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2015 SAMPLE
TACTICAL PLAN
SOCIAL MEDIA
2
First Things First
Before you get started on your social media
initiatives, here are some action items to
keep in mind:
•	 Assign ownership of each channel/strategy
to someone within your organization
•	 Create buyer personas and know which
personas are on which social media sites
•	 Train your sales teams to use social media
for lead generation and customer acquisition
•	 Create a social media policy and distribute
it to your employees—also distribute it to
your agencies
•	 Encourage employees to be active
participants in social media—don’t be afraid
to incentivize!
BLOG3
4
7
8
9
SOCIAL
NETWORKS
ONLINE
VIDEO
PHOTO
SHARING SITES
PRESENTATION
SHARING
TABLE OF CONTENTS
3
X hours daily/weekly/monthly
Objectives
•	 Increase brand awareness
•	 Increase thought leadership throughout your industry
•	 Encourage comments and engagement
•	 Lead generation through blog subscription
•	 External linking
Action Items
√√ Choose managing editor to own the blog
√√ Choose a blogging platform
√√ Create an internal blog evangelist program to get
employees to contribute
√√ Decide on a weekly cadence
√√ Recruit guest bloggers
√√ Add social sharing icons
√√ Add a Tweet This button
√√ Promote each blog on social channels
BLOG
Key Metrics
•	 X number of posts
•	 X number of bloggers
•	 X number of social shares
•	 Audience growth—unique and return visitors
•	 Conversions
•	 Subscriber growth
•	 Inbound links
•	 Directory listings for infographics
•	 SEO improvement
4
X hours daily/weekly/monthly
Overarching Action Items
√√ Choose owner for all of social media
√√ Set up social media posting cadence
√√ Choose a social media management platform
√√ Determine social media voice
√√ Set up an employee social sharing platform like GaggleAmp
SOCIAL NETWORKS
FACEBOOK
Objectives
•	 Brand awareness and engagement
•	 Lead generation or customer acquisition
•	 Share a mix of relevant links, blog posts, and engaging content
•	 Promote upcoming events
•	 Engage with influencers
Action Items
√√ Set up sponsored posts and ads
√√ Set up Facebook tabs that sync to your marketing automation platform
Key Metrics
•	 X number of posts per day
•	 Page follows
•	 Likes
•	 Engagement and comments
•	 Referring traffic
•	 Shares
•	 Lead generation/new customers
5
X hours daily/weekly/monthly
SOCIAL NETWORKS
LINKEDIN
Objectives
•	 Brand awareness and engagement
•	 Lead generation or customer acquisition
•	 Share a mix of relevant links, blog posts, and engaging content
•	 Promote upcoming events
•	 Engage with influencers
Action Items
√√ Create and join relevant groups
√√ Encourage employee participation
√√ Monitor and participate in Q&A
√√ Set up sponsored posts and ads
Key Metrics
•	 X number of posts per day
•	 Page follows
•	 Comments, likes, and shares
•	 Group participation
•	 Referring traffic
•	 Lead generation/new customers
TWITTER
Objectives
•	 Brand awareness and engagement
•	 Lead generation or customer acquisition
•	 Share a mix of relevant links, blog posts, and engaging content
•	 Segment influencers and create lists
•	 Communicate issues from social media to support team and
ensure follow-up
•	 Listen and respond to relevant conversations
•	 Build reputation
Action Items
√√ Utilize promoted tweets and pinned tweets
√√ Set up Twitter Lead Generation cards
Key Metrics
•	 X number of posts
•	 Followers
•	 Mentions
•	 Retweets
•	 Number of lists
•	 Hashtag usage
•	 Influence of Twitter followers
•	 Lead generation or
customer acquisition
•	 Referring traffic
•	 Favorited tweets
(continued)
6
X hours daily/weekly/monthly
SOCIAL NETWORKS
GOOGLE+
Objectives
•	 Brand awareness and engagement
•	 Lead generation or customer acquisition
•	 Share a mix of relevant links, blog posts, and engaging content
Action Items
√√ Optimize for SEO and set up Google rel=author tag
√√ Create and promote upcoming events
√√ Utilize Google+ hangouts
Key Metrics
•	 X number of posts
•	 Google+ circle adds/follows
•	 Google+ mentions
•	 Google +1
•	 Referring traffic
PINTEREST
Objectives
•	 Brand awareness and engagement
•	 Lead generation or customer acquisition
•	 Share a mix of relevant imagery—both brand-related and fun
Action Items
√√ Create boards leveraging both content and company culture
√√ Follow other businesses, thought leaders, customers, and partners
Key Metrics
•	 Pins
•	 Repins
•	 Followers
•	 Purchases from pin
•	 Referring traffic
(continued)
7
X hours daily/weekly/monthly
ONLINE VIDEO
YOUTUBE, VIMEO, VINE, INSTAGRAM VIDEO
Objectives
•	 Brand awareness and engagement
•	 Viral sharing
•	 Showcase company culture
•	 Post product videos and demos
•	 Create a video series to share
Action Items
√√ Determine ownership of video execution
√√ Choose a production agency
√√ Determine distribution channels
√√ Create social strategy for promotion
√√ Get customers, partners, and influencers involved in video creation
Key Metrics
•	 Views
•	 Shares
•	 Referral traffic
•	 Pages ranking on key terms from YouTube
8
INSTAGRAM, TUMBLR, FLICKR, SNAPCHAT
Objectives
•	 Brand awareness
•	 Engagement with visual assets
•	 Showcase products
•	 Showcase company culture
•	 Showcase marketing events
•	 Link back to website, blog, and other content assets
Action Items
√√ Determine ownership of photo sites
√√ Decide on general branding guidelines for photos
√√ Encourage employees to participate and share their own photos
Key Metrics
•	 Referral traffic
•	 Shares and comments
•	 View of photos
•	 Page rankings on key terms from photo sharing sites
•	 Product purchasing and lead generation
X hours daily/weekly/monthly
PHOTO SHARING SITES
9
SLIDESHARE
Objectives
•	 Brand awareness
•	 Engagement with visual content assets
•	 Lead generation and customer acquisition
•	 SEO optimization
•	 Generate additional content views
Action Items
√√ Determine ownership for visual content on SlideShare
√√ Work on regular SlideShare presentation creation
√√ Choose agency for stellar design
√√ Turn on the forms feature in SlideShare so you can sync leads to
your marketing automation platform
Key Metrics
•	 X number of presentations
•	 Followers
•	 Views
•	 Shares
•	 Lead generation and customer acquisition
•	 Downloads
•	 Favorites
X hours daily/weekly/monthly
PRESENTATION SHARING
Social Media Tactical Plan

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Social Media Tactical Plan

  • 2. 2 First Things First Before you get started on your social media initiatives, here are some action items to keep in mind: • Assign ownership of each channel/strategy to someone within your organization • Create buyer personas and know which personas are on which social media sites • Train your sales teams to use social media for lead generation and customer acquisition • Create a social media policy and distribute it to your employees—also distribute it to your agencies • Encourage employees to be active participants in social media—don’t be afraid to incentivize! BLOG3 4 7 8 9 SOCIAL NETWORKS ONLINE VIDEO PHOTO SHARING SITES PRESENTATION SHARING TABLE OF CONTENTS
  • 3. 3 X hours daily/weekly/monthly Objectives • Increase brand awareness • Increase thought leadership throughout your industry • Encourage comments and engagement • Lead generation through blog subscription • External linking Action Items √√ Choose managing editor to own the blog √√ Choose a blogging platform √√ Create an internal blog evangelist program to get employees to contribute √√ Decide on a weekly cadence √√ Recruit guest bloggers √√ Add social sharing icons √√ Add a Tweet This button √√ Promote each blog on social channels BLOG Key Metrics • X number of posts • X number of bloggers • X number of social shares • Audience growth—unique and return visitors • Conversions • Subscriber growth • Inbound links • Directory listings for infographics • SEO improvement
  • 4. 4 X hours daily/weekly/monthly Overarching Action Items √√ Choose owner for all of social media √√ Set up social media posting cadence √√ Choose a social media management platform √√ Determine social media voice √√ Set up an employee social sharing platform like GaggleAmp SOCIAL NETWORKS FACEBOOK Objectives • Brand awareness and engagement • Lead generation or customer acquisition • Share a mix of relevant links, blog posts, and engaging content • Promote upcoming events • Engage with influencers Action Items √√ Set up sponsored posts and ads √√ Set up Facebook tabs that sync to your marketing automation platform Key Metrics • X number of posts per day • Page follows • Likes • Engagement and comments • Referring traffic • Shares • Lead generation/new customers
  • 5. 5 X hours daily/weekly/monthly SOCIAL NETWORKS LINKEDIN Objectives • Brand awareness and engagement • Lead generation or customer acquisition • Share a mix of relevant links, blog posts, and engaging content • Promote upcoming events • Engage with influencers Action Items √√ Create and join relevant groups √√ Encourage employee participation √√ Monitor and participate in Q&A √√ Set up sponsored posts and ads Key Metrics • X number of posts per day • Page follows • Comments, likes, and shares • Group participation • Referring traffic • Lead generation/new customers TWITTER Objectives • Brand awareness and engagement • Lead generation or customer acquisition • Share a mix of relevant links, blog posts, and engaging content • Segment influencers and create lists • Communicate issues from social media to support team and ensure follow-up • Listen and respond to relevant conversations • Build reputation Action Items √√ Utilize promoted tweets and pinned tweets √√ Set up Twitter Lead Generation cards Key Metrics • X number of posts • Followers • Mentions • Retweets • Number of lists • Hashtag usage • Influence of Twitter followers • Lead generation or customer acquisition • Referring traffic • Favorited tweets (continued)
  • 6. 6 X hours daily/weekly/monthly SOCIAL NETWORKS GOOGLE+ Objectives • Brand awareness and engagement • Lead generation or customer acquisition • Share a mix of relevant links, blog posts, and engaging content Action Items √√ Optimize for SEO and set up Google rel=author tag √√ Create and promote upcoming events √√ Utilize Google+ hangouts Key Metrics • X number of posts • Google+ circle adds/follows • Google+ mentions • Google +1 • Referring traffic PINTEREST Objectives • Brand awareness and engagement • Lead generation or customer acquisition • Share a mix of relevant imagery—both brand-related and fun Action Items √√ Create boards leveraging both content and company culture √√ Follow other businesses, thought leaders, customers, and partners Key Metrics • Pins • Repins • Followers • Purchases from pin • Referring traffic (continued)
  • 7. 7 X hours daily/weekly/monthly ONLINE VIDEO YOUTUBE, VIMEO, VINE, INSTAGRAM VIDEO Objectives • Brand awareness and engagement • Viral sharing • Showcase company culture • Post product videos and demos • Create a video series to share Action Items √√ Determine ownership of video execution √√ Choose a production agency √√ Determine distribution channels √√ Create social strategy for promotion √√ Get customers, partners, and influencers involved in video creation Key Metrics • Views • Shares • Referral traffic • Pages ranking on key terms from YouTube
  • 8. 8 INSTAGRAM, TUMBLR, FLICKR, SNAPCHAT Objectives • Brand awareness • Engagement with visual assets • Showcase products • Showcase company culture • Showcase marketing events • Link back to website, blog, and other content assets Action Items √√ Determine ownership of photo sites √√ Decide on general branding guidelines for photos √√ Encourage employees to participate and share their own photos Key Metrics • Referral traffic • Shares and comments • View of photos • Page rankings on key terms from photo sharing sites • Product purchasing and lead generation X hours daily/weekly/monthly PHOTO SHARING SITES
  • 9. 9 SLIDESHARE Objectives • Brand awareness • Engagement with visual content assets • Lead generation and customer acquisition • SEO optimization • Generate additional content views Action Items √√ Determine ownership for visual content on SlideShare √√ Work on regular SlideShare presentation creation √√ Choose agency for stellar design √√ Turn on the forms feature in SlideShare so you can sync leads to your marketing automation platform Key Metrics • X number of presentations • Followers • Views • Shares • Lead generation and customer acquisition • Downloads • Favorites X hours daily/weekly/monthly PRESENTATION SHARING