A quick, easy worksheet to help you set your social media strategy.

1. Social Strategy
Strategy Date/Details Created ___ / ___ / ____ by ____________________
Key Questions: Company How are you different from the competition?
(Who are you?) What do you do better than anyone else (what’s your Unique Selling Proposition)?
(What do you need to do?) Engage – How will you connect with your prospects? Measure the number of opportunities to connect
Inform – What do your prospects need to know? How can you measure if they’re getting the message?
Capture – Where are you building your audience? Email lists? Facebook? Twitter?
Convert – What do you need your clients to really do: Buy? Register? Call?
Key Questions: Customer Who is the best fit / most profitable / most likely to buy?
(Who are you looking for?) What do they want? What types of questions do they ask?
Where do they spend their time online?
Social Keywords How would a customer search for you, your product, and/or your ideal outcome? List 10 key phrases
– use Google Adwords Tool at https: //adwords.google.com/o/Targeting/Explorer
1 6
2 7
3 8
4 9
5 10
What tools will you use? Website: (blog?)
Facebook Page:
(list your accounts, consider adding Twitter Account:
those you’re missing) LinkedIn Company Page:
Google+:
YouTube:
Pinterest:
Location Pages: (Foursquare, Yelp, Flickr, Google+ Local, etc.):
How often will you update? Weekly? Daily?
(Key: Be consistent) Tip: Assign specific days to each account and spread it out. Tuesdays-Thursdays 10 a.m. – 3 p.m. are best
Success Metrics How will you move the needle? More clients? More calls? More emails?
(What does success mean - what will you
need to accomplish?)
Who can help? Who is responsible for your social media plan? Do you have policies and expectations?
(Hint: BizzyWeb can!)
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