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8 Steps for Social Media Strategy

A social media marketing strategy is a summary of everything you plan to do and hope to achieve on social media. It guides your actions and lets you know whether you’re succeeding or failing. Every post, reply, like, and comment should serve a purpose.




The more specific your strategy is, the more effective the execution will be. Keep it concise. Don’t make your plan so lofty and broad that it’s unattainable or impossible to measure.

In this post, we’ll walk you through an eight-step plan to create a winning social media strategy of your own.


How to create a social media strategy


Step 1: Set social media marketing goals that align to business objectives

  • Set S.M.A.R.T. goals

  • Specific

  • Measurable

  • Attainable

  • Relevant

  • Time-bound


  • Track meaningful metrics


Step 2: Learn everything you can about your audience


  • Create audience personas

  • Gather real-world data


Step 3: Research the competition


  • Conduct a competitive analysis


Step 4: Conduct a social media audit


  • Evaluate your current efforts

  • Look for impostor accounts


Step 5: Set up accounts and improve existing profiles


  • Determine which networks to use (and how to use them)

  • Set up (and optimize) your accounts


Step 6: Find inspiration


  • Social network success stories

  • Award-winning accounts and campaigns

  • Our favourite social accounts

  • Ask your followers


Step 7: Create a social media content calendar


  • Create a posting schedule

  • Plot your content mix


Step 8: Test, evaluate, and adjust your strategy


  • Track your data

  • Re-evaluate, test, and do it all again



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