How to Create a Social Media Strategy For Your Team


Creating and implementing a social media strategy can seem daunting, especially if you’ve never done it before! And if you’re working with a team of people, it can feel like there are so many moving parts that it’s just too complicated. But, if you lay out a plan and implement repeatable processes to execute that plan, it’s not so bad-promise!

Here are my best tips to unite your team as you dive into social media for your business.

Follow Your Leader: Your first step is to designate a leader for the social media effort. That person will act as a central information funnel, keeping wires from getting crossed, and delegating tasks to specific team members.

Establish Goals:  Figure out what you want to get out of this social media experience. Is it more traffic on your website? More sales? Greater awareness of your brand? Establish the metrics by which you can measure your success, and communicate these to your team. It’s important that everyone understand why a social media strategy is an important part of your marketing plan.

Create a Written Plan: Each year, make a big plan for your social media strategy-which platforms are important for you to build a presence on?  How often will you post? What will you post? How will you measure success?  Revisit your plan quarterly, adjust based on your analytics, and brainstorm specific content ideas monthly. A weekly posting schedule will keep you on track, and you must remember to engage with your audience daily. Assign the pieces of your plan to the relevant team members with specific dates for each piece to keep it all moving smoothly.

Get Organized: Use an online tool to keep each team member on the same page. Rather than clogging up inboxes and risking missed messages, a tool like Trello or Asana will allow you to assign projects and deadlines. Keep your logos and images organized and accessible to the team members who need them in Dropbox or Google Drive. Lastly, using a password manager, like 1Password or LastPass will keep everyone secure and able to access these tools.

Create an Ad Budget: Social media has grown into a “pay to play” space.  There are simply too many posts being put out for your ideal clients to see them all, so you must pay to put your content in front of the right people.  For this reason, it’s a good idea to establish an ad budget from the very start. How much will you spend on each of your offers? Be specific in your expenditures, and check your site traffic and activity to see if they’ve been effective, then adjust based on the data.

Talk Amongst Yourselves: Everyone involved must know their role and its scope, and each team member should check in periodically. Communication is key! You can avoid big blunders and miscommunications with regular check-ins.

By keeping your team engaged and accountable, and by implementing crystal clear guidelines and communication, your social media campaign will be off to the races in no time. The most important thing is to recognize the opportunity that comes with social media and online marketing in general. It’s easy to be overwhelmed, and to view social media as just another thing on the list, but remember that reaching this many people was not possible just 10 years ago.  This is an incredible opportunity to connect with the people who need you the most!

If you’re having trouble getting started, I’d love to help.  I offer team workshops that help you to put a plan in place and I offer support as you carry it through.  Get in touch, and we’ll set up a call

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