Bring structure to your social media efforts to support your business

Create a social media strategy and define KPIs - this template is practical and ready to use

Social media marketing Toolkit
This guide is part of a Toolkit with 12 other resources. Find out more?

Social Media Marketing Strategy Workbook

 Look Inside

How will this social media marketing template help me?

This workbook will help you to:

  • Create a strategy to prioritise your social media marketing activities to support business aims
  • Define measures and KPIs to help manage your digital marketing
  • Review the best tools to analyse and manage your social media marketing
  • Review and decide on the practical changes you need to make to your social media communications to improve results

Who is this guide for?

Social media managers and those without (or with a small) social media presence.

About the Social Media Marketing Strategy Workbook

About the authors 

Dan Bosomworth

Dan helped to co-found Smart Insights in 2010 and acted as Marketing Director until leaving in November 2014 to focus on his other role as Managing Director of First 10 Digital. His experience spans brand development and digital marketing, with roles both agency and client side for nearly 20 years. Creative, passionate and focussed, his goal is on commercial success whilst increasing brand equity through effective integration and remembering that marketing is about real people. Dan’s interests and recent experience span digital strategy, social media, and eCRM. You can learn more about Dan’s background here Linked In.

Dr Dave Chaffey

Dave is CEO and co-founder of Smart Insights. He is editor of the 100 templates, ebooks and courses in the digital marketing resource library created by our team of 25+ Digital Marketing experts. Our resources used by our Expert members in more than 80 countries to Map, Plan and Manage their digital marketing. For my full profile, or to connect on LinkedIn or other social networks, see the About Dave Chaffey profile page on Smart Insights. Dave is author of 5 bestselling books on digital marketing including Emarketing Excellence and Digital Marketing: Strategy, Implementation and Practice. In 2004 he was recognised by the Chartered Institute of Marketing as one of 50 marketing ‘gurus’ worldwide who have helped shape the future of marketing.

What does the template include?

Our workbook is structured using these 7 Steps explained in our more detailed Ebook:

  • Introduction – Setting the scope of social media marketing
  • Step 1 Set business goals for your social media marketing
  • Step 2 Create your social media strategy
  • Step 3 Social listening and online reputation management 18
  • Step 4 Define content and engagement strategy
  • Step 5 Define social media communications strategy
  • Step 6 Define approaches for the core social media platforms
  • Step 7 Social media optimisation (SMO)

Related recommended documents: This workbook is intended for use alongside the 7 Steps Guide to developing a Social Media Marketing strategy which follows a similar structure

About this guide

This workbook will help you to create a strategy to prioritise your social media marketing activities to support business aims and define measures and KPIs to help manage your digital marketing.

Guide structure 

  • Introduction - Setting the scope of social media marketing
  • Step 1 Set business goals for your social media marketing
  • Step 2 Create your social media strategy
  • Step 3 Social listening and online reputation management 18
  • Step 4 Define content and engagement strategy
  • Step 5 Define social media communications strategy
  • Step 6 Define approaches for the core social media platforms
  • Step 7 Social media optimisation (SMO)
Look Inside the Social Media Marketing Strategy Workbook

Warning: Beware of other resources that you can't apply to YOUR business

Like all Smart Insights' resources, our Social Media Marketing Strategy Workbook includes our "practical" promise to you: Unlike other sites—that just give you research—we only deal in practical, actionable, insight-driven resources that you can use to guarantee success on your projects TODAY.

Guaranteed to digitally transform your organisation

Actionable digital marketing advice, resources and training guaranteed to digitally transform your organisation.

Brilliant

I recently completed the RACE Digital Strategy Course. It was brilliant, and the 7-Steps guides are excellent resources, too. Thanks for providing such a fantastic collection.

Translated complex digital marketing channels into easy-to-understand concepts

Translates complex digital marketing channels into easy-to-understand concepts. Constantly updated with new insights that will help whether you own your own business or work for a large corporation.

Social media marketing Toolkit

The Social Media Marketing Strategy Workbook is part of Smart Insights Social media marketing Toolkit. With a Smart Insights membership you gain access to, not only this guide, but also the 12 other resources in the toolkit.

..but that’s not all. With an Expert Membership you also gain access to 20 other Toolkits containing 150+ other resources, all available to you. All toolkits are designed to be super- actionable, to help you:

  • Plan - Create a structured plan and roadmap by reviewing your current weaknesses and the opportunities to boost online leads and sales
  • Manage -  Review your marketing activities, so that you know where to focus to get the Quick Wins which will make the biggest difference
  • Optimise - Learn the best practices and success factors to help you compete to get better results

So why wait? Get instant access to this guide and see for yourself how easy it is to take your digital marketing—and your career—to the next level with our Toolkits

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