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Social Media Marketing (SMM) Guide

Welcome to this 52-Step guide to SMM or social media marketing strategies.

This guide will focus on organic (non-paid) social media marketing for small and medium-sized businesses (SMBs).

Part 1: Actionable SMM for SMBs (Steps 1-39)

Part 1 will be focused on SMM strategies and tactics for SMBs, which are immediately actionable on your social media accounts.

Foundational SMM

Step Nos. 1-13 of Part 1 of this 52-Step guide will focus on setting up a solid base for the social media accounts of your small and medium-sized business.

Business owners need to define their business/marketing goals and who comprises their ICP (ideal customer profile). Once that has been established, they need to clarify on which social media platforms their ICP spends the bulk of their time.

Define Your Social Media Account Goals – Step 1:

The target or purpose of your social media presence should be defined prior to posting any marketing assets.

For example, is your goal to drive sales, build brand awareness, introduce a new product/service, promote an app download, announce a major company change, support a philanthropic cause, or drive sign-ups for a customer rewards program?

A clear objective will guide all of your future decisions.

Select Your Social Platforms Wisely – Step 2:

You do not have to be on every social media platform in existence. In fact some platforms, depending upon your product or service offering, may be a complete waste of your time and energy.

In the beginning, focus instead on two or three platforms where your ICP – ideal customers – spend most of their time. This prevents you from spreading your resources too thin.

Optimize Your Social Profiles – Step 3:

Your social media profiles are essentially your digital business cards – they are prime “real estate” that should be optimized with as much key company and biographical data as possible.

Your social media profiles should literally function just like a landing page would for a company promoting an offer!

A LinkedIn profile, for example, should include…

  • A professional profile photo
  • An informative background banner
  • An introductory section describing your offer and your ideal customer profile
  • A clickable call to action button – e.g., Join My Newsletter or View My Website
  • An about section which summarizes your company’s product or service offerings
  • A top skills section and a featured section highlighting a specific offer such as a newsletter signup
  • Employment, educational background, licenses/certifications, volunteer experience, and honors/awards

Identify Your Target Audience – Step 4:

You shouldn’t be trying to market to everyone. Instead, create a detailed description of your ICP (ideal customer profile). This might include their gender, age range, income, social interests, and pain points.

This will help to make your content much more relevant and engaging.

Create a Content Calendar – Step 5:

A content calendar helps you plan your social media posts in advance.

This prevents last-minute scrambling, and ensures you’re consistently posting (e.g., once a day, 3 times per week) on the various platforms. It also helps you layout a variety of content (e.g., colorful infographics, short-form videos, engaging carousels), which are tailored to the specific platforms and marketing goals of your postings.

One very important aspect of social media posts to be aware of is the quality of your “hook” – which is the main title or the lead sentence of your post. The hook you choose will determine approximately 80% of the success of a social media post. A content calendar will help you brainstorm and plan the types of hooks to apply to which posts.

Master Your Brand’s Voice – Step 6:

Your brand’s voice is its actual personality – the way in which it is perceived by consumers.

You should decide whether you want the public to understand your brand as being, for example, professional, humorous, inspiring, or educational. Once you have chosen your voice, consistency in your messaging is what will build trust and recognition with your audience.

The following companies have done a great job of establishing and communicating their brand’s voices over the years:

  • Tesla = Innovative
  • Coca-Cola = Nostalgic
  • Walt Disney = Magical
  • Chase Bank = Human-Centric

Research Your Competitors – Step 7:

Analyze what’s working for your competition and what isn’t – this will give you ideas for content and help you identify gaps in your niche that can be filled.

Example: If your competitor posts a lot of polished, studio produced, educational videos, you might take a different approach, and post genuine user-generated content in order to stand out.

Create a Branded Hashtag – Step 8:

A branded hashtag that is unique to your company helps you 1) track mentions of your business, and 2) encourages your followers to share content related to your brand.

Branded hashtags can be comprised of your company’s name, a slogan, or a specific campaign. Use your hashtags across all of your social media accounts – and encourage your users to both use and follow your branded hashtags.

Set Up Google Alerts for Your Brand – Step 9:

Monitor mentions of your brand on the web. Set up free Google Alerts for your business name to receive email notifications whenever your brand is mentioned in online articles, blogs, or news sources. This helps you find things like a new customer review, a local news article that featured your business, or a positive mention in an industry blog.

Your “link-in-bio” is valuable real estate on the internet.

Instead of just linking to your homepage, consider using a link-in-bio tool like Linktree or Carrd to direct followers to multiple destinations, like your latest blog post, a new product, or a special promotion.

Engage with Industry Leaders – Step 11:

Follow and engage with thought leaders and top influencers in your industry.

React, comment on, share, and save their posts, to build relationships and increase your visibility within your niche.

Follow their social profiles, and send them DM connection requests to grow your overall network.

Use Social Listening Tools – Step 12:

Social listening is the process of monitoring online conversations and feedback about your brand, company personnel, your industry, and leading competitors. It helps you find out what the overall sentiment is with your products or services, identify trends, gather consumer feedback, and anticipate potential customer service issues.

Establish a Goal for Each Social Post – Step 13:

Prior to creating any social media post, ask yourself these types of questions:

What do want your audience to do?

Is your goal to get them to react to your post by liking it, commenting, and sharing with others? Do you want them to subscribe to something, book a consultation, or register for an event? Are you seeking to raise brand awareness or improve your total number of social media followers?

SMM Content & Engagement

Step Nos. 14-26 of Part 1 of this 52-step guide will focus on developing engaging content and a network of social media followers for small and medium-sized businesses.

Now that you have your foundation, it’s time to start creating compelling content and building a vibrant social community.

Prioritize High Quality Visuals – Step 14:

Social media is a very visual medium. Use high-resolution infographics, multi-page carousels, creative memes, photos, and short form videos, that are visually appealing. A captivating image will stop a user from scrolling past your post.

Write Engaging Captions – Step 15:

Your captions should be more than just a description. They should tell a story, ask a question, or provide valuable information. Use a conversational tone and break up long text with paragraphs, bullet points and emojis.

Leverage Video Content – Step 16:

The popularity of short-form videos on social media has grown significantly in recent years. Consider creating short-form videos for platforms like Facebook, LinkedIn, Instagram Reels, TikTok, and YouTube Shorts.

Videos are oftentimes more likely to be shared, and can build an even stronger connection with your audience than other visual mediums.

Example: A home decor store could create a quick “Reel” showing a time-lapse of a room being decorated with their products.

Respond to Every Social Media Comment – Step 17:

Engage with your community of followers by responding to every comment you receive, both positive and negative. This shows you’re paying attention, you care about your customers, and want to build a sense of loyalty.

Ask Questions to Drive Engagement – Step 18:

Posing questions in your captions or at the end of a social media post like a carousel or infographic, is one of the easiest ways to encourage comments and boost engagement.

These work very well in conjunction with CTAs or calls to action you would want to include in your social posts. Open-ended questions typically work best.

Repurpose Your Content – Step 19:

Don’t reinvent the wheel every time. Take a successful blog post (for example) and turn it into a series of social media posts, a video script, or a forum topic. This saves time, resources, and ensures your best content gets full exposure.

The possibilities are endless when it comes to repurposing your content!

Example: Turn a long-form blog post on “The 5 Best Rated 007 Movies of All Time” into i) a series of Tweets, ii) an Instagram collage, iii) a 10-minute YouTube video,  iv) a Facebook Group infographic, and v) a forum topic on Reddit.

Incorporate User Generated Content (UGC) – Step 20:

Encourage your social media followers to post photos, videos or written accounts of them using your product or service. An example post might be “A day in the life of a five-star high school basketball recruit.”

EGC, or Employee Generated Content, would be a similar type of strategy for brands to consider. An example post might be “A day in the life of a brand manager for Under Armour basketball shoes” which highlights the culture and values of working for the Under Armour Sportswear company.

Ask for their permission to repost it on your social media accounts and be sure to give them credit. UGC is one of the best types of “social proof” you can offer your audience. It is authentic, builds trust, and ultimately helps drive conversions!

Run Polls and Quizzes – Step 21:

Use your platform’s built-in features like Instagram Stories or LinkedIn Polls to gather feedback, drive engagement, and even conduct market research.

Set your polls (or quizzes) to run for at least two-weeks to give your audience enough time to respond, and to give yourself enough time to analyze the results before drawing any final conclusions.

Go Live with Your Video Content – Step 22:

Live video is a powerful tool for connecting directly with your audience. To name a few ideas, you might host a Q&A, give a behind-the-scenes tour, interview an expert, preview an upcoming industry conference, discuss a recent report/study, or create a series of related short-form videos.

Live content often gets priority in a user’s social media feed.

Post Content Consistently – Step 23:

Consistency is more important than frequency. Posting three times a week consistently is better than posting 3 times on a Tuesday, 3 times on a Thursday, and then dramatically altering the schedule the following week.

This helps your target audience know when to expect new content from you. You can even announce the schedule as part of your headline or introduction.

Example: “New Content Is Uploaded Every Monday, Wednesday and Friday.”

Craft a Strong Call to Action (CTA) – Step 24:

Your CTA tells your audience what to do next. Be direct and use action-oriented verbs that create an emotional connection such as “Book a Demo,” “Reserve Your Spot” or “Try It Risk Free!”

It is important to personalize your CTAs, and avoid generic sounding language such as “Learn More” or “Download Here” or “Sign Up.”

Example: “Ready to start setting meaningful goals? Download our free cheatsheet today!”

Collaborate with Other Businesses – Step 25:

Partner with other non-competing businesses for a giveaway or a joint promotion. This introduces your brand to a new audience and helps both parties grow their social followers.

Example #1: A luxury real estate office could collaborate with a national moving company offering a free property staging analysis, and a discount on moving services after the sale of a home.

Create an Engagement Strategy – Step 26:

Don’t just wait for comments, reactions, saves or reposts on your own social media content.

Spend time actively engaging with other accounts in or related to your industry. React, comment and repost their content, which will be seen by the broader social community.

Example: Spend 30 minutes each day, Monday-Friday, scrolling through posts or hashtags related to your industry, and engaging with posts from other industry professionals, potential customers, and collaboration partners.

Growth & Analytics

Step Nos. 27-41 of Part 1 of this 52-step guide will focus on scaling and tracking the results of your social media activity. Once you have content flowing, it’s time to expand your reach and measure what’s actually working.

Use Relevant Hashtags – Step 27:

Hashtags are essential for discoverability. Use a mix of broad, location, niche, and branded hashtags to reach new audiences.

Example: A local 1-800-Flowers shop might use a mix of hashtags like #whiteroses, #mothersday, #sandiegodelivery, and #1800Flowers, to reach new customers in the San Diego, CA area that are interested in floral services.

Analyze Your Audience Insights – Step 28:

Most social media platforms have built-in analytics. LinkedIn, for example, will let you track metrics such as Impressions, Members Reached, Profile Views, Followers Gained, Reactions, Comments, Reposts, Saves, and Post Viewer Demographics.

Pay special attention to your audience demographics to confirm that your posts are reaching the right people in an organization.

Example: You may find that your audience for a particular social media post is mostly comprised of entry-level personnel, when you are instead trying to target upper-level management who would more likely be the “decision-makers” in an organization.

Schedule Posts at Optimal Times – Step 29

Let’s be honest, submitting an important social media post at 11:00 PM on a Saturday night in your given time zone, will have far less reach and responses than if that same post goes out at 9:00 AM on a Tuesday morning.

Use your platform’s analytics to determine the optimal time to post for your specific audience. Posting when your followers are most active will lead to more reach and engagement.

Hootsuite (a leading social media management platform) has done several studies that suggest the following:

LinkedIn – schedule your posts from 9:00 AM – 12:00 PM, Tuesday-Thursday

Facebook – schedule your posts from 9:00 AM – 11:00 AM, Monday-Wednesday

Twitter/X – schedule your posts from 8:00 AM – 4:00 PM, Tuesday-Thursday

Instagram – schedule your posts from 9:00 AM – 1:00 PM, Monday-Friday

These are general guidelines for these platforms, but can serve as really good starting points.

Run a Simple Paid Social Media Ad – Step 30

You do not need a large budget to try paid social media advertising. Focus on a limited advertising campaign to boost one of your top-performing posts, or run a simple ad to drive traffic to your website for an introductory offer.

This can significantly increase your social reach, beyond just your organic social media posts.

Example: A local fitness club could run a paid Facebook ad targeting people within a 10-mile radius with an offer for a free 30-day trial membership or a free 30-day guest pass to the club.

Test, Learn and Adapt – Step 31

Social media marketing is a continuous experiment or work in progress. Test different types of headlines, body content, posting times, and calls to action (CTAs) to see what resonates best with your audience.

A/B testing (which measures how components like headline variations perform in contrast to each other), is one of the most effective ways to test what to say in your social media campaigns and whether or not it is well received.

Use Instagram Stories and Highlights – Step 32

Stories are a great way to post informal, behind-the-scenes content that expires after 24 hours. Use Highlights to save and categorize your best stories so new visitors can see them in the future.

Think of Stories as your “daily news feed” and Highlights as a “saved playlist” for your brand.

Host a Giveaway – Step 33

A giveaway is a fantastic way to generate buzz, get new followers, and increase engagement.

This is very common on platforms like LinkedIn, where someone will post a new business strategy or tactic that worked particularly well for themselves or their client, and they are now “giving away” the exact steps they used to achieve those specific results.

The rules often include following your account, reacting to your post, using a predetermined code/word in the comments, or providing an e-mail address on a landing page, in order to be eligible to receive a link to the information.

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