Social Media Strategy Template

Nowadays, you have to be on social media to market your B2B SaaS company.

It's where our audience is today and it's where they go to learn what tech other leaders are using to grow their businesses.

But coming up with an effective strategy and content is hard.

That’s why I built this AI-powered social media strategy template — a Google Sheet designed to transform your chaotic social media efforts into a streamlined, data-driven strategy.

Our B2B SaaS company uses this template to generate content for individual sales and marketing leaders on the team to post from their personal Linkedin profiles.

Now, you can access this powerful tool, which breaks down the exact steps we use to grow social engagement, build brand awareness, and drive leads.

When you add this template to your cart and check out, you’ll instantly receive access to the Google Sheet. Watch video above to see inside.

Here’s what's included:

• Social Media Strategy Template: A step-by-step process to help you develop your social media strategy that will be aligned with your end goals.
• Example Template: An actual example of what a social media strategy might look like for a B2B SaaS company on Linkedin.  
• Social Media Strategy by Channel: A tab for each social platform (LinkedIn, Twitter, Facebook, YouTube, and more) so you can tailor your strategy by channel and compare them side by side.
• Content Creation Matrix (AI-Powered): Overcome content creation block with this AI-powered content generator matrix, helping you consistently produce high-quality, engaging posts. You enter in your criteria and AI generates 18 different variants based on different content types like Contrarian, How to, Listicles, Failure Story, etc.
• Content Calendar: A comprehensive calendar to schedule and organize your posts across different channels.
• BONUS: Go-to-Market Checklist: A special checklist to ensure you do the right things in the right order to successfully bring products to market.

Many businesses treat social media as a one-way communication channel — only posting content about themselves.

They use their social profiles to publish blog content, awards and gated assets. It's all about them, not their customers.

Then what happens?

No engagement. No traffic. No leads. Nothing. 

And that's the problem. Businesses forget to actually be social on social media. They forget to engage with their audience. 

We were 100% guilty of this.

That’s why this template is designed to help you build a social media strategy that prioritizes engagement, not just broadcasting.

Here’s how to make the most of this tool:

1. Review All Tabs: Familiarize yourself with the instructions, checklist, and channel-specific strategies before diving in.
2. Follow the Checklist: Work through the Social Media Strategy Checklist to ensure your strategy covers all the necessary bases.
3. Customize by Channel: Use the Social Media Strategy by Channel tab to tailor your approach for LinkedIn, Twitter, YouTube, Facebook, and any other platform where your audience is active.
4. Populate the Content Creation Matrix: Input your brand guidelines and content ideas into the AI-powered matrix, which helps generate engaging posts aligned with your marketing goals.
5. Fill in the Content Calendar: Schedule posts across your chosen channels for a month at a time. You can use this tab or integrate with social scheduling tools like Buffer or Typeshare.
6. Monitor and Iterate: Track key performance indicators (KPIs) using the metrics you set in the template, and adjust your strategy based on what’s working.

When you really start to engage with your target audience online and build authentic relationships, it's a lot of fun and rewarding. 

I still get that dopamine rush when our engagement metrics spike. 

Immediately download the AI-powered, Social Media Strategy Template and customize it for your business.

Click “Add to Cart” on the right and checkout. You will receive a link to a Google Sheet to copy and customize for your business.

Also, check out our entire VP of Marketing Playbook below to grow your brand and demand faster.