Posted 01.08.2024 by Josh Krakauer
Summary: In this article, you’ll learn how to create and fine-tune a social media strategy to increase the impact of your activities across different social media platforms. In addition, we’ll provide you with a FREE social media strategy template that you can use right away by following the steps below.
If there’s one constant working in social it’s CHANGE.
(Don’t get us started on Threads, X, and the trend of the week.)
There’s a very likely chance your social media plans have been disrupted, and the past reporting period may not have turned out how you expected for a variety of reasons.
That’s OK.
A new period means an opportunity for a fresh start 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 the previous year. Was there a clear and energizing goal for social? Did you make progress on it throughout the year?
Know that you’re not alone. Social media marketing is constantly evolving, and figuring out strategies that work is very complex.
It’s time to fix that.
Let’s kick off with clarity on the elements that encompass a successful social media strategy.
A social media strategy is a structured plan of action that you’ll employ to use social media platforms.
It involves setting goals, identifying target audiences, defining channels and content, distribution, and execution.
A successful social media strategy (like the one we’re presenting here) integrates consistency, authenticity, and adaptability to leverage the dynamic nature of social media and foster meaningful connections and engagement with your brand.
Before we dig in, let’s share the social media strategy template that you can use to bring your strategy to life.
We put together a template that you can use to start on the right foot.
Our social media strategy template will help you clarify your social media strategy using the proven 6-step framework. Inspired by the social media strategies we build for brands at our B2B social media agency, this framework aligns teams and delivers results.
Use our Social Media Marketing Planning Template to communicate your strategy plan with the whole team. To simplify it, copy/paste the Google Doc to get started. → Click here to get it now.
Maybe you’re thinking, “Cool, this template sounds great but it’s just another empty document. What do I put in it?”
We had a hunch you might feel that way.
Keep reading for a breakdown of the six-step framework and concrete examples of how to adapt these ideas into actionable strategies.
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.
Welcome back to business basics. Your goals should follow the time-tested formula: specific, measurable, achievable, relevant, and time-bound.
Social media is a human-centric medium. Are you using social media channels to reach current and future customers? Then translate your customer’s journey into audience-specific goals.
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.
To keep on track, you should establish big but achievable goals. Then break them down into monthly and quarterly social media key performance indicators (KPIs). We recommend identifying two types of goals in your planning:
As a B2B organization, marketing is often responsible for brand awareness, demand generation, and overall deal pipeline. It’s reasonable to expect your B2B social media marketing strategy to contribute to revenue directly with paid advertising and social selling, and indirectly through your pulse of content and community management.
An example of a primary social media marketing goal focused on brand awareness might be to improve our brand’s share-of-voice on public social channels from 10% to 20% in the next 18 months. This would then be measured by your earned brand mentions, including content comments and shares, compared with key competitors.
An example of a primary social media marketing goal focused on pipeline contribution might be to source $5M in new opportunities from social media channels in FY 2024. This would then be measured by qualified leads in your CRM who were reportedly driven by or influenced by your social media program.
Note #1: 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, generating customer response times within Y minutes, or increasing job candidates sourced from social media.
Note #2: A goal for an entire year is a big, audacious guess. Instead, consider establishing goals on a campaign basis for more specific objectives.
Next, identify your secondary social media goals. This is how we measure the success of our program execution. Often, these are the metrics tied to performance on each channel. They are tracked as part of your execution plan monthly, for each channel. These will not be equally valued in your organization, so be selective.
Measure for Brand Awareness
Measure for Engagement
Measure for Conversion (and Cost per Conversion)
Measure for Reputation
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 a time. Start big, then break down small.
Remember, it all starts with setting primary and secondary goals.
Then, ask yourself and key members of your organization:
Helpful? Download our full social media strategy prep list here, including the 25 questions to ask first >>
Do you have a defined target audience associated with your goals? Having clarity on your most valuable and important customer types precedes this step.
For 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. 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. Maybe you’re selling to SMB entrepreneurs today, and Enterprise marketers is the next frontier. Or maybe they’re a younger, influential buying group that doesn’t know you exist. This group is critical for your business expansion in the next 3-5 years. They might not be an immediate priority, but they should be identified and understood.
The segment that can lift your brand and reach your customers. Marketing exclusively to purchase decision-makers is limiting your growth. Who influences your customers? 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 audience. Once you’ve confirmed your target audiences (congrats on being decisive!), the next step is to understand them at a deeper level. The better you know your audience, the more effective your content strategy will be in engaging them. To refine your strategy, ask questions like:
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.
How do we learn more about our audience?
First, identify your most valuable, aspirational, and influencer audience segments. Then ask yourself and key members of your organization:
Selecting the right social media platforms is key to a focused social media program. First, you need to identify:
Where will you focus most of your effort on 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.
Examples of primary social media channels may include:
Missing a few? Preferences will vary, but that’s where secondary channels come in.
Gone are the days when following best practices meant being “everywhere.” (Remember Clubhouse, 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. B2Bs exploring TikTok, I’m talking about you.
Think 80/20 with the 20% representing a smaller subset of your bandwidth tied to experimentation and growth.
Examples of secondary social media channels include:
As an example, a B2B manufacturing firm might find their core business customers use LinkedIn professionally and Facebook personally, while their aspirational audience is their product end user — more of a DIY creator — so increasingly more TikTok and Instagram-heavy.
Their social media channel strategy might require investing 80% of their time and budget on LinkedIn and Facebook efforts where they’ve proven the value, and up to 20% on creating TikTok videos, Instagram Reels, and/or ads. This channel mix should be evaluated on a quarterly or semi-annual basis.
(Yes, there are B2B manufacturers on TikTok, really.)
Often, the devil is in the details. With Facebook, for instance, thinking beyond organic Facebook Page posts can unlock tons of opportunities. Products like Messenger, Groups, Shops, Stories, Marketplace, and Events all grew heavily in daily usage, and require a strategy of their own.
Our rule of thumb: If a platform publicizes and promotes a new feature, it’s recommended to use it. For instance, in 2020 IG started incentivizing creators to use Reels. By 2023, Reels were generating more than 200 billion views per day, according to Meta.
In previous years, it was easier to organize social media channels into Facebook and “Not Facebook” While that’s changing with the growth of TikTok, LinkedIn, and others, let’s start there.
Organic reach isn’t what it used to be, but if you’re investing time in a channel, you should invest in audience growth.
From proactive engagement to viral content formats, there are many tactics for growing your audience. The shiny object of the moment will change, but if it’s working for peers, it should be on your radar.
Social media audience growth tactics include:
To form your channel plan, ask yourself and key members of your organization:
An effective social media content strategy structures your content plans and outlines what you’ll publish across channels.
This social media framework could be used as a blueprint for organizing one-off campaigns, or your entire ongoing content strategy.
Here’s how it works.
The content blueprint is organized into 3 core components:
Get a free copy of the content strategy table here (not gated!).
Your social and/or content marketing may be guided by an overarching idea or purpose. That overarching idea should be associated with the mission of your marketing.
Ask: “What do we want to help our audience do and accomplish?”
In the example above, the content purpose statement stems from Sculpt’s core values — Hustle & Heart.
With this in mind, the content we share should be organized around education that helps companies grow faster (find their hustle), and bring a human touch through our people and culture.
Social content often stems from 3-5 high-level topics — your content pillars. Think of these as the building blocks for all of your supporting content ideas.
In the example, these are big ideas like the “Future of B2B social media”, which could break down into posts featuring trend research or expert interviews.
Note: Topics, pillars, themes, and buckets, are often used interchangeably, and preference varies marketer-to-marketer.
Your content pillars can be organized around:
Underneath your pillars, you can get more granular and share more specific content topics and ideas.
In the blueprint example, spotlighting our culture is a pillar topic. Therefore, posts may take audiences behind-the-scenes of on-site photoshoots, or celebrate client wins.
You may also consider developing content series. These are mini-campaigns or episodic programs that take the ladder up to your content pillars.
Organizing content in a social media framework has two main benefits:
You can plan and produce content in batches. One of the most common pain points cited by social media marketers is the labor required to create interesting content consistently.
By developing a whole series of related posts for a given campaign or month with a similar theme, you can stockpile relevant content and schedule them as needed. Think of the massive time you could save by avoiding the daily grind of answering, “What should we post today?”
You can measure the success of each content theme. What’s resonating with our audience? Which content themes perform better at different stages of the customer journey—cold awareness audiences versus fan and customer audiences?
Organizing content in this framework allows you to analyze your content by reach, engagement, and conversion KPIs more easily.
Some brands separate their ongoing (organic) social media content strategy from their paid social and content marketing strategy. If this is the case for you too, your content blueprint may look a little different.
Now that you have a framework, ask yourself… Does your existing content enable you to post with purpose? To post with purpose, use what makes your audience care, share, be 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?
Today more than ever, the comment IS the content. To leverage this trend, pay attention to viral posts on Facebook, Twitter, and LinkedIn (ideally, catch them before they go super viral). Your snarky, relatable memes here have a high likelihood of earning free reach and significant distribution.
B2C brands like Wendy’s know that best, and have amassed millions of engagements and earned impressions as a result.
*Dolphin noises* pic.twitter.com/AWi27iAoSa
— Wendy’s (@Wendys) September 27, 2022
👩🏫 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:
Best practice would say to keep useful content—like all social content— ‘snackable.’ As in, bite-sized advice.
While I generally agree, the rule changes with the format and affinity of your audience.
Longer-form, expert-led edutainment that walks through a process step-by-step will get devoured on YouTube.
On the other hand, you might experience better engagement breaking down blogs into 5-6 individual posts on other platforms versus one long text caption in a post.
The more the content delivers the value it promised, the more likely it will be consumed.
😍 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.
Tips for Creating Beautiful Visual Content:
Pro tip: Long gone are the days when photographers held all of the keys to great social content. Experiment with mobile editing apps like Canva and CapCut to make beautiful 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 the odds and reaching their potential.
YETI positions its uber-successful, video-based content strategy around a mission to inspire through stories. “We celebrate stories from the wild. If adventure and grit are at the heart of the story, then it’s a story that YETI will tell.”
If video isn’t an option, try a still photo series similar to how Humans of New York tells stories for its passionate community of 18+ million on Facebook: Close-up, natural shots of people exhibiting raw emotion with accompanying quotes.
What type of content gets shared the most?
Engagement is an emotional connection. Research shows that high-arousal emotions like excitement, humor, and happiness heavily influence online sharing.
By the way, ever wondered why divisive political news ends up in your feeds so frequently? Anger, anxiety, and stress work the same way.
If you’re interested in the psychology behind going viral, I highly recommend reading Contagious: Why Things Catch On, by Jonah Berger, or watching his course on LinkedIn.
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 create 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 valuable, unique, and relevant in their lives. Brand awareness content may include content that…
This example from ICR IOWA‘s Talent Attraction campaign is a good example of all 3 principles rolled up in one.
And finally…
(Sorry to break the rhyme) By following these steps you’ve designed a social media 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 media strategy, but it should be part of your planning, too.
The types of content that make your audience take action speak to their motivations, anxieties, and impulses.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?
Content that speaks to your audience, directly. 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, “5 Things Digital Marketing Agency Owners Need to Stop Doing to Grow” would get my click.
Content that reduces the friction to taking action. 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 of trying a product.
For service providers, demos, tutorials, or webinar videos can demonstrate the value of a solution before hiring them.
Content that incorporates proven formulas. No need to reinvent the wheel. There are dozens of copywriting formulas that have proven to influence conversions. Buffer covers 27 here, and Copyhackers has a few more.
Just in time for your next planning huddle, use our Social Media Marketing Strategy Prep List to make sure you’re aligning your goals, resources, and content to build an audience that cares, shares, and converts in 2023. Included are 25 essential questions to get everyone is on the same page. → Click here to get it now.
How 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. 2025 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:
A minimum monthly budget for paid social media. The exact figure will vary based on your total marketing budget and target cost-to-acquire a customer (CAC). It’s common practice to spend at least 5% of your total revenue on marketing—split between brand awareness and sales activation.
It would be wise to separate paid social media into at least two buckets:
Proper conversion and visitor tracking. Install platform tracking pixels to measure conversions and retarget visitors (and offline conversions) 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 conversion tracking tags include:
A tag management solution like Google Tag Manager is vital for keeping track of all of these codes and making sure they fire appropriately. You will thank me later!
The ‘warm’ audiences are relevant to your goals. These retargeting audiences are going to have a straight-line connection to your goals and should receive the majority of the spend. In order of value:
If you have questions about setting up this targeting, send us a note through chat. 👍
Identify cold (new) audiences relevant to your goals. 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.
What is earned media? Earned media helps your brand message and content go beyond your community without paying to promote it. Sounds good, huh? Here’s how you leverage it.
Identify categories of influencers within your community for content distribution. These humans can 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 can write and create content?
→ Action: Through direct messages 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: Co-create content with them and use their networks for reach. This can come in many forms, like a sponsored shoutout on Instagram, a mention in Forbes, a guest appearance in a Twitter chat or podcast, or a long-term co-creation partnership where they contribute user-generated content. The ladder is the most common for micro-influencers.
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 the people you contacted.
Finally…
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 five 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 five 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 an optimizer. They bring a data-driven approach to your social media program by keeping a watchful eye on ROI, reporting results to stakeholders, and managing the spending 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, Sprout Social, or. The content creator might request editing tools like Canva for Work, ChatGPT Plus, 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.
Ask your customers and colleagues for feedback. Is our voice resonating? Is our content helpful? KPIs are important, but qualitative feedback goes a long way.
Keep a swipe file of content that works, and why. 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.)
Hold a monthly retrospective. 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 improving the quality of their takeaways. In your retro, ask four key questions about the process and performance of your social media program:
Hire an experienced social media strategy partner to conduct strategy R&D. 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.)
Are you feeling as pumped as we are? 👊
By following the 6 steps of our social media strategy framework, you can create a working plan that will energize your team, surface the most essential 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 2023 social media strategy for success:
Now go, my friend, and start winning! 🚀
Download the 2023 Social Media Marketing Strategy Prep List to get a summary of the takeaways from this post >>
The best time to publish social media content is when your audience is paying attention, or seeking out information. That’s a pretty hard nut to crack. The first step is to review your own data—do you see better engagement when you post in the morning, afternoon, or evening? How does your content perform on weekdays or weekends? Which ones?
For specific industry research, Sprout Social has published research on the best times for brands in education, healthcare, consumer goods, and tech on Facebook and Instagram.
Some general rules on when to post on social media:
The truth is ‘time of day’ is less important now than ever before. With algorithmic feeds, your content will be prioritized based on its relevance to the user—meaning a more engaging post can have a lifespan of 2+ days, while others may stop picking up reach after 2 hours.
You can learn a lot from social media experiments. Remember: More important than ‘when you post’ is often ‘what you post.’ Before drilling down time of day, consider the format, quality, and topic of content your audience likes most.
The industry standard calculation would be dedicating at least 5% of your expected revenue towards marketing, and 10-25% of that budget towards social media marketing. You can then break down that total budget for social media campaigns, ad spend, tools, and agency services. That budget includes people and time, and the benchmark used by marketing teams varies on your industry, maturity, and desired level of growth. You can dig into all of the budget factors in our article on setting B2B social media budgets.
The right frequency depends on your ability to create enough valuable, interesting content. To stay engaged with your audience, start with at least one post per week on each social media platform. Most companies post at least 2-3 times per week and up to once-per-day. On the other end of the spectrum, large, digital media publishers like BuzzFeed post several times a day. Outside of outbound content, make sure to allocate time for daily responses to comments and direct messages.
In 2023, you would be hard-pressed to find a B2B brand that isn’t on social media. According to IDC, 75% of B2B buyers use social media to make purchase decisions. Brands like Dropbox, Shopify, Cisco, and UpWork frequently win new customers (and big awards) from their B2B social media campaigns.
The best way to find relevant B2B examples is to search marketing award directories, sort social media benchmarking websites by your vertical, or use the tried and true method of guessing and checking. LinkedIn search, Twitter recommendations, and Facebook Ad Library is your friend.
Here, you can get a swipe file full of 30+ exceptional social media content examples.
🙋🏼Have other questions? Send them along or leave a comment below.
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