A social media strategy template that records the choices.

Not a 40-slide deck and not a posting checklist. Use one clear document for the audience decision, business result, evidence, channel jobs, boundaries, measures, and the date you will review them.

Open the example

A one-page strategy canvas for audience, goal, evidence, channel jobs, boundaries, measures, and review

Specific enough to judge

A named audience decision and business result replace broad goals such as awareness.

Clear enough to use

Every channel and content lane has a job, so ordinary publishing choices get easier.

Honest enough to trust

Boundaries and review rules show what the strategy will not automate or claim.

A populated strategy you can rewrite

The example is a bookkeeping service, not a blank list of prompts. Replace its decisions with yours and keep the level of specificity.

Everything is editable here. Your changes stay in this browser until you download the file.

# Social media strategy — example

## 1. Business result
Earn 12 qualified conversations with independent shop owners in the next 8 weeks. A qualified conversation is a reply, call, or form submission from an owner who manages their own books and is considering help.

## 2. Audience and decision
Independent shop owners who are growing but still do the books at night. They need to decide whether outside help will save enough time and reduce enough risk to justify the cost.

## 3. Evidence we can use
- Questions from intro calls: “Will I lose visibility?” and “What do I need to hand over?”
- First-hand monthly-close process and anonymized examples
- Changes to tax dates or bookkeeping requirements, checked against primary sources
- Customer proof only where permission and measurement are documented

## 4. Channel jobs
- Instagram: show the real work and make one useful check easy to save.
- Facebook: answer practical local-business questions and give a clear next step.
- LinkedIn: explain decisions and trade-offs for referral partners and more established owners.

## 5. Content lanes
1. Questions before choosing help
2. What clean books make possible
3. Behind the monthly close
4. Important dates and changes

## 6. Boundaries
- Never promise tax outcomes.
- Never expose a customer, transaction, or balance without written permission.
- Check dates, rates, and rules against the current primary source before publishing.
- Every post requires owner review for the first 8 weeks.

## 7. Working rhythm
Two posts and one 45-minute reply block each week. Use the strongest current question rather than forcing equal rotation across lanes.

## 8. Measures
- Useful questions and replies
- Visits to service and pricing pages
- Qualified intro calls
- New-customer source recorded at booking

## 9. Review rule
Review every 2 weeks. Keep subjects that create relevant questions or qualified action. Change framing when people notice but misunderstand. Stop work that produces neither learning nor business value.

Questions the document should answer.

What is a social media strategy template?+

It is a working document for the audience, business result, evidence, channel roles, content lanes, boundaries, operating rhythm, measures, and review rule.

How is this different from the strategy generator?+

The generator gives a quick first direction from a few inputs. This template is the editable decision record you can discuss, correct, and operate over time.

Should the strategy list every platform?+

No. It should explain why each chosen channel exists. Leave out channels you cannot serve properly or where the audience is unlikely to act.

How often should I review it?+

Use a fixed review date and meaningful evidence. Early strategies may need a fortnightly review; stable work may move monthly. Do not change direction after one ordinary post.

Build the first version from a few honest inputs.

Use the generator, then bring the result back here for review.

Generate a starting strategy