Social Media Plan

Use this template to document your social media plan for your team and share that knowledge across your organization.

"Social media channels are a great opportunity for us to connect and engage with customers, prospects, and partners. As such, we’re deliberate about how and when we post on different social platforms, how we drive engagement, and how we respond in various scenarios. Our Social Media Plan Card outlines all of this and more, so we’re consistent and effective on social media."

Social media is an important channel for your company to make an impression on a potential customer and pique their interest about your product. That’s why most teams have a plan for engaging through social media. But how does your team share information about this plan with the rest of your organization?

Use this Card template to document your social plan for your team and share that knowledge across your organization. We’ve included some thoughts around channel, content, and community management, in case your team could use some inspiration. Add or remove information as you see fit.

How this template can help your team:

Marketing: Your marketing team can use this template as a jumping off point for developing or adding on to their social media plan.
Customer Success & Support: Your customer-facing teams can use this social media plan as a way to engage customers about new launches or build processes around social media support.
Sales: Your sales teams can use this plan to build their processes on engaging prospects about new launches, events, deals and more.

Social media is an important channel for your company to make an impression on a potential customer and pique their interest about your product. That’s why most teams have a plan for engaging through social media. But how does your team share information about this plan with the rest of your organization?

Use this Card template to document your social plan for your team and share that knowledge across your organization. We’ve included some thoughts around channel, content, and community management, in case your team could use some inspiration. Add or remove information as you see fit.

How this template can help your team:

Marketing: Your marketing team can use this template as a jumping off point for developing or adding on to their social media plan.
Customer Success & Support: Your customer-facing teams can use this social media plan as a way to engage customers about new launches or build processes around social media support.
Sales: Your sales teams can use this plan to build their processes on engaging prospects about new launches, events, deals and more.