Are you ready to add some “Why” to your “How”? Tired of chasing shiny objects, and setting up Twitter and Facebook accounts with clear direction, or social media metrics?
Then this is the blog post for you.
I presented today at Social Media AZ, a new conference for Arizonans interested in, and practicing social media. Unbelievable turnout (more than 260) for a first-time event, and tremendous kudos to Fred Von Graf, who organized it practically solo.
This presentation: “Why Before How: The Keys to Developing a Social Media Strategy in 7 Steps” also formed the basis for my recent MarketingProfs Webinar.
The 7 Steps to Creating a Social Media Strategy
Before you begin, commit to worrying about social media tools last, not first. Why? Because tools will change. They always do. There was a time when Netscape seemed invincible. Yahoo, too. Myspace also. If you fall in love with tools, you’ll constantly be changing directions, with no real plan to guide your way.
1. What’s Your Pitch?
The elevator pitch is dead. Can you describe what your company does in 120 characters or less?
2. What’s the Point?
What type of program is this? Awareness, Sales, or Loyalty? Pick one.
3. What’s Your Relationship with Your Audience?
What does your audience know about you today?
- Nothing
- Aware of you, but never acted
- Acted once
- Repeat actions/enthusiasts
- Advocates
Pick up to two of these segments to focus upon, but make sure they are adjacent on this scale. It’s too confusing to have a social media strategy that targets advocates AND people that have never heard of you. That would be two strategies, not one.
4. How Does Your Audience Use Social Media?
Using the Forrester Social Technographics Ladder, understand how your target audience (as defined by gender, age, and geography) uses social media. If your audience skews older, you may not want to engage in a lot of “make a video” contests, since that segment indexes low on the “Creator” scale.
You can play with the Social Technographics Ladder data right here:
5. What’s Your One Thing?
What’s the soul of your brand. What’s the one thing that defines you – and it’s not features and benefits. Volvo = Safety. Apple = Innovation. Disney = Magic. What’s on the other side of your = sign?
Note: This is not easy to figure out. You may need to engage in some brand anthropology, and have an agency help you find your one thing.
6. How Will You Be Human?
Social media is about people, not logos. How will you let down your guard? If you’re a small company, congratulations, this should be pretty easy. If you’re a big company, how can you act small again?
7. How Will You Measure Success?
Lots of ways to measure social media success, so make sure you determine your social media metrics BEFORE you get started. I recommend picking three social media metrics to track. Appropriate metrics differ based on what your objective is for the program. See the slide deck for more details on social media metrics. Also, see amazing stuff from Olivier Blanchard, and a killer Webinar from Beth Harte.
Now, you can worry about tools, and outposts, and social media tactics.
To help you figure all this out, you might want to download my free social media strategy worksheet. It will help you define objectives, your audience, how you will be human and your social media metrics.
Social Media Strategy Worksheet from Jay Baer at Convince and Convert
As a social media consultant, I specialize in helping companies create and implement social media strategy. Social media strategy consulting details here.









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RT @jaybaer: Develop a social media strategy in 7 steps. (includes slides and worksheet) [link to post]
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RT @jaybaer: Develop a social media strategy in 7 steps. (includes slides and worksheet) [link to post] (THAT’S Transparency!, friends!)
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Great read on building your transparency through social media strategy [link to post] [link to post]
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Perfect in its simplicity! RT @jaybaer: Develop a social media strategy in 7 steps. (includes slides and worksheet) [link to post]
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RT @jaybaer Develop a social media strategy in 7 steps. (includes slides and worksheet) [link to post]
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RT @tweetmeme Develop a Social Media Strategy in 7 Steps | Social Media Marketing | Social Media Consulting – Convince … [link to post]
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Elevator speech is now 120 characters. RT @jaybaer: Develop a social media strategy in 7 steps. [link to post]
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RT @hmilesaustin @jaybaer: Develop a social media strategy in 7 steps. (includes slides and worksheet) [link to post]
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@billpollak Thanks Bill. Looks like a good read. I need validation for spending time on Twitter! [link to post]
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@jaybaer Thanks for sharing the 7 steps! Will love to have clients get away from brochures and explain in 120.
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@jaybaer I’m quoting you in my class Saturday – archery vs. Ping Pong analogy! Great!
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Good find! RT @DeepDishCreates @jaybaer: Develop a social media strategy in 7 steps. (includes slides and worksheet) [link to post]
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RT jaybaer: Develop a social media strategy in 7 steps. (includes slides and worksheet) [link to post]
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Tweeting for venture capital? Sir Richard Branson thinks it is a great idea. [link to post] Keep it simple!
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Develop a Social Media Strategy in 7 Steps via @jaybaer (makes it easy for newbies) [link to post]
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RT @JayBaer Just had this conversation with a new client: “Develop a Social Media Strategy in 7 Steps” [link to post] Thanks Jason.
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RT@jaybaer: Develop a social media strategy in 7 steps. [link to post]. Great stuff JB. Thx!
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RT @jaybaer: 7 steps to creating a social media strategic plan. [link to post]
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Really enjoyed this presentation: 7 steps to creating a social media strategic plan. [link to post] RT@jaybaer
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7 steps to creating a social media strategic plan. [link to post] (via @jaybaer)
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RT @jaybaer: 7 steps to creating a social media strategic plan. [link to post] (Loren: GR8 stuff JB – U rock as always)
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Helpful blog post on “The 7 Steps to Creating A Social Media Strategy”: [link to post]
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Good post. RT jaybaer: 7 steps to creating a social media strategic plan. [link to post]
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Technical but clear. RT @impactmax: Develop a Social Media Strategy in 7 Steps – Convince & Convert [link to post]
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Develop a Social Media Strategy in 7 Steps @jaybaer [link to post] Includes slides and worksheets.
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@jaybaer Thanks for sharing this!
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Develop a Social Media Strategy in 7 Steps [link to post]
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Now that’s a great post! @jaybaer on how to develop a social media strategy [link to post]
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First Set your Goals, Then Act – How to Develop your Social Media Strategy in 7 Steps: [link to post]
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RT @jaybaer Develop a Social Media Strategy in 7 Steps [link to post]
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@jaybaer Thanks for posting this, very useful! Sorry I missed your preso at #SMAZ [link to post]
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Like this post from @jaybaer cus it gives nice visuals to show feet-dragging clients – Developing Social Media Strategy: [link to post]
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ADVICE: Develop a Social Media Strategy in 7 Steps [link to post]
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RT @danschawbel: ADVICE: Develop a Social Media Strategy in 7 Steps [link to post]
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RT @danschawbel ADVICE: Develop a Social Media Strategy in 7 Steps [link to post] – Awesome presentation by a great speaker
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I really like step #6: RT @danschawbel: Develop a Social Media Strategy in 7 Steps [link to post]
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- Develop a Social Media Strategy in 7 Steps: [link to post]
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RT @tweetmeme Develop a Social Media Strategy in 7 Steps | Social Media Marketing | #SocialMedia Consulting – Convince … [link to post]
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agrees that “social media isn’t a conversation. It’s where the conversation takes place” – @jBaer [link to post]
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RT @danschawbel: ADVICE: Develop a Social Media Strategy in 7 Steps [link to post] [Good advice. Going to send to my clients.]
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If you haven’t read this, its a great read: Post, slides & work sheet- Social Media Strategy in 7 Steps: [link to post] (via @jaybaer)
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Social media strategy in 7 steps [link to post]
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Loving the Forrester tool for comparing the different levels of online engagement in different countries [link to post]
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RT @danschawbel ADVICE: Develop a Social Media Strategy in 7 Steps [link to post]
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RT @catpointzero: Article intéressant: “Develop a Social Media Strategy in 7 steps” [link to post]
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[...] You’re a non-profit hoping to take your social media engagement to the next level? Think out a policy and develop a strategy! [...]
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RT @tweetmeme Develop a Social Media Strategy in 7 Steps [link to post]
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[...] On Monday and Tuesday, a huge sampling of Flintsters learned about social media strategy from Jason Baer – a social media consultant and founder of Convince & Convert. We learned about the 7 steps to creating a social media strategy. [...]
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Elevator Tweet RT @OwenGreaves: Develop a Social Media Strategy in 7 Steps [link to post]
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Volvo = Safety. Apple = Innovation. Disney = Magic. What’s on the other side of your = sign? (via [link to post])
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Develop a Social Media Strategy in 7 Steps[link to post]
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The elevator pitch is dead. Now, you only have 120 characters! [link to post]
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RT @ConsumingPR: The elevator pitch is dead. Now, you only have 120 characters! [link to post]
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O “Porquê” antes do “Como”: 7 passos para uma estratégia consciente de socialmedia com resultados [link to post]
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Convince & Convert: Develop a Social Media Strategy in 7 Steps… [link to post] by (@jaybaer)
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@gaurisalokhe on social media strategy, check this out: [link to post]
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Creating a plan is a must for businesses >> Develop a Social Media Strategy in 7 Steps [link to post]
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Develop a Social Media strategy in 7 steps – [link to post]
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Reading @jaybaer’s 7-step social media strategy: [link to post]
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Develop a Social Media Strategy in 7 Steps | Social Media Marketing | Social Media Consulting – Convince & Convert
[link to post]
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“Why before How” [link to post]
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Gr8 post by @jaybaer
Develop a SM Strategy in 7 Steps. Love the line in preso: old mktg=archery, new mktg is ping pong. [link to post]
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RT @tweetmeme Desarrolla una estrategia para Medios Sociales en 7 pasos | Social Media Consulting – [link to post]
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Reading: “Develop a Social Media Strategy in 7 Steps”- [link to post] #Strategy #SocialMedia
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great slideshare presentation on setting up your 7 step social media plan, [link to post] by @jaybaer
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[...] A good resource to find out how to connect with your audience is Groundswell. And for ideas in creating the valuable content your business needs on social media, Jay Baer gives 7 steps to get your message right. [...]
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Social Media Strategy!
[link to post] #untj5100
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Social Media Strategy!
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7 steps to a social media strategy [link to post]
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Reading: “Develop a Social Media Strategy in 7 Steps Social Media Consulting – Convince & Convert” ( [link to post] )
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[...] Develop a Social Media Strategy in 7 Steps – Jay Baer – Aug ‘09 [...]
[...] a strategy FIRST. The tactics that follow will then become obvious. Read Jay Baer’s article “The 7 Steps to Creating a Social Media Strategy” for [...]
[...] a strategy FIRST. The tactics that follow will then become obvious. Read Jay Baer’s article “The 7 Steps to Creating a Social Media Strategy” for [...]
[...] Develop a Social Media Strategy in 7 Steps – Jay Baer – Aug ‘09 [...]
[...] not, it is time for digital strategy and social media strategy to integrate with your company’s management and planning process. Your customers are already [...]
[...] I love this presentation by Jason Beer (and the corresponding blog post): [...]
[...] in social media? Of course. But those differences are at the tactics layer, not the strategy layer. Creating and calibrating a social media strategy for any company should follow the same process. You need to determine why your company should be [...]
[...] Here are some additional ideas… “Before you begin, commit to worrying about social media tools last, not first. Why? Because tools will change. They always do. There was a time when Netscape seemed invincible. Yahoo, too. Myspace also. If you fall in love with tools, you’ll constantly be changing directions, with no real plan to guide your way. Source: Develop a Social Media Strategy in 7 Steps | | Social Media Consulting – Convince & Conver… [...]
[...] Develop a Social Media Strategy in 7 Steps [...]
[...] not, it is time for digital strategy and social media strategy to integrate with your company’s management and planning process. Your customers are already [...]
[...] you’re going to make growth of your Facebook fan base a key part of your social media strategy, you must create a clear rationale for why consumers should participate with [...]
[...] you’re going to make growth of your Facebook fan base a key part of your social media strategy, you must create a clear rationale for why consumers should participate with [...]
[...] you’re going to make growth of your Facebook fan base a key part of your social media strategy, you must create a clear rationale for why consumers should participate with [...]
[...] you’re going to make growth of your Facebook fan base a key part of your social media strategy, you must create a clear rationale for why consumers should participate with [...]
[...] to Jay Baer at Convince & Convert for putting handles on his social media strategy outline, from which I sprinkled liberally across my [...]
[...] tools of social media always change. And that’s why your social media strategy must be tools-agnostic. The next time you start thinking too hard about your Twitter “strategy” [...]
[...] tools of social media always change. And that’s why your social media strategy must be tools-agnostic. The next time you start thinking too hard about your Twitter “strategy” [...]
[...] you’re going to make growth of your Facebook fan base a key part of your social media strategy, you must create a clear rationale for why consumers should participate with [...]