social media agency business plan pdf

How to Write a Digital Marketing Agency Business Plan (with PDF Template)

SEOptimer now serves over 2,000 digital agencies around the world and through the years we've had the chance to connect with many of our agency customers to understand their early days in starting their agency. This is incredibly interesting to us because it helps us understand where and how they plan to grow so we can help build the features they need in SEOptimer.

This article is the 3rd in our series focused on starting a new digital agency. For some useful prior reading be sure to check out our previous articles:

• How to Start a Digital Marketing Agency : a comprehensive guide covering typical agency business models, services, hiring, training, new business, day to day management and more!
• Digital Agency Lean Canvas : a digital agency business model on a single page! The lean canvas is a popular documentation methodology borrowed from the tech startup world.

Don't be dismayed if it feels like there's a lot of other competing digital agencies in your city. This is perfectly normal. Digital marketing services like local SEO, for example, are dominated by small agencies. Search Engine Land reported that over 50% of local SEO agencies have 10 or fewer clients. Forbes Council Member Jon Hall says, this keeps the industry "weird" - aka diverse as its not dominated by a small handful of big agencies.

The first step in launching a new digital marketing agency is to write a plan. In this guide, we'll cover two of the more traditional ways to define a business plan document with handy downloadable templates:

• Digital Marketing Agency Business Plan Document (DOCX & PDF) Template
• Creative Agency Business Plan Deck (PPTX) Template

Why do you need a Digital Marketing Agency Business Plan?

The days of mandatory 50+ page business plans are long gone. The choice is now yours as to whether you define your digital agency business plan in an in-depth strategic document or not. Some agency founders find it useful to brainstorm this way and document their thought process in a long-form fashion across many pages. Other founders prefer creating shorter slide decks, others opt for a 1-page lean canvas version or some even write their plan in a wiki or business planning tool.

There is no right or wrong way to document your plan. You need to find the documentation method that suits you best. If you're unsure what suits you best, the following factors may help you decide:

Consideration #1: Who is the audience?

Think about who this document is for. Who will read it? In some cases it will just be you and the founding team. If you are raising money, obviously your investors will be a key audience.

You might also have business partners or board members who may be an audience too. When thnking through all these different groups, work backwards from the most optimal presentation format.

Consideration #2: Seek an unbiased third-party opinion

Devin Schumacher is the Founder of SEO agency SERP and says it's easy to get swept up in your own overly optimistic projections.

"Ask an experienced agency founder you trust or admire to sanity-check your plan. Seeking an objective opinion from a third-party detached from your new business is vital."

Devin makes a great point. This type of peer review methodology is commonplace in other industries but sometimes lacking amongst agency founders. Make sure you get at least 1 other unbiased opinion from someone who has already achieved success in your niche.

Don't fall into the trap of asking a friend or your accountant or someone you know personally to review your plan. Doing so will give you a biased opinion. You need an unbiased opinion from someone willing to give you objective feedback.

Consideration #3: Stand your ground

The whole point of a business plan is to take the time and effort to research the market, your competitors and potential clients. This document will distill all your insights into a strategic plan you can operationalize. As is always the case, unexpected distractions masquerading as opportunities (rightly or wrongly) will pop up in your field of view demanding your attention.

Perhaps it's a new client opportunity with a project slightly adjacent to your niche. Perhpas a hiring opportunity for a role you didn't plan to hire yet. Sometimes the hardest thing is to say no, when you're in the mindset of taking every opportunity for growth.

During these situations, revisit your agency business plan and remind yourself of your focus area niche and how you planned to grow within that niche.

Consideration #4: But, be ok with change

In fact this balance between sticking to the plan and pivoting the plan needs to be navigated by every digital agency founder. It's not easy and often you will be second-guessing yourself.

"Every agency owner I know has had to massively adjust their target audience, pricing structure, competitor analysis, and service offerings based on the way they grow over the first 2-5 years."

Rebekah says that founders need to be prepared for change, afterall, digital marketing is in constant flux and evolution, so change is the norm and we need to write business plans with flexibility in mind.

Trust your performance metrics and continue to do the things that have the biggest quantifiable business impact.

Typical Business Plan structures

We mentioned previously that there's no right or wrong way to document your business plan. So with that said, let's look at some typical marketing agency business plan templates that you can use. After considering all the factors above, choose the structure that works for you and your stakeholders best. We've outlined six of the more common options below:

Option #1: Written business document

This is the more traditional (and still valid) way to describe your business. A written business plan document in MS Word or Google Docs is still the most common way to document your digital marketing agency business plan.

This type of business plan is considered "long-form", ie: longer in length and suited to more descriptive language. Expect to write longer rationales, longer explanations with plenty of space for evidence, research, insights and strategy. This type of plan will likely be 30+ pages and feel comprehensive. This comprehensiveness is especially needed if external investors or business partners are involved who need to be convinced of the robustness of your plan.

Option #2: Slide deck

The PowerPoint Presentation (or Google Slides or Keynote) has become the go-to corporate communication format. Digital agency founders spend most of their time communicating to staff, clients and stakeholders in PowerPoint so it makes sense to use this format for the purposes of communicating the agency's overall business plan.

The fundamental difference between this option and the written document, is that a slide deck is a presentable format. So typically you might be in the room with your business partners, walking through the presentation on the screen. Whereas in option #1, a written document is not a compelling way to present an idea. It's much more suited as a sent document to be consumed in isolation. That's not to say that a slide deck can't be utilized this way, it's just more common that you would be presenting and talking through your plan with the slides serving as a visual backup to what you say.

There's also a good argument for doing both (ie written document AND slide deck). It comes down to who all the stakeholders are (eg investors, business partners or just you) and whether you intend to present your plan or just document your plan.

Option #3: Lean canvas

The Lean Canvas developed by leanstack.com is a business plan on a page split into 10 boxes. This planning document has become very popular in the tech/startup world and has since been adopted in many other industries, including digital agencies. Be sure to check out our previous article explaining how to use a Lean Canvas for your agency .

The entire business plan fits on a single page which means you obviously need to sweat on every single world and ensure only the most important details are included. We are big supporters of this format because this helps you prioritize and focus your efforts down to the fundamental aspects of your new business.

Option #4: Wiki

In the context of a business, a Wiki is usually an internal website with multiple interlinking articles. The biggest Wiki in the world is Wikipedia and if you want to get really meta, check out Wikipedia's wiki about wikis :

"A wiki (/wɪki/ WIK-ee) is a hypertext publication collaboratively edited and managed by its own audience directly using a web browser. A typical wiki contains multiple pages for the subjects or scope of the project."

Wiki's are generally perceived as internal knowledge bases so if your business plan has executional detail, this might be a good format for documenting processes and methodologies for staff.

Option #5: General Planning tool

Tools like Notion and Trello have grown massively in recent years as more people are working remotely and more work in general is being done collaboratively online.

These types of planning tools are designed to be multi-purpose and fall somewhere between a wiki and a specialized business planning tool.

How to construct the business plan

Now that we've covered the typical business plan structures let's look at the specifics of how you actually go about constructing the business plan and each of the main tasks you need to perform and sections of the business plan.

Market research data gathering

Customer/client research.

Rebekah Edwards, who we spoke to previously stresses the importance of market research with as many potential clients as you can. She interviewed several businesses in their target market when developing their service offerings and pricing. Some of the questions she thought were most helpful included:

• With no other information, what do you think X would cost from an agency? (X being the service in question.)
• What is the biggest roadblock for you to accomplish X in-house? (X being basic content/SEO projects, such as article creation/editing/uploading or strategizing new keywords.)
• How would you typically search for a digital marketing agency? (Referrals, social media, Google search, etc. — this helped us understand how to best market our services)
• If you already work with a digital marketing agency of any kind, what stood out? Why did you sign on the dotted line?
• Have there been digital marketing agencies you've specifically decided not to work with for any particular reason? What were the red flags or the issues with a fit that led you to say no?
• What matters most to you when working with a digital marketing agency? (Examples: data/analytics, frequent communication, hitting deadlines every time, price, niche of expertise, etc.)

Answers to these questions are invaluable as they help you position and market your new digital agency based on customer insight.

Competitor research

The importance of competitor research goes without saying. It's vital you have a good understanding of how your competitors are going to market, how they sell, who they target and what their rough price points are. If you have a friend who owns a small business, ask them to mystery shop at a competitor so they can report back to you what the sales process was like.

The way you position and sell your services should be informed by a combination of both customer insights and competitor insights. Addressing client needs whilst maintaining a unique selling proposition will set your new digital agency up for success!

Building out the business plan

Download our template: digital marketing agency business plan document.

To make edits to the document make sure to download our DOCX template which you can edit directly in Microsoft Word. However if you would prefer a printable PDF, we also provide this option too. Use these templates as a starting point to help you draft your digital marketing business plan:

Below are some of the highlight areas of the plan:

Market Research Findings

We suggest conducting three types of research to inform your marketing agency business plan:

• Qualitative research like one-on-one interviews, focus groups and meetings with prospective clients
• Quantitative reserach like online surveys, mass emails and multivariate testing
• Competitor analysis to determine their strengths and weaknesses

Unique Selling Proposition (USP) and Service Offering

Nailing your USP will be tough especially if you are in a competitive industry / city. Use the previous market research tasks to discover where the gaps are in the market and leverage these insights to position your new agency to be competitive AND different. Perform a SWOT analysis based on your new USP. Then you can determine your actual service offerings and pricing strategy.

Go-To-Market (GTM) Plan and Org Structure

Define your target market - the exact client types who you want to sell to and list the marketing and advertising activities that you will perform that would be most effective in reaching these types of people.

Also list your people (this might not be many on day 1!), sources of advice and support as well as the strategies you'll use to retain your staff and build their skills and knowledge.

Goals Sales Forecasting

This marketing agency business plan template includes goal setting for the next year and goal setting for the next 3 years. This page is structured to help you set SMART goals.

SMART goals are:

• Specific : In the '[Enter a goal]' section describe your goal clearly and ensure you attach a person responsible in the 'Who's responsible' section.
• Measureable : Ensure the actions you list in the 'Actions to achieve goal' have an objective outcome
• Achievable : Ensure you sense-check your goals with your team and all agree that they are attainable
• Relevant : Ensure this is a priority goal and will help your new agency grow
• Time-bound : Enter a due date to ensure the goal doesn't get forgotten

Use the Cash flow forecast table as a simple way to visualize cash-on-hand in your first 12 months. Add rows to estimate your monthly expenses like payroll, rent, utilities, subscriptions, insurance, fees and other ongoing costs.

Tools and Tech

Finally, list out all the tools and technology your new agency will likely need to run an efficient operation. We've listed SEOptimer for you already because it's one of the best, low-cost lead generation tools for your agency. Over 2,000 digital agencies use SEOptimer to generate white label site audits and embed an audit form on their agency website to capture new lead details.

Creative Agency Business Plan Slide Deck PPTX Template

If you prefer a slide deck template, use this creative agency business plan example in PowerPoint format:

Tim's background is in digital marketing working for both large and small digital agencies and diverse client types. He has a passion for tech, software and staying up to date on the latest search engine news.

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How to Create a Social Media Marketing Strategy in 9 Easy Steps [Free Template]

Creating your social media marketing strategy doesn’t need to be painful. Create an effective plan for your business in 9 simple steps.

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.

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

In this post, we’ll walk you through a nine-step plan to create a winning social media strategy of your own. We’ve even got expert insights from Amanda Wood, Hootsuite’s Senior Manager of Social Marketing.

How to create a social media strategy:

Bonus: Get a free social media strategy template   to quickly and easily plan your own strategy. Also use it to track results and present the plan to your boss, teammates, and clients.

What is a social media marketing strategy?

A social media strategy is a document outlining your social media goals, the tactics you will use to achieve them and the metrics you will track to measure your progress.

Your social media marketing strategy should also list all of your existing and planned social media accounts along with goals specific to each platform you’re active on. These goals should align with your business’s larger digital marketing strategy.

Finally, a good social media plan should define the roles and responsibilities within your team and outline your reporting cadence.

Create. Schedule. Publish. Engage. Measure. Win.

Creating your own social media marketing strategy (video guide)

No time to read the whole article? Let Amanda, Hootsuite’s own Senior Manager of Social Media Marketing, guide you through our free social media marketing strategy template in less than 10 minutes:

How to create a social media marketing strategy in 9 steps

Step 1. choose goals that align to business objectives, set s.m.a.r.t. goals.

The first step to creating a winning social media strategy is to establish clear objectives and goals. Without goals, you have no way to measure success and return on investment (ROI) .

Each of your social media marketing goals should be SMART : s pecific, m easurable, a ttainable, r elevant and t ime-bound.

Psst: Need help getting started? We’ve got social strategy guides for small businesses , financial services , government , higher education , healthcare , real estate , law firms , and non-profits .

Oh, and if you need examples of smart social media goals , we’ve got you covered there too.

Once you’ve decided on your goals, track them in a social media strategy doc — grab our free template if you don’t have one already.

Track meaningful metrics

Vanity metrics like number of followers and likes are easy to track, but it’s hard to prove their real value. Instead, focus on things like engagement, click-through, and conversion rates.

For inspiration, take a look at these 19 essential social media metrics .

You may want to track different goals for different social media networks, or even different uses for each network.

For example, if you use LinkedIn to drive traffic to your website, you would measure click-throughs. If Instagram is for brand awareness, you might track the number of Instagram Story views. And if you advertise on Facebook, cost-per-click (CPC) is a common success metric.

Social media goals should align with your overall marketing objectives. This makes it easier to show the value of your work and secure buy-in from your boss.

Start developing a successful social media marketing plan by writing down at least three goals for social media.

“ It’s easy to get overwhelmed by deciding what to post and which metrics to track, but you need to focus on what you want to get out of social media to begin with,” says Amanda Wood, Hootsuite’s Senior Manager of Social Marketing. “Don’t just start posting and tracking everything: match your goals to your business, and your metrics to your goals.”

Step 2. Learn everything you can about your audience

Get to know your fans, followers, and customers as real people with real wants and needs, and you will know how to target and engage them on social media.

When it comes to your ideal customer, you should know things like:

• Average income
• Typical job title or industry

Here’s a simple guide and template for creating audience/buyer personas .

Don’t forget to document this information in your strategy doc!

Social media analytics can also provide a ton of valuable information about who your followers are, where they live, and how they interact with your brand on social media. These insights allow you to refine your strategy and better target your audience.

Jugnoo, an Uber-like service for auto-rickshaws in India, used Facebook Analytics to learn that 90% of their users who referred other customers were between 18- and 34-years-old, and 65% of that group was using Android. They used that information to target their ads, resulting in a 40% lower cost per referral.

Check out our guide to using social media analytics and the tools you need to track them .

Step 3. Get to know your competition

Odds are your competitors are already using social media, and that means you can learn from what they’re doing.

Conduct a competitive analysis

A competitive analysis allows you to understand who the competition is and what they’re doing well (and not so well). You’ll get a good sense of what’s expected in your industry, which will help you set social media targets of your own.

It will also help you spot opportunities and weaknesses you can document in your social strategy doc.

Maybe one of your competitors is dominant on Facebook, for example, but has put little effort into X (Twitter) or Instagram. You might want to focus on the social media platforms where your audience is underserved, rather than trying to win fans away from a dominant player.

Use social media listening

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

Do searches of the competition’s company name, account handles, and other relevant keywords on social media. Find out what they’re sharing and what other people are saying about them. If they’re using influencer marketing, how much engagement do those campaigns earn them?

Pro tip : Use Hootsuite Streams to monitor relevant keywords, hashtags and accounts in real-time.

Try Hootsuite for free. You can cancel anytime.

As you track, you may notice shifts in how your competitors and industry leaders are using social media. You may come across new, exciting trends. You might even spot specific social content or a campaign that really hits the mark—or totally bombs.

Use this kind of intel to optimize and inform your own social media marketing strategy.

Just don’t go overboard on the spy tactics, Amanda advises. “ Make sure you aren’t ALWAYS comparing yourself to the competition — it can be a distraction. I’d say checking in on a monthly basis is healthy. Otherwise, focus on your own strategy and results.”

Step 4. Do a social media audit

If you’re already using social media, take stock of your efforts so far. Ask yourself the following questions:

• What’s working, and what’s not?
• Who is engaging with you?
• What are your most valuable partnerships?
• Which networks does your target audience use?
• How does your social media presence compare to the competition?

Once you collect that information, you’ll be ready to start thinking about ways to improve.

We’ve created an easy-to-follow social media audit guide and template to walk you through each step of this process.

Your audit should give you a clear picture of what purpose each of your social accounts serves. If the purpose of an account isn’t clear, think about whether it’s worth keeping.

To help you decide, ask yourself the following questions:

• Is my audience here?
• If so, how are they using this platform?
• Can I use this account to help achieve my goals?

Asking these tough questions will keep your social media strategy focused.

Look for impostor accounts

During the audit, you may discover fake accounts using your business name or the names of your products.

These imposters can be harmful to your brand—never mind that they’re capturing followers that should be yours.

You may want to get your accounts verified too to ensure your fans know they are dealing with the real you.

Here’s how to get verified on:

• X (Twitter)

Step 5. Set up accounts and improve profiles

Decide which networks to use.

As you decide which social networks to use, you will also need to define your strategy for each.

Benefit Cosmetics’ social media manager, Angela Purcaro, told eMarketer : “For our makeup tutorials … we’re all about Snapchat and Instagram Stories. [X], on the other hand, is designated for customer service.”

Hootsuite’s own social team even designates different purposes for formats within networks. On Instagram, for example, they use the feed to post high-quality educational infographics and product announcements and Stories to cover live events or quick social media updates.

View this post on Instagram A post shared by Hootsuite 🦉 (@hootsuite)

Pro tip : Write out a mission statement for each network. A one-sentence declaration to keep you focused on a specific goal.

Example: “We will use X for customer support to keep email and call volumes down.”

Or: “We will use LinkedIn for promoting and sharing our company culture to help with recruitment and employee advocacy.”

One more: “We will use Instagram to highlight new products and repost quality content from influencers.”

If you can’t create a solid mission statement for a particular social media channel, you may want to ask yourself if it’s worth it.

Note : While larger businesses can and do tackle every platform, small businesses may not be able to — and that’s ok! Prioritize social platforms that will have the most impact on your business and make sure your marketing team has the resources to handle content for those networks. If you need help focusing your efforts, check out our 18-minute social media plan .

Set up your profiles

Once you’ve decided which networks to focus on, it’s time to create your profiles. Or improve existing ones so they align with your strategy.

• Make sure you fill out all profile fields
• Include keywords people would use to search for your business
• Use consistent branding (logos, images, etc.) across networks so your profiles are easily recognizable

Pro tip : Use high-quality images that follow the recommended dimensions for each network. Check out our always-up-to-date social media image size cheat sheet for quick reference.

We’ve also got step-by-step guides for each network to walk you through the process:

• Create a Facebook business page
• Create an Instagram business account
• Create a TikTok account
• Create a X (Twitter) business account
• Create a Snapchat account
• Create a LinkedIn Company Page
• Create a Pinterest business account
• Create a YouTube channel

Don’t let this list overwhelm you. Remember, it’s better to use fewer channels well than to stretch yourself thin trying to maintain a presence on every network.

Optimize your profiles (and content) for search

Never heard of social SEO ? It’s time to learn.

44% of Gen Z consumers use social platforms to research their purchase decisions, which means it’s extra critical that your channels are optimized for social search.

That means making sure your profile names are clear and descriptive, you’re including relevant hashtags and keywords in your bio and on every post, and you’re using features like alt text and captions to include your target keywords as naturally as possible.

Step 6. Find inspiration

While it’s important that your brand be unique, you can still draw inspiration from other businesses that are great on social.

“ I consider it my job to stay active on social: to know what’s trending, which campaigns are winning, what’s new with the platforms, who’s going above and beyond,” says Amanda. “This might be the most fun step for you, or the hardest one, but it’s just as crucial as the rest of them.”

Social media success stories

You can usually find these on the business section of the social network’s website. ( Here’s Facebook’s , for example.)

Case studies can offer valuable insights that you can apply to your own social media plan.

Award-winning accounts and campaigns

You could also check out the winners of The Facebook Awards or The Shorty Awards for examples of brands that are at the top of their social media game.

For learning and a laugh, check out Fridge-Worthy, Hootsuite’s bi-weekly awards show highlighting brands doing smart and clever things on social media.

Your favorite brands on social media

Who do you enjoy following on social media? What do they do that compels people to engage and share their content?

National Geographic, for example, is one of the best on Instagram, combining stunning visuals with compelling captions.

View this post on Instagram A post shared by National Geographic (@natgeo)

Then there’s Shopify. The ecommerce brand uses Facebook to sell themselves by showcasing customer stories and case studies.

And Lush Cosmetics is a great example of superior customer service on X. They use their 280 characters to answer questions and solve problems in an extremely charming and on-brand way.

Source: lushcosmetics on X

Notice that each of these accounts has a consistent voice, tone, and style. That’s key to letting people know what to expect from your feed. That is, why should they follow you? What’s in it for them?

Consistency also helps keep your content on-brand even if you have multiple people on your social media team.

For more on this, read our guide on establishing a compelling brand voice on social media .

Ask your followers

Consumers can also offer social media inspiration.

What are your target customers talking about online? What can you learn about their wants and needs?

If you have existing social channels, you could also ask your followers what they want from you. Just make sure that you follow through and deliver what they ask for.

Step 7. Create a social media content calendar

Sharing great content is essential, of course, but it’s equally important to have a plan in place for when you’ll share content to get the maximum impact.

Your social media content calendar also needs to account for the time you spend interacting with the audience (although you need to allow for some spontaneous engagement as well).

Set your posting schedule

Your social media content calendar lists the dates and times at which you will publish types of content on each channel. It’s the perfect place to plan all of your social media activities—from images, link sharing, and re-shares of user-generated content to blog posts and videos. It includes both your day-to-day posting and content for social media campaigns.

Your calendar also ensures your posts are spaced out appropriately and published at the best times to post .

Pro tip: You can plan your whole content calendar and get recommended best times to post on every network based on your past engagement rate, impressions, or link click data in Hootsuite.

Hootsuite’s Best Time to Publish feature

Determine the right content mix

Make sure your content strategy and calendar reflect the mission statement you’ve assigned to each social profile, so that everything you post is working to support your business goals.

(We know, it’s tempting to jump on every meme, but there should always be a strategy behind your social media marketing efforts!)

You might decide that:

• 50% of content will drive traffic back to your website
• 25% of content will be curated from other sources
• 20% of content will support lead-generation goals (newsletter sign-ups, ebook downloads, etc.)
• 5% of content will be about your company culture

Placing these different post types in your content calendar will ensure you maintain the right mix.

If you’re starting from scratch and you’re not sure what types of content to post, try the 80-20 rule :

• 80% of your posts should inform, educate, or entertain your audience
• 20% can directly promote your brand.

You could also try the social media content marketing rule of thirds :

• One-third of your content promotes your business, converts readers, and generates profit.
• One-third of your content shares ideas and stories from thought leaders in your industry or like-minded businesses.
• One-third of your content is personal interactions with your audience

Whatever you decide on, be sure to document it in your strategy doc.

Don’t post too much or too little

If you’re starting a social media marketing strategy from scratch, you may not have figured out how often to post to each network for maximum engagement yet.

Post too frequently and you risk annoying your audience. But, if you post too little, you risk looking like you’re not worth following.

Start with these posting frequency recommendations:

• Instagram (feed): 3-7 times per week
• TikTok: 3-5 times per week
• Facebook: 1-2 times per day
• X (Twitter): 1-5 times per day
• LinkedIn: 1-5 times per day

Pro tip : Once you have your social media content calendar planned out, use a scheduling tool to prepare messages in advance rather than updating constantly throughout the day.

We might be biased, but we think Hootsuite is the best social media management tool. You can schedule social media posts to every network and the intuitive calendar view gives you a full picture of all your social activity each week.

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Step 8. Create compelling content

Remember those mission statements you created for each channel in Step 5? Well, it’s time to go a bit deeper, a.k.a. provide some examples of the type of content you’ll post to fulfill your mission on each network.

If you’re not sure what to post, here’s a long list of social media content ideas to get you started. Or (to make it even easier) you can use an AI tool like OwlyWriter to generate on-brand content in a flash.

The idea here is to:

• Keep your content aligned with the purpose of each network;
• Show other stakeholders (if applicable) what kind of content they can expect to see on each network.

This last point especially will help you avoid any tension when your colleagues want to know why you haven’t posted their case study/whitepaper/blog post to TikTok yet. It’s not in the strategy, Linda!

Ideally, you will generate content types that are both suited to the network and the purpose you’ve set out for that network.

For example, you wouldn’t want to waste time posting brand awareness tweets if you’ve designated X/Twitter for primarily customer support. And you wouldn’t want to post super polished corporate video ads to TikTok, as users expect to see short, unpolished videos on that platform.

It might take some testing over time to figure out which type of content works best on which type of network, so prepare to update this section frequently.

We won’t lie: content creation isn’t as easy as everyone not on the social team seems to think. But if you’re struggling, Amanda suggests going back to basics.

The first question to ask is: is there cohesion between your content types? Is your content providing value? Do you have a good mix of entertaining, or educational content? What does it offer that makes a person stop and spend time? Creating a few different content pillars or categories that encompass different aspects of storytelling for your brand, and what you can offer your audience is a good start.

This brings us to Step 9.

Step 9. Track performance and make adjustments

Your social media marketing strategy is a hugely important document for your business, and you can’t assume you’ll get it exactly right on the first try.

As you start to implement your plan and track your results, you may find that some strategies don’t work as well as you’d anticipated, while others are working even better than expected.

That’s why it’s important to document your progress along the way.

Look at performance metrics

In addition to the analytics within each social network (see Step 2), you can use UTM parameters to track social visitors as they move through your website, so you can see exactly which social posts drive the most traffic to your website.

Benchmark your results

You’ve got your numbers, but how do they stack up to the competition in your industry? Industry benchmarks are a great way to evaluate your performance against other businesses in your category.

If you’ve got Hootsuite Analytics , you can use our built-in social media benchmarking tool to compare the performance of your social accounts against the average of brands in your industry with just a couple of clicks.

You can set up custom timeframes, switch between networks — Instagram, Facebook, X (Twitter), LinkedIn, and TikTok — and look up benchmarks for metrics like followers, audience growth rate, engagement rate, clicks, shares, and much more.

You’ll also find resources to improve your performance  right in the summary section:

Re-evaluate, test, and do it all again

Once this data starts coming in, use it to re-evaluate your strategy regularly. You can also use this information to test different posts, social marketing campaigns, and strategies against one another. Constant testing allows you to understand what works and what doesn’t, so you can refine your social media marketing strategy in real time.

You’ll want to check the performance of all your channels at least once a week and get to know the basics of social media reporting so you can track your growth over time.

Pro tip: If you use Hootsuite, you can review the performance of all your posts on every network in one place. Once you get the hang of checking your analytics, you may even want to customize different reports to show specific metrics over a variety of different time periods.

Surveys can also be a great way to find out how well your social media strategy is working. Ask your followers, email list, and website visitors whether you’re meeting their needs and expectations, and what they’d like to see more of. Then make sure to deliver on what they tell you.

Finalizing your social media strategy

Spoiler alert: nothing is final.

Social media moves fast. New networks emerge, others go through demographic shifts.

Your business will go through periods of change as well.

All of this means that your social media marketing strategy should be a living document that you review and adjust as needed. Refer to it often to stay on track, but don’t be afraid to make changes so that it better reflects new goals, tools, or plans.

When you update your social strategy, make sure to watch our 5-step video on how to updating your social media strategy for 2024:

Social media strategy template

Ready to start documenting? Grab your free social media strategy template below!

What’s next? When you’re ready to put your plan into action, we’re here to help…

Save time managing your social media marketing strategy with Hootsuite. From a single dashboard you can easily:

• Plan, create, and schedule posts to every network
• Track relevant keywords, topics, and accounts
• Stay on top of engagement with a universal inbox
• Get easy-to-understand performance reports and improve your strategy as needed

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With files from Shannon Tien .

Do it better with Hootsuite , the all-in-one social media tool. Stay on top of things, grow, and beat the competition.

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Christina Newberry is an award-winning writer and editor whose greatest passions include food, travel, urban gardening, and the Oxford comma—not necessarily in that order.

Amanda Wood is a senior social marketing professional who combines analytical and creative thinking to build brands.

As head of social at Hootsuite, Amanda oversees the global social strategy encompassing organic and paid social on Instagram, Facebook, Twitter, TikTok, and LinkedIn, a social engagement and listening strategy, and an employee advocacy program.

As the leader of a high-performing social team, she has extensive experience collaborating with creatives to bring campaigns to life on social and drive business results.

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Social Media Planning

Creating a 30-Day Social Media Plan

This article offers a 30-day social media plan template to help you improve your social media marketing strategy. It includes steps to take each day for a month to set goals, define success metrics, brainstorm content ideas and finally, report on results.

Reading time  19 minutes

Published on  September 29, 2022

Table of Contents

• This guide offers a 30-day social media plan to help you create high-quality content, engage your audience and achieve business goals. It includes tasks to complete each week. Additionally, it guides you through defining goals, understanding your audience, building a content calendar and measuring success.
• Learn how to create content that resonates with your target audience. This guide dives into content brainstorming, resource allocation and content optimization techniques to maximize reach and engagement.
• By following this plan, you can develop a successful social media strategy that drives real business results. It includes steps to track content, compare results to goals and adjust your strategy based on valuable data insights.
• Setting realistic social marketing goals to align with your overall business goals
• Determining how you will measure the success of your social marketing efforts
• Integrating emerging trends and best practices into your strategy and content development

This 30-day social media plan template is designed to help you re-invent your social media management strategy so that what you share aligns with the interests of your community and contributes to overall business value.

You will learn how to:

• Create an effective social strategy that aligns with audience interest
• Diversify your content and build a robust content calendar
• Determine business value driven by social

Use the social media plan template below to track your progress as you work through the plan. By completing just one task each day for the next 30 days, you can fully transform your social marketing strategy.

Week 1: Establish your goals and define your metrics

Day 1: establish goals for social.

Establishing clear social media goals is the first step toward transforming your strategy . Determine exactly what you want social to achieve. Here are several examples of goals you might consider:

• Drive website traffic
• Raise brand awareness
• Boost brand engagement
• Generate new leads
• Nurture leads
• Build a community around your business
• Establish authority and industry expertise
• Improve customer support
• Shift brand sentiment

The objective here is to give purpose to your social efforts. Once you’ve established your social goals, the content you produce and share should continually support those goals.

There are several methods to help you write out specific social media goals, including the Objectives and Key Results (OKR) method.

The OKR method asks you to set a broad objective statement and list out key results that describe what successfully achieving that objective looks like. Here’s an example of a broad objective statement supported by clear, result metrics that define meeting the objective.

According to this example, if your objective is to boost brand engagement, you must increase the number of likes, shares, mentions and comments by 20% by the end of the fourth quarter.

Day 2: Define your success metrics

How are you going to define the success of your social efforts? Decide which metrics will provide the right data to determine whether or not social is supporting your business goals.

As you identify your success metrics (e.g. organic mentions, share of voice or conversions), set clear standards for your social campaigns so that you know when you achieve success. If you are tracking audience engagement, what exactly do you consider successful engagement rates for your social content?

Depending on the type of content you produce, where you share and the goals you set for your social marketing efforts, the metrics you track will change.

If you’re at a loss for the goals your team should set, use the Social Media Metrics Map to assess options for owned, earned and paid social.

Day 3: List out your challenges

The task is simple: Make a list of the challenges you face when it comes to social media marketing. Think of any barriers that are keeping your social content from making its biggest impact.

As you list out your challenges, write out simple explanations of how these barriers are impacting your marketing efforts or overall business success. Here are a couple of examples to help you get started.

Challenge 1:

Although we consistently post on social, we are not achieving ideal engagement levels.

Challenge 2:

We have seen a dramatic drop in our social content’s organic reach.

Not sure what your specific challenges may be? Our 2022 Sprout Social Index ™ surveyed social marketers and found these five challenges are the most common.

Day 4: Brainstorm solutions

Round up your marketing team and brainstorm possible solutions to the challenges you previously listed.

Be sure to provide evidence to justify effective solutions so that you’re prepared when the time comes to gather resources and advocate for your budget .

Solution to Challenge 1:

We can use creators to engage with our social content and drive conversation.

Justification: In 2022, most marketers (74%) planned to spend at least a quarter of their social media budget on partnering with a content creator. With loyal followings, creators can boost engagement and keep relevant conversations going on social.

Solution to Challenge 2:

We can invest in paid social media advertising to run highly targeted campaigns and reach the right people.

Justification: Almost half of consumers report they “find the perfect products” by seeing targeted ads. By 2025, social shopping is set to become a $1.2 trillion channel .

Day 5: Analyze the competition

If you’re running out of ideas, try running a competitive analysis . Be careful not to mimic your competitors’ content, but use your analysis to determine your brand’s unique positioning instead.

Your brand and its competitors have similar ideal customer personas, so focus on the type of content that is resonating, both within your own social efforts and those of the competition.

Here are a few questions to consider as you analyze your competitor’s social marketing efforts:

• Which marketing channels are my competitors using and are they successful in those channels?
• What are my competitors talking about and are those topics generating high audience engagement?
• Are there areas within our social strategy where we are outperforming our competitors?

Social analytics solutions are an effective way to compare your efforts against your competitors. Using Sprout’s Analytics , you can directly benchmark your efforts against one or more competitors.

Start your free Sprout trial

You can pinpoint days when competitors experienced peak engagement and dive deeper into what content was shared on those days to understand what resonates most with target audiences.

Week 2: Optimize your profiles and brand voice on social media

Day 6: determine your strengths and weaknesses.

Take a deep dive into your social strategy and determine where you are successful and where there is room for growth.

Conduct a survey among your marketing, sales, customer service and product teams to gauge where they see areas of success or room for improvement.

For each criteria regarding your social marketing strategy, determine whether it’s one of your strengths or weaknesses. This will help identify what you should focus on over the next five weeks.

Day 7: Audit your content

Run a social media audit to identify your best-performing content and most popular channels. Take time to understand what’s working and why. Your metrics can help you identify which posts effectively cater to the interests of your audience.

If your posts aren’t engaging and resonating with your followers, your social media content strategy needs to shift. Use your audit to review the content you’ve shared and identify which posts had the biggest impact.

You can use Sprout’s Post Performance Report to parse through your most popular posts across platforms like Facebook, Twitter, Instagram, TikTok, LinkedIn and Pinterest.

Day 8: Create a list of relevant keywords

Use social media listening tools to identify the keywords most often associated with your brand. These keywords can help your team throughout the content brainstorm and creation process.

Social listening can help you uncover unique opportunities to tie trending conversations to your business and products.

For example, our team of analysts found that a new TikTok sound titled “Corn but it becomes a song and unites world” spawned over 607,000 videos . Nando's UK went all-in on this trend by showcasing their grilled corn to the sound, garnering 11.6 million views and over a 330,000 likes.

Day 9: Determine your brand voice and social persona

When it comes to building a social audience, consistency is key. Creating a brand voice and identifying a persona will enable you to remain consistent across all of your social channels.

Take this 3-minute assessment to help you characterize your brand and determine the business goals you’re trying to achieve. Select the responses that best describe your objectives, vision and audience.

After you narrow in on your persona, choose three words that describe your brand then explain what they mean for your brand and create dos and dont’s to guide content creation .

Day 10: Optimize your social profiles

While much of your time is spent planning and creating content, the information included on your profiles is vital to the success of your social marketing efforts.

After you’ve determined your brand’s persona, build out your profiles to align with your voice.

At a quick glance, your profile should speak to your brand with relevant visuals and engaging copy. Here are a few tactics to optimize your social profiles.

1. Use a consistent profile picture

If you own multiple social channels for your business, it’s important that your profile picture is consistent across every channel. Most businesses will use their company logo or variations of their logo that have been designed specifically for their social accounts. Staying consistent across your profiles will increase opportunities for brand recognition.

2. Complete every section of your profile

If there is a field for information, take advantage of the opportunity to tell your brand’s story. In creative and succinct ways, you should be able to describe what your business does, the offerings you can provide and how you add value to the lives of your customers.

3. Add keywords to boost SEO

On Day 8, you compiled a list of keywords relevant to your industry, brand and its offerings. Use these strategic keywords in every section of your profile to boost SEO. They should appear in your bio copy, in photo names, interests and experiences.

Week 3: Find and listen to your community to better understand your industry

Day 11: develop your buyer persona.

Transforming your social marketing strategy may require you to either revisit your current buyer personas or to create new ones from scratch.

Buyer personas help you better understand current and future customers, so you know exactly who you are marketing to and can create relevant content and offerings. Start by writing down everything you know about your target customer and perform research to fill in any gaps. For a robust buyer persona, try to capture the following information.

• Demographics
• Purchase behaviors
• Goals, challenges, pain points

Day 12: Listen to your audience

Listening to your community can help you gain insight into the minds of your followers, so you can be more strategic in your social marketing efforts.

Using social media listening , you can learn a lot about your community (even when they’re not directly interacting with your brand) to inform a more effective strategy.

Here’s what you should listen for on social media:

• What your audience is talking about and what they share most often
• What your audience is saying about your brand, industry, products, services and competitors
• What your audience is sharing on forum-style platforms like Reddit or Quora
• How your audience engages with creators, trending topics and industry events

Day 13: Research industry trends and topics

To create relevant content and establish your brand as an authority on social, you must stay up to date with what’s happening in your industry.

Join conversations surrounding high-interest topics. Perform ongoing research to make sure the content you produce and share aligns with the current interests of your community. Here are a few resources that will help guide your research.

Newsletters

As social marketers, research is one of our most valuable skills. Instead of browsing aimlessly through content, rummaging through thousands of social profiles or running endless Google searches, an easy way to streamline research is to sign up for a solid mix of newsletters.

Newsletters provide insights into the state of the industry, changes in technology, updates to social networks and emerging trends and best practices.

Here are a few newsletters that social media marketers should add to their resource list:

• Link in Bio features expert interviews from industry-leading social media managers. The newsletter shares actionable advice and relatable experiences to inspire their community.
• Social Media Today focuses on sharing original analyses of what’s happening in social media. Their content is platform-focused, providing social marketers with insights on how to adopt new features and where other brands are finding success.
• SocialMedia.org is a membership organization for leaders in the social media marketing space. Their weekly newsletter, The Shortlist , highlights member stories as they share what they’re working on and what they’re keeping an eye on in the space.

Webinars can have a significant impact on social marketing strategies by generating new leads and prospects, nurturing existing relationships and demonstrating expertise in our industries. During webinars, many businesses will live-Tweet along with their users to answer questions and keep the online conversation going.

Webinars can also provide a way for us to learn, which can spark content ideas during our brainstorming sessions. Social Media Today provides a wide variety of webinars specific to social marketers. You can register for upcoming webinars or watch from their library of on-demand sessions .

Forums give marketers an effective way to identify the topics that spur the most conversation online. Quora is a great resource to discover topics of interest, ask questions and engage in conversations relevant to your brand. As a brainstorming tool, forums can help social marketers build social content plans that address questions people are already asking.

Adweek (and publications like Digiday and Marketing Land ) present the anatomy of the latest, most creative campaigns out there, and also fill you in on the most recent news. The Mission (and Medium generally) is great to turn to for thought leadership and gauging the pulse of our industry and the visionaries in it.

Day 14: Connect with other departments

As you continue researching industry trends and topics as inspiration for your content, connect with other departments within your organization.

Social is no longer limited to marketing, with functions across the business weighing in on strategy. But as a more diverse set of stakeholders gets involved, core social teams will need to adapt. Figuring out who owns what, and which proficiencies are needed across teams, has to be addressed as social strategies become more sophisticated.

For example, try speaking with members of your sales team: they are often the first points of contact for consumers, and they can provide insight into customers’ needs, challenges and successes. This insight can help generate content that addresses these needs or highlights successes.

Your human resources team can also provide insight into ongoing employer brand initiatives. Collaborate with HR to investigate how employees and potential hires are engaging with your brand on social. Their understanding of your workforce can help you identify what content is most effective for this important group of stakeholders.

A social media collaboration tool can help you streamline your efforts and manage cross-functional initiatives.

Day 15: Choose your content types

Start thinking about the types of content that will benefit your brand the most, while keeping your audience engaged.

Refer back to the buyer personas you created to determine if an image linking to a blog post would perform better than a Twitter chat or an Instagram Live event. Consider the resources available to you to determine if you can create a high quality how-to video, or if you need to scale down your efforts and create an infographic using the same content.

For the best results, diversify your content to keep your audience interested. If you post the same type of content day after day or week after week, your audience will inevitably disengage.

Here’s a list of possible content types you can start incorporating into your social marketing strategies:

• Infographics

User-generated content

• Photo and video
• Live streaming

Before you start searching for content to share on social, figure out what your audience actually likes. One way to do that is to look at past social media posts to see which were most successful.

Pull all of your unique social media analytics with a tool like Sprout Social , Twitter Analytics or Facebook Insights . Below is an example of how to view your published posts with Sprout ( available with a free, 30-day trial ).

Make sure you sort your posts by the metric that is most important to you, whether that’s clicks, responses or total reach. Once you have an idea of what kind of content works best, you can move onto the next step.

Week 4: Fill out your social content calendar to increase reach and engagement

Day 16: develop a posting schedule.

Your publishing cadence depends on a handful of factors including your company, your audience, the campaign in question and the social networks being used. We cover this more in our guide on how often to post on social media , but here are some recommended cadences for each network:

• TikTok: 1-4 times per day
• Instagram: 1-2 times per day
• Facebook: 4-5 times per day
• LinkedIn: No more than 1 time per day
• Twitter: 3-4 times per day
• Pinterest: No more than 1 time per day

There’s a good chance your post frequency will depend on the size, experience and authority of your social media team, so don’t feel like you have to send out less than stellar content to meet these guidelines.

Your brand’s analytics can help you determine your best posting frequency. You can use a tool like Sprout to see how often you post on each social network, then compare that to how much engagement you received over that same time period.

Look for trends between publishing rate and engagement. The screenshots above are from our Facebook Page Report , but you can do the same for Twitter, Instagram and LinkedIn posts as well.

Day 17: Brainstorm content ideas

Now’s the time to gather your inspiration and plan out content you know will resonate with your audience. The key to effective brainstorming is to put yourself in the mindset that inspiration can come from anywhere.

Think of what your business does well and how you can turn that into an engaging content piece. Look through some of your older content and see if you can repurpose or reformat it for a different channel.

Based on the conversations you’ve discovered are popular among your audience, how can you contribute to those conversations with fresh content? Here are some of 2022’s most popular content types.

About 66% of consumers cite short-form video as the overall most engaging social content, while 37% prefer live video and 24% prefer long-form video. Even if you don’t have the budget to hire a videographer, don’t rule this medium out. Tools like Canva and Biteable have democratized the creation process. Anyone on your team can make professional, on-brand videos, even while working remote .

Images and text-based posts 

In the era of video, images and text-based posts still pack a punch with today’s social users. In fact, 61% of consumers find images to be the most engaging social content. From Instagram carousels to Twitter threads, these posts are key pieces of leading content strategies.

Marketers have been able to amplify user-generated content to increase brand awareness, promote products and services and use the digital word-of-mouth concept to build brand trust and increase sales. In fact, 39% of consumers like to see brands share customer testimonials or real customer demos.

Day 18: Gather resources

Once you’ve determined the types of content best suited for your business and have decided on a publishing cadence, start gathering your resources.

Think back to the types of content you decided to incorporate into your social strategy and what resources you need to bring them to life. Here are several questions for you to consider as you start collecting your resources.

• Have you decided on the type of creative assets you’ll use and how you’ll store them?
• Who within the company needs to be involved in order to create this specific content piece?
• Do you need any sort of creative support for visual elements?
• Do you already own content (guides, e-books, blog posts) that can easily be repurposed for social?

Day 19: Draft your social media plan calendar and create your content

It’s time to get to work. Start the content creation process and set reasonable timelines for project completion.

Be sure to build social content that speaks to your customer personas, stays true to your brand voice and can easily fit within the posting schedule you’ve established.

Day 20: Optimize your content

During the creation process, it’s essential for you to optimize your content so that your efforts don’t go unnoticed in consumers’ crowded social feeds. Every net new content piece you create should be able to be repurposed for another use down the line.

Consider your video strategy . A video can be broken down into short clips, quote graphics, still images and more. Think through your options while creating content so you can fill out your social calendar with less effort going forward.

Here are a few additional tactics to optimize your social content to maximize reach and increase engagement:

• Include hashtags
• Shorten links
• Include images
• Adapt content for various social channels

Week 5: Supplement and boost your social media content calendar for the best results

Day 21: create a call to action.

Not all of the content you share on social needs to encourage customers to take action. You may even find that some of your most popular posts are those that simply showcase your brand personality or provide a good laugh for your audience.

If the primary goal of your social marketing is to generate new leads and guide people into your sales funnel, you need to give your audience a clear next step. Include direct CTAs (call to action) on the posts you are using to drive action.

For copy inspiration, check out this article on effective social CTA phrases .

Day 22: Connect to more resources

By connecting your audience to more resources (especially owned resources) you are establishing your brand as an authority on your space while inviting them to engage further. The more they learn about you and stay engaged with your brand, the more likely they are to convert.

At Sprout, we often share links to some of our favorite blog posts for our audience to learn more about social networks, best marketing practices and trending topics.

Day 23: Amplify your efforts

Once you’ve started promoting your content on social, think of ways you can amplify your messages to reach a larger audience.

Here is a short list of methods to consider in order to extend the reach of your content:

• Leverage your employees by using Sprout Social’s Employee Advocacy platform to amplify your content
• Give incentives for customers to share on their social channels
• Use creators to extend the reach of your content

Day 24: Invest in your best content

As you promote and amplify your content, you may quickly notice that some types of content perform better than others in terms of engagement and conversion.

Extend the reach of these high-performing pieces through paid ads. You can target a highly specific audience, attract qualified traffic and leads and grow your customer base.

The algorithms for social networks like Facebook and Instagram are now starting to favor paid content over organic content, making it increasingly important to invest in paid to give your content a fighting chance for discovery.

Which social media network you choose will depend on three important factors:

• Where your target customers are most concentrated
• Where your target customers are most accessible
• Where your target customers most actively engage with ads

Day 25: Engage with your audience

About 80% of consumers expect brands and companies that have a social media presence to interact with their customers in meaningful ways.

It’s important to engage with and respond to your audience. Engaging with your audience in a two-way dialogue builds brand trust and adds authenticity. As you monitor your audience’s reaction to your content, you can also gain valuable insight into its effectiveness.

Read through comments on your social posts and respond to questions and insightful comments. The comments section is a great tool for social marketers looking for feedback and can even inspire ideas for future content.

Week 6: Report on your social media results and celebrate your success

Day 26: track your content.

Content tracking is an effective way to gauge engagement and track the movement of your content across social channels.

You can track all of your content with the Sprout Social Post Performance Report. Use the Post Performance reports to analyze published content down to the individual post and understand its performance with your audience.

Here’s an example of how to view your cross-channel post performance with Sprout ( available with a free trial ).

Day 27: Compare results to goals

Think back to the objectives you set at the beginning of these 30 days.

For example, if your objective was to boost brand engagement, you needed to increase the number of likes, shares, mentions and comments by 20% by the end of the fourth quarter.

Using a social media analytics tool, you can compare month-over-month engagement for all of your social profiles to determine if you are on track to meet your social marketing goals.

Day 28: Report out

Share the results of your social marketing efforts with your marketing team and leadership. If you’re new to reporting or need to brush up on best practices, here’s a suite of resources that can help you create a routine reporting system.

This is your opportunity to showcase the goals you’ve established and your progress toward them. You should use hard evidence, like the data you’ve gathered through listening and analytics, to report on the success of your social marketing efforts.

Depending on your goals, you may want to build a custom report that zeroes in on what matters to your team. With Sprout’s Report Builder , you can customize performance reports to meet your exact business needs. Once you’re happy with your report, you can customize your branding and export it as a .PDF or a .CSV file for easy sharing.

Day 29: Revisit and readjust your strategy

The most savvy marketers know that marketing strategies are in constant flux. Revisit your strategy , revise your marketing goals and adapt your strategies based on the data you’ve collected.

Day 30: Celebrate your transformation

Congratulations, you’ve successfully made it through the 30-day social marketing transformation program.

Celebrate your new strategy and the effort you’ve made to enhance your social marketing.

Plan with Sprout Social: Create your social media marketing plan with Sprout Social

This social media plan was created to help social marketers refine their strategies. Our goal is to provide you with actionable steps to transform your social marketing strategies to help you create content that is purposeful, engaging and, ultimately, delivers real business results.

Keep in mind that transforming your social media strategic planning doesn’t end with these 30 days—continue to identify challenges to your social marketing strategy, analyze your competitors, discover ways to optimize your content and social profiles and remember to always revisit and adjust your strategies as needed.

Want to learn how Sprout Social’s features and solutions can help you create an even better social media plan? Start a free, 30-day trial to try Sprout for yourself.

Use this worksheet to stay on track with the social media strategy template outlined in this guide.

Additional resources for Social Media Planning

• Social Media Content

Your downloadable social media calendar template for 2024

• Branding & Creative
• Marketing Disciplines

Complete guide to content calendar creation

• Social Media Engagement
• Social Media Scheduling

A complete guide to creating a social media calendar

• Social Media Strategy

Build and grow stronger relationships on social

Sprout Social helps you understand and reach your audience, engage your community and measure performance with the only all-in-one social media management platform built for connection.

Sample Digital Marketing Agency Business Plan

Writing a business plan is a crucial step in starting a digital marketing agency. Not only does it provide structure and guidance for the future, but it also helps to create funding opportunities and attract potential investors. For aspiring digital marketing agency owners, having access to a sample digital marketing agency business plan can be especially helpful in providing direction and gaining insight into how to draft their own digital marketing agency business plan.

Download our Ultimate Digital Marketing Agency Business Plan Template

Having a thorough business plan in place is critical for any successful digital marketing agency venture. It will serve as the foundation for your operations, setting out the goals and objectives that will help guide your decisions and actions. A well-written business plan can give you clarity on realistic financial projections and help you secure financing from lenders or investors. A digital marketing agency business plan example can be a great resource to draw upon when creating your own plan, making sure that all the key components are included in your document.

The digital marketing agency business plan sample below will give you an idea of what one should look like. It is not as comprehensive and successful in raising capital for your digital marketing agency as Growthink’s Ultimate Digital Marketing Agency Business Plan Template , but it can help you write a digital marketing agency business plan of your own.

Digital Marketing Agency Business Plan Example – ClickPulse Strategies

Table of contents, executive summary, company overview, industry analysis, customer analysis, competitive analysis, marketing plan, operations plan, management team, financial plan.

Welcome to ClickPulse Strategies, our innovative digital marketing agency based in the heart of Washington, DC. We identified a niche in the local market for premium digital marketing services and have positioned ourselves to meet this demand. Our mission is to amplify our clients’ online presence through a comprehensive suite of services including Search Engine Optimization (SEO), Social Media Marketing (SMM), and Pay-Per-Click Advertising (PPC). We are dedicated to providing tailored strategies and personalized attention to our clients, ensuring they achieve their digital marketing goals. With our strategic location in Washington, DC, we have a unique insight into the local market dynamics, which enables us to serve our clients with the understanding and efficiency they deserve.

Our foundation is solidly built on the rich experience of our founder, who previously led a successful digital marketing agency. This experience is crucial to our confidence in steering our clients towards success. Since our inception on January 5, 2024, we have achieved significant milestones including the development of our unique company logo, securing a prime office location, and crafting a distinct company name. These accomplishments, though early in our journey, have laid a strong foundation for our future growth. Our comprehensive range of services, coupled with our commitment to excellence, sets us apart from competitors, making us the preferred choice for businesses seeking to enhance their digital presence.

The Digital Marketing Agency industry in the United States is valued at over $50 billion, reflecting the critical role of digital marketing in today’s business landscape. With a projected compound annual growth rate of 10% over the next five years, the industry is on a steady trajectory of growth, driven by the widespread adoption of digital technologies, the rise of social media, and the emphasis on data-driven marketing strategies. Trends such as personalized marketing campaigns, artificial intelligence, and mobile marketing align well with our services at ClickPulse Strategies. Located in Washington, DC, we are perfectly positioned to leverage these industry trends to offer innovative solutions to businesses aiming to enhance their online visibility and engagement.

At ClickPulse Strategies, we target a diverse clientele including local residents of Washington, DC, small to mid-sized businesses, non-profit organizations, and educational institutions. Our tailored services are designed to meet the unique digital marketing needs of each group, ensuring high engagement and satisfaction. By focusing on the specific goals and audiences of our clients, we provide customized digital marketing solutions that significantly improve their online presence and customer engagement, making digital marketing accessible and effective for everyone.

Our main competitors in the Washington, DC area include Alliance Interactive, Elevation, and Capital Practice Consulting, each offering specialized digital marketing services. Despite their strengths, ClickPulse Strategies differentiates itself through a comprehensive suite of services, expertise in the latest digital trends, and a commitment to delivering measurable results. Our wide array of services, from SEO to PPC and content marketing, enables us to serve a broad range of clients, ensuring their digital marketing needs are met efficiently and effectively. Our approach is holistic and integrated, setting us apart as a leader in the digital marketing domain.

ClickPulse Strategies offers a range of digital marketing services including SEO, SMM, and PPC, tailored to enhance our clients’ online presence. Our pricing is transparent, with services such as SEO ranging from $1,000 to $2,500 per month, SMM from $500 to $1,500 per month, and PPC from $1,000 to $2,000 per month, excluding ad spend. We are committed to delivering measurable results and helping our clients succeed in the competitive digital landscape. To attract customers, we will leverage online marketing strategies including SEO, PPC, social media, content marketing, and email marketing. We will also engage in networking events and workshops in Washington, DC, to showcase our expertise and build personal relationships with potential clients. Our promotional efforts are designed to build a community around our brand, establish ClickPulse Strategies as a thought leader, and drive profitable customer action.

Our operational processes are designed to ensure the smooth running of ClickPulse Strategies and include maintaining constant communication with clients, conducting market research, developing and executing campaigns, analyzing data, and managing finances. We will focus on building a talented team, developing strategic partnerships, and implementing scalable processes. Our milestones for the coming months include launching our business, securing initial client contracts, developing a skilled team, forming partnerships, and achieving operational profitability. These steps will help us build a strong foundation, mitigate startup risks, and position ourselves for sustainable growth and success.

Under the leadership of Harper Lewis, our President, ClickPulse Strategies boasts a management team with a wealth of experience and a proven track record in digital marketing. Lewis’s extensive background in leading a successful digital marketing agency equips him with the expertise necessary to navigate the complexities of the industry. His leadership ensures that we are well-positioned to achieve our long-term business objectives and sustain success in the competitive digital marketing landscape.

Welcome to ClickPulse Strategies, a fresh face in the digital marketing landscape stationed right here in Washington, DC. As a local digital marketing agency, we’ve observed a gap in the market for high-quality services within our area, and we’re here to fill that void. Our mission is to elevate our clients’ online presence, ensuring they stand out in today’s competitive digital world.

At ClickPulse Strategies, our offerings are designed to cover all the bases of digital marketing. Our services include Search Engine Optimization (SEO) to ensure your website ranks high in search results, Social Media Marketing (SMM) to engage and grow your audience on platforms where they spend their time, and Pay-Per-Click Advertising (PPC) to give you an immediate boost in visibility. We understand that each client has unique needs, and we’re prepared to cater to those with our comprehensive range of services.

Our home and heart lie in Washington, DC. This strategic location allows us to serve customers right here in the nation’s capital, providing us with a unique understanding of the local market dynamics. Our proximity to our clients ensures we can offer them the personalized attention and tailored strategies they deserve.

Why are we uniquely qualified to steer your digital marketing efforts towards success? Firstly, our founder brings invaluable experience from previously running a successful digital marketing agency. This experience is the cornerstone upon which ClickPulse Strategies is built. Furthermore, we pride ourselves on offering superior marketing services compared to our competitors. Our wide array of services ensures we can meet the diverse needs of our clients, setting us apart as a versatile and competent agency.

ClickPulse Strategies officially came into existence on January 5, 2024, adopting the legal structure of an S Corporation. Since our inception, we’ve hit several key milestones, including the development of our distinct company logo, the creation of our unique company name, and securing a prime location for our operations. These accomplishments, though early in our journey, lay a solid foundation for our future endeavors.

The Digital Marketing Agency industry in the United States is currently estimated to be worth over $50 billion. This figure reflects the growing importance of digital marketing in reaching and engaging with consumers in today’s digital age. With businesses increasingly shifting their advertising budgets towards online platforms, the demand for digital marketing services continues to rise.

Market research projects that the Digital Marketing Agency industry in the United States is expected to experience steady growth in the coming years. Forecasts suggest that the industry will grow at a compound annual growth rate of 10% over the next five years, reaching a value of over $80 billion by 2025. This growth is driven by factors such as the increasing adoption of digital technologies by businesses, the rise of social media platforms, and the growing importance of data-driven marketing strategies.

Recent trends in the Digital Marketing Agency industry, such as the focus on personalized marketing campaigns, the use of artificial intelligence and machine learning technologies, and the emphasis on mobile marketing, all bode well for ClickPulse Strategies. As a new Digital Marketing Agency serving customers in Washington, DC, ClickPulse Strategies is well-positioned to capitalize on these trends and offer innovative digital marketing solutions to businesses looking to enhance their online presence and reach their target audience effectively.

Below is a description of our target customers and their core needs.

Target Customers

ClickPulse Strategies will target a diverse range of customers, with local residents of Washington, DC being a primary focus. These residents are often looking for reliable and easily accessible digital marketing solutions to promote personal projects, small businesses, or events. ClickPulse Strategies will tailor its services to meet the unique needs of this demographic, ensuring high engagement and satisfaction.

In addition to local residents, ClickPulse Strategies will also serve small to mid-sized businesses operating within the Washington, DC area. These businesses, ranging from startups to more established companies, require sophisticated digital marketing strategies to compete effectively in their respective markets. The agency will offer customized digital marketing solutions that align with their specific business goals and target audience, ensuring a significant improvement in their online presence and customer engagement.

Furthermore, ClickPulse Strategies will target non-profit organizations and educational institutions in Washington, DC. These entities are in constant need of digital marketing services to boost their fundraising campaigns, promote events, and increase overall awareness. The agency will provide specialized services that not only cater to their unique needs but also fit their often limited budgets, making digital marketing accessible and effective for them.

Customer Needs

ClickPulse Strategies recognizes the increasing demand for high-quality digital marketing services among businesses looking to stand out in the competitive Washington, DC market. Clients can expect a comprehensive suite of services tailored to elevate their online presence, from cutting-edge SEO strategies to impactful social media campaigns. This approach ensures that businesses not only reach but engage their target audience effectively, driving growth and increasing visibility.

In addition to providing top-tier digital marketing solutions, ClickPulse Strategies understands the importance of data-driven decision-making. Clients have access to detailed analytics and reporting tools, enabling them to make informed choices about their marketing strategies. This level of insight helps businesses optimize their campaigns for better performance, ensuring a higher return on investment and a deeper understanding of their customer base.

Moreover, ClickPulse Strategies places a significant emphasis on customer service and collaboration. Clients can expect personalized support tailored to their specific needs and goals, ensuring a partnership that feels both empowering and productive. This focus on building strong, communicative relationships helps ensure that each marketing initiative is aligned with the client’s vision, fostering innovation and creativity in every campaign.

ClickPulse Strategies’s competitors include the following companies.

Alliance Interactive offers a comprehensive range of digital marketing services, including website design and development, SEO, content marketing, and brand strategy. Their price points vary depending on the complexity and scope of the project, with custom solutions tailored to meet the needs of each client. They generate revenue by offering these bespoke services, focusing on delivering high-quality, results-driven solutions. Alliance Interactive is headquartered in Washington, DC, and serves clients globally, with a strong presence in the North American market. Their customer segments include small to medium-sized businesses, non-profits, and large enterprises across various industries. A key strength of Alliance Interactive is their emphasis on creating engaging digital experiences that drive user engagement and conversion. However, their bespoke approach might be perceived as a weakness by clients looking for more standardized, cost-effective solutions.

Elevation specializes in web design, digital marketing, and branding services for non-profits and social enterprises. They offer a sliding scale pricing model to accommodate the budget constraints of their target clients, making their services accessible to organizations of different sizes. Elevation’s revenue comes from a mix of project-based work and ongoing support services. Located in Washington, DC, Elevation has carved out a niche for itself by serving non-profits and social enterprises both locally and across the United States. Their key strength lies in their deep understanding of the unique challenges and opportunities within the non-profit sector. However, their niche focus might limit their appeal to a broader range of potential clients outside the non-profit and social enterprise sectors.

Capital Practice Consulting focuses on digital marketing solutions for healthcare providers and medical practices. Their services include SEO, social media marketing, website design, and online reputation management. Pricing is project-based, with options for ongoing management services, allowing for flexibility based on the specific needs of healthcare professionals. They generate revenue through a combination of upfront project fees and recurring management fees. The company operates primarily in the Washington, DC area but serves clients across the United States. Their customer segments include individual healthcare practitioners, small to medium-sized medical practices, and healthcare organizations. Capital Practice Consulting’s strength lies in their specialized knowledge of the healthcare industry, which enables them to provide tailored marketing solutions that adhere to industry regulations. A potential weakness is their industry-specific focus, which might not appeal to clients outside the healthcare sector looking for more generalized digital marketing services.

Competitive Advantages

At ClickPulse Strategies, we pride ourselves on delivering unparalleled marketing services that distinctly set us apart from our competitors. Our proficiency stems from a deep understanding of the dynamic digital landscape and an unwavering commitment to staying ahead of industry trends. This expertise allows us to craft innovative, results-driven strategies tailored to each client’s unique needs. We believe that our ability to generate measurable outcomes, from increased brand visibility to substantial growth in customer engagement and conversion rates, stands as a testament to the superiority of our services. Our team’s dedication to excellence ensures that we not only meet but exceed client expectations, establishing us as a leader in the digital marketing domain.

Moreover, our comprehensive suite of services encompasses everything from search engine optimization and social media marketing to email marketing and content creation. This versatility enables us to serve a diverse range of clients, from startups seeking to establish their online presence to established brands aiming to enhance their digital footprint. Our approach is holistic; we consider every facet of digital marketing to ensure a cohesive and integrated strategy that amplifies our clients’ online influence. By offering such a wide array of services, we eliminate the need for businesses to juggle multiple agencies, providing a streamlined, efficient, and more effective marketing solution. Our commitment to innovation, coupled with our broad service offering, positions ClickPulse Strategies as a premier choice for businesses aiming to achieve unparalleled digital success.

Our marketing plan, included below, details our products/services, pricing and promotions plan.

Products and Services

At ClickPulse Strategies, we specialize in providing comprehensive digital marketing services designed to enhance our clients’ online presence and drive their business growth. Our core offerings encompass Search Engine Optimization (SEO), Social Media Marketing (SMM), and Pay-Per-Click Advertising (PPC), each tailored to meet the unique needs and objectives of our customers.

Our Search Engine Optimization (SEO) services are essential for businesses aiming to increase their visibility in search engine results, attract more website traffic, and improve their online authority. We employ the latest SEO strategies and practices to ensure that our clients’ websites rank highly for relevant keywords and phrases. Clients can expect to invest an average of $1,000 to $2,500 per month for our SEO services, depending on the scope and complexity of their project.

Social Media Marketing (SMM) is another key service we offer, designed to help businesses expand their reach, engage with their audience, and build their brand across various social media platforms. Our team crafts customized social media strategies that align with our clients’ brand values and business goals, ensuring a cohesive and effective online presence. For our SMM services, clients can anticipate an average cost of $500 to $1,500 per month, based on the extent of the campaign and the number of platforms managed.

Pay-Per-Click Advertising (PPC) is a powerful tool for driving targeted traffic to our clients’ websites and generating leads or sales in a cost-effective manner. We manage every aspect of our clients’ PPC campaigns, from keyword research and ad creation to optimization and analytics. Our expertise in PPC ensures that our clients achieve a high return on investment. The average price for our PPC services ranges from $1,000 to $2,000 per month, excluding ad spend, which varies based on the campaign’s scale and objectives.

At ClickPulse Strategies, we pride ourselves on offering transparent pricing and customized digital marketing solutions that cater to the specific needs of our clients. We are dedicated to delivering measurable results and helping our clients succeed in the competitive digital landscape.

Promotions Plan

ClickPulse Strategies embarks on a dynamic journey to attract customers through a comprehensive suite of promotional methods tailored to highlight its expertise in the digital realm. Central to its strategy, online marketing emerges as a pivotal tool, leveraging the vast potential of the internet to reach a broad audience with precision and efficiency. This agency understands the power of digital visibility and will employ a multi-faceted online marketing approach to ensure its message resonates with its target market.

At the heart of its online marketing endeavors, ClickPulse Strategies will harness the capabilities of search engine optimization (SEO) to improve its website’s ranking on search engines like Google. This ensures that when potential clients search for digital marketing services in Washington, DC, ClickPulse Strategies appears prominently in their search results. Additionally, the agency will utilize pay-per-click (PPC) advertising to instantly increase its visibility online. By carefully selecting relevant keywords, ClickPulse Strategies aims to appear at the top of search results, driving targeted traffic to its website efficiently.

Social media marketing will play a crucial role in ClickPulse Strategies’ promotional efforts. By actively engaging with its audience on platforms such as Facebook, Instagram, LinkedIn, and Twitter, the agency will build a community around its brand. This not only enhances brand awareness but also fosters trust and loyalty among potential clients. Content marketing, through the creation and distribution of valuable, relevant, and consistent content, will further establish ClickPulse Strategies as a thought leader in the digital marketing space. This approach will attract and retain a clearly defined audience, ultimately driving profitable customer action.

Email marketing will serve as another vital component of ClickPulse Strategies’ promotional toolkit. By developing personalized email campaigns, the agency will maintain regular contact with its prospects and clients, keeping them informed about the latest digital marketing trends, services, and special offers. This direct line of communication will nurture leads and encourage repeat business, contributing to the agency’s growth.

In addition to these online marketing strategies, ClickPulse Strategies will also explore opportunities in networking events and local workshops. Participating in industry conferences and seminars in Washington, DC, allows the agency to connect with potential clients face-to-face, showcasing its expertise and building personal relationships. Hosting workshops on digital marketing topics will position ClickPulse Strategies as an authority in the field, attracting businesses looking for guidance in navigating the digital landscape.

By integrating these promotional methods into a cohesive strategy, ClickPulse Strategies expects to attract a diverse clientele, ranging from startups to established businesses seeking to enhance their digital presence. With a focus on delivering measurable results and fostering long-term partnerships, ClickPulse Strategies is poised to make a significant impact in the digital marketing arena.

Our Operations Plan details:

• The key day-to-day processes that our business performs to serve our customers
• The key business milestones that our company expects to accomplish as we grow

Key Operational Processes

To ensure the success of ClickPulse Strategies, there are several key day-to-day operational processes that we will perform.

• Client Communication: Maintain constant communication with clients to understand their needs, expectations, and to keep them updated on campaign progress. This includes scheduling regular meetings, sending updates, and being available for queries.
• Market Research: Conduct ongoing market research to stay ahead of digital marketing trends, understand the competitive landscape in Washington, DC, and identify new opportunities for client campaigns.
• Campaign Development and Execution: Design and implement digital marketing campaigns tailored to the specific needs of each client. This involves brainstorming creative ideas, selecting appropriate digital platforms, and utilizing SEO, content marketing, social media, and paid advertising strategies.
• Data Analysis and Reporting: Collect and analyze data from ongoing campaigns to measure their effectiveness. Use analytics tools to track performance indicators such as website traffic, conversion rates, and engagement levels. Prepare comprehensive reports to share with clients.
• Financial Management: Manage the agency’s finances, including budgeting for campaigns, invoicing clients, and ensuring that expenses stay within budget. Monitor cash flow and make adjustments as necessary to maintain financial health.
• Team Collaboration: Facilitate collaboration among team members to ensure that all projects are progressing smoothly. Hold regular team meetings to discuss campaign strategies, delegate tasks, and address any challenges.
• Professional Development: Encourage continuous learning and professional growth within the team. Stay updated with the latest digital marketing tools and techniques, and invest in training and development opportunities for staff.
• Quality Control: Implement quality control measures to ensure that all work produced meets the high standards expected by clients. This includes reviewing campaign materials, monitoring ongoing campaigns for issues, and making necessary adjustments to strategies.
• Client Acquisition and Retention: Work on expanding the client base through networking, marketing efforts, and referrals. Also, focus on retaining existing clients by delivering exceptional service and demonstrating the value of ongoing investment in digital marketing.
• Compliance and Legal Considerations: Ensure that all marketing campaigns comply with legal requirements and industry standards, including data protection laws and advertising regulations. Stay informed about changes in legislation that could affect digital marketing strategies.

ClickPulse Strategies expects to complete the following milestones in the coming months in order to ensure its success:

• Launch our Digital Marketing Agency: Officially opening our doors for business is the first critical milestone. This involves setting up the legal structure of the business, creating a brand identity, developing a company website, and establishing our presence on social media platforms.
• Secure Initial Client Contracts: Signing on a certain number of clients, for instance, 5 to 10, depending on the project size, within the first three months. This validates our business model and provides initial revenue and case studies for future marketing efforts.
• Build a Talented Team: Recruiting and hiring a skilled team with expertise in various digital marketing disciplines (e.g., SEO, PPC, content marketing, social media) within the first six months. This includes both full-time employees and freelancers or contractors as needed.
• Develop Strategic Partnerships: Forming partnerships with non-competing businesses in the digital and broader marketing ecosystem within the first nine months. These partnerships can provide referral business and enhance service offerings.
• Implement Scalable Processes and Tools: Establishing efficient, scalable processes and implementing necessary digital tools for project management, client reporting, and other operations within the first year. This foundation is critical for handling growth without sacrificing service quality.
• Achieve $15,000/month in Revenue: Reaching this revenue milestone within the first 12 to 18 months. This involves not only acquiring new clients but also retaining existing clients and possibly increasing the services provided to them.
• Expand Service Offerings: Based on market demand and the team’s expertise, gradually introducing additional services or specialized offerings within the first 18 months. This could include branching out into emerging digital marketing channels or technologies.
• Establish a Strong Brand Reputation: Earning positive client testimonials, case studies, and industry recognition within the first 24 months. This could involve winning awards, securing speaking engagements for team members at industry events, or earning certifications that demonstrate expertise.
• Reach Operational Profitability: Ensuring that monthly revenue exceeds operational costs by the end of the second year. This includes costs such as salaries, marketing, tools, and office space if applicable.
• Develop a Client Retention Strategy: Implementing a client retention program by the end of the second year to maintain a steady revenue stream. This could include loyalty discounts, referral programs, or regular strategy review meetings to ensure client satisfaction and identify upselling opportunities. These milestones are designed to build a solid foundation for ClickPulse Strategies, mitigate risks associated with starting a new business, and position the company for sustainable growth and success.

ClickPulse Strategies management team, which includes the following members, has the experience and expertise to successfully execute on our business plan:

Harper Lewis, President

With a proven track record of achievement, Harper Lewis brings a wealth of experience to ClickPulse Strategies. Having previously helmed a Digital Marketing Agency, Lewis’s leadership skills are well-tested and proven in the realm of digital marketing. This background has endowed him with a deep understanding of the digital landscape, including the nuances of SEO, content marketing, and social media strategies. His expertise not only lies in crafting compelling digital marketing strategies but also in his ability to steer a team towards achieving long-term business objectives. Lewis’s experience is a cornerstone for ClickPulse Strategies, ensuring the company is well-positioned to navigate the complexities of the digital marketing industry and achieve sustained success.

To achieve our growth goals, ClickPulse Strategies requires $234,000 in funding. This investment will cover capital investments such as location buildout, furniture, and equipment, along with non-capital investments including working capital, initial rent, staff salaries, marketing, supplies, and insurance. This funding is crucial for establishing our operations, building our team, and launching our marketing efforts, setting the stage for our success in the digital marketing industry.

Financial Statements

Balance sheet.

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Income Statement

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Cash Flow Statement

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Digital Marketing Agency Business Plan Example PDF

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Free Social Media Marketing Plan Templates

Choose from the best social media plan templates to streamline your marketing efforts. Below you’ll find free templates for strategic planning, scheduling, and tracking in Excel, PDF, PowerPoint, Google Docs, and Google Sheets.

Templates on this page include a social media marketing strategy plan, a social media content calendar, and a social media audit. You’ll also find details for creating an effective social media strategy and mastering calendar planning.

Social Media Strategy Plan Template

Create a strategic social media marketing action plan. The template features a simple layout to help you organize each stage of planning and implementation; separate sections for research, competitive analysis, objectives, and actions; and space for revising social media goals based on performance. Edit the template to meet the specific marketing needs of your business or organization. Use the social media channel plan template to help execute your strategy. 

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Social Media Marketing Plan Template

This social media campaign marketing plan template includes sections for defining goals, identifying a call to action, scheduling important dates, and planning marketing tools and content. The form is easy to read and edit, thanks to alternate row colors. Create a clear campaign plan that includes social media platforms, related online marketing tools, and metrics for tracking progress. 

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Social Media Planning Calendar Template

Adjust the dates on this template to create a custom daily and weekly social media calendar. Perfect for small businesses and startups, the template has an hourly schedule and sections for multiple social media networks. Plan your posts and keep track of images used, linked content, and customer engagement. 

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Social Media Editorial Plan Template

Designed as an annual social media plan template, this editorial calendar includes multiple spreadsheets. Use the first sheet for an overview of important events occuring during the year, with months and quarters highlighted. Each month also has its own sheet for detailed planning and tracking. For each month, schedule social media projects while tracking target audience, editorial goals, and measurements of success.

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Social Media Content Plan Template

Create a monthly and yearly content plan for Facebook, Instagram, Twitter, and other social media outlets. Use this template to build a comprehensive marketing plan for each month while also viewing a yearly outlook on one page. Keep track of the status of each post, whether it’s in progress or on hold or it needs updating.

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Social Media Posting Plan Template with Dashboard

This social media plan template includes a sheet with sample data so you can see how the dashboard displays posts per week for each social platform. The schedule covers a four-week time period, so you can create a 30-day social media plan template for all content channels. Create a log of social media posts while tracking content type, topics covered, and posting stats.

Download Social Media Posting Plan with Dashboard Template - Excel

PowerPoint Social Media Marketing Plan Template

Enhance a marketing presentation with this social media PowerPoint template. Include key elements in your marketing plan for each section: target audience, objectives, strategy, and content. Use the bullet points to describe your customers, what makes your company unique, how your business and marketing goals align, and how you plan to meet those goals with social media tools.

Download Social Media Marketing Plan Template - PowerPoint

Social Media Multichannel Plan Template

Organized by month and channel, this template helps you track activities on all your social media outlets. Add or delete sections to create a yearly, six-, or three-month social media plan template. To create a detailed schedule, add rows under each social platform and list upcoming posts and publishing dates. Keep track of assigned owners, calls to action, and the sales funnel stage that matches your marketing goals.

Download Social Media Multichannel Plan Template - Excel

Download Social Media Multichannel Plan Template - Word

Social Media Schedule Template

This basic social media template provides a spreadsheet for scheduling posts. Use it as a calendar, log, and planning tool for social marketing. Columns include publishing date, post status, topics, content description, hashtags, and character count. You’ll also find a checklist with various social media outlets that offers a quick view of where you are posting and when.

Download Social Media Schedule Template - Excel

Social Media Audit Template

Conduct a social media audit to inform your marketing plans. Analyze your activity, customer engagement, audience reach, number of followers, and recent changes. Use this data to refine your social media strategy, as well as create and share more effective content. Customize the template to include all the marketing channels and KPIs you want to measure.

Download Social Media Audit Template - Excel

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Creating an Effective Social Media Strategy Plan

For more templates, as well as information on creating a social media strategy and planning a social media content calendar, visit our post “ Free Social Media Templates for Excel .” We also offer a guide to social media calendars , including benefits, best practices, planning tips, and additional calendar tools. For a comprehensive marketing overview, see the “ Definitive Guide to Strategic Marketing Planning .”

Improve your marketing efforts and deliver best-in-class campaigns.

Social Media Marketing Agency Business Plan [Sample Template]

By: Author Tony Martins Ajaero

Home » Business Plans » Advertising & Marketing

Are you about starting a social media marketing agency ? If YES, here is a complete sample social media marketing business plan template & feasibility study you can use for FREE .

One of the things that have set the present age apart like never before is the advent and continuous development of the social media. The social media indeed have come to stay and more and more people have taken to the internet to promote a whole lot of areas; from your personal life, to the business side of life.

The social media will continue to be handy. This is no wonder that several businesses have gone ahead to sprig up. If you do not have an idea of how to write a business plan, then you may want to consider using a template like this;

A Sample Social Media Marketing Business Plan Template

1. industry overview.

Over the years, loads of stuffs have changed especially the way businesses are conducted and the marketing strategies that people employ to market their goods and services. The advent of the computer and later the internet gave a whole new definition of how things are supposed to be done in our world.

Social media marketing is one of the fruits of the internet and for sure it has enabled loads of entrepreneur to launch multi-million dollars international businesses; businesses with clientele base that cut across geographical boundaries.

Social Media Marketing in its simplest term is the process of pulling website traffic or attention through social media sites; they achieve this by creating content that attracts attention and encourages readers to share it across their social network platforms.

One of the major purposes of leveraging on Social Media in marketing is that it covers a wide range of target market compared to other marketing tolls.

The Social Media Marketing industry comprises of social networking website publishers and developers as well. It is important to state that the industry does not include companies who majorly specialize in developing video games, internet content, online dating websites or online forums et al.

The Social Media Marketing industry is quickly expanding as a share of the economy. Before the year 2022, the Social media marketing industry value added, which represents its contribution to the economy, is projected to grow annually at a 26.2 percent rate.

In the meantime, GDP growth is forecast to increase at a 2.2 percent average rate per year over the same 10 year period. The growing trend which makes it easier for people to spend more time on the internet especially on social networking sites is a major boost in the revenue generated by social networking marketing companies.

It is not common to find companies in this industry generating an increasing amount of advertising revenue per user by developing targeted advertising platforms and tools to measure the effectiveness of advertising.

Statistics has it that the Social Media Marketing industry in the united states of America, is worth $11bn, with an estimated growth rate of 25.4 percent. There are about 5,607 registered and licensed social media marketing companies in the United States and they are responsible for employing about 66,623 people.

Companies that are into social media marketing make use social media platforms to create buzz, attract online traffic to their websites and the sell their products or services to their target market / customers.

As a matter of fact, social media marketing is perhaps the only form of marketing that can profile consumers at each and every stage of the consumer decision journey. Marketing through social media is just the way to go if indeed you want to push out your product and services to the entire globe.

When compared to traditional media that are often too expensive for start – ups and even SMEs, a social media marketing approach does not require expensive and out of – reach budgeting. This is why companies make use of platforms such as Facebook, Twitter, YouTube, LinkedIn and Instagram et al in order to reach a much wider target market as against making use of mainstream marketing tools which are expensive.

Over and above, social media marketing has become an important tool for promoting ones businesses as it relates to products and services all over the world, not only to sell to customers, but also to engage them. It is now easier for organization to expand their market from local level to national and even international markets with minimum capital investment.

2. Executive Summary

Grapevine Marketing Consulting™, LLC is a U.S based and world class social media marketing company. We have been able to secure a standard and well – positioned office facility in a central business district in Cape May New Jersey.

We are a social media marketing company that is set to compete in the highly competitive social media marketing industry not only in the United States market, but also in the global market because our clientele base will not be restricted to just businesses and organizations in the United States.

Grapevine Marketing Consulting™, LLC will offer robust social media marketing services to both corporate organization and individuals. We will offer services such as Communication services, Professional services, Blogging services, Specialty services, Entertainment services and Social media consulting and advisory services.

Our business goal is to become one of the leading social media marketing companies in the United States of America with high profile corporate and individual clients scattered all around the world. Our workers are going to be selected from a pool of talented and highly creative social media marketing experts in and around New Jersey and also from any part of the world as the business grows.

We will make sure that we take all the members of our workforce through the required trainings that will position them to meet the expectation of the company and to compete with leading social media marketing companies in the United States and throughout the globe.

At Grapevine Marketing Consulting™, LLC, our client’s best interest will always come first, and everything we do will be guided by our values and professional ethics. We will ensure that we hold ourselves accountable to the highest standards by meeting our client’s needs precisely and completely.

We will cultivate a working environment that provides a human, sustainable approach to earning a living, and living in our world, for our partners, employees and for our clients.

Grapevine Marketing Consulting™, LLC is founded by Phil Montgomery and his friend and business partner for many years Sol Walker. They have a combine experience that revolves around market researching, sales, web designing, graphic designing, corporate branding and advertising and business management et al.

3. Our Products and Services

Grapevine Marketing Consulting™, LLC was established with the aim of maximizing profits in the Social Media Marketing industry. We want to compete favorably with the leading social media marketing companies in the United States of America and the world which is why we have but in place a competent team that will ensure that we meet and even surpass our customers’ expectations.

We will work hard to ensure that Grapevine Marketing Consulting™, LLC do not just work for clients in the United States of America, but also for clients in other parts of the world. Our products and services are listed below;

• Communication (advertising and branding) services
• Professional services
• Blogging services
• Specialty (image/profile boosting for individual clients) services
• Entertainment services
• Social media management services
• Social media marketing consulting and advisory services
• Other social media marketing related services

4. Our Mission and Vision Statement

• Our vision is to establish a standard and world class social media marketing company whose services and brand will not only be accepted in the United States of America, but also in other parts of the world.
• Our mission is to provide professional and highly creative result oriented social media marketing services and other related services that will assist businesses, individuals and non-profit organizations in promoting their brands and reaching out to a wide range of potential customers all over the globe.
• We want to build a social media marketing company that can favorably compete with other leading brands in the social media industry.

Our Business Structure

Grapevine Marketing Consulting™, LLC, is a social media marketing company that intend starting small in Cape May, but hope to grow big in order to compete favorably with leading social media marketing companies in the industry both in the United States and on a global stage.

We are aware of the importance of building a solid business structure that can support the picture of the kind of world class business we want to own. This is why we are committed to only hire the best hands within our area of operations.

At Grapevine Marketing Consulting™, LLC, we will ensure that we hire people that are qualified, hardworking, creative, result driven, customer centric and are ready to work to help us build a prosperous business that will benefit all the stake holders (the owners, workforce, and customers).

As a matter of fact, profit-sharing arrangement will be made available to all our senior management staff and it will be based on their performance for a period of five years or more as agreed by the board of trustees of the company. In view of the above, we have decided to hire qualified and competent hands to occupy the following positions;

• Chief Executive Officer
• Creative Director

Human Resources and Admin Manager

• Sales and Marketing Executive
• Web Designer cum Graphic Artist
• Content Creator/Online Traffic Generator

Client Service Executive

5. Job Roles and Responsibilities

Chief Executive Officer – CEO:

• Increases management’s effectiveness by recruiting, selecting, orienting, training, coaching, counseling, and disciplining managers; communicating values, strategies, and objectives; assigning accountabilities; planning, monitoring, and appraising job results; developing incentives; developing a climate for offering information and opinions; providing educational opportunities.
• Responsible for providing direction for the business
• Creating, communicating, and implementing the organization’s vision, mission, and overall direction – i.e. leading the development and implementation of the overall organization’s strategy.
• Responsible for signing checks and documents on behalf of the company
• Evaluates the success of the organization

Creative Director:

• Serve as project manager of the organization; works directly with employees
• Responsible for designing concepts and winning business proposals for the organization
• In charge of copy writing and laying out chronological advertisement plans
• Develops strategic plan by studying technological and financial opportunities; presenting assumptions; recommending objectives.
• Accomplishes subsidiary objectives by establishing plans, budgets, and results measurements; allocating resources; reviewing progress; making mid-course corrections.
• Coordinates efforts by establishing procurement, production, marketing, field, and technical services policies and practices; coordinating actions with corporate staff.
• Builds company image by collaborating with customers, government, community organizations, and employees; enforcing ethical business practices.
• Maintains quality service by establishing and enforcing organization standards.
• Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; benchmarking state-of-the-art practices; participating in professional societies.
• Make certain that operations and marketing department perform efficiently, coordinate employee efforts, and facilitate communications between management and employees
• Ensures that the organization work in line with international best practices.
• Responsible for overseeing the smooth running of HR and administrative tasks for the organization
• Defining job positions for recruitment and managing interviewing process
• Carrying out staff induction for new team members
• Responsible for training, evaluation and assessment of employees
• Responsible for arranging travel, meetings and appointments
• Oversee the smooth running of the daily office and factory activities.

Sales and Marketing Manager

• Manage external research and coordinate all the internal sources of information to retain the organizations’ best customers and attract new ones
• Model demographic information and analyze the volumes of transactional data generated by customer
• Identifies development opportunities; follows up on development leads and contacts; participates in the structuring and financing of projects; assures the completion of development projects.
• Writing winning proposal documents, negotiate fees and rates in line with organizations’ policy
• Responsible for handling business research, market surveys and feasibility studies for clients
• Responsible for supervising implementation, advocate for the customer’s needs, and communicate with clients
• Develop, execute and evaluate new plans for expanding increase sales
• Create new markets cum businesses for the organization
• Empower and motivates the sales team to meet and surpass agreed targets

Accountant/Cashier:

• Responsible for preparing financial reports, budgets, and financial statements for the organization
• Provides managements with financial analyses, development budgets, and accounting reports; analyzes financial feasibility for the most complex proposed projects; conducts market research to forecast trends and business conditions.
• Responsible for financial forecasting and risks analysis.
• Performs cash management, general ledger accounting, and financial reporting for one or more properties.
• Responsible for developing and managing financial systems and policies
• Responsible for administering payrolls
• Ensuring compliance with taxation legislation
• Handles all financial transactions for Grapevine Marketing Consulting™, LLC
• Serves as internal auditor for Grapevine Marketing Consulting™, LLC

Web Designer cum Graphic Designers

• Liaising with clients to determine their requirement and budget
• Responsible for Optimizing Website Functionality for owners of existing websites
• Responsible for Search Engine Optimization Services and Code Writing Services
• Responsible for developing concepts, graphics and layouts for product illustrations, company logos, and websites
• Responsible for managing client proposals from typesetting through to design, print and production
• Responsible for preparing drafts or material based on an agreement brief.
• Research and advice the organization on style, genre and other trendy info as it relates to social media marketing.

Content Creator/Traffic Generator

• Responsible for creating content/buzz words that will help attract traffics
• Responsible for Search Engine Optimization (SEO)
• Responsible for engaging internet users to get help statistics and leads
• Liaising and working effectively With other staff members to generate sales for our clients
• Welcomes clients and potential clients by greeting them in person, online or on the telephone; answering or directing inquiries.
• Ensures that all contacts with clients (e-mail, walk-In center, SMS or phone) provides the client with a personalized customer service experience of the highest level
• Through interaction with clients on the phone, uses every opportunity to build client’s interest in the company’s products and services
• Manages administrative duties assigned by the creative director in an effective and timely manner
• Consistently stays abreast of any new information on the organizations’ products, promotional campaigns etc. to ensure accurate and helpful information is supplied to clients when they make enquiries.

6. SWOT Analysis

Grapevine Marketing Consulting™, LLC engaged the services of a core professional in the area of business consulting and structuring to assist our organization in building a well – structured social media marketing business that can favorably compete in the highly competitive social media marketing industry in the United States and the world at large.

Part of what the team of business consultant did was to work with the management of our organization in conducting a SWOT analysis for Grapevine Marketing Consulting™, LLC. Here is a summary from the result of the SWOT analysis that was conducted on behalf of Grapevine Marketing Consulting™, LLC;

Our core strength lies in the power of our team; our workforce. We have a team of creative, result driven and highly proficient social media marketing expert, a team with excellent qualifications and experience various niche areas in the social media marketing industry and other related industry.

Aside from the synergy that exist in our carefully selected social media marketing experts, our services will be measurable, result driven and guided by best practices in the industry.

As a new social media marketing company in Cape May – New Jersey, it might take some time for our organization to break into the market and gain acceptance especially from top profile clients in the already saturated and highly competitive social media marketing industry; that is perhaps our major weakness.

Another weakness is that we may not have the required cash to pump into promoting our business especially via main stream media (TV, Radio and Newspapers et al) the way we would want to.

• Opportunities:

No doubt, the opportunities available in the social media marketing industry is massive considering the number of individuals and corporate organizations with active presence on the internet and of course the pretty large numbers of people who visit the internet/social media platforms on a daily basis. As a standard and world class social media marketing company, we are ready to take advantage of any opportunity that is available in the industry.

Just like any other business, one of the major threats that we are likely going to face is economic downturn. It is a fact that economic downturn affects purchasing/spending power. Another threat that may likely confront us is the arrival of a social media marketing company in same location where our target market exist and who may want to adopt same Business model like us.

7. MARKET ANALYSIS

• Market Trends

The growing trend which makes it easier for people to spend more time on the internet especially on social media networking sites is a major boost in the revenue generated by social networking marketing companies. It is not common to find players in this industry generating an increasing amount of advertising revenue per user by developing targeted advertising platforms and tools to measure the effectiveness of advertising and marketing.

This has indeed changed the ways that organizations approach to interact with customers, as a substantial percentage of consumer interactions and profiling are now being carried out over online and social media platforms with much higher visibility.

Another important factor worthy of mentioning in this industry is that the target market keep expanding, people and organizations are now seeing the need for them to have an official website and also to engage the services of social media marketing experts either in branding or packaging their products and services or in helping them directly sell their products and services to their targeted market.

Another common trend in the social media marketing industry is that, most social media marketing firms no longer settle for clients within the location where their physical office is located but also from any part of the world. The truth is that with the advent of the internet, it is now easier for a social media marketing company to work for clients in any part of the world.

A social media marketing company can be located in the United States of America and have their biggest client in United Arab Emirates or in China. Many thanks to the power of the internet which has brought the world closer to us. Lastly, the social media marketing industry will continue to evolve due to the advancement of computer technology and software applications designs et al.

8. Our Target Market

Before starting our social media marketing business, we are certain that there is a wide range of both corporate and individual clients who cannot successfully run their businesses without the services and support of a social media marketing company.

In view of that, we have created strategies that will enable us reach out to various corporate organizations and individual who we know can’t afford to do without our services. We have conducted our market research and survey and we will ensure that we meet and surpass the expectations of our clients

Below is a list of the people and organizations that we have specifically market our services to;

• Banks, Insurance Companies and other related Financial Institutions
• Blue Chips Companies
• Corporate Organizations
• Manufacturers and Distributors
• Real Estate Owners, Developers, and Contractors
• Research and Development Companies
• The Government (Public Sector)
• Schools (High Schools, Colleges and Universities)
• Celebrities, Politicians, Public Figures and Public Speakers
• Sport Organizations
• Religious Organizations
• Political Parties
• Television Stations
• Printing Press (Publishing Houses) and Authors
• Branding and Advertising agencies
• Aspiring celebrities
• Entrepreneurs and Start – Ups

Our Competitive Advantage

Surviving in the business world as a social media marketing company requires more than, your expertise, knowing how to conduct your business but also how to network with key people that matters; decision makers that can decide who will get a contract or a business deal.

We are quite aware that to be highly competitive in the social media marketing industry means that you are not only expected to be able to deliver consistent and excellent services, but you must be result driven and able to meet set targets. No one would want to continue to hire your services if don’t always meet up with the target sales the organization intends to generate when they hired you.

Our competitive advantage lies in the power of our team; our workforce. We have a team of creative, result driven and highly proficient social media marketing expert, a team with excellent qualifications and experience various niche areas in the social media marketing industry and other related industry.

Lastly, all our employees will be well taken care of, and their welfare package will be among the best within our category (startups social media marketing businesses in the United States) in the industry. It will enable them to be more than willing to build the business with us and help deliver our set goals and achieve all our business aims and objectives.

9. SALES AND MARKETING STRATEGY

• Sources of Income

Grapevine Marketing Consulting™, LLC is established with the aim of maximizing profits in the social media marketing industry and we are going to go all the way to ensure that we do all it takes to meet and surpass the expectations of all our clients.

Grapevine Marketing Consulting™, LLC will generate income by offering the following social media marketing services and other related services;

10. Sales Forecast

One thing is certain, there would always be corporate organization and individual who would need the services of social media marketing firms to help them increase sales or promote their brands.

We are well positioned to take on the available market in social media marketing industry and we are quite optimistic that we will meet our set target of generating enough income/profits from the first six month of operations and grow our social media marketing company to enviable heights.

We have been able to critically examine the social media marketing space and we have analyzed our chances in the industry and we have been able to come up with the following sales forecast. The sales projection are based on information gathered on the field and some assumptions that are peculiar to similar startups in Cape May – New Jersey.

Below is the sales projection for Grapevine Marketing Consulting™, LLC, it is based on the location of our business and of course the wide range of our services and target market;

• First Year-: $200,000
• Second Year-: $500,000
• Third Year-: $750,000

N.B -: This projection is done based on what is obtainable in the industry and with the assumption that there won’t be any major economic meltdown and there won’t be any major competitor offering same social media marketing services as we do within same location. Please note that the above projection might be lower and at the same time it might be higher.

• Marketing Strategy and Sales Strategy

We are mindful of the fact that there is stiffer competition in the social media marketing industry; hence we have been able to hire some of the best marketing experts to handle our sales and marketing.

Our sales and marketing team will be recruited based on their vast experience in the social media marketing industry and they will be trained on a regular basis so as to be well equipped to meet their targets and the overall business goal of Grapevine Marketing Consulting™, LLC.

Our corporate goal is to grow Grapevine Marketing Consulting™, LLC to become one of the leading social media marketing brands in the United States of America which is why we have mapped out strategy that will help us take advantage of the available market and grow to become a major force to reckon with not only in the United States of America but also in other parts of the world.

Grapevine Marketing Consulting™, LLC is set to make use of the following marketing and sales strategies to attract clients;

• Introduce our social media marketing company by sending introductory letters alongside our brochure to individuals, corporate organizations, religious organizations and key stake holders.
• Promptness in bidding for social media marketing contracts from the government and other cooperate organizations
• Advertise our business in relevant business magazines, newspapers, TV stations, and radio station.
• List our business on yellow pages ads (local directories)
• Attend relevant international and local expos, seminars, and business fairs et al
• Create different packages for different category of clients in order to work with their budgets and still deliver excellent design and services
• Leverage on the internet to promote our business
• Engage direct marketing approach
• Encourage word of mouth marketing from loyal and satisfied clients

11. Publicity and Advertising Strategy

We have been able to work with our in house brand and publicity consultants to help us map out publicity and advertising strategies that will help us walk our way into the heart of our target market.

We are set to become the number one choice for both corporate clients and individual clients in the whole of the United States and beyond which is why we have made provisions for effective publicity and advertisement of our web cum graphic design company.

Below are the platforms we intend to leverage on to promote and advertise Grapevine Marketing Consulting™, LLC;

• Place adverts on both print (newspapers and magazines) and electronic media platforms
• Sponsor relevant community based events/programs
• Leverage on the internet and social media platforms like; Instagram, Facebook , twitter, YouTube, Google + et al to promote our services
• Install our Bill Boards on strategic locations all around Cape May – New Jersey.
• Engage in road show from time to time in targeted neighborhoods
• Distribute our fliers and handbills in target areas
• Contact corporate organizations by calling them up and informing them of Grapevine Marketing Consulting™, LLC and the services we offer
• List our web cum graphic design company in local directories / yellow pages
• Advertise our social media marketing company in our official website and employ strategies that will help us pull traffic to the site.
• Ensure that all our staff members wear our branded shirts and all our vehicles are well branded with our company logo et al.

12. Our Pricing Strategy

At Grapevine Marketing Consulting™, LLC we will keep the prices of our services below the average market rate for all of our customers by keeping our overhead low and by collecting payment in advance from corporate organizations who would hire our services. In addition, we will also offer special discounted rates to all our customers at regular intervals.

We are aware that there are some one – off jobs or government contracts which are always lucrative, we will ensure that we abide by the pricing model that is expected from contractors or organizations that bid for such contracts.

• Payment Options

At Grapevine Marketing Consulting™, LLC, our payment policy will be all inclusive because we are quite aware that different people prefer different payment options as it suits them. Here are the payment options that we will make available to our clients;

• Payment by via bank transfer
• Payment via online bank transfer
• Payment via check
• Payment via bank draft
• Payment via mobile money
• Payment with cash

In view of the above, we have chosen banking platforms that will help us achieve our plans with little or no itches.

13. Startup Expenditure (Budget)

In setting up any business, the amount or cost will depend on the approach and scale you want to undertake. If you intend to go big by renting a place, then you would need a good amount of capital as you would need to ensure that your employees are well taken care of, and that your facility is conducive enough for workers to be creative and productive.

This means that the start-up can either be low or high depending on your goals, vision and aspirations for your business. The materials and equipment that will be used are nearly the same cost everywhere, and any difference in prices would be minimal and can be overlooked.

As for the detailed cost analysis for starting a social media marketing company; it might differ in other countries due to the value of their money. However, this is what it would cost us to setup Grapevine Marketing Consulting™, LLC in the United of America;

• Business incorporating fees in the United States of America will cost – $750.
• The budget for Liability insurance, permits and license will cost – $3,500
• Acquiring an office space or warehouse that will accommodate the number of employees for at least 6 months (Re – Construction of the facility inclusive) will cost – $100,000.
• Equipping the office (computers, printers, projectors, markers, servers / internet facility, furniture, telephones, filing cabinets, and electronics) will cost – $30,000
• Amount required to purchase the needed software applications – $ 3,500
• Launching an official Website will cost – $500
• Amount need to pay bills and staff members for at least 2 to 3 months – $70,000
• Additional Expenditure such as Business cards, Signage, Adverts and Promotions will cost – $5,000

Going by the report from the market research and feasibility studies conducted, we will need about two hundred and fifty thousand (250,000) U.S. dollars to successfully set – up a medium scale but standard social media marketing company firm in the United States of America.

Generating Funding/Startup Capital for Grapevine Marketing Consulting™, LLC

Grapevine Marketing Consulting™, LLC is a business that will be owned and managed by Phil Montgomery and his friend and business partner for many years Sol Walker. They are the sole financial of the business which is why they decided to restrict the sourcing of the start – up capital for the business to just three major sources.

These are the areas we intend generating our start – up capital;

• Generate part of the start – up capital from personal savings and sale of his stocks
• Generate part of the start – up capital from friends and other extended family members
• Generate a larger chunk of the startup capital from the bank (loan facility).

N.B: We have been able to generate about $100,000 (Personal savings $85,000 and soft loan from family members $15,000) and we are at the final stages of obtaining a loan facility of $150,000 from our bank. All the papers and document has been duly signed and submitted, the loan has been approved and any moment from now our account will be credited.

14. Sustainability and Expansion Strategy

The future of a business lies in the numbers of loyal customers that they have the capacity and competence of the employees, their investment strategy and the business structure. If all of these factors are missing from a business (company), then it won’t be too long before the business close shop.

One of our major goals of starting Grapevine Marketing Consulting™, LLC is to build a business that will survive off its own cash flow without the need for injecting finance from external sources once the business is officially running.

We know that one of the ways of gaining approval and winning customers over is to offer our social media marketing services a little bit cheaper than what is obtainable in the market and we are well prepared to survive on lower profit margin for a while.

Grapevine Marketing Consulting™, LLC will make sure that the right foundation, structures and processes are put in place to ensure that our staff welfare are well taken of. Our company’s corporate culture is designed to drive our business to greater heights and training and re – training of our workforce is at the top burner of our business strategy.

As a matter of fact, profit-sharing arrangement will be made available to all our management staff and it will be based on their performance for a period of three years or more as determined by the board of the organization. We know that if that is put in place, we will be able to successfully hire and retain the best hands we can get in the industry; they will be more committed to help us build the business of our dreams.

Check List/Milestone

• Business Name Availability Check:>Completed
• Business Incorporation: Completed
• Opening of Corporate Bank Accounts various banks in the United States: Completed
• Opening Online Payment Platforms: Completed
• Application and Obtaining Tax Payer’s ID: In Progress
• Securing a standard office facility for our studio: Completed
• Application for business license and permit: Completed
• Purchase of All form of Insurance for the Business: Completed
• Conducting Feasibility Studies: Completed
• Generating part of the start – up capital from the founders: Completed
• Writing of Business Plan: Completed
• Drafting of Employee’s Handbook: Completed
• Drafting of Contract Documents: In Progress
• Design of Logo for the business: Completed
• Secure trademark for our products: In Progress
• Graphic Designs and Printing of Packaging Marketing / Promotional Materials: Completed
• Recruitment of employees: In Progress
• Purchase of the Needed furniture, office equipment, software applications, electronic appliances and facility facelift: In progress
• Creating Official Website for the business: In Progress
• Creating Awareness for the business: In Progress
• Health and Safety and Fire Safety Arrangement: In Progress
• Establishing business relationship with vendors and key players in various industries: In Progress

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10+ social media marketing business plan templates – pdf, doc.

The power of social media in today’s digital landscape goes beyond its supposed limits. It is an effective tool in shaping the people’s thinking on the most pressing of issues and has the capacity to make a trend out of mundane things. Social media offers everything from writing how you feel, posting photos and videos of life’s milestones, and announcing events. It has a bigger reach than most media platforms.

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Social Media Marketing Plan

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Writing A Social Media Marketing Business Plan

1. give the business overview, 2. write the executive summary, 3. provide a list of products and services, six month social media marketing plan.

Printable Social Media Marketing Plan

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4. Write the mission and vision statement

5. give a background of the business structure, 6. include a swot analysis, 7. write the market analysis, 8. give the sales and marketing strategy, 9. include financial projections and expansion plans, social media marketing template.

Simple Social Media Marketing Plan

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Social Media Business Plan

A comprehensive business plan contains strategies, tactics, and action plans for marketing and business promotions. It is essential for you to come up with activities that will allow your business to boost its brand’s visibility and widen its market share. One of the most used platforms for marketing nowadays is social media. Most businesses even have a separate  social media marketing proposal  to ensure the relevance of the social media action plans that will be used within a given time duration. If you want to benefit from using social media as a marketing platform, we suggest you come up with a detailed social media business plan.

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Social Media Business Plan Template

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We came up with a listing of downloadable social media business plan examples in PDF that are all available for you to browse through in this post. Try to download any of the examples and use them as your guides and references when formatting the content of your own social media business plan .

Social Media Plan for Small Businesses

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Size: 668 KB

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Size: 90 KB

What Is a Social Media Business Plan?

Creating a social media business plan is more than the development of  social media brochure designs and examples . There are more items and elements involved in the making of this document as it is important for work processes and call-to-actions to be planned accordingly so that the business can get the maximum benefits from its social media efforts.

Knowing how a social media business plan can help your business can make you more eager to create the specified document. Hence, you have to be knowledgeable of the nature of the document’s usage as well as the ways on how you can incorporate your resources and deliverable in the plan that you will be making. Understanding what a social media business plan truly is can help you focus on the minute details of your planning processes. Here are some of the ways on how a social media business plan can be defined:

1. A social media business plan serves as a guide when it comes to the implementation of particular call-to-actions. With the help of this document, you can make sure that the workforce will have a reference whenever their deliverable are already needed for your social media business action plans to become a success. You may also see  importance of business plans .

2. A social media business plan is one of the most recent documents that is used by businesses across different industries. With the rampant growth and development of digital processes and electronic transactions, it is only imperative for your business to also benefit from any technological advances. Using a social media business plan as a marketing document can help you plot all the requirements and specifications of your social media marketing activities. You may also see business plan guidelines examples .

3. A social media business plan contains all the marketing, advertising, and promotional activities that you will realize with the help of any social media platform. This document is used to outline and present the ways on how you can maximize the online pages and accounts of your business to boost sales and improve your market reach. You may also like business operational plan examples .

Business Development Social Media Planning

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Social Media Strategic Plan Example

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How to Make a Social Media Business Plan

A  social media marketing plan  can be very beneficial to your business as it can yield results without too much financial allocation and physical marketing efforts. This is one of the reasons why most businesses resort to the usage of social media as a marketing tool rather than sticking with traditional marketing practices. A step-by-step process that you can follow if you want to begin the development of your own social media business plan include the following:

1. Know the purpose or the reason of the social media business plan’s creation so that you can identify all the goals that you will set for the plan and its execution. Make sure that the action plans and goals that you will come up with are aligned with the vision and objectives of the organization. You may also check out hotel business plan examples .

2. Your audience should be a vital part in your thought process once the development of the business plan is already on the works. You have to know your audience as well as their social media activities. This can be done through the usage of surveys and questionnaires. Ask relevant questions like the social media platform where your audience is mostly at or the kind of social media activities that they usually engage in. You might be interested in market analysis business plan examples .

3. If possible, try to evaluate the current practices and social media efforts of your competition. This can help you identify the things that have worked when it comes to the line of your business and the kinds of social media activities that you plan to have. More so, doing this can give you an idea of the social media trends that get the most views and audience participation that you can use to the advantage of your business. You may also like business plan outline with examples .

4. Once you are already aware of who your audience is and the activities of your competition that get the most engagement from clients and customers, the next thing to do is to plot your own social media action plans. Make sure that your action plans are based on the goals and objectives that you have thought of as well as that of the business’s. The proper alignment of your action plans with the things that the business would like to achieve can make it easier for you to execute your social media activities smoothly and accordingly. You may also check out implementation plan examples .

5. Set up actual social media accounts as this will be the start of your social media efforts as well as your evaluation on whether your social media business plan worked or not. It is recommended for you to come up with a content timeline and calendar that will present the things that you need to post, the kind of engagement that you would like to have, and the time frames in which particular marketing materials are expected to be uploaded in your social media accounts. You may also see advertising and marketing business plan examples .

6. Evaluate the document and review the content of your social media business plan once again. Continue the activities that worked for your business and make sure to have backup plans whenever some of your social media actions fail to gather the kind of response that you expect. You may also like company plan examples .

7. Update your social media business plan from time to time so that you can use it as a reference whenever you already need to make a new social media business plan for your next operational year. You may also check out advertising plan examples .

Social Media Marketing Planning Guide for Your Organization

Social Media Strategy Template for Business Planning Example

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Is Your Social Media Business Plan Effective and Efficient Enough?

A  social media marketing business plan  is a critical document that contains particular information about your marketing action plans and social media business strategies. This document is very important as it can dictate the direction in which your social media and marketing team must go so you can improve the online presence of your business. Listed below are some of the ways on how you can measure the effectiveness and efficiency of your social media business plan.

1. You have to identify the key metrics and baselines that can contribute with the objective evaluation of your social media business planning and marketing successes. Know the improvement of your market reach, the sentiments and insights of your audience, the realization of your social media mission, and the continuous engagement of your audience with particular kinds of social media activities. You might be interested in annual plan examples .

2. It will be great if you can use social media business tools that can track your visitors and the people who have participated in your marketing activities. This will enable you to document the specific customers that are engaged in your social media efforts which can result to the creation of social media action plans that can persuade these people to purchase your products or acquire your services. You may also like quality plan examples .

3. Your content must be aligned with the brand of your business. More so, it is important for you to come up with content that can engage your target audience in the best way possible. Optimize the usage of your marketing efforts in social media so that you can ensure that it can be an added value to your business plan.

4. Make sure that your planning processes will include the auditing of your current social media practices, activities, and efforts. You have to know the current condition of your business with regards this matter so that you can identify ways on how you can better your social media presence or visibility. You may also see  coffee catering business plan

 Social Media Strategy Workbook for Business, Operational

Social Media Action Plan as a Part of Your Business Strategic Plan Example

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Social Media Business Plan Preparations

There are different kinds of  social media marketing examples  that can sometimes distract you when selecting the social media activities that you will incorporate in your business plan. Through the usage of a social media business plan, you can be more organized when choosing call-to-actions that are truly suitable with the marketing needs of your business. There are a few things that you always have to remember if you want to start preparing the content of your social media business plan. Some of the useful tips that you can follow when developing your own social media business plan include the following:

1. It is suggested for your social media business plan to be as specific as possible. This is for the reason that a more precise listing of your action plans can actually result to a more focused and directed execution. If you can develop a concise and precise social media business plan, you can ensure that there will be more organization when it comes to implementing your desired actions.

2. Ensure that you are aware of the purpose of your social media account. Keep in mind that all your digital footprints can be seen by your target audience. It will be best if you can develop specific, measurable, attainable, realistic, and time-bound goals so you can be well-guided when following the direction of your social media business plan’s execution. You might be interested in daily plan examples .

3. Keep in mind that a social media account that is owned by your business is considered as a touch point where you can connect and communicate with your target audience. Hence, you have to be careful when it comes to replying with your clients, liking photos or any other information, and commenting on issues especially those that involve your business. You may also check out sales plan examples .

4. Review the entirety of the social media business plan before submitting it to the decision-makers of the business. You have to make sure that you have presented the necessity of the document’s usage so that the organization will be more than willing to provide the requirements of your social media marketing action plans. You may also see  consulting business plan.

With the examples that you can download from this post and the useful discussions that we have added in our list, we hope that you already have enough references to use if you want to create a social media business plan for your organization. Make sure to not copy everything in our examples and only use these items as your formatting and content development guides. Create a social media business plan now and evaluate how its implementation can help add up to the value of the business as well as your ability to realize the corporate vision of your company. You may also see strategic plan examples .

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How to Start a Social Media Marketing Agency: 13 Steps to Follow

Starting a social media marketing agency is an exciting venture, but it's also a lot of work. You need to create content that your clients will love and you need to be able to promote it on all the different channels both online and offline.

Begin by mapping out goals for success. This means making sure everyone involved in running your business knows what they need to do and by when.

You also want to make sure you know what your clients expect from the agency so that there's no miscommunication as you grow together.

However, with the right tools and know-how, you can do this in no time! In this article, we'll go over everything you need to start your own social media marketing agency.

How to start a Social Media Marketing Agency PDF

Social media marketing agencies offer services related to social media for clients, acting as intermediaries with other businesses. They handle content generation, social media advertising campaigns, analytical research across platforms, and build relationships with industry influencers to enhance brand awareness.

Branding : These agencies guide clients on using platforms like Facebook and Twitter to boost brand recognition, providing a cost-effective alternative to in-house social media marketers.

Engagement : They advise on engaging with customers through likes, shares, and comments, helping to keep followers informed and expanding client reach for new leads.

Content Creation : Their key role is to produce or source content that promotes client products or services, encouraging sharing for wider exposure.

Analytics : Agencies analyze campaign success, monitoring views, shares, and engagement duration to help clients optimize strategies for increased sales.

Influencer Relationships : They establish connections with industry influencers to enhance a business's visibility and potentially increase sales.

How to Launch a Social Media Marketing Agency

• Identify Your Niche : Decide on your agency's specialization, such as general social media services or a focus on specific areas like Facebook advertising. Specialization can make your agency more memorable to potential clients.
• Create a Business Plan : Establish your investment budget and timeline for ROI. Determine the number of employees needed and their required skills to excel in your chosen niche.
• Choose a Brand Name and Logo : Select a memorable, easy-to-spell name and a simple, professional logo that reflects your services and company values. Register the name and logo for brand protection.
• Develop Your Website : Create an easily navigable website with detailed information on services, pricing, and a blog for relevant content. Include a compelling 'About Us' page and a 'Contact Us' section for easy client communication.
• Start Marketing Your Agency : Announce your launch with a press release, engage with niche bloggers for exposure, and utilize targeted social media ads. Be creative in reaching your audience.
• Maintain Consistency : Regularly update your social media content and website. Keep clients informed about any changes in services or pricing.
• Foster Customer Relationships : Communicate project updates and completion dates accurately. Avoid overpromising and focus on building trust and reliability with clients.

13 Steps to follow for starting a Social Media Marketing Agency

1. identify your niche.

The very first thing you need to do when starting a social media marketing agency is to identify your niche. Your niche will be the focus of everything that you put out there, so it's important to choose something in which you have tons of expertise and interest.

You can also pick something specific like healthy recipes or financial advice if this suits your interests. You need to figure out what your personal passion is when it comes to social media because you'll be the one doing most of the work.

2. Different Social Media Platforms

One of the most important aspects of starting a social media marketing agency is knowing about all the different platforms. Each platform works differently, so you need to know how they function before attempting any sort of promotion.

• Facebook has been around for nearly ten years and remains one of the top sites on the internet today. On Facebook, your posts appear in people's news feeds and you can target your ads to specific audiences.
• Twitter is a great platform for social media marketing agencies because it allows you to post smaller, more frequent updates than on Facebook or Instagram. You can also use hashtags so that people looking up certain keywords will see your posts in their search results.
• Instagram has become one of the top sites for social media marketing agencies because it's a visual platform with lots of room to grow. However, you need to be careful when posting since each image can take up to an hour in order to appear on people's feeds.

3. Choosing a name for your agency

Once you've decided what your niche will be, then you can plan out everything else that goes into starting up a marketing agency. For example, choosing a name should come next on the list.

When choosing a name, the main thing you need to consider is that it should be easy for people to remember and spell as well as something that's relevant to your niche.

For example, if you're starting an agency focused on healthy eating then using names like "Healthy Eating Specialists" or "Eating Well Daily" might be good choices.

4. Make sure your agency is legit

You need to make sure that your company's name and website are both up-to-date and seem like a legitimate business operation.

The best way to do this is by making it clear on the site where clients can contact you or find out more information about your services.

You can also make your agency's website appear more professional by using relevant imagery and colors.

For example, if you're focusing on healthy food then images of fresh fruit or vegetables will help clients get a better idea of what to expect when they hire you for their business' social media management needs.

5. Create Business Structure and Plan

Once you've got your niche and agency name, it's time to create a business structure. This basically means thinking about what kind of company you want your social media marketing agency to be as well as how much money you'll need for starting up costs.

You can do this by either creating an LLC or corporation or just registering the name with your state government. It's important to know that starting a social media marketing agency legally is going to be expensive, but you should definitely do it if possible.

Once your business structure has been created and is up and running smoothly, then you need to create a plan for the services that your company will provide in order to make money.

6. Figure Out Your Selling Point

A lot of the work that goes into starting a social media marketing agency is figuring out your selling point. You need to know what you're good at and what sets you apart from other agencies in your niche.

This is important because it's going to be one of the main ways that clients will choose to go with you over another company.

For example, if you're good at creating infographics and know how to make them go viral on social media then this should definitely be part of your selling point.

Then you'll be able to tell potential clients that they can get more engagement and followers due to the fact that your infographics will go viral on social media faster than other posts.

7. Be consistent with your branding

A great way to help clients remember your agency is by making sure that you're consistent with your branding. This means using the same colors, fonts, and imagery on all of your social media platforms as well as any other forms of advertising.

For example, if you decide to use the green font in one place then make sure it's also green everywhere else so your clients get a sense of familiarity. Make sure your branding matches up with your social media accounts!

One thing that you need to make sure is consistent across all forms of advertising for your agency (including the website) is making it clear where potential clients can find out about how much each service costs and what kinds of services are available.

For example, if you're only offering social media management services then you can put a list of packages on your site with prices and so forth. This way clients will know exactly what to expect from working with your business.

8. Start getting clients

Once all of your services are listed on the site along with testimonials, the next step is to start getting potential clients in touch!

You can do this by using social media or other forms of advertising so they know exactly what kind of work you're doing and how much everything costs.

If your agency provides a service that's in high demand (such as consulting services or social media management) then you might want to offer a free trial period so clients can try out the services and see if they work for them.

9. Improvise Client Communication

One thing that you need to do while starting a social media marketing agency is improvised how clients will communicate with your company.

For example, if you're focusing on consulting services then you should create an email address for people to contact so they can get in touch about their needs and what kinds of strategies or advice they might be looking for from your company.

You might also want to consider creating a support ticket system if you're going to be offering social media management services so that people can get in touch with your team and ask questions about their account or whether they need assistance on any specific issue.

10. Go above and beyond

While many companies simply provide consulting or marketing services, an awesome way to get business is by going above and beyond.

You can do this in a few ways, including offering deep discounts if clients contact you about their social media management needs or providing internet marketing services on top of your regular consulting work.

You could also offer free training sessions for potential new clients who are interested in learning how they might be able to use social media to grow their business or reach more people.

11. Determine the pricing for each service

If your agency provides a service that's in high demand, such as consulting or social media management, then you might want to offer a free trial period so clients can try out the services and see if they work for them.

12. Add testimonials

You should also consider including customer testimonials on the website or in any other advertising you might do.

These are great ways to help clients decide whether or not they want to work with your agency by seeing what other people have said about the services that you provide.

If possible, try asking former customers for quotes on why they liked working with your agency so potential clients can get a better feel of what it's like to work with you.

13. Include "About Us"

Another great way to show potential clients what kind of company you are is to include an "About Us" page on the site.

This is basically a way for potential clients to find out more about you so they can decide if your agency might be right for them or not.

For example, people who are interested in social media marketing will probably want to know what kind of experience you have and how long you've been in business.

While this might seem like a lot of work, it's definitely worth taking the time to do all of these things if you want your agency to be successful!

Not only will potential clients know what they can expect from working with you but existing customers will have an easier time staying up-to-date on any changes or new projects that your agency might be working on.

Social media marketing agency owners should always keep their clients' needs first and foremost. However, there are many different social media platforms out there and it can be difficult figuring out which ones to use for each specific situation.

This article has gone over everything you need to know about starting up your own agency so that you can provide better services like consulting and marketing to more people. Get ready to see your business grow and become more successful over time!

Kirti Prakash

Register now, client portal | productized services | workflow automations create delightful experiences. ‍.

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