Planning worksheet
Social media goals
Why do you need a social media strategy?
- Don’t know – somebody told me I needed one
- I need to increase public visibility for my business
- I need to attract more business
- I want to create a reputation as an expert in my field
- I want to market a particular product or service
- Other
What is your business?
BUSINESS NAME
TYPE OF BUSINESS
GEOGRAPHICAL AREA
Short list of products or services that you would like to feature via social media (if applicable).
FEATURED 1
FEATURED 2
FEATURED 3
What are the primary ways that clients/customers currently find your business now?
METHODS OF FINDING
Current Virtual Presence
Primary website — PRIMARY WEBSITE
Secondary websites — SECONDARY WEBSITES
Other URLs directed to these websites — ADDL URLS
Blog(s) —
BLOG 1
BLOG 2
BLOG 3
How many hits/day or hits/week do you get on your websites and blogs?
WEBSITE HITS PER WEEK/per week WEBSITE HITS PER MO/per month
BLOG HITS PER WEEK/per week BLOG HITS PER MO/per month
Are you routinely getting new clients as a direct result of your virtual internet presence? NEW CLIENT CONNECTION
Social media profiles
Google+ Profile name GOOGLE NAME
Number of connections GOOGLE CONNECTIONS
LinkedIn Profile name LINKEDIN NAME
Company profile LINKEDIN CO
Number of connections LINKEDIN CONNECTIONS
Facebook Profile name FB NAME
Company page: FB CO PAGE
Other pages: FB OTHER 1
FB OTHER 2
Friends FB FRIENDS
Likes FB LIKES
Twitter Profile name TWITTER NAME
Followers TWITTER FOLLOWERS
YouTube Profile name YOUTUBE NAME
Followers YOUTUBE FOLLOWERS
Other social media
PLATFORM 1
PLATFORM 1 NAME
PLATFORM 1 CONNECTIONS
PLATFORM 2
PLATFORM 2 NAME
PLATFORM 2 CONNECTIONS
PLATFORM 3
PLATFORM 3 NAME
PLATFORM 3 CONNECTIONS
Virtual reputation search
Google search terms —
COMPANY NAME
PRINCIPAL 1 NAME
PRINCIPAL 2 NAME
PRINCIPAL 3 NAME
TYPE OF BUSINESS + GEOGRAPHICAL AREA
Does your primary website show up on the first page for any or all of these searches? Are most of the search results a reference to your own website or other intentionally posted business information? Does any negative information about your business appear in the first 3-5 pages of the search results? If so, what? NEGATIVE INFORMATION
Interest in social media activities
| Want to have for my business | Want to do myself | Want to hire someone to do | |
|---|---|---|---|
| Business blog with regular blog articles | |||
| Guest blog on other well-read blogs | |||
| Comment on other’s blogs | |||
| Review books in industry/market | |||
| Post regular tweets | |||
| Post regular updates on Facebook | |||
| Post regular updates on LinkedIn | |||
| Post regularly on Google+ | |||
| Post videos on YouTube | |||
| Upgrade profile on existing social media platforms | |||
| Add profiles on new social media platforms | |||
| Create links to allow posting on one social media platform to automatically post in other places | |||
| Add related profiles, such as for business personnel | |||
| (other) |
