Social Media Strategy Template
- Social Media Marketing Templates
Plan your social media strategy with this step-by-step template (available in Word, Google Docs and as a PDF). This free template will guide you through the process of setting up social media goals, choosing the best social networks to focus on, analyzing competitors and more.
You can use this template as a tool to help sell social media packages to new clients, get buy-in for increasing your social media marketing budget, or to plan and implement a social media strategy to grow your own business.
Download the Social Media Strategy Template
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Why Use a Social Media Strategy Template?
Social media can be a powerful marketing channel. But it’s not enough to share links to new blog posts you publish. Or automatically retweet every piece of industry news. People expect variety, engagement, and native content that’s tailored to each social network.
At the same time, there are so many networks now that it can be hard to figure out which ones are worth focusing on for the best ROI. Or engagement techniques that work on each platform.
This template will help you plan, organize and implement a social media marketing strategy that will drive actual business results. (Not just likes and follows.)
Whether you’re just starting out. Or if you have a team of social media managers covering multiple platforms. You can customize this template to get the most from your efforts.
What’s Included
Here’s what’s included in this social media strategy template:
- Setting clear goals and social media KPIs: These will act as your North Star as you plan and implement your social media strategy.
- Foolproof methods to choose the right social networks: Learn how to use competitive research, Google Analytics and other techniques to pick the best networks to invest in.
- Strategic engagement and promotion plan: Setting up a plan of attack to maximize your reach and engagement, and ensuring you have the right tools for the job.
How to Use This Template
- Download the free Social Media Strategy Template on this page
- Log into your existing social media accounts (if any)
- Follow the instructions in this template and fill in the blanks
- Implement the strategies from the template
- Refer to the template frequently to stay organized and improve your results
How to Get The Most Out of This Template
Planning out your strategy is an important step in getting as much value as possible from social media. However, it’s only a jumping-off point. Here are some other tips to improve your results:
- Make sure the content you’re producing is top-notch . It’s hard to build a following if you’re always sharing low-quality content. Or selling all the time. Consistently publish great stuff and watch your follower count grow.
- Be sure to actually engage. Social media is a two-way street: the more you interact with people, the more chances you’ll have to develop new fans and customers.
- Use the other social media templates I’ve provided to help streamline your processes.
- Finally, remember that social media is only one part of a well-rounded marketing strategy. Additional areas to explore include SEO , content marketing and email marketing .
Here Are The Templates One More Time...
30-Day Social Media Plan Template PDF
Needing to launch a new product or service and not sure how to market it well on social media? Need help putting together an entire month’s worth of content for your Instagram account? This calendar template will break down day-by-day what you need to create a streamlined and effective social media plan to get the engagement and reach (and sales!) you want for the month ahead.
How to use this 30-day social media plan template?
With any brand or business, you want your social media to be something that people want to follow. But how do you get there? By creating a social media plan! You want your content to be engaging, drive business, and create and establish brand trust with your audience. However, coming up with a plan to make sure that you’re checking all of those boxes and actually reaching the audience you want (and need) to reach—can be the daunting part.
Whether you are trying to grow your existing social accounts or create new ones from the ground up, there is a lot to consider, and you may not understand where to start. We suggest sitting down and coming up with a concrete plan on how you want to tackle your social media growth. To help you do that, we have created a social media plan that you can download to determine precisely what needs to happen during the next 30 days to strategize your social media presence.
We have broken down what needs to be done each day and your corresponding action items so you can create a timeline that includes everything you need to consider for your social media.
Our 30-day social media plan template was created to help you figure out your exact social media marketing strategy for your account so you can reach your specified audience, create content that they actually want, and help you establish your place amongst your competition online.
Who is this 30-day social media plan template for?
This template is for social media managers, agencies, brands, creators, or businesses who are in need of coming up with a well-thought-out social media strategy for their content online. Our social media plan template gives you small tasks to accomplish each day to make sure your online strategy is pitch-perfect.
During the next 30 days, you’ll learn:
How to determine who your audience is and what they want from you
How to learn from your competition
Create content that is perfect for your consumer
Optimize your content for growth
Find the perfect captions
Schedule your content at the right time
Establish the best social media strategy for your business
Our template will help you keep track and manage your social media plan every step of the way. As you complete each small task each day, you’ll have a well-planned social media marketing strategy for the month ahead.
What is social media marketing?
Okay, first let’s establish what social media marketing is. It’s using social media channels, like Instagram, Facebook, Twitter, Pinterest, and TikTok (and so many others!), to promote or sell a brand, product, or service.
The amount of people actively using social media has remained substantial over the past ten years and is not likely to slow down any time soon. With millions of potential buyers actively consuming content on social media, business owners and marketers have swarmed to these platforms to get new eyes on their brands and products.
This is where social media marketing comes into play. Many companies use their social media sites to engage with their customers, develop brand awareness and generate hype around their products—and news flash, it works!
Social media marketing differs from traditional marketing because it's less product and sales-oriented and more focused on interaction. Since the concept of social media marketing was first introduced, there have been many successful examples of this technique. Still, there have also been a lot of failures (your local plumber whose entire feed consists of promotional content, for example).
Social media marketing focuses on engaging your customer in conversation, not selling them something. That's why developing a content strategy that provides value to your target audience is essential.
Why do you need social media marketing?
Well, a lot of people are on social media (duh!). But also, social media marketing can help a lot of businesses:
Increase brand awareness
Sell products and services
Give better customer service support
Advertise products and services
Build a dedicated audience
And that’s just scratching the surface! With social media, you can reach a lot more people that you wouldn’t have ever reached previously. Especially if you’re targeting your audience correctly, you can have a better understanding of what your audience wants and create items and services that better serve your clients!
Boost your social presence with our marketing strategy template
With this template as your guide, it's easy to put together a great plan that can help:
Bring in more followers who will care about your brand.
Give you the knowledge and skills to apply to your broader marketing strategy
Create an effective, well-thought-out social media marketing plan
Develop a better relationship with your customers
How the 30-Day Social Media Plan is Structured
Week 1 - lay the foundation.
This week helps you establish your goals and determine what you want to get out of your social media efforts. For instance, do you want to drive website traffic? Build a community? Generate brand awareness?
This week also is designed to help you create quantifiable goals and determine what success will look like. Understanding what you want to get out of your social media marketing and how you will measure it is crucial to developing the strategies that follow.
Week 2 - Deep dive into your business
Week two is about better understanding who you are as a creator or business and how that will translate to the content you create. What tone of voice do you want to communicate through your social platforms? What relevant keywords or hashtags does your brand want to show up for?
Week 3 - Conduct a landscape audit
In week three, you will aim to better understand your target audience and buyer persona. You will learn what their pain points are and what problems you can solve through your content? You will also see what other types of content are performing well in your industry.
Week 4 - Create a content plan
After you have done the diligence to learn what your audience needs, what is working well for similar businesses, and how you want to position yourself, the fun part can begin! Now you can start creating a content calendar and deciding what content will be created and by whom.
Week 5 - Figure out the details
Week 5 is about making the most of your content through captions and hashtags. This is where you can decide which hashtags you will use, what your captions will say, and how you will get more eyeballs on your posts (spoiler alert: we reveal how in the PDF.)
Week 6 - Analyze and engage
Now it's time to see what went well and what didn't and adjust accordingly. Week 5 is about analyzing performance, learning from it, and engaging with your followers.
What You Can Expect From Our Social Media Plan:
Creating your social media plan is the first step. When you're ready to implement it, there are a lot of avenues that you can use to promote your business. By using our monthly social media plan, you can expect the following:
Come up with a comprehensive Instagram growth strategy
Come up with thoughtful captions that generate engagement
Schedule your content for maximum exposure
Create content that resonates
Make goals about what you want to accomplish with your social media account, then break them into small daily tasks.
Use your social media to help other people in the industry or field you are working in. By helping others, you are likely to gain new fans that can lead to more followers or customers!
Make sure you get active on all the big social media websites. Doing this will increase your chances of success on each site and provide a good platform for contacting people who like or follow your account.
Post regularly but not too often. People will find your account less credible and less likely to follow your updates if you post many different things. You should aim for about 3-4 posts a week.
Remember that social media accounts are a reflection and a way to build your brand. You want to make sure that your posts reflect this image and also show people who you are as a professional.
What is a social media marketing strategy?
A social media marketing strategy is outlining your overall social media goals, how you’ll approach those goals, and the metrics you’ll use to track if your strategy is performing well. When it comes to your social media marketing strategy, you should list out everything you plan on creating, along with the specific goals for each. Why are you creating that content? What is the aim of that content? List it out!
How to Create a Social Media Strategy
When creating your social media marketing plan, there are several things you must do and keep in mind throughout the process:
Know your target audience
While it may seem like a complex task, it's actually quite simple. Try to get to know your target audience so you can put yourself in their shoes and understand what you need to create to resonate with them.
The social media platform(s) they use most
What do they like to talk about on that platform
What do they use the platform for
What are they looking for or engaging with?
Decide on your target platform(s)
Another crucial component of creating a social media marketing plan is selecting the platform or platforms that you want to focus on. This will determine the type of content you will want to create. For instance, if you want to focus on TikTok, you will need to create short, engaging videos. On the other hand, if you are posting on Facebook, you can consider more text-oriented content.
Identify key influencers
A key influencer can help drive sales, generate brand awareness, and get people excited about your product. When deciding which influencers to partner with (if any), you must consider their industry, follower demographic and whether or not their audience aligns with your target market. When trying to grow your account, you can pay these influencers for shoutouts, send them free products in exchange for posts, or potentially sponsor content they can share.
Create a social media content calendar
Now that you know what platforms you want to focus on and your target audience, you need to decide what kind of content you want to create. If you are starting out, try various forms of content to see which performs the best, and then do more of what works. Otherwise, consider creating content that has performed well in the past. As a general rule of thumb, your social media content should aim to educate or entertain. Include promotional content sparingly.
Once you have decided on a platform, consider the time of day your target audience is online by using Flick analytics . If your target audience is active primarily during the morning, for example, then your best bet would be posting in the early morning hours of each day if possible.
Your work is not done after you post your content. The final (and ongoing) thing to do is get involved in your target audience's conversations. This means that after you have posted something like a photo on Instagram, you should go to the section where people can comment on it and participate in the conversation so that your photo reaches more users. Similarly, check your DMs frequently and respond to your users. This will show them that you care and help develop a strong reputation for your brand.
Tips For Creating the Best Social Media Strategy
Use your social media to engage with other people in the industry or field you are working in. By interacting with others, you are likely to gain new fans that can lead to more followers or customers!
Make sure you are active on the social media platforms you want to pursue. Doing this will increase your chances of success on each site and provide a good platform for contacting people who like or follow your account.
Post regularly but prioritize quality over quantity. People will find your account less credible and less likely to follow your updates if you post many different things. So, you should aim for about 3-4 posts a week.
Remember that social media accounts are a reflection and a way to build your brand. Therefore, you want to make sure that your posts reflect this image and also show people who you are as a professional.
Get Started With Social Media Marketing
Ready to get started? Take your social media strategy to the next level by downloading our 30-day social media template and scaling your social media today!
Frequently asked questions
The 30-day social media plan template will help content creators, social media managers, social media agencies businesses, and brands build out the perfect social strategy for their social media content online.
This template is for social media managers, agencies, brands, or businesses who are in need of coming up with a well-thought-out social media strategy for their content online. Our social media plan template gives you small tasks to accomplish each day to make sure your online strategy is pitch-perfect.
It’s using social media channels, like Instagram, Facebook, Twitter, Pinterest, and TikTok (and so many others!), to promote or sell a brand, product, or service.
And that’s just scratching the surface! With social media, you can reach a lot more people that you wouldn’t have ever reached previously. Especially if you’re targeting your audience correctly, you can have a better understanding of what your audience wants and create items and services that better serve your clients!
How long should it take to create a social media strategy?
If you follow our plan day-by-day, it should only take an hour or two each day to work on your strategy.
A 30-day social media plan template for your next marketing strategy to help outline goals, tactics you need to achieve the goals, and how to measure your goals.
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Get things done.
Remove the stress.
Join 25,000+ creators, small businesses and social media managers already using Flick to make run their Instagram accounts.
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How to create a social media strategy (with template)
I've been in the social media game for years now, and despite the vile cesspool of nonsense on social, there are plenty of decent people looking for what we marketers are offering. But you need to know what you're offering.
To make the process easier, I developed this downloadable social media strategy template. Read on for details on how to fill it out.
How to create a social media strategy:
Establish a clear purpose
Understand your target audience
Research your competitors
Research your audience
Choose the right social media channels
Determine your KPIs
Conduct a social media audit
Perfect your publishing cadence
What is a social media marketing strategy?
A social media marketing strategy is a game plan for using social media platforms to promote your offerings and stand out in an oversaturated digital market. It's not just a five-minute whiteboard drawing; it's a comprehensive document detailing how you'll use social media to achieve your business objectives.
Here are three questions to ask yourself when you're getting started, which you'll want to comprehensively answer in your strategy:
What are your goals? Your social endeavors should tie back to your business objectives. Be it driving sales, boosting engagement, or elevating brand visibility—know what you want to get out of it.
Who's your audience? Understand who you're talking to. Tailor your content to resonate with the people you want to reach, ensuring your messages aren't just broadcasted but effectively land.
What's the competition up to? Take a look at your rivals. Learn from their hits and misses, then carve your unique path. Inspiration is good; plagiarism isn't.
Remember, the purpose of this strategy is to guide your online endeavors so that every post, every comment, and every share has a purpose behind it.
Benefits of a social media strategy
Having a strategy for your social media isn't about cramping creativity but rather channeling it effectively. Setting a clear direction ensures that your online efforts lead to tangible business benefits:
Increase sales: When done right, your social media content should funnel people to your website or store. Then, you can use more middle- and bottom-funnel content to turn those visitors into paying customers.
Boost engagement: Strategic content isn't just seen; it's interacted with. And that doesn't just mean more likes. We're talking real engagement, like shares, comments, and conversations. That's what really builds brand awareness and fosters trust within your audience.
Track preferences: Predetermined metrics like reach, engagement, conversion rates, and ROI provide awesome insights into what types of content are and aren't effective, so you can take that content and scale it beyond social media.
Build communities: Your brand isn't just about selling; it's about connecting. A well-honed strategy helps cultivate spaces where enthusiasts can rally around what you offer and get the word out to others.
Gather feedback: Your digital communities also become treasure troves of insights. They're your direct line to what customers adore, desire, or would change.
Support cross-functional efforts: A cohesive social media strategy amplifies other departments' efforts, whether announcing a product launch, amplifying a PR campaign, or driving attendance to a corporate event.
How to create a social media marketing strategy
I've run quite a few social media campaigns for my personal brand as well as different businesses I've worked for. Each one had different goals, which is to be expected. But regardless of your end goal, you can use the same big ideas to formulate your social media marketing strategy.
1. Establish a clear purpose
I can't tell you how many social media managers I've seen just throw as many things at the wall as possible and hope something sticks: giveaways that get short-term engagement, services that guarantee followers and likes, or jumping on whatever the most recent bandwagon is. What these lack is a clear purpose.
To outline how social media marketing will help your brand, write SMART goals , or goals that are S pecific, M easurable, A chievable, R ealistic, and T ime-Bound. Some example SMART goals you might have for your social media strategy could be:
Within six months, achieve a 20% growth in social media engagement through targeted advertising and influencer partnerships to enhance brand awareness .
Within three months, increase website traffic by 15% and online sales by 10% by implementing effective call-to-action (CTA) strategies and conversion tracking on Facebook, Instagram, and X (Twitter).
Within 12 months, identify and hire at least 50 brand advocates who consistently share our content and refer new customers through the implementation of a brand advocacy program.
When you have an overarching purpose, the rest of the strategy planning is simple. It also makes it easy to adjust your social media strategy as you go without losing sight of your long-term goals. Each time you make a social media decision, ask yourself: does this align with the purpose? Yes? Keep it. If not, get rid of it.
2. Understand your target audience
Before sitting down to map out your social media strategy, figure out who you want to see your content (and whether they want to see it). If your company already has a good understanding of your target consumer, boom—you're off to a great start. Use that research for your social media strategy. If you don't have a target audience already, curate an audience persona to flesh out their "character." For true crime fans, think of it like being a profiler.
From there, orient each part of your strategy—from which platform you post on and when to what metrics you're trying to hit—toward that target audience.
Aim to create a strategy that answers all of these questions:
Is your strategy respectful of your audience's backgrounds and experiences, and what value does it add to their lives?
What are you hoping they take away from your content, and what are they hoping to take away from it?
What existing knowledge do you expect them to come with, and what can you teach them?
3. Research your competitors
As much as we all want to feel like unique, creative geniuses, everything is inspired by something. But don't just copy what your competitors are doing—ask yourself why they're doing it that way and what the thought process is behind it.
Here are some questions you can consider when filling out the social media strategy template:
Who are your competitors trying to target?
Why is their strategy working?
What social media platforms are they using and why?
What social media platforms aren't they using and why?
How often do they post content to each platform?
Are they replying to comments?
What is the ratio of posts trying to sell something compared to fun, interesting, or educational content?
Look for gaps and opportunities that your competitors—whether they're crushing it on social or not—aren't taking advantage of. What are they missing that you think your target customers would enjoy?
Let's say you're a vegan restaurant and other vegan joints only post images of their food. They may have plenty of followers, likes, and sales, but you know you can do more. You can post behind-the-scenes videos, recipe tutorials, and images of your clientele with rich anecdotes as captions, Humans of New York style, to show your audience you're more than a menu.
Or maybe it's even simpler. Let's say a competitor isn't getting a ton of engagement on their posts, and you notice they never end their captions with a discussion question. Try including this simple call to action in your own captions to encourage more comments and drive up your engagement.
4. Research your audience
Outlining a social media strategy without doing audience research first is like going out of your way to get your friend an iced brown sugar oat milk shaken espresso when they hate oat milk, brown sugar, and turns out they drink tea. But unlike your pal, your audience won't just smile and say thanks—they'll keep scrolling.
You need to know what type of content your audience likes, so you don't leave them scrolling for something better. Take these steps to get to know your audience:
Engage in social listening : Use social media management tools that offer social listening to monitor what people are saying about your brand, industry, or competitors. Create a list of relevant keywords (your brand name, industry-related terms, competitors, trending topics) to help narrow your search.
Send surveys and gather feedback: Use survey software to send out market research surveys . Offering incentives like discounts, freebies, or contest entries in exchange for taking your survey can help get responses.
Analyze engagement metrics: Look at posts from your account and your competitors' accounts that get the most engagement. What topics resonate the most? Do they prefer short, funny videos? Or educational deep dives?
Segment your audience: Not all of your followers are the same, so you'll want to divide them into groups based on their behaviors or preferences, like followers who engage more with your trending content rather than business updates. This can help you more precisely target your audience rather than trying to appease everyone with broad messaging.
5. Choose the right social media channels
Just as there's a "right" audience for your content, there's a right channel (well, channels) for it as well. We don't have to spell out what each platform does, but knowing some ins and outs of them will be key when using social media for your business .
Make sure the social platforms you choose are right for your brand. Consider some of the following questions:
Does the platform host your target audience?
Is it working for your competition?
If it's not working for the competition, is it because your target audience isn't there or because competitors are doing something wrong?
Does it fit well with the content you plan on making?
Is it worth your time and effort to create content for it?
Once you've chosen the social media platforms you plan to use, check out these channel-specific guides for more detailed strategy tips:
4 tips to develop a Twitter marketing strategy
How to do more with user-generated content on Instagram
YouTube marketing: Tips, tricks, and strategies
7 TikTok marketing ideas from small business owners
6. Determine your KPIs
So, what exactly does social media "success" look like? Bringing in more business, sure, but that's a little vague. You want to see that your social media strategy is hitting smaller goals along the way. To gauge how your strategy is paying off, define some quantifiable key performance indicators, or KPIs.
Here are some examples.
With easy-to-use reporting tools , you can track your progression toward KPIs.
You need to please the social media algorithms in order to get your content promoted organically, and the algorithms care about engagement. Social media engagement, like shares, comments, and likes directly impact every other KPI due to how the algorithms work, so engagement should be your main focus.
7. Conduct a social media audit
As marketers, analytics are our bread and butter (if you're wondering why you're salivating right about now). A social media audit highlights the data behind your efforts.
It's probably a good idea to audit your accounts before embarking on a campaign to get a sense of where you're starting off. But most importantly, perform an audit after each campaign to ensure your strategy is paying off.
Other than your KPIs, here are some things to track when you audit yourself:
What types of content you're posting and on which platforms
How much engagement each post received
How many followers you have (or gained/lost)
Any positive or negative comments
Whether you're reaching your target audience or not
For some of these, a human's perspective makes sense. For the more granular work, a social media management tool can help make the auditing process a whole lot easier.
8. Perfect your publishing cadence
If you send me an email at 5 p.m. on a Friday, you can expect a response Monday morning at the earliest . And if you spam me with 11 messages that definitely could've been consolidated into one, there's a chance they're all going in the trash.
The same goes for your social media strategy. When and how often you post can make a big difference in how your content performs.
Here's how to figure out a publishing cadence that works best for your brand:
Analyze peak times: Use analytics tools within social platforms or external tools like HubSpot or Later to find the days and times your audience is most active. Remember, time zones and holidays can affect engagement.
Prioritize quality over quantity: It's better to post high-quality content a couple of times per week than bad content every five minutes.
Test and learn: Conduct A/B tests by posting at various times and days of the week, and monitor engagement to see which posting times perform the best.
Plan ahead with a content calendar: Use a social media scheduling tool to plan your content in advance. Look for a tool that lets you schedule posts and view and adjust how your feed will look.
Stay on top of trends: You have to be able to adjust to changes like trending topics or news that's relevant to your brand. Hold space in your content calendar to create trending content.
Bonus: Get inspired by these 6 examples
Here are some examples of how real-life social campaigns knocked it out of the park. Each one has a clear strategy behind it (which I've teased out based on the campaign itself).
1. Olivia Rodrigo #ShotoniPhone15Pro campaign
Apple wanted to flaunt the iPhone's camera capabilities and knew it had to resonate with the younger demographic obsessed with photography and music. Enter Olivia Rodrigo—a contemporary musical sensation. Through their collaboration, Apple seamlessly blended tech and pop culture, using platforms like YouTube, where both visuals and melodies reign supreme. This helped showcase Apple's camera and Olivia's music while also boosting brand recognition among younger demographics.
Audience: Tech-savvy and pop culture-conscious Gen Z users
Goal: Increase awareness of the iPhone 15 and its advanced camera capabilities
Tactics: Celebrity partnerships; high-quality videography and photography
2. Marcus Theatres
Marcus Theatres, in a move that's pure genius if you ask me, put their CEO Greg right where he should be— front and center on TikTok . Embracing trending sounds and being his genuine goofy self, Marcus Theatres wasn't just looking to make a name; they were all about fostering brand love. And with 73K loyal followers, I'd say, mission accomplished.
Audience: Gen Z and Millennial TikTok aficionados
Goal: Build brand loyalty and resonate with the TikTok community
Tactics: CEO-led TikTok videos; tapping into trending sounds
Zapier knows its audience loves being in the loop. By hinting about a soon-to-be-launched product, they weren't just teasing—they were turning product announcements into social media events. By nudging followers to make a guess, Zapier reminded everyone they're not just a tool, they're the ultimate tech community.
Audience: Tech and Zapier enthusiasts
Goal: Generate buzz for an upcoming product and reinforce brand community
Tactics: Interactive teasers; encouraging audience predictions
4. Poppin Candy
In a sweet twist, Poppin Candy turned to its followers for new candy concoctions. Instead of guessing what their audience might want, they went straight to the source. By letting followers have a say, they're boosting engagement and making sure their treats hit the sweet spot every time.
Audience: Sweet-toothed fans and creative candy connoisseurs
Goal: Enhance engagement and customer connection to the brand
Tactics: Audience-driven candy mix challenges; crowdsourcing flavor ideas
Ok, the movie was great, but I'd argue the social media strategy was even better. Warner Bros. got social media right, partnering up with big names like Burger King and Crocs, and diving deep into TikTok trends. And the cherry on top? A whopping 25% spike in U.S. Barbie toy sales post-movie release. Coincidence? I think not.
Audience: Kids, teens, and those with nostalgic connection to Barbie
Goal: Promote the Barbie movie and its doll catalog
Tactics: Brand collabs; capitalizing on viral TikTok trends
6. Starbucks
Starbucks knows a thing or two about creating a buzz. Their September ThursYays BOGO on fall drinks was all over social media. And if the long lines post-noon on Thursdays are any indication, their cups—and registers—were overflowing.
Audience: Fall flavor fans and deal hunters
Goal: Drive up sales and increase word-of-mouth promotion of fall flavor release
Tactics: Limited-time deals; heavy promotion of seasonal specials
How to get the most out of our social media strategy template
This template for your social media strategy will help you document everything we just covered. If your goals and KPIs change when you start a new campaign or marketing plan, you can reuse this template to outline your new strategy.
And as you execute your strategy, it never hurts to use social media automation as much as possible for promotion, so you can focus on content creation. Here are some tips for getting started with social media automation:
Make social media monitoring easier with automation
4 workflows to better manage your brand's social media
5 ways to automate Twitter
Automatically post to Instagram for Business with these 3 workflows
How to automate your business Facebook Page for easier marketing
You can use Zapier's pre-built social media planner template to create captivating posts for different social channels, schedule them effortlessly, and track their posting status—all in one centralized tool.
This article was originally published in November 2020 by Tierney Mosier. The most recent update, with contributions from Michael Kern, was in October 2023.
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Chris Boutté
Chris is a Las Vegas local and has years of experience in content marketing, SEO, and social media marketing. He is also an author, YouTube influencer, podcast host, and committed advocate for mental health.
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Social Media Marketing Plan
Digital marketing is here to stay so we best get used to it. One of the most popular avenues for marketers these days is social media. If you’re going to succeed in this industry, you must learn to acquaint yourself with the topic of social media marketing. In this article, you’ll learn all about social media marketing plans and the nuances contained within. Scroll on to not only begin learning, but also to find the best social media marketing plan template free to download!
30+ Social Media Marketing Plan Examples
Social media marketing plan template.
- Google Docs
Size: US, A4
Simple Social Media Plan Template
Facebook Marketing Plan Template
Printable Instagram Marketing Plan Template
YouTube Marketing Plan Template
Editable Google Marketing Plan Template
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Social Media Marketing Plan Example
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The Importance of a Social Media Marketing Plan
One of the most sought-out questions in today’s business world is, ‘how to do social media marketing?’ The reason for that is because platforms like Facebook, Instagram , and Twitter, among many others, have exploded in popularity over the past decade in ways that few really saw coming. Now that the cat is out of the bag, people want to take advantage of the opportunity by creating their own social media marketing strategy plan. Like any other kind of plan, this will help you navigate through the perilous and confusing waters of social media. Pair that up with the right social media tools, your business can only go up in terms of success with the right plan on hand.
Tips for Creating a Social Media Marketing Plan
Even with the best social media management tools and an excellent social media strategy example on hand, you’re definitely going to want to look at the following tips. For those who already have considerable experience with creating a social media marketing plan presentation, then this can still serve as a reminder of sorts:
Tip 1: Create a Short Company Profile
Simple marketing plans must begin with the background of the company. This aids the company in identifying the best strategies to use as well as identifying factors that will give them an advantage against their direct and indirect competitors. The company profile should include a short background of the company’s products and services.
Tip 2: Specify Your Social Media Platforms
After creating a short profile or company background, you should then identify the social media platforms you are going to use for your products or services. There are numerous social networking platforms you can use, including the more popular Facebook, Instagram, and Snapchat. Take note that the social media platform you are going to use should also match your marketing campaign .
Tip 3: Strategize the Hiring of Specialists
In recent years, organizations tend to hire individuals with social media specializations. This is proof that social media has created a big impact on businesses. Hiring social media specialists can be beneficial for your organization , although alternatives can come in the form of developing your present team to the point where they can become specialists themselves.
Tip 4: Develop Financial Forecasts
You simply do not use social media for mere exposure. Social media is essentially a marketing strategy , and marketing strategies should always translate to revenues. Create short-term and long-term financial forecasts based on the social media platforms you are using. Take note that the forecasts should not only be dependent on your marketing campaigns but the predicted performance of your products or services.
Define a social media marketing plan.
Social media marketing plans are a summary of all the things you plan to do and hope to achieve on social media. It guides your actions and lets you know whether you are successful or failing on the plan. It is mainly used to enhance the marketing efforts of business organizations.
What does social media marketing do?
A social media marketing plan is the use of social media platforms to connect with several audiences across the world. It helps build your brand, increase sales, drive website traffic, etc. for major platforms like Facebook , Instagram, LinkedIn, Youtube, etc. Social media is mainly used to enhance the marketing efforts of business entities.
What must a social media marketing plan include?
A social media marketing plan will first include a clear list of all the goals and objectives. Then it presents an audit of your presence on social media and in the market. After that, you have the competitive analysis , the social media calendar, the basic strategy of content for social media, and finally, the established methods for measurement and analysis.
As the old saying goes, “when in Rome, do as the Romans do.” In today’s digital age, social media is a key component of marketing success. You wouldn’t want to be left in the dust just because you lack a social media marketing plan, right? Well, now you don’t have to worry about that. Simply take your new-found knowledge, download any of our plan templates, and forge your path to success today!
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Social Media Marketing Plan Template
This social media marketing plan template is an ideal resource for businesses looking to master their social media marketing efforts. With a highly customizable design, this template allows you to tailor it to your specific services and impress potential clients. It's a great tool for social media marketers to showcase the benefits of working with them, including their efficiency, the metrics of their campaigns, the social media platforms where their products perform best, and their ability to meet or exceed specific goals. Additionally, this template is embeddable into any website, automatically adapting to the site's width and the user's screen size.
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Social Media Marketing Business Plan
If you are planning to start a new social media marketing or digital marketing company, the first thing you will need is a business plan. Use our sample social media marketing business plan created using Upmetrics business plan software to start writing your business plan in no time.
Before you start writing your business plan for your new social media marketing agency, spend as much time as you can reading through some examples of advertising and marketing-related business plans.
Reading sample business plans will give you a good idea of what you’re aiming for, and also it will show you the different sections that different entrepreneurs include and the language they use to write about themselves and their business plans.
We have created this sample Social Media Marketing Business Plan for you to get a good idea about what a perfect social media marketing business plan should look like and what details you will need to include in your stunning business plan.
Social Media Marketing Business Plan Outline
This is the standard social media marketing business plan outline which will cover all important sections that you should include in your business plan.
- The Business
- 3 Year profit forecast
- Company Owner
- Why the business is being started?
- Startup cost
- Startup Requirements
- Products and services
- Market Trends
- Marketing Share
- Institutions & Organizations
- Media & Celebrities
- Business Target
- Product Pricing
- Competitive Analysis
- Sales Monthly
- Sales Yearly
- Sales Forecast
- Company Staff
- Average Salary of Employees
- Important Assumptions
- Brake-even Analysis
- Profit Yearly
- Gross Margin Yearly
- Projected Cash Flow
- Projected Balance Sheet
- Business Ratios
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After getting started with Upmetrics , you can copy this sample business plan into your business plan and modify the required information and download your social media marketing business plan pdf or doc file. It’s the fastest and easiest way to start writing your business plan.
Download a sample social media marketing business plan
Need help writing your business plan from scratch? Here you go; download our free social media marketing business plan pdf to start.
It’s a modern business plan template specifically designed for your house-flipping business. Use the example business plan as a guide for writing your own.
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Upmetrics is the #1 business planning software that helps entrepreneurs and business owners create investment-ready business plans using AI. We regularly share business planning insights on our blog. Check out the Upmetrics blog for such interesting reads. Read more
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13+ social media marketing plan templates.
Businesses must take advantage of the social media in popularizing their businesses and the products they have for sale. To make maximum utilization of the social media platform in marketing, businesses must design a social media marketing plan samples . This seo marketing plan specifies the specific marketing channels available in the platform that have been chosen by a trader.
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Download free templates for strategic planning, scheduling, and tracking in Excel, PDF, PowerPoint, Google Docs, and Google Sheets. Choose from social media plan templates for strategy, content, editorial, audit, and more. Customize the templates to suit your business or organization's needs and goals.
Social Media Strategy Template. Plan your social media strategy with this step-by-step template (available in Word, Google Docs and as a PDF). This free template will guide you through the process of setting up social media goals, choosing the best social networks to focus on, analyzing competitors and more. You can use this template as a tool ...
Summary. This guide offers a 30-day social media plan to help you create high-quality content, engage your audience and achieve business goals. It includes tasks to complete each week. Additionally, it guides you through defining goals, understanding your audience, building a content calendar and measuring success.
Follow these simple yet effective steps to create a social media plan for your business. 1. Do a Social Media Audit. The first step in creating a social media plan is to do a social media audit of your existing channels. This will give you an idea about what's working, what isn't and how to improve the things that are falling flat.
Step 7. Create a social media content calendar. Step 8. Create compelling content. Step 9. Track performance and make adjustments. Bonus: Get a free social media strategy template to quickly and easily plan your own strategy. Also use it to track results and present the plan to your boss, teammates, and clients.
GUIDE / Social Media Marketing Strategy 3 Step 1 Set social media marketing goals that align to business objectives The more specific your strategy is, the more effective the execution will be. Set SMART goals and track the right metrics to set yourself up for success. Set SMART goals The first step to creating a social media marketing strategy ...
To ensure that your social media marketing campaigns contribute to your brand's greater business objectives, we've put together this guide to coach you through the process. We've also incorporated a checklist you can use to make sure you've done it all right. Here are your seven steps to success:
Social Media Marketing Plan Template List your company's strengths, weaknesses, opportunities, unique value proposition (UVP), and buyer personas to guide you in how to position your products and/or services within marketing material. Then, determine what content you will create for your social media channels and how you will track its ...
Use This Template. Confidently demonstrate your understanding of social media marketing with this dynamic plan template. Effortlessly capture your marketing team's attention with a vibrant color palette and high resolution images from a large library of professional photos. You can even add a grounding and personal touch by incorporating your ...
When creating your social media marketing plan, there are several things you must do and keep in mind throughout the process: ... 30-Day Social Media Plan Template PDF. A 30-day social media plan template for your next marketing strategy to help outline goals, tactics you need to achieve the goals, and how to measure your goals. Download.
Get started with your social media marketing plan today by choosing either a simple template or a premade one specific to your purpose. The templates are downloadable into Microsoft Word, Apple Pages, and Google Docs, so you can simply edit them later. Template.net also offers free, user-friendly editing tools.
Portions adapted from: WeAreMedia: Nonprofit and Social Media Starter Kit and the IdealWare Social Media Decision Guide Page 6 5. UNDERSTANDING YOUR AUDIENCE - AUDIENCE SURVEY . You customer's experience with your brand in social media should give them the same great feelings.
Keep it. If not, get rid of it. 2. Understand your target audience. Before sitting down to map out your social media strategy, figure out who you want to see your content (and whether they want to see it). If your company already has a good understanding of your target consumer, boom—you're off to a great start.
CURRENT SOCIAL MEDIA AUDIT Average # posts per week: You can find this by scrolling down your social media feed and counting the number of posts each week, then calculating the average of that. Number of followers: This will be at the top of your company page info on each social media platform. Average # of likes:
A marketing plan is usually presented as a PDF document, but you can also whip up a more creative version of it. For example, you can create an infographic, ... Customize this social media marketing plan template to lay out your goals for the next year or quarter, and outline the key points of your strategy for each social channel. ...
A social media marketing plan is the use of social media platforms to connect with several audiences across the world. It helps build your brand, increase sales, drive website traffic, etc. for major platforms like Facebook, Instagram, LinkedIn, Youtube, etc. Social media is mainly used to enhance the marketing efforts of business entities.
This social media marketing plan template is an ideal resource for businesses looking to master their social media marketing efforts. With a highly customizable design, this template allows you to tailor it to your specific services and impress potential clients. It's a great tool for social media marketers to showcase the benefits of working ...
Basic steps for social media marketing plan: Objective determination - objectives of the social media marketing plan are the goals that inform one's strategy for what platforms to be on, some of the things that he or she should post and the kind of metrics to track and this is a determination of one's investment returns.
How it works: Download the free PDF and open it using Adobe or Apple Preview to edit. From there, you can adapt the report to your brand and plug in your social data. Be sure to share a branded, blank copy with the rest of your team as well. 4. Social media proposal template.
If you are planning to start a new social media marketing or digital marketing company, the first thing you will need is a business plan. Use our sample social media marketing business plan created using Upmetrics business plan software to start writing your business plan in no time.. Before you start writing your business plan for your new social media marketing agency, spend as much time as ...
social media marketing action plan template. campaign goal: what the campaign works to achieve: call-to-action: what the audience is asked to do: campaign calendar: start date: end date: pre-campaign promotion release dates; peak dates scheduled follow-up post dates: social media platforms. platform. primary. secondary: facebook. twitter:
Social Media Marketing Plan PDF. een.edu. This social media marketing plan is available in PDF format for absolutely free. It has a colorful yet formal font with professional design to include statistics, opportunities for further development, platforms available etc. that will help you in detailed planning. Download Now.