It is imperative in today’s online marketing climate that any company, organisation or individual influencer has a good social strategy put in place in order to maximise their business efforts. Unless you have previous experience in this field, knowing how to set up and get started with your social strategy can be a daunting task, especially if you are relying on it to bring in traffic and ultimately complete conversions.

To help, I have listed 5 essential steps that will ease the process of creating that winning social strategy (bear in mind these are a guideline, not a ‘stick to strategy’.)

5-Steps-to-Setting-up-a-Successful-Organic-Social-Strategy-1 5 Steps to Setting up a Successful Organic Social Strategy


First things first, research. No effective social media campaign, or any other marketing strategy for that matter, has been carried out without a huge amount of research being done first.

Never skip over this phase, instead, make sure you are looking into the following:

  • Who your target audience is
  • Which social media platforms are most frequently used by your target audience
  • Which platforms you should use
  • What kind of posts your audience regularly engage with
  • What time of day your audience are most active?
  • What your competition is doing on social
  • How your competition are generating traffic
  • How engagement your competition get?

The reason we need such an in-depth analysis of our audience is so that we can later use this information when creating and organising our strategy. Knowing the best time to tweet, for example, will help when developing your social media content calendar.

There are many different tools that can aid this process; Hootsuite is a great tool for social listening and will provide you with insights into what content your audience is engaging with. SocialBro is also a fantastic tool that can be used to analyse twitter accounts, including metrics on when the best time to tweet is and the influence, reach and klout score each Twitter user has.

Make sure you look into these important factors before setting any kind of social goals and objectives, but don’t get caught up in doing too much research, work out which factors are most important for your brand and focus on them.

Define and Refine Your Aims and Objectives

It is vital that you have a clear vision in the forefront of your mind throughout the entire social media campaign, and a great way to ensure you are sticking to it is to have a specific list of aims and objectives. Make sure each of these are SMART (Specific, Measurable, Attainable, Relevant and Timely).

You should also look at objectives not only for the campaign as a whole, but also for each  individual social platform you have decided to use. Objectives should be clearly set out for each section of the social media strategy.-

Metrics for Measurements

Measuring a campaign is one of the most important things to take into consideration. Without clear measurement, how do you know if the campaign you have put all of your time and effort into has actually worked? It is vital to determine right from the beginning what you need to be measuring, and what specific metrics are relevant to your campaign (i.e. the amount of ‘likes’ your campaign has may not be relevant to the end goal if you are looking for influencer engagement levels).

Below i have listed the main metrics used to measure social media campaigns:

  • Reach
  • Engagement Levels
  • Virality
  • Influence
  • Returning user engagement

In regards to the above metrics, it is imperative that you run a full social media audit (if you are an existing entity) to have something to benchmark your future measurements against. One thing to note; measurement isn’t a one time thing, you need to be periodically measuring your social media strategy, report on the findings, and then adapt and refine to suit the results you have found.

Ensuring Consistent Branding Throughout Each Platform

Once you have completed the previous stages, it is vital for you to run a social media inventory and implement brand consistency on all the social accounts. By this i mean check the following for consistency:

  • Brand User Handles
  • Branded Descriptions and ‘About’ section (reflect that of the business ethos)
  • Imagery used, i.e logos, profile pictures etc.
  • Tone of Voice

The last point I mentioned there was tone of voice. This is a major aspect to take into account when ensuring brand consistency and effectiveness when reaching out to your target audience. Before any content is posted, it is important for you to decide on the perfect tone of voice for your company. For example, if you are a law firm, it is probably best to adopt a corporate and professional tone of voice; given the values your company will want to adhere to. Once you have decided on a tone of voice, make a note to keep this consistent on each platform.

Developing Your Content Strategy

The last thing to take into account in the introductory phase of a social strategy is how you are going to push engaging content through each of your platforms. Each of the previous phases should give you a good idea of what kind of content your audience engages with, as well as which platform they are most likely to engage on. This will help you work out what your tone of voice should be and what schedule you should follow.

As part of your content strategy, I would highly recommend setting up a content calendar. The content calendar should include organised details of what date and time posts should be tweeted, what platform the post will be on, and what type of content is to be posted. You can actually schedule future posts using tools such as Hootsuite, meaning you don’t have to bother setting up a new post every day.

By using the content calendar, both yourself and any other contributors, such as copywriters or graphic designers, can see a detailed layout of when content needs to be finished and published; in turn creating a smooth synergy between different teams.

These are just a selection of steps needed to set up a solid social strategy. There are many more aspects that can be looked into, such as Facebook ads. This being said, the above steps are a good place to start when formulating your social strategy.

If you have any tips, or advice on tools to use for implementing and measuring a strong social strategy, feel free to let us know below.