Step 1: Take stock with a social media audit
Posted: Tue Dec 17, 2024 4:15 am
Let’s start with a quick primer. Watch our five-minute italy phone number for whatsapp video that covers the key components of any social media strategy, regardless of your business size, team size, or industry.
Now let’s dive into the 10-step social media strategy. Each section of this article summarizes a key step in the process so you can understand exactly how to form your strategy and get it packaged for approval. If you need to learn more about any step, we've included links to some of our topic deep dives throughout.
Step 2: Define your social media goals
Step 3: Define your key performance indicators (KPIs)
Step 4: Identify your target audience
Step 5: Research your competitors
Step 6: Choose your social media platforms
Step 7: Build a social media content calendar
Step 8: Allocate resources and budget
Step 9: Document your strategy
Step 10: Set up workflows to implement your strategy
Step 1: Take stock with a social media audit
If you’re starting your social media presence from scratch, skip to step two.
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The very first thing you need to do is conduct a social media audit. This is an analysis of your existing social presence and can be a guiding point for your new strategy. Whether you’re creating a strategy for the first time or changing up an existing strategy, your team should start with an audit to get an understanding of what’s already in place, what’s working, and what needs to be improved.
Start by getting prepared. This means gathering your social media logins and access to any tools you use so that you can get a birds’ eye view of the content your brand has been publishing and how it has been performing. Create a spreadsheet to help you compile all relevant information as part of your audit, making it easier to analyze.
Now let’s dive into the 10-step social media strategy. Each section of this article summarizes a key step in the process so you can understand exactly how to form your strategy and get it packaged for approval. If you need to learn more about any step, we've included links to some of our topic deep dives throughout.
Step 2: Define your social media goals
Step 3: Define your key performance indicators (KPIs)
Step 4: Identify your target audience
Step 5: Research your competitors
Step 6: Choose your social media platforms
Step 7: Build a social media content calendar
Step 8: Allocate resources and budget
Step 9: Document your strategy
Step 10: Set up workflows to implement your strategy
Step 1: Take stock with a social media audit
If you’re starting your social media presence from scratch, skip to step two.

The very first thing you need to do is conduct a social media audit. This is an analysis of your existing social presence and can be a guiding point for your new strategy. Whether you’re creating a strategy for the first time or changing up an existing strategy, your team should start with an audit to get an understanding of what’s already in place, what’s working, and what needs to be improved.
Start by getting prepared. This means gathering your social media logins and access to any tools you use so that you can get a birds’ eye view of the content your brand has been publishing and how it has been performing. Create a spreadsheet to help you compile all relevant information as part of your audit, making it easier to analyze.