online sharing.
(By the way, ever wonder why divisive political news ends up in your feeds so frequently? Anger, anxiety, and stress work the same way.)
Another fascinating philosophy on sharable content comes from the data science team at BuzzFeed (surprise, surprise).
According to Publisher Dao Nguyen in her TED Talk, every piece of content has a ‘job’ to do for your audience.
To influence sharing, focus on these jobs:
What types of content generates brand awareness?
According to author Daryl Weber in his book Brand Seduction, a brand is a collection of unconscious associations in your consumer’s mind. Help your audience recognize those associations – all of the things that make you special, different, and relevant in their lives.
Brand awareness content may include content that…
(Sorry to break the rhyme.)
By following these steps you’ve designed a content strategy full of value. Now, it’s time to make your ask. Or as Gary Vee would say, your ‘jab, jab, jab, right hook.‘
Content designed to convert often comes into play in your paid strategy, but it should be part of this planning, too.
Remember the persona research you did when digging into your most valuable customers? That’s going to come in handy. What issues (related to the problem your business solves) keep them up at night? What stops them from taking action?
Remember that your customer is the hero of your brand story. With some exceptions (privacy matters), referencing your target audience in copy the same way they identify themselves will be highly effective in driving action. For instance, “4 things Digital Marketing Agency Owners need to know before filing 2019 taxes” would get my click.
Make it easy to take the first step.
For instance, social media contests provide a valuable incentive—the opportunity to get something free or first—in exchange for an action that’s valuable to the brand, like gathering contact info.
For retailers, limited-time, social-media-exclusive discounts can lower the risk in trying a product.
For service providers, demo, tutorial, or webinar videos can demonstrate the value of a solution before hiring them.
What will you do to amplify the distribution of your content?
Let me say it louder for the folks in the back: It’s time to put an end to the “just boost it for $5 and see what happens” strategy.
2019 is the year you take amplification seriously.
There are two main ways to amplify your content:
Paid social is a powerful channel to reach people where they are and with what they want. And to be honest, it’s mandatory in a pay-to-play world. With declining organic reach on Facebook channels and algorithmic feeds all around, navigating the world of paid distribution is key.
Here’s what you need to identify before paying:
The exact figure will vary based on your total marketing budget and target cost to acquire a customer (CAC). It would be wise to separate this into at least two buckets:
Install platform tracking pixels to measure conversions and retarget visitors with custom audiences. Unfortunately, if you want to use the ad technology native to each platform, you will have to install their tracking separately. The most common include:
Of course, there’s also a separate tag for Quora, Reddit, Pinterest, and Snapchat.
A tag management solution is vital. You will thank me later!
These retargeting audiences are going to have a straight-line connection to your goals, and should receive the majority of the spend. In (mostly) order of value:
If you have questions about setting up this targeting, send us a note through chat. 👍
These audiences are associated with new potential customers. When you’re ready to expand your reach, this is how to target them.
Finally, you’ll want to decide which of the content themes you identified will be amplified with paid spend. Not every post or tweet needs to be promoted. It would be reasonable to devote a monthly, fixed budget for boosting organic posts and adjust the distribution of spend towards the top-performing posts.
The second method of amplification is earned, not paid, media.
Earned media helps your brand message and content go beyond your own community without paying to promote it. Sounds good, huh?
Here’s how you leverage it.
These humans have the ability to reach your target audience organically to carry your message further. You can break them down into two categories.
→ Ask: Which customers and fans have engaged networks of prospective customers like themselves? Which customers have the ability to write and create content?
→ Action: Share content directly with them with a call-to-action to share. Or, feature and tag them in content so it shows up in their connections’ news feeds.
→ Ask: Who does my customer trust? Where do they get information? Who do they follow to learn new things and be inspired?
→ Action: Create content with them and use their networks. This can come in many forms, like a sponsored post on Instagram, an article mention in Forbes, or a long-term co-creation partnership (user-generated-content).
To organize your outreach, and determine where the biggest bang for your buck lies, make a spreadsheet and begin populating people and opportunities. This guest blogging template on Airtable can help you get started. On an ongoing basis, make a point to check in and follow up with people you contacted.
To recap, make sure you have:
With a solid foundation in place, it’s time to evaluate your people, process, and publishing plan. Your execution planning should answer – are the right people in the right seats? Are they focused on the right tasks? And how will we improve the plan as we go?
There are four main roles responsible for executing a social media marketing strategy. In most (small) organizations, the social media or marketing manager will wear all of these hats. (Way to go, you!)
The four main social media roles include:
Strategic planner: The planner or planning team is responsible for overseeing this lovely strategy, ensuring that it translates into quality output, and is organized neatly in an overarching editorial calendar.
Community Manager: The social media community manager is in charge of growing and engaging with your audience. Tasks include social listening and monitoring, responding to comments 1-on-1, following and unfollowing accounts, and publishing the scheduled and real-time content you’re producing.
Content Creators: Content is the lifeblood of a great social media program, so the role of the creator is an important one. Of course, many individuals may contribute content, including front-line employees, volunteers, and customers. Your customers are hungry for a range of formats across channels, from story-based videos and still images to articles like this, so the person in this seat should bring a breadth of skills to the table.
Ad Manager & Analyst: Sometimes a split role, the ad manager and analyst is an optimizer. They bring a data-driven approach to your social media program by keeping a watchful eye on ROI, reporting up results to stakeholders, and managing the spend and pacing of your paid campaigns.
Each role is also responsible for selecting the tools and resources to do their jobs well. For instance, the community manager might evaluate a scheduling tool like Buffer, Loomly, or Sprout Social. The content creator might request editing tools like Canva for Work or Adobe Spark.
Quarterly social media task examples:
Monthly social media task examples:
Weekly social media task examples:
Daily social media task examples:
A few tips for continuous improvement and learning.
Is our voice resonating? Is our content helpful? KPIs are important, but qualitative feedback goes a long way.
When an ad or content performs well, there’s a good chance it will work again. Create an internal record of ads and content that resonated—both your own, and others you find. Task colleagues to do the same to build your collection and strengthen your organization’s competency for recognizing good content. Screenshot and log the copy, creative, and offer.
Tip: Start with a Slack channel. (Ours is called #good_social.)
To stay agile, embrace “Agile.” At least once per quarter, bring the core team responsible for social together to share and learn. Everyone should be briefed to be prepared, honest, and open to improve the quality of your takeaways.
In your retro, ask four key questions about the process and performance of your social media program:
It’s hard to see the forest through the trees when you’re in the thick of it. Having an outside advisor look at your internal data and process can make a big impact in setting the course for the year.
A social media strategy partner will synthesize your brand’s strategy by analyzing your past performance, distilling your goals into monthly objectives, developing content themes and ideas, and training your team on implementation.
(And likely get the job done faster.)
To recap execution, decide as a team:
Are you feeling as pumped as we are? 👊
By following the 6 steps of our social media strategy framework, you can put together a working plan that will energize your team, surface the most important content opportunities, and set you miles apart from your competition. Compile your takeaways into a slide deck, Google Doc, or spreadsheet and start testing, learning, and growing.
In summary, to prep your 2019 social media strategy for success:
Now, go my friend, and start winning!
This depends on your industry and channel. Sprout Social has published research on the best times for brands in education, healthcare, consumer goods, and tech on Facebook and Instagram.
The right frequency depends on your ability to create enough valuable, interesting content.
🙋🏼Have others? Send them along or leave a comment below.
Crush 2019 with a social media strategy that gets real results.
When you publish a post that starts building great organic engagement, amplifying your reach to more people becomes the next goal. And this is where Facebook ads come in.