Ask Lisa: Is there a specific template or plan that I can use for my Social Media Strategy?

Q: Is there a specific template or plan that I can use for my Social Media Strategy? I’m always bothered, feeling like I am missing out an integral part of the plan.

A:  I don’t give you a specific template because everyone likes to work using different tools.

For example, I use Excel for all my business plans because I like to have a tab for the written plan, a tab for goals and a tab for sales forecasting all in one spot.

The really important elements are understanding your why, gaining real clarity around who your ideal client is, and then following the vision, goal, current reality template.  Once you have those established identifying your action steps becomes easier.

One of my group coaching participants upgraded her program so that she has more private coaching included over the next three months and we spent a lot of time talking about her three client types yesterday. When she started to understand how being clear about who her clients are, it enabled her to identify who she wants to talk to. I know it was an AHA! moment. All that data you have around who your client is, becomes hugely valuable in creating your action plan.

For example, if your client was a woman between 30-40 who you know likes vampire shows, you know if you look at her Profile and you see Twilight Series, Anne Rice, True Blood stuff under movies or books she is your potentially your ideal client. The more you understand about the person, the more you can search for them by Likes/interests/demographics etc.

Have a Question of Your Own?#AskLisa

Each week I answer a question here on my blog so, don’t be shy! Send in your questions by leaving a comment here on my blog or:

1. Email me at

2. Ask on Twitter using the hashtag #AskLisa

3. Post it on my Facebook Wall



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Lisa Larter Bio Image of Lisa x400

Lisa Larter

Founder and CEO of the Lisa Larter Group, master strategist, author, speaker, podcast host, social media expert, consultant, and business coach. Lisa inspires entrepreneurs and business owners to see the possibilities for their organizations when it comes to strategy. She uncomplicates modern marketing and creates (and implements) strategies for businesses that are guaranteed to increase visibility, inbound leads, and revenue.

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