Use this Social Media Strategy Template to Help You Save Time

Use this Social Media Strategy Template to Help You Save Time

A social media strategy template is an important document to guide and optimize your social media presence and drive results. Let’s unlock the essential elements of crafting a robust social media strategy template.

Use this Social Media Strategy Template to Help You Save Time

There is a big gap in knowing what to do and planning what to do, and a documented strategy fills that gap.

We all know planning makes all the difference when it comes to social media marketing.

Documenting a social media marketing strategy is as crucial as having one.

Alas, most marketers dive into the social marketing abyss without a strategy and end up never finding their feet on the ground.

You must avoid such grave mistakes with a well-documented social media strategy template.

If crafting a social media marketing strategy template sounds like a mammoth task to you, we are here to share the load with our step-by-step guide.

Want something better?

Download our Free Social Media Strategy Template

We have created a social media strategy for you to instantly realize, create, and explain your social marketing roadmap.

Here are the steps to use this social media strategy template:

  1. Download the free social media strategy template below.
  2. Perform the 7 steps mentioned in this blog and record your progress right into your shiny new template. It’s your one-stop spot for keeping track of everything.
  3. Keep revisiting this template frequently to stay organized and improve your results.
Social Media Strategy Template

What is a Social Media Strategy Template?

A social media strategy template is a document where you outline your social media goals and discuss the roadmap to achieve and measure those goals in the allocated time and budget.

In a nutshell, it is the driving force behind everything you would do on social media for marketing your brand/clients.

A template is a better way to plan, create, and spread your social media content efforts that align with your larger digital marketing strategy and work as an integrated marketing campaign.

But remember to keep it as specific as possible, especially in the beginning.

After all, you don’t want to quit following your north star in the middle of the road just because the plans made were too big for you.

What to Include in Your Social Media Strategy Template?

You require a template that can not only get you started but also guide you and your whole team along the way.

That’s why you need to start with social media goals and circle around everything you need to achieve them.

The most common way to understand what you need to include in a social media strategy template is by answering the 5Ws.

Social Media Strategy

Why: Why are you investing in social media? What are your social media goals?

Who: Who is your target audience? Decode your audience/customers and understand their behavior.

Where: Where are you going to share your content? Identify the social media platforms where the majority of your audience hangs out.

What: What content are you going to share on social?

When: When are you going to publish your content? Do you know the best time to post on social media?

The above 5 things are the most crucial information, but not limited to, that must go in your social media content strategy template.

You can go ahead and map out more information like

  • What specific tools and training will you require to achieve your goals?
  • Who will be responsible for specific tasks?
  • What is the budget of your brand’s/client’s social media strategy?
  • What is the expected return on investment (ROI)?

Now that you know what information to include, let’s learn how to find every piece of information and mold it into a structured social media strategy template.

Step-by-Step Guide to Using the Social Media Strategy Template

The steps discussed below can help you create your own social media strategy template from scratch.

However, it will take a lot of your time which, considering your profession, you don’t have enough.

Just so you don’t need to block out your personal time to create everything from scratch, we have created a social media strategy template. With the template, it will be more effortless and time-saving to perform the steps mentioned in each step.

Social Media Strategy Template

Step 1: Define Your Social Media Goals and KPIs

You aim to create a full-proof strategy that discusses your goals first and then decides what to do to achieve those goals.

So, what are your social media marketing goals for the upcoming quarter?

It could be anything: getting more exposure, increasing followers, generating more leads, driving traffic, or the good old driving sales.

social media marketing goals

Of course, you can have more than one goal, and that too for different social media channels. After all, every social media is different. So the strategies you will create for each of them will be too.

But remember, every goal should be SMART. Wait, what’s smart? I am talking about the S.M.A.R.T goal-setting technique.

Specific: Choose a specific goal

Measurable: Your goals should be measurable

Attainable: Your goals must be realistic

Relevant: Your goal should be in harmony with your overall strategy

Time-bound: You need to define a deadline for your goal

An example of a SMART goal would be,

Increase the Twitter retweets by 10% to increase our brand awareness till the end of the quarter.

Is that it?

No, let us focus more on the measurable part of smart goals. How would you know that you are achieving your defined goals?

For that, you need to pick the right metrics that align with your goals. For example, if your goal is to increase referral traffic from Twitter, then you need to track the CTR metric.

Drop it in our template once you have finalized your goals and key metrics.

social media goals

Step 2: Understand Your Target Audience

The next task is to decipher the “WHO.”

Who is your target audience? At the end of the day, it’s the people you are trying to reach, engage, and sell. Thus, it becomes crucial to know your target audience’s likes, dislikes, and pet peeves.

For example, Folgers knows its target audience is coffee aficionados who love to get their hands on new coffee recipes.

Target Audience

The best way to find out about your target audience is to prepare their persona. Here are some of the information you should note down to create one:

  • Age
  • Gender
  • Location
  • Work profile
  • Interests
  • Preferred networks
  • Behavioral traits
  • Pain Points

You can get most of this information from the analytics section of different social media networks. Rest, you will have to gather through surveys and interviews.

Chances are that you already have noted down a lot of this information if your business has been running for a while. If not, it’s time to do it, so you can make more concentrated efforts in targeting your audience.

Creating a buyer persona will let you understand your audience’s behavior, needs, and wants that you can entertain with your content on social media.

Here’s the section in our template to note down multiple buyer personas easy-peasy.


Step 3: Research Your Competitors

Unless your business sells potatoes on mars, you will have competitors on social media targeting the same buyer personas as you.

It’s time to learn what they are doing right as well as wrong by conducting a competitive analysis.

Why do competitor analysis?

  • Crucial in figuring out your target audience
  • It helps you understand the market landscape
  • Give your performance benchmarks
  • Get to know what is expected from brands like you on social media
  • Figure out brand messaging and content tone
  • Find opportunities where your competitor is lagging
  • Identify micro-influencers working in your market sector

So, how do you spy on your competitors?

Social listening is the best way to keep an eye on your competitors.

Start by tracking and analyzing all the keywords and hashtags your competitors use to connect with the audience.

Your aim is to understand how people react to your competitor’s content and customer support activities on social media. How well they are performing. Jot down the key metrics of performance to set industry benchmarks for yourself.

hashtags your competitors

Step 4: Pick Your Best Social Media Networks

Sure, you want your brand profile to fetch great engagement on every social media channel. That’s a sweet dream, right?

But going after every social media channel for the same goal isn’t a smart move, especially in the beginning, as it gets harder to maintain consistency.

You need to understand which of the social networks are the best for your brand or clients.

It’s optimal to concentrate your budget and efforts on a few networks rather than spreading out everywhere and making no strides.

But, how do you figure out the best networks, though?

Well, the best course of action here is to

  • Understand on which social media your audience is present
  • Search your competitor’s strongest social channels
  • Identify the channels that best align with your social media goals, brand voice, and tone

After examining all the above fronts, you will be able to filter out the best social channels for your brand.

A social media audit covers all these aspects and is the best methodology to find your best channels.

What happens next?

Once you figure out the best social media channels for your brand, carve a different strategy for each social channel that complements your overall marketing goals.

Dive deep into our comprehensive guides to strengthen your individual channel strategies:

Step 5: Come up with Engaging Content Ideas

The whole aim of creating a content strategy is to produce engaging content that brings you results.

After performing a content audit, you will figure out what content is working for you and your competitors. Give more attention to that kind of content in your social media strategy.

But, first, establish your brand theme.

Every social media channel has tons of post types that enable you to present information in multiple ways. But you need to create content that matches your brand voice, tone, and style.

Look how KFC manages to prompt its product while looping in audiences to share their Thanksgiving stories.

KFC manages

Also, look at the vibrant, colorful, and outdoorsy theme LaCroix Sparkling Water always follows, no matter the content type.

LaCroix Sparkling

Once you establish your writing voice and visual tone, it’s time to come up with content ideas you are going to use.

Here are some of the most popular content ideas:

  • Ask me anything live streams
  • Social media contest or giveaway
  • How-to tutorials
  • Memes
  • Curated content
  • Trending hashtags post
  • User-generated content
  • Behind-the-scenes
  • Social media polls
  • Video tips, tricks, and hacks
  • Instagram Reels
  • Informative carousels

With the plethora of features present on every social channel, you can leverage multiple content types to get your audience’s attention.

However, none of the content ideas will leave a substantial impact unless planned and spread out with the help of a social media calendar.

That brings us to the next step!

Step 6: Prepare a Social Media Calendar

A social media calendar is an essential tool for planning, managing, and tracking your overall social media postings for multiple channels.

With a social media calendar, you can easily plan the dates and times of each post that you will publish on multiple channels.


Having an overview of everything helps with your content efforts and maintain consistency on every profile.

Apart from leveraging upcoming holidays and every best time to post on social media, a calendar helps you decide and manage the right content mix.

What’s that?

See, as a brand, you need to publish all sorts of posts that cater to different social media goals. Deciding on a content mix that strategically divides the frequency of posts catering to each goal is a great way to do things.

The two most common rules to decide a content mix are called “The 80/20 rule” or “The social media rule of thirds.”

In the 80-20 rule,

80-20 rule

On the other hand, in the social media rule of thirds,

social media rule of thirds

Both of these rules might not work for your strategy. So it’s important to decide on your content mix by testing out other posting ratios and then settling for the best one.

Once you know what, when, and how much to post, start dropping everything in your social media calendar.

Wait, we have something special for you! An auto-populating social media calendar.

The SocialPilot calendar feature gives you a monthly view to keep track of every scheduled post across different channels.

content scheduled

Step 7: Track Your Progress

This step will not come into use while creating your first social media strategy template but will be essential while running your strategy live.

I’d recommend not treating your social media marketing strategy template as a one-off assignment. You need to keep coming back to it, to see what progress or setbacks you have achieved since inception.

That’s why you must create a corner in the template that tracks the progress of every social media KPIs relevant to your goals.

Progress update

If the thought of tracking all engagement metrics leaves you high and dry, then you can check out SocialPilot’s analytics dashboard is for you. Get analytics of every social media channel on one page with the option to easily export PDF reports.

engagement metrics

What’s Next?

A social media strategy template will be your north star guiding you through the social media marketing path, which otherwise would feel confusing, unorganized, and resultless.

By performing all the steps in this blog, you will create an excellent social media strategy template.

However, the task will not be finished with the completion of the template.

You must keep coming back to it to adjust your strategy according to the changing nature of your business and the social media marketing landscape itself.

I’d recommend avoiding the hassle of creating a template from scratch and letting our perfectly-crafted social media strategy template do the heavy lifting for you.

Social Media Strategy Template

When you are ready with your strategy, leverage the unparalleled scheduling, analytics, and team collaboration feature of SocialPilot to make things smoother.

Start your free trial today!

Frequently Asked Questions

🌟 How do you write a social media strategy brief?

The aim here is to give a quick synopsis of your complete social media strategy. Your social media strategy shouldn’t be more than a page.

Here is what you can include in your social media strategy brief:

  • Social media primary goals
  • Current weaknesses and strengths
  • Target results of key metrics
  • Key roles
  • Budget and deadline

🌟 What is a content strategy in social media?

A content strategy on social media is an outlined process to achieve business objectives and social media goals by using content as a primary channel.

🌟 What a social media strategy should include?

The 5 questions you need to answer to find out the information to include in your social media strategy are:

Why: Why are you investing in social media?

Who: Who is your target audience?

Where: Where are you going to share your content?

What: What content are you going to share on social?

When: When are you going to publish your content?

🌟 What are the 4Ps of marketing?

The 4ps of marketing are product, price, place, promotion. Understanding these is necessary to create a great marketing strategy for any business.

🌟 How do I create a social media strategy template?

Here are 7 steps to create a formidable social media strategy template:

  • Define your social media goals and KPIs
  • Understand your target audience
  • Research your competitors
  • Pick your best social media channels
  • Come up with engaging content ideas
  • Prepare a social media calendar
  • Track your progress

About the Author

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