Social Media Strategy Template

After spending a year on social media, using Linkedin, Twitter and Facebook, I had less than 1K followers combined across all 3 platforms. It was a disaster. I had invested hours every week with little to show for it. 

That’s when I finally developed a social media strategy template to transform my random social approach into a methodical, audience-generating machine. 

The next year, I added more than 20,000 followers across those 3 platforms. This template breaks down the process I use to grow my personal following. It’s also the same approach we used at our B2B SaaS company that grew from $2 million to $18 million in annual recurring revenue in 3 years. 

I will walk you through how to develop a social media content strategy using this simple Google sheet template. 

When you add this template to your cart and checkout, you will instantly receive a link to access the Google sheet template. The worksheet includes the following tabs:

• Instructions: instructions on how to use this template most effectively.
• Social Media Strategy Checklist: a step by step checklist of key focus areas to address when developing your social strategy. 
• Social Media Strategy by Channel: an outline of your social strategy by each channel that you choose to participate on. 

• Content Creation Matrix: a simple matrix to overcome writers block and consistently produce attention-grabbing content.
• Content Calendar: a calendar to organize and schedule your social content. ‍
• BONUS: a go-to-market checklist to make sure you're doing all the right things in the right order to bring your product to market.

It's very common for businesses to be on social media without any real strategy. 

They use their social profiles to publish blog content, awards and gated assets. It's all about them, not their customers.

Then what happens?

No engagement. No traffic. No leads. Nothing. 

And that's the problem. Businesses forget to actually be social on social media. They forget to engage with their audience. 

Here's how to avoid that trap if you're responsible for planning your company's social strategy:   

1. Review all tabs in the spreadsheet first. It's always good to familiarize yourself with the content before you really dig in. 
2. Walk through the social media strategy checklist. Add any missing questions you feel are important to answer.
3. Spend time with your team working through the checklist. Once this is complete, the rest is easy.  
4. Document your social strategy by channel based on the completion of the checklist.
5. Populate the content creation matrix with your brand guidelines, content pillars and the content types you will focus on.
6. Spend 2 hours filling out the matrix each month to generate the content. Do this yourself at first to set the tone, then delegate the task to your team. 
7. Schedule your posts across the calendar each month or use a social scheduling tools like Buffer or Typeshare.
8. Rinse and repeat.

When you really start to engage with your target audience online and build authentic relationships, it's a lot of fun and rewarding. 

It's fun for your team when you're producing engaging content that is getting the market's attention. 

You get that dopamine rush every time engagement metrics spike. 

Immediately download this template and customize it for your team.

Click “Add to Cart” on the right. Checkout and copy the Google Sheet of the Social Media Strategy Template.

If you run a go-to-market team at a B2B SaaS company, explore these other templates as well:

• Ideal Customer Profile (ICP) Template
• Brand Guidelines Template
• Demand Generation Strategy Template
• VP of Sales & Marketing Template Bundles