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Social Media Strategy Worksheet

Use this worksheet to outline your social media strategy. Fill out each section to plan and organize your approach effectively.

This thoughtfully designed worksheet is perfect for reuse, providing a consistent and structured framework for your marketing team to craft successful social media strategies.

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Strategy

Define what you aim to achieve with your social media presence. Example: Increase brand awareness, drive website traffic, generate leads.
Describe who you are trying to reach with your social media efforts. Example: Young professionals aged 25-35, interested in tech and innovation.
List the social media platforms where you will focus your efforts. Example: Facebook, Instagram, LinkedIn.
Specify the types of content you plan to create. Example: Blog posts, videos, infographics.
Define how often you plan to post on each platform. Example: 3 times per week on Facebook, daily on Instagram.
Outline how you will engage with your audience. Example: Respond to comments within 24 hours, host weekly live Q&A sessions.
List the tools you will use to track and analyze your social media performance. Example: Google Analytics, Hootsuite, Facebook Insights.
Analyze your competitors' social media strategies. Example: Competitor A is strong on Instagram, Competitor B focuses on LinkedIn.
Outline your budget for social media activities. Example: $500/month for ads, $200/month for tools.
Define your brand's tone and messaging guidelines. Example: Friendly, professional, and helpful.
Outline your plan for handling social media crises. Example: Steps to take in case of negative feedback or PR issues.
Detail specific strategies for each platform. Example: Instagram - focus on visual content, LinkedIn - share industry insights.