13 Steps To Social Media Success

by Jonha Revesencio · 18 comments

lori r taylor, revmediamarketing, social media, social media marketing, branding, product branding, networking, oneclicksociety, social caffeine, mobile marketingSocial Media For Your Business Is More Than Just Facebook And Twitter


Hence, it requires intensive planning and establishing a game plan in order for it to become truly successful. The problem with most businesses that jump into the social media bandwagon is that there’s no definite or concrete plan in place. Getting started with a plan or guide may be a lot of work but will prove to be helpful in the long run.

In an interactive infographic released by Simply Business, they have outlined 13 basic steps and guidelines that businesses should consider following prior for a successful social media plan for the business.

1. Social Media 101

Learn the basics of social media for you to have a better idea on which strategy works best for your business. What may be successful for other brands and industries may not be as much effective for yours. Having a better understanding of the underlying principles in social media will help you craft better social media strategy that’s best for your business.

2. Choosing Platforms

Each social media platform is unique so they should be treated differently. Identify as to which platform do your target market frequently visit and focus most of your marketing strategies there. While it’s best to claim your brand on every social media platform before someone else will, it is also best to identify which platform could help you reach out to your target market in a much more effective manner.

3. Setting Up Accounts

When setting up accounts, make sure to review each platforms terms and conditions so you and your business could avoid encountering issues later on. It also helps to cross-promote or let your existing audience know about the new accounts being created. Publishing or informing your company blog readers about how they could follow you on Twitter or Pinterest will help increase the number of people who will connect with you on the newly established account.

4. Goals and Objectives

Having SMART (Specific, Measurable, Attainable, Relevant, and Timely) objectives will help you have a clearer view of what to expect on your social media campaign.

5. Setting Targets

While most people may argue that you cannot measure or quantify the success of social media, it is best to set a target. From there, you may adjust accordingly depending on the results of the the existing campaign. Having figures in mind will help one become more focused and driven to reach what was set.

6. Social Media Policy

Writing a social media policy can be a company’s first line of defense to mitigate risk for both employer and employee. It is best that your company would develop one so that it’s clear for both parties. The company should set the boundary between business and personal use of social media. You may refer to this link for a collection of corporate social media policies.

7. Social Strategies

There had been many strategies published for businesses but not all of them could be effective for your business. Right from the very first step, you need to identify where your targets are and focus your social media strategies and efforts there.

8. Content Strategies

Having content strategies will help you develop thought leadership and become a valuable resource to your audience and target market. There will be nothing shared on your social media accounts unless you develop your own social media plan. Developing content may include but not limited to your corporate blogs, newsletters and curating topics that would be of interest to your target market.

9. Monitoring/Analytics

Establishing a social media plan without monitoring and quantifying the success is useless. Identify your best social media metrics and find the right tools that will help you keep track of what you want to be measured.

10. Building a Team

Everyone should hire a social media person to be part of their team. No question about that. But you need to identify what types of social media people and what skills should be included in your team. It’s funny how most companies immediately jump into this step, trying to find an expert or guru without establishing a plan and strategy in place first.

11. Processes

Start your social media process with a pragmatic approach. It’s the kind of process that does not only start but continues to evolve and adjust accordingly. Having setup social accounts and editorial plan are not enough. It needs constant evaluation and analysis to identify which approach and processes needed to be improved and maintained.

12. Social Media Mishaps

Social media is just like any marketing where you may encounter mishaps and blunders. It is therefore important for your company to be ready and establish rules and best practices on how to manage your online reputation when a disaster strikes or even before they do. McDonald’s is one of the best examples of brands that know how to turn disasters into opportunities for them to improve its brand perception.

13. Perfecting Campaigns

Tracking and monitoring the success of every social media campaign is essential so you will easily identify areas to improve on. Just having established profiles in all social media platforms is not enough. One need to constantly improve and generate new ideas to become better and part of perfecting campaigns is to always be on the lookout for more opportunities to provide value to your target market.

Having a concrete plan in place before jumping into the social media bandwagon is important for all businesses as it will determine the effectiveness of the campaign and identify areas to constantly improve on.

What about you, could you share what basic steps and guidelines are you currently following for your social media campaign?


Jonha D. Revesencio is a freelance Social Media Strategist, curator of Epic Infographic and a personal finance blogger at Saving is Sexy.

Jonha Revesencio

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{ 17 comments… read them below or add one }

Tim March 1, 2012 at 2:43 pm

Good high-level pointers – but I would have appreciated links to more detailed guidance (e.g. on how to develop social media strategy). Thanks anyway.


Jonha Revesencio March 2, 2012 at 7:51 am

Hi Tim,

Thanks for taking the time to comment. Most points have links especially points 4-12 (they’re the words in blue). Hope that helps!


donna_tribe March 2, 2012 at 2:09 pm

So glad I found this article on Social Media Success. I love social media and I see too many people getting lost in it. You have to have a strategy and stick to it in order to stay a float. It is so easy to get caught up in Facebook for hours and other sites. What I always stress is to manage your time on social media. Yes, I can be guilty of that crime too, I do sometimes get carried away. But for the most part, the above plan is a great platform on how to use Social Media.
Thanks so much for writing this,
Donna Merrill


Jonha Revesencio March 7, 2012 at 1:37 am

Couldn’t agree more, Donna! It’s so easy to get distracted and it often helps to have a solid plan so you could stick to it. Failing to plan is like planning to fail 🙂


LoriRTaylor March 9, 2012 at 10:17 pm

A friend once told me to know and not do is the sand as not knowing.


Jonha Revesencio March 12, 2012 at 9:08 am

True that, love that quote.


Matt Brennan March 5, 2012 at 11:25 am

Good blog. It’s really helpful to have an idea of what you want to accomplish with social media before you dive in.


Jonha Revesencio March 7, 2012 at 1:39 am

Well said, Matt. Sometimes we need to make plans and adjust them accordingly to make them reality-based 🙂


Ascentive March 9, 2012 at 9:24 pm

There are so many different social media websites to choose from and it is easy to get stuck or do the wrong move.

Thanks to your great blog I will be able to make better decisions.



Jonha Revesencio March 12, 2012 at 9:07 am

Yay for better decisions! Finding the right platforms, where your target spends the most of their times and focusing your time and strategies will not only save your money and resources but over-all effort. Let us know how it goes! 🙂


Ascentive March 12, 2012 at 12:43 pm

Thanks so much. I will do that.



Lori Taylor March 9, 2012 at 10:16 pm

Thank you so much. I’m
Grateful for you!

Sent from my iPhone


Houssem March 12, 2012 at 2:28 am

Many businesses/individuals are concentrating on the technical side of social media to the point that most of them have really forgotten what it means. I think it’s all about learning-planning-taking action and tracking. Thanks for the great steps Jonha

D Houssem


John Mak March 13, 2012 at 9:07 am

Hello Johna! Great tips about social media! I agree with you that everyone should hire a social media person for their business but someone with an experience! Thanks for sharing with us!
John Mak


SheenaWong March 15, 2012 at 9:35 pm

I find that coming up with a content plan for updates on the various social media platforms that your company is on is a great way! This will ensure that you won’t have to rack your brains to come up with an update for the day. Also, social media metrics is a good way to detect and analyse what the online community has to say about your brand and work on the social media tactics that you use based on the results! http://jamiq.com


Ruth Carter March 26, 2012 at 3:22 pm

Good post. I agree that it’s important to have a social media policy that complies with the NLRA (http://bit.ly/xVhbUj) and a plan of action to deal with social media disasters before they occur (http://bit.ly/H9cF9T).


Tali Albo May 2, 2012 at 7:14 am

Just stopped by to say that i love reading your posts.
useful tip is to add your business’s website to your Facebook business page, using apps like MyWebees ( http://bit.ly/GRK50g ).
That way your Facebook fans can browse your entire website without leaving the familiar settings of their Facebook profile.


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