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SAMPLE social media
tactical plan
social media tactical plan
This plan includes the tactical objectives to be used to accomplish the following social media goals:


     1. Increase inbound leads at a low cost
     2. Expand reach of thought leadership content
     3. Engage and excite influencers
     4. Better understand, identify, and engage potential buyers
     5. Improve customer service and satisfaction
     6. Enhance outbound campaign program effectiveness




Blog                                                                                                                           3

Social Networks                                                                                                                4

Microblogging                                                                                                                  5

Social PR                                                                                                                      5

Widgets                                                                                                                        5

Booking Marking / Tagging                                                                                                      6

Social Apps & Voting                                                                                                           6

Blog Commenting / Q&A Sites                                                                                                    6

Online Video                                                                                                                   7

Photo Sharing                                                                                                                  7

Podcasting                                                                                                                     7

Presentation Sharing                                                                                                           8

Additional Notes & Objectives                                                                                                  8




ยฉ 2012 Marketo, Inc | US +1.877.260.6586 | UK +353.1.242.3000 | www.marketo.com | www.twitter.com/marketo | blog.marketo.com       2
Blog - X hours daily/weekly/monthly
Short term objectives:                                              Key Metrics:

 โ€ข	 Increase recognition                                              โ€ข	 Number of posts
    โˆ’โˆ’ Insert actions to be taken here                                โ€ข	 Number of social shares
    โˆ’โˆ’ Example: X number of posts                                     โ€ข	 Audience growth- unique and returns
    โˆ’โˆ’ Blog publication schedule                                      โ€ข	 Conversation rate
    โˆ’โˆ’ Add RSS button                                                 โ€ข	 Conversions
    โˆ’โˆ’ Include social share buttons                                   โ€ข	 Subscribers
                                                                      โ€ข	 Inbound links
 โ€ข	 Increase engagement                                               โ€ข	 Technorati, Alltop, and other directory listings
    โˆ’โˆ’ Insert actions to be taken here                                โ€ข	 SEO Improvements
    โˆ’โˆ’ Encourage comments, forum pages, etc.
    โˆ’โˆ’ Add social share buttons




   ยฉ 2012 Marketo, Inc | US +1.877.260.6586 | UK +353.1.242.3000 | www.marketo.com | www.twitter.com/marketo | blog.marketo.com   3
Social Networks - X hours daily/weekly/monthly
Short term objectives:                                              Key Metrics:

 โ€ข	 Facebook Fan Page                                                 โ€ข	 Facebook Likes and posts
    โˆ’โˆ’ Insert strategic objective                                     โ€ข	 Linkedin Followers
    โˆ’โˆ’ Share a mix of relevant links, engaging content,               โ€ข	 Referring traffic
       videos, and polls                                              โ€ข	 Linkedin Group members
    โˆ’โˆ’ Make sure you promote upcoming events and                      โ€ข	 Linkedin Discussions
       create them in the events tab
                                                                      โ€ข	 Google+ Circle adds/followers
    โˆ’โˆ’ X posts per day
                                                                      โ€ข	 Google+ mentions
    โˆ’โˆ’ Engage with influencers
                                                                      โ€ข	 Pinterest pins and follows
                                                                      โ€ข	 Kred and Klout scores
 โ€ข	 LinkedIn
    โˆ’โˆ’ Insert strategic objective
    โˆ’โˆ’ Create a group
    โˆ’โˆ’ Add something about posting content to the
       LinkedIn company page
    โˆ’โˆ’ Identify other groups to follow and participate
    โˆ’โˆ’ Encourage employee participation
    โˆ’โˆ’ Monitor and participate in Q&A
    โˆ’โˆ’ X posts daily


 โ€ข	 Google+
    โˆ’โˆ’ Optimize for SEO
    โˆ’โˆ’ X posts per day
    โˆ’โˆ’ Share engaging content, videos, images, and
       relevant links
    โˆ’โˆ’ Comment on posts
    โˆ’โˆ’ Utilize Google Hangouts
    โˆ’โˆ’ Create and promote upcoming events


 โ€ข	 Pinterest
    โˆ’โˆ’ Create boards leveraging both content and
       company culture
    โˆ’โˆ’ Follow other businesses, thought leaders,
       customers, and partners




   ยฉ 2012 Marketo, Inc | US +1.877.260.6586 | UK +353.1.242.3000 | www.marketo.com | www.twitter.com/marketo | blog.marketo.com   4
Microblogging (Twitter) - X hours daily/weekly/monthly
Short term objectives:                                              Key Metrics:

 โ€ข	 Promote content through Twitter                                   โ€ข	 Followers
 โ€ข	 Segment influencers and create lists                              โ€ข	 Mentions
 โ€ข	 Utilize promoted Tweets                                           โ€ข	 Retweets
 โ€ข	 Communicate support issues from Social                            โ€ข	 Retweet Reach
    Media to support team, ensure follow-up                           โ€ข	 Replies Reach
 โ€ข	 Listen to relevant conversations                                  โ€ข	 Number of lists
 โ€ข	 Build reputation                                                  โ€ข	 Social Capital--influence of Twitter followers
                                                                      โ€ข	 Number of potential prospects sent to sales
                                                                      โ€ข	 Posts




Social pr (bloggers) - X hours daily/weekly/monthly
Short term objectives:                                              Key Metrics:

 โ€ข	 Update bloggers on a regular basis about all                      โ€ข	 Posts by social press
    new thought leadership and new products                           โ€ข	 Referrals from social press
 โ€ข	 Interact with (plus interview, video, etc) at
    all relevant marketing conferences and local
    events




widgets - X hours daily/weekly/monthly
Short term objectives:                                              Key Metrics:

 โ€ข	 Update bloggers on a regular basis about all                      โ€ข	 usage of widgets (by count)
    new thought leadership and new products                           โ€ข	 Posts/mentions about social widgets offsite
 โ€ข	 Interact with (plus interview, video, etc) at                     โ€ข	 Referrals from offsite widgets (if any)
    all relevant marketing conferences and local
    events




   ยฉ 2012 Marketo, Inc | US +1.877.260.6586 | UK +353.1.242.3000 | www.marketo.com | www.twitter.com/marketo | blog.marketo.com   5
Bookmarking/tagging - X hours daily/weekly/monthly
Short term objectives:                                               Key Metrics:
Post key thought leadership to:
                                                                       โ€ข	 Referrals from bookmarking/tagging sites
 โ€ข	 Reddit                                                             โ€ข	 Pages ranking on key terms from
 โ€ข	 Digg                                                                  bookmarking/tagging sites
 โ€ข	 Stumbleupon                                                        โ€ข	 Views and submissions


Participate in communities:

 โ€ข	 Review blog sources to identify additional
    bookmarking sites that may drive traffic




peer to Peer Social sharing apps - X hours daily/weekly/monthly
Short term objectives:                                               Key Metrics:

 โ€ข	 Add a social element to every campaign to                          โ€ข	 Social profile data capture
    expand reach and increase engagement                               โ€ข	 Social reach
 โ€ข	 Share videos, reviews, ratings, and polls                          โ€ข	 Impressions
 โ€ข	 Use promotions and contests to spread your                         โ€ข	 Social activity and conversions
    message like refer-a-friend and flash deals.
                                                                       โ€ข	 Influencers and fans
                                                                       โ€ข	 Campaign performance and ROI
                                                                       โ€ข	 Trends over time




Blog commenting/Q&A Sites - X hours daily/weekly/monthly
Short term objectives:                                               Key Metrics:

 โ€ข	 Participate on relevant message boards,                            โ€ข	 Increased brand awareness on influential
    blogs, and Q&A platforms                                              blogs
 โ€ข	 Provide insight and thought leadership within 	                    โ€ข	 Link-backs and referring traffic
    your comments                                                      โ€ข	 Influencer mentions
 โ€ข	 Only include a link-back when relevant
 โ€ข	 Work positive comments into your posts and
    then follow-up with a more detailed planation
 โ€ข	 Focus on building relationships



    ยฉ 2012 Marketo, Inc | US +1.877.260.6586 | UK +353.1.242.3000 | www.marketo.com | www.twitter.com/marketo | blog.marketo.com   6
online video - X hours daily/weekly/monthly
Short term objectives:                                              Key Metrics:

 โ€ข	 Update videos on social video sites and link to                   โ€ข	 Referrals from social video sites
    core site                                                         โ€ข	 Views of videos on social sites
    โˆ’โˆ’ YouTube                                                        โ€ข	 Pages ranking on key terms from YouTube
    โˆ’โˆ’ Facebook
 โ€ข	 Create video series for YouTube




Photo sharing - X hours daily/weekly/monthly
Short term objectives:                                              Key Metrics:

 โ€ข	 Encourage employees to share any interesting                      โ€ข	 Referrals from photo sharing sites
    and marketing relevant photos from social                         โ€ข	 Views of photos on social sites
    marketing or sales events
                                                                      โ€ข	 Pages ranking on key terms from photo 	
 โ€ข	 Take pictures of any relevant marketing events                       sharing sites
 โ€ข	 Utilize photo sharing sites to share images
    with links back to blog and core site
    โˆ’โˆ’ Flickr
    โˆ’โˆ’ Facebook Photo Gallery
    โˆ’โˆ’ Our Blog
    โˆ’โˆ’ Google Plus Photo Albums




Podcasting - X hours daily/weekly/monthly
Short term objectives:                                              Key Metrics:

 โ€ข	 Create list of podcast directories                                โ€ข	 Referrals from podcast directories
 โ€ข	 Repurpose webinar content when applicable                         โ€ข	 Views of podcasts if hosted on podcast sites
    for resource section, promote through podcast
    directories and iTunes
 โ€ข	 Record relevant phone conferences for use
    as podcasts, promote through podcast
    directories




   ยฉ 2012 Marketo, Inc | US +1.877.260.6586 | UK +353.1.242.3000 | www.marketo.com | www.twitter.com/marketo | blog.marketo.com   7
Presentation sharing - X hours daily/weekly/monthly
Short term objectives:                                              Key Metrics:

 โ€ข	 Create X Slideshare presentations per quarter                     โ€ข	 Followers
 โ€ข	 Post webinars, slide decks, infographics                          โ€ข	 Presentations
 โ€ข	 Optimize for SEO                                                  โ€ข	 Presentation views
 โ€ข	 Generate views and leads                                          โ€ข	 Number of leads generated
                                                                      โ€ข	 Total views
                                                                      โ€ข	 Downloads
                                                                      โ€ข	 Favorites
                                                                      โ€ข	 Tweets
                                                                      โ€ข	 Facebook likes




additional notes & objectives
 โ€ข	 Match Buyer Personas to Social Media sites, adjust strategy above to better fit personas
 โ€ข	 Train sales about better use of social media
 โ€ข	 Create company social media policy
 โ€ข	 Discuss social media policy with SEO and SEM vendors
 โ€ข	 Encourage employees to be active participants in social media--donโ€™t be afraid to incentivize!




   ยฉ 2012 Marketo, Inc | US +1.877.260.6586 | UK +353.1.242.3000 | www.marketo.com | www.twitter.com/marketo | blog.marketo.com   8
About Marketo
                        Marketo is the fastest growing provider in Revenue Performance Management.
                        Marketoโ€™s powerful yet easy-to-use marketing automation and sales effectiveness
                        solutions transform how marketing and sales teams of all sizes work โ€” and work
                        together โ€” to drive dramatically increased revenue performance and fuel business
                        growth. The companyโ€™s proven technology, comprehensive services and expert
                        guidance are helping enterprise and mid-market companies around the world to
                        turn marketing from a cost center to a business-building revenue driver. Marketo
                        also offers Spark by Marketoโ„ข, a new brand of marketing automation tailored
                        specifically for small businesses โ€“ the fastest-growing and largest segment of
                        todayโ€™s economy.



                        U.S.A. Headquarters                             EMEA Ltd.
                        901 Mariners Island Blvd, Suite 200             Cairn House
                        San Mateo, CA 94402                             South County Business Park
                        Tel: + 650.376.2300                             Leopardstown
                        Fax: + 650.376.2331                             Dublin 18, Ireland
                        www.marketo.com                                 Tel: + 353.1.242.3000
                        blog.marketo.com
                        www.twitter.com/marketo




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Sample Social Media Tactical Plan

  • 2. social media tactical plan This plan includes the tactical objectives to be used to accomplish the following social media goals: 1. Increase inbound leads at a low cost 2. Expand reach of thought leadership content 3. Engage and excite influencers 4. Better understand, identify, and engage potential buyers 5. Improve customer service and satisfaction 6. Enhance outbound campaign program effectiveness Blog 3 Social Networks 4 Microblogging 5 Social PR 5 Widgets 5 Booking Marking / Tagging 6 Social Apps & Voting 6 Blog Commenting / Q&A Sites 6 Online Video 7 Photo Sharing 7 Podcasting 7 Presentation Sharing 8 Additional Notes & Objectives 8 ยฉ 2012 Marketo, Inc | US +1.877.260.6586 | UK +353.1.242.3000 | www.marketo.com | www.twitter.com/marketo | blog.marketo.com 2
  • 3. Blog - X hours daily/weekly/monthly Short term objectives: Key Metrics: โ€ข Increase recognition โ€ข Number of posts โˆ’โˆ’ Insert actions to be taken here โ€ข Number of social shares โˆ’โˆ’ Example: X number of posts โ€ข Audience growth- unique and returns โˆ’โˆ’ Blog publication schedule โ€ข Conversation rate โˆ’โˆ’ Add RSS button โ€ข Conversions โˆ’โˆ’ Include social share buttons โ€ข Subscribers โ€ข Inbound links โ€ข Increase engagement โ€ข Technorati, Alltop, and other directory listings โˆ’โˆ’ Insert actions to be taken here โ€ข SEO Improvements โˆ’โˆ’ Encourage comments, forum pages, etc. โˆ’โˆ’ Add social share buttons ยฉ 2012 Marketo, Inc | US +1.877.260.6586 | UK +353.1.242.3000 | www.marketo.com | www.twitter.com/marketo | blog.marketo.com 3
  • 4. Social Networks - X hours daily/weekly/monthly Short term objectives: Key Metrics: โ€ข Facebook Fan Page โ€ข Facebook Likes and posts โˆ’โˆ’ Insert strategic objective โ€ข Linkedin Followers โˆ’โˆ’ Share a mix of relevant links, engaging content, โ€ข Referring traffic videos, and polls โ€ข Linkedin Group members โˆ’โˆ’ Make sure you promote upcoming events and โ€ข Linkedin Discussions create them in the events tab โ€ข Google+ Circle adds/followers โˆ’โˆ’ X posts per day โ€ข Google+ mentions โˆ’โˆ’ Engage with influencers โ€ข Pinterest pins and follows โ€ข Kred and Klout scores โ€ข LinkedIn โˆ’โˆ’ Insert strategic objective โˆ’โˆ’ Create a group โˆ’โˆ’ Add something about posting content to the LinkedIn company page โˆ’โˆ’ Identify other groups to follow and participate โˆ’โˆ’ Encourage employee participation โˆ’โˆ’ Monitor and participate in Q&A โˆ’โˆ’ X posts daily โ€ข Google+ โˆ’โˆ’ Optimize for SEO โˆ’โˆ’ X posts per day โˆ’โˆ’ Share engaging content, videos, images, and relevant links โˆ’โˆ’ Comment on posts โˆ’โˆ’ Utilize Google Hangouts โˆ’โˆ’ Create and promote upcoming events โ€ข Pinterest โˆ’โˆ’ Create boards leveraging both content and company culture โˆ’โˆ’ Follow other businesses, thought leaders, customers, and partners ยฉ 2012 Marketo, Inc | US +1.877.260.6586 | UK +353.1.242.3000 | www.marketo.com | www.twitter.com/marketo | blog.marketo.com 4
  • 5. Microblogging (Twitter) - X hours daily/weekly/monthly Short term objectives: Key Metrics: โ€ข Promote content through Twitter โ€ข Followers โ€ข Segment influencers and create lists โ€ข Mentions โ€ข Utilize promoted Tweets โ€ข Retweets โ€ข Communicate support issues from Social โ€ข Retweet Reach Media to support team, ensure follow-up โ€ข Replies Reach โ€ข Listen to relevant conversations โ€ข Number of lists โ€ข Build reputation โ€ข Social Capital--influence of Twitter followers โ€ข Number of potential prospects sent to sales โ€ข Posts Social pr (bloggers) - X hours daily/weekly/monthly Short term objectives: Key Metrics: โ€ข Update bloggers on a regular basis about all โ€ข Posts by social press new thought leadership and new products โ€ข Referrals from social press โ€ข Interact with (plus interview, video, etc) at all relevant marketing conferences and local events widgets - X hours daily/weekly/monthly Short term objectives: Key Metrics: โ€ข Update bloggers on a regular basis about all โ€ข usage of widgets (by count) new thought leadership and new products โ€ข Posts/mentions about social widgets offsite โ€ข Interact with (plus interview, video, etc) at โ€ข Referrals from offsite widgets (if any) all relevant marketing conferences and local events ยฉ 2012 Marketo, Inc | US +1.877.260.6586 | UK +353.1.242.3000 | www.marketo.com | www.twitter.com/marketo | blog.marketo.com 5
  • 6. Bookmarking/tagging - X hours daily/weekly/monthly Short term objectives: Key Metrics: Post key thought leadership to: โ€ข Referrals from bookmarking/tagging sites โ€ข Reddit โ€ข Pages ranking on key terms from โ€ข Digg bookmarking/tagging sites โ€ข Stumbleupon โ€ข Views and submissions Participate in communities: โ€ข Review blog sources to identify additional bookmarking sites that may drive traffic peer to Peer Social sharing apps - X hours daily/weekly/monthly Short term objectives: Key Metrics: โ€ข Add a social element to every campaign to โ€ข Social profile data capture expand reach and increase engagement โ€ข Social reach โ€ข Share videos, reviews, ratings, and polls โ€ข Impressions โ€ข Use promotions and contests to spread your โ€ข Social activity and conversions message like refer-a-friend and flash deals. โ€ข Influencers and fans โ€ข Campaign performance and ROI โ€ข Trends over time Blog commenting/Q&A Sites - X hours daily/weekly/monthly Short term objectives: Key Metrics: โ€ข Participate on relevant message boards, โ€ข Increased brand awareness on influential blogs, and Q&A platforms blogs โ€ข Provide insight and thought leadership within โ€ข Link-backs and referring traffic your comments โ€ข Influencer mentions โ€ข Only include a link-back when relevant โ€ข Work positive comments into your posts and then follow-up with a more detailed planation โ€ข Focus on building relationships ยฉ 2012 Marketo, Inc | US +1.877.260.6586 | UK +353.1.242.3000 | www.marketo.com | www.twitter.com/marketo | blog.marketo.com 6
  • 7. online video - X hours daily/weekly/monthly Short term objectives: Key Metrics: โ€ข Update videos on social video sites and link to โ€ข Referrals from social video sites core site โ€ข Views of videos on social sites โˆ’โˆ’ YouTube โ€ข Pages ranking on key terms from YouTube โˆ’โˆ’ Facebook โ€ข Create video series for YouTube Photo sharing - X hours daily/weekly/monthly Short term objectives: Key Metrics: โ€ข Encourage employees to share any interesting โ€ข Referrals from photo sharing sites and marketing relevant photos from social โ€ข Views of photos on social sites marketing or sales events โ€ข Pages ranking on key terms from photo โ€ข Take pictures of any relevant marketing events sharing sites โ€ข Utilize photo sharing sites to share images with links back to blog and core site โˆ’โˆ’ Flickr โˆ’โˆ’ Facebook Photo Gallery โˆ’โˆ’ Our Blog โˆ’โˆ’ Google Plus Photo Albums Podcasting - X hours daily/weekly/monthly Short term objectives: Key Metrics: โ€ข Create list of podcast directories โ€ข Referrals from podcast directories โ€ข Repurpose webinar content when applicable โ€ข Views of podcasts if hosted on podcast sites for resource section, promote through podcast directories and iTunes โ€ข Record relevant phone conferences for use as podcasts, promote through podcast directories ยฉ 2012 Marketo, Inc | US +1.877.260.6586 | UK +353.1.242.3000 | www.marketo.com | www.twitter.com/marketo | blog.marketo.com 7
  • 8. Presentation sharing - X hours daily/weekly/monthly Short term objectives: Key Metrics: โ€ข Create X Slideshare presentations per quarter โ€ข Followers โ€ข Post webinars, slide decks, infographics โ€ข Presentations โ€ข Optimize for SEO โ€ข Presentation views โ€ข Generate views and leads โ€ข Number of leads generated โ€ข Total views โ€ข Downloads โ€ข Favorites โ€ข Tweets โ€ข Facebook likes additional notes & objectives โ€ข Match Buyer Personas to Social Media sites, adjust strategy above to better fit personas โ€ข Train sales about better use of social media โ€ข Create company social media policy โ€ข Discuss social media policy with SEO and SEM vendors โ€ข Encourage employees to be active participants in social media--donโ€™t be afraid to incentivize! ยฉ 2012 Marketo, Inc | US +1.877.260.6586 | UK +353.1.242.3000 | www.marketo.com | www.twitter.com/marketo | blog.marketo.com 8
  • 9. About Marketo Marketo is the fastest growing provider in Revenue Performance Management. Marketoโ€™s powerful yet easy-to-use marketing automation and sales effectiveness solutions transform how marketing and sales teams of all sizes work โ€” and work together โ€” to drive dramatically increased revenue performance and fuel business growth. The companyโ€™s proven technology, comprehensive services and expert guidance are helping enterprise and mid-market companies around the world to turn marketing from a cost center to a business-building revenue driver. Marketo also offers Spark by Marketoโ„ข, a new brand of marketing automation tailored specifically for small businesses โ€“ the fastest-growing and largest segment of todayโ€™s economy. U.S.A. Headquarters EMEA Ltd. 901 Mariners Island Blvd, Suite 200 Cairn House San Mateo, CA 94402 South County Business Park Tel: + 650.376.2300 Leopardstown Fax: + 650.376.2331 Dublin 18, Ireland www.marketo.com Tel: + 353.1.242.3000 blog.marketo.com www.twitter.com/marketo Sample Social Media Tactical Plan