The Ultimate Checklist for Social Media Strategy in 2023

I’m a social media manager, and this is the only checklist for the social media strategy you need in 2023.

The Ultimate Checklist for Social Media Strategy Planning in 2023

Social media marketing is an essential part of any digital marketing strategy. But with so many different actions to keep straight, it can be easy to drop the ball on your social media plans. This checklist will help you get organized and on track for successful social media marketing.

Step #1: Set Goals and Identify Your Audience.

The first step to any successful social media plan is setting goals and identifying your target audience. I’ve written a lot of articles on this topic (see my featured post on Neal Schaffer’ blog), and luckily not much has changed in terms of the steps for setting social media goals.

How to set goals for Social Media Marketing

To begin, ask yourself what you hope to achieve with your social media posts, as well as who you are trying to reach. Considering who you’re targeting can help shape the content of your posts and make important decisions about how, where and how often to post content on social to get the best results.

Examples of marketing goals:

Collecting leads
Growing traffic to the website
More sales through social media
More followers
More engagement
More views for your videos
Sign-ups for your trials

Tip: If you’re not sure who is your audience or what goals to set, take a quick peek at your competitors. Check the comments section and see who are the people engaging with their content and start following them!

Step #2: Develop Your Content Strategy and Build a Monthly Editorial Calendar.

With your goals in mind, it’s time to come up with a good content strategy to help you achieve those goals. A visual content calendar is an invaluable tool for planning your posts and keeping track of what types of content you should post and when. It’s useful to establish some rules or guidelines about the types of posts you plan to share, including:

post length
post format
graphics & editing style
caption template

Tip: Consistency is key! 🔑 Aim to have all your social media posts consistent in style, so they’re easily recognizable by your followers. You can also schedule your posts at consistent times and days of the week.

Not sure which scheduling tool is best for you? Scheduling tools with Calendar Dashboard I recommend include Pallyy, Sprout Social, and Buffer. Get on their free trial plans now!

Step #3: Select a Few Social Media Platforms to Use.

Before you start creating content, it’s important to consider what types of platforms you plan to use. In my opinion, this will depend on:

Which platform does your target audience use mostly
Where would they be more likely to connect with your brand
Which platform can help you reach your company goals?
Do you plan to use ads or influencers?

You don’t need to be on every platform. Select a few social media networks that match up with your goals, budget, and company objectives. Once you’ve narrowed down the selection, think about how often you can realistically post on each platform so that you remain consistent, engaged, and active.

Tip: My recommendation: Post a minimum of 2-3 times per week for engagement and 5-10 times per week for growth.

Which platform is best for you?

LinkedIn: Best for connecting with B2B and corporate decision-makers
Facebook: Global audience. The best advertising and targetting capabilities
Instagram: Good for reaching audiences <35 years old
Twitter: Used by politicians, and sharing news

Step #4: Track and Measure Metrics

Once you’ve developed a social media strategy, you need to have a system for tracking and measuring metrics related to your goals. Tools like Instagram Analytics, Facebook Creator Studio and Pallyy Analytics can help you determine if your strategy is working or if it needs adjustment.

Examples of Social Media Metrics:

Engagement metrics: likes, comments, saves, shares
Visibility metrics: views, impressions, reach, video plays
Traffic metrics: clicks on website, page visits
ROI metrics: Cost-Per-Click, leads captured

Step #5: Analyze the results.

The final step is to analyze your performance metrics and create monthly reports to find out working and what isn’t. This is so that you can make any necessary changes or adjustments to your strategy.

How to use Analytics data:

Track changes month-on-month, and quarterly
Track performance against goals
Benchmark your performance against competitors
Set new targets and adjust goals
Use insights & data to predict future performance
Look out for new trends in your audience & market

Step #6: Engage with Influencers and Participate in Community Events.

If you want to grow your visibility on social media you need to do more than just post & analyze your performance. Try to incorporate some growth & amplification strategies, like connecting with influencers.

Partnering influencers and engaging in discussions with your community can help you establish meaningful relationships with your target audience //via @socialalle
Tweet

How to use influencer marketing

Start by making sure that you’re following the key influencers in your niche.
Then, engage with them on their respective platforms, like commenting on their posts or sharing their content.
Lastly, join relevant online communities to connect with your potential customers and drive more visibility for your brand.

Thank you so much for reading. Hope you found this info relevant and useful and share it with your friends!

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Alle Ceambur