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Social Media Strategy Template

Prepared for:
Client Name
[Client.Company]
Prepared by:
Sender Name
[Sender.Company]

Planning worksheet

Social media goals

Why do you need a social media strategy?

  • Don’t know – somebody told me I needed one
  • I need to increase public visibility for my business
  • I need to attract more business
  • I want to create a reputation as an expert in my field
  • I want to market a particular product or service
  • Other

What is your business?

BUSINESS NAME

TYPE OF BUSINESS

GEOGRAPHICAL AREA

Short list of products or services that you would like to feature via social media (if applicable).

FEATURED 1

FEATURED 2

FEATURED 3

What are the primary ways that clients/customers currently find your business now?

METHODS OF FINDING

Current Virtual Presence

Primary website — PRIMARY WEBSITE

Secondary websites — SECONDARY WEBSITES

Other URLs directed to these websites — ADDL URLS

Blog(s) —

BLOG 1

BLOG 2

BLOG 3

How many hits/day or hits/week do you get on your websites and blogs?

WEBSITE HITS PER WEEK/per week WEBSITE HITS PER MO/per month

BLOG HITS PER WEEK/per week BLOG HITS PER MO/per month

Are you routinely getting new clients as a direct result of your virtual internet presence? NEW CLIENT CONNECTION

Social media profiles

Google+ Profile name GOOGLE NAME

Number of connections GOOGLE CONNECTIONS

LinkedIn Profile name LINKEDIN NAME

Company profile LINKEDIN CO

Number of connections LINKEDIN CONNECTIONS

Facebook Profile name FB NAME

Company page: FB CO PAGE

Other pages: FB OTHER 1

FB OTHER 2

Friends FB FRIENDS

Likes FB LIKES

Twitter Profile name TWITTER NAME

Followers TWITTER FOLLOWERS

YouTube Profile name YOUTUBE NAME

Followers YOUTUBE FOLLOWERS

Other social media

PLATFORM 1

PLATFORM 1 NAME

PLATFORM 1 CONNECTIONS

PLATFORM 2

PLATFORM 2 NAME

PLATFORM 2 CONNECTIONS

PLATFORM 3

PLATFORM 3 NAME

PLATFORM 3 CONNECTIONS

Virtual reputation search

Google search terms —

COMPANY NAME

PRINCIPAL 1 NAME

PRINCIPAL 2 NAME

PRINCIPAL 3 NAME

TYPE OF BUSINESS + GEOGRAPHICAL AREA

Does your primary website show up on the first page for any or all of these searches? Are most of the search results a reference to your own website or other intentionally posted business information? Does any negative information about your business appear in the first 3-5 pages of the search results? If so, what? NEGATIVE INFORMATION

Interest in social media activities

Want to have for my businessWant to do myselfWant to hire someone to do
Business blog with regular blog articles
Guest blog on other well-read blogs
Comment on other’s blogs
Review books in industry/market
Post regular tweets
Post regular updates on Facebook
Post regular updates on LinkedIn
Post regularly on Google+
Post videos on YouTube
Upgrade profile on existing social media platforms
Add profiles on new social media platforms
Create links to allow posting on one social media platform to automatically post in other places
Add related profiles, such as for business personnel
(other)
Use template