TABLE OF CONTENTS

SOCIAL MEDIA
CONTENT
Introduction pg. 3

1 Chapter 1: What Is Historical Optimization? pg. 4

CALENDAR
2 Chapter 2: Why Historical Optimization Is More
Important Now Than Ever Before pg. 8

4
USER GUIDEChapter 3: Who Should Do Historical Optimization?

Chapter 4: Historical Conversion Rate Optimization

pg. 10

pg. 11

5 Chapter 5: Historical Search Engine Optimization pg. 23

6 Chapter 6: Tracking Your Historical Optimization Success

pg. 38

Final Thought pg. 39

HubSpot Buffer | Social Media Content Calendar User Guide 1

 Table of Contents

Introduction pg. 3

1 Monthly Planning Calendar pg. 4

2 Content Repository pg. 5

3 Twitter Updates pg. 6

4 Facebook Updates pg. 14

5 LinkedIn Updates pg. 15

6 Instagram Updates pg. 16

7 Pinterest Updates pg. 17

8 Google+ Updates pg. 18

9 How to Attach an Image to Your Excel Spreadsheet pg. 19

Final Thought pg. 22

HubSpot Buffer | Social Media Content Calendar User Guide 2

 Introduction

This Social Media Content Calendar will let you organize your social media activities
far in advance, making it easier to coordinate campaigns, grow your reach, and scale your
social media marketing. The template includes a monthly calendar, content repository,
and a space for weekly updates on Twitter, Facebook, LinkedIn, Instagram, Pinterest,
and Google+.

To make this template easy to use, this section will break down what to do with each
tab, highlighting nuances and giving you tips for maximum productivity. Well also give
you tips on how to upload this template directly into HubSpot or Buffer.

HubSpot Buffer | Social Media Content Calendar User Guide 3

 Monthly Planning Calendar

This calendar is meant for you to plan your monthly social media content. Here, youll
write out common themes such as campaigns, holidays, or specific pieces of content youd
like to promote across all social networks on a particular day or week. This calendar will
not only help you coordinate efforts across all your social channels, but it will also help
you align better with email promotion, blog content, and other team-wide campaigns
or promotional channels. In Image 1 below, youll see an example of types of content or
campaigns you might coordinate around. Feel free to change this key depending on the
types of content you tend to promote. Additionally, in Image 2, youll see that you can
write in the date next to each day of the week on your calendar, and in the rows below
it you can include specific details about your content or campaigns. Finally, in Image
3, youll see it says Insert Month + Year, which you should replace with the particular
month and year youre planning for. This Monthly Planning Calendar tab can even be
copied over 12 times and made into a calendar for each month of the year.

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2

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HubSpot Buffer | Social Media Content Calendar User Guide 4
 Content Repository

The Content Repository tab of this spreadsheet will help you keep track of the content
you have in your arsenal that can be promoted on social media. As your inbound
marketing strategy grows, youll have accumulated an impressive bank of content and
offers that youll want to resurface and promote via social media. To ensure you dont
lose track of all of that great content, record it on this tab so youre never at a loss
for social media content! If the content youre promoting is not evergreen, be sure to
include an expiration date in the column marked Expiration.

HubSpot Buffer | Social Media Content Calendar User Guide 5

 Twitter Updates

Use this tab to plan out all of your Twitter content week-by-week. The first four
columns, Day, Date, and Time are there for your convenience. Date & Time
might seem repetitive, but it will be useful to you when you go to upload your sheet
in bulk. In the Message column, simply input the copy youd like to appear in your
tweet, bearing in mind you should keep it under 114 characters to allow room for a
link. After youve composed your tweet, paste the URL youd like to include in your
tweet in the Link column. In the column labeled Campaign, include the name
of the campaign youll tag to that tweet so you can report on how well it performed
later. Your Campaign should align with the same campaign name you used in other
marketing materials.

The example below links to a demo of HubSpots Social Inbox product, so we included
the campaign name Social Inbox so the reporting shows how many tweets we sent
about this particular topic and how well each performed:

HubSpot Buffer | Social Media Content Calendar User Guide 6

 The Character Count section will auto-calculate the number of characters youve
entered with a color-coded system to keep you on point. Green means youre in the
clear and youll be able to attach an image in addition to a link. Once youve hit 95
characters, the box turns yellow. This means youll only be able to fit a link with no
image. If the box turns bright red, that means youve hit 118 characters and youll no
longer be able to include a link or an image -- just text.

If youd like to include an image, check out the section titled, How to Attach an Image
to Your Spreadsheet on page 6. We suggest using 1024 x 512 pixels for Twitter images.

HubSpot Buffer | Social Media Content Calendar User Guide 7

 How to Upload Your Twitter Spreadsheet in HubSpot

When you are ready to upload this sheet into HubSpots Social Inbox, simply open a
new Excel workbook and drag your Twitter Updates tab into that new workbook. If
youre using this template as a Google Spreadsheet, youll have to download it as an
Excel CSV file and make your changes there:

HubSpot Buffer | Social Media Content Calendar User Guide 8

 Once youve downloaded your file or you have this in a separate workbook in Excel,
make sure you delete the columns titled, Day, Date, Time, Character Count, and
Image (weve marked these as dark blue in your downloaded file). These columns are
for organizational purposes only, and will not successfully upload in bulk. If youd like
to include an image in your tweets, simply go back through your tweets once theyve
been scheduled and attach the images youve set aside in your spreadsheet. What you
should keep are the light blue columns listed in the image on the previous page. These
are, Date & Time, Message, Link, and Campaign. However, youll need to change
the title Date & Time to just Date in order for HubSpot to accurately recognize it.

Before you go deleting your columns, youll need to highlight your smart Date &
Time column and turn it into a static column. As it is now, this column is set to read
your Date and Time columns and put them together into a Date & Time column
that HubSpot will be able to read. The reason all three of these columns exist is so you
can easily change the dates in the Date column every week and keep the times in the
Time column the same. Heres how you make your column static in Excel:

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HubSpot Buffer | Social Media Content Calendar User Guide 9
 First, youll need to highlight the whole Date & Time column, right click, and copy.
Next, youll right click and Paste Special... Just make sure your column is still
highlighted when you do this. A screen will pop up (as you see in image 3 on page 3)
and youll need to select Values under Paste, then click OK. Once youve pasted
your static column, change Date & Time to just Date.

Additionally, you should delete the gray rows that say Monday, Tuesday,
Wednesday, etc. and any blank rows with no messages in them. If you leave these
rows, they will return an error message when you go to upload your spreadsheet. Here
are the columns you should be left with:

When youve filled out your entire sheet, save your new Twitter Updates document
as a .CSV file with a title that reflects the week youre working with to stay organized.
Youll now be able to upload this sheet using HubSpots bulk uploader. To do that, hop
over to the Social tab in HubSpot and select Publishing. At the top of the page, you
should see something that looks like this:

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HubSpot Buffer | Social Media Content Calendar User Guide 10
 First, click the gray cloud and arrow symbol next to Compose a message. Next, youll
see a window to select your account and upload your CSV file. Click Upload and if
youve followed these steps correctly, youll see a green Successfully scheduled X
messages screen.

How to Add Your Twitter Spreadsheet to Buffer

When you are ready to add your tweets into Buffer, you can upload in bulk using a
third-party tool like BulkBuffer.com or BulkPublish.

Simply select all of the Message content in column E that you would like to add to
Buffer. Copy the content and paste into Column A of a new spreadsheet.

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2

Note: If using BulkPublish, you can also automatically add images in bulk. Copy the
information from the Image section in column I, and match it up with the Message
content that you have previously copied. Paste this into Column B of your new
spreadsheet.

HubSpot Buffer | Social Media Content Calendar User Guide 11

 Heres an example spreadsheet:

When finished, download the spreadsheet as a .csv file. At BulkBuffer, click the Start
Uploading button, authorize your account, then click to add your .csv file to the
BulkBuffer tool. Select the accounts where you want the content to go.

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HubSpot Buffer | Social Media Content Calendar User Guide 12
 All updates will be added directly to your Buffer queue, and you can go to your Buffer
dashboard to further customize the exact times and days of when the content will be
published. Additionally, you can manually enter this content into the Calendar View
screen from your Buffer dashboard.

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HubSpot Buffer | Social Media Content Calendar User Guide 13
 Facebook Updates

Facebook updates work similarly to Twitter updates, minus the ability to bulk upload.
The first three columns, Day, Date, and Time are there for your convenience.
Head on over to the column labeled Message and input the copy youd like to appear
in your status update. Then move to the Link column and input the link youll
be, well, linking to in the update! If youd like this update to be tagged to a certain
campaign, include this in the Campaigns column to ensure you can track all of the
traffic that comes from Facebook. Lastly, if youd like to include an image, we suggest
1200 x 900 pixels.

To bulk upload your Facebook updates into Buffer, you can follow the above steps for
Twitter bulk uploading.

HubSpot Buffer | Social Media Content Calendar User Guide 14

 LinkedIn Updates

LinkedIn updates are the most unique of all, because you have both Company Pages
and Groups to consider. To demonstrate the difference between Company Page
updates and Group updates, lets navigate over to the column labeled Title (For
Group Discussions Only). Groups let you post a few kinds of updates, one of which is
something called a Discussion. You will only fill out this column if you are looking to
post a Discussion to your LinkedIn Group -- because Discussions are the only update
youll be posting that requires a title. If youre not posting a Discussion to a LinkedIn
Group, you dont need to fill out this field, because your update will not have a title.

Youll fill out the next columns, Message, for every type of update you post, whether
its for a Company Page or a Group. Simply input your copy into this column, and then
navigate to the next two columns, Link and Campaign, to input the URL to which
youre directing readers, and the campaign name youll use to track them. If youd like
to attach an image to your post, we suggest 700 x 520 pixels.

To bulk upload your LinkedIn updates into Buffer, you can follow the above steps for
Twitter bulk uploading.

HubSpot Buffer | Social Media Content Calendar User Guide 15

 Instagram Updates

With Instagram updates, youll notice you cant actually link to a specific webpage
or article from an individual post. To get around this, weve included a Link in Bio
section to help you organize which posts need promo links, and which dont. If your
Instagram post doesnt require a link, simply write N/A in the Link in Bio section.
In this tab youll also notice that there are currently only two slots per day. Feel free
to adjust this to add more rows if you wish, just keep in mind that Instagram is more
about quality than quantity. For Instagram pictures, we recommend you post high-
quality photos that are perfect squares around 1080 x 1080 pixels.

HubSpot Buffer | Social Media Content Calendar User Guide 16

 Pinterest Updates

Pinterest is a highly visual social network, so make sure you focus on organizing
images in this tab. You could do this easily by pasting a link in your Google
spreadsheet, or by attaching a document in your Excel spreadsheet. We recommend
always organizing your images in a Google Drive, Dropbox, or desktop folder before
planning and scheduling content for the week. For Pinterest, your most optimized
images will be around 735 x 1102 pixels, however also keep in mind that longer content
such as infographics could perform even better.

In the Message section of your Pinterest tab, be sure to keep the text short but
searchable. You want to make sure the image is doing the talking for you rather than
the text.

HubSpot Buffer | Social Media Content Calendar User Guide 17

 Google+ Updates

Finally, we come to Google+. Start in the Message column and input your status
update. Then move over to the last two columns and input the link to which youre
directing readers, and the campaign name youll use at the end of that URL to track
visitors coming to your site from Google+. If youre attaching an image, you could use
multiple different sizes, but 960 x 960 pixels works best.

To bulk upload your Google+ updates into Buffer, you can follow the above steps for
Twitter bulk uploading.

HubSpot Buffer | Social Media Content Calendar User Guide 18

 How to Attach an Image to
Your Excel Spreadsheet

To attach an image in Excel, follow steps

1-5 to the right and on the next page.
First, youll want to right click into the
cell youd like to paste your image into.
Next, click Hyperlink and youll see an
Insert Hyperlink window pop up. Click
the Document button, and then click
Select... to choose your image. Once
you do this, youll see a Choose a File
window where you can select an image
from your computer. Once youve selected
the correct image, click Open and you
will see your image attached to the Insert
Hyperlink screen. Feel free to edit the Display text if youd
prefer to name your file something else. Once youve finished, click
OK and your image will be hyperlinked. Keep in mind this is for
organizational purposes only -- this link will not attach when you
upload it into your publishing software. Also note that if you share
this document with another person on your team, the image link
will not work for them, as this file was uploaded locally on your
computer and cannot be transferred.

To add images to scheduled tweets in Social Inbox, check out

your Scheduled dashboard under the Social tab. Here, you
can edit individual tweets and attach the image you included in your

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spreadsheet.

HubSpot Buffer | Social Media Content Calendar User Guide 19

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HubSpot Buffer | Social Media Content Calendar User Guide 20
 If youre using a Google Spreadsheet, easiest way to include an image is to attach a
link to that image. The best way to do this is by creating a folder in Google Drive for all
the images you have going out that day, week, or month. Once you have a folder for
your set of messages, you can then link to individual images within that folder. You
can also grab images directly from your blog or website by right clicking on them and
opening the web link in a new tab. Heres an example of what this might look like:

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HubSpot Buffer | Social Media Content Calendar User Guide 21
 Final Thought

Weve included some recommendations for publishing frequency in this template,

but you may find you need to publish more or less, or at different times of day or night,
depending on your business. Please edit the dates and times to fit your needs.

Once youve published this content to your social media networks, your job isnt over.
You still need to monitor each network for engagement, and reply to fans and followers
regularly.

If youre a HubSpot customer, you can use Social Inbox to do this.

If youre a Buffer customer, you can find your engagement data in the Analytics tab of
your dashboard, and you can engage directly with your audience via the new Buffer tool
Respond.

HubSpot Buffer | Social Media Content Calendar User Guide 22

 HOW TO BUILD

A SOCIAL MEDIA
STRATEGY DREAM TEAM

How to Build a Social Media Strategy Dream Team 1

One key difference between an average and an
exceptional organization is the ability to quickly
identify, test and leverage new marketing channels
to grow and engage customers. B2B and B2C
companies alike are constantly looking for new
opportunities to promote their brand and collect
actionable audience insights from their inbound
marketing efforts.
But its the most successful businesses that
understand social media networks as scalable,
measurable resources to harness a growing
inbound marketing strategy to fuel lead generation
and conversions down the sales funnel.
While social media seems like a no-brainer for
modern brands, the cold truth is that many
businesses are struggling to make it work. A
study from Ascend2 found that 40% of businesses
feel social media is the most difficult marketing
tactic to execute. However, a successful social
media strategy is crucial to fueling and growing a
businesss inbound funnel and getting noticed by
potential new customers. Additionally, marketers
are increasingly using Facebook for business
purposes and LinkedIn for personal
purposes, proving the lines of social
media platforms are blurring.
However, a lot of the challenges brands face with
social begin and end with how they structure,
organize and integrate their team within the
broader organization. Whether your brand relies
on one individual to run the show or unloads the
responsibilities onto a team of interns, its time
to reassess how you build your social team and
prioritize their efforts toward growth and ROI.
Thats why Sprout Social and HubSpot teamed
up to combine their knowledge on building and
managing data-driven social teams in this guide
to building a Social Media Strategy Dream Team.
How to Build a Social Media Strategy Dream Team 2
Table of Contents
Defining Social Media Roles 4
How to Structure Your Social Media Team 5
How Many People Does Your Team Need? 12
What to Look for in a Social Media Hire 15
Onboarding New Social Media Team Members 19
How Do You Measure Individual Success? 22
How to Keep Your Team From Burning Out 25
Closing 26

How to Build a Social Media Strategy Dream Team 3

Defining Social Media Roles
ROLE DUTIES

SOCIAL MEDIA
This role oversees all of a companys
social media marketing efforts and
The first step to building
MANAGER reports ROI to senior members of a social media team is to
the marketing organization. select which members you
Responsible for developing social
need.
SOCIAL MEDIA
media goals and crafting a strategy
STRATEGIST to achieve them. Just like other positions,
social media marketing can
A Community Manager drives brand be divided into different
loyalty and customer advocacy by
specialties, each with their
COMMUNITY supporting the businesss buyer
own unique skillsets. Although
MANAGER persona on social and actively
engaging with the brands social the roles and titles arent as
community on and offline. established as those in other
industries, here are some of
This person lives in data and the common social media
metrics. They analyze and measure
SOCIAL MEDIA marketing positions your
the ROI of social media marketing
ANALYST efforts and present these findings to
organization can look to fill.
leadership and C-suite executives.

Typically an entry level social media

SOCIAL MEDIA marketer in charge of handling most
of the daily, tactical operations of a
ASSOCIATE/ social strategy such as replying to
SPECIALIST incoming messages and scheduling
content.
4
 Is this ebook helpful?

The structure of your social

media team will primarily
depend on two key
factors: what you hope to
accomplish with social media
efforts and the size of your
organization.

Start by having a clear idea of

How to Structure Your how social fits into your overall

marketing and business goals.
Then consider the size of your
Social Media Team company to determine the best
way to structure your team.

Not sure where to start when

structuring a marketing team?
Check out this post on how to
structure a marketing team of any
size.

5
Once you know how you plan on using social media,
the next step is to take a look at the size of your
company.

Certain brands have robust social media teams out of

necessity. For instance, e-Commerce, SaaS and digital media
companies often invest heavily in social media marketing
because their business models are completely digital.

A local coffee shop with a single location is going to use

social media differently than a digital media company with
multiple publications. Instead of having a Social Media
What Do
Analyst like the digital media company, the local coffee shop
may only have a Social Media Specialist who works with a
part-time Content Marketing and SEO Specialist. Which
You Want to
roles your business hires for and what your team looks like
will depend on a multitude of factors. There is no one-size- Accomplish?
fits-all solution.

Before you decide to combine all your social marketing

efforts into a single position, like the coffee shop, keep in
mind that 78% of businesses have a dedicated social media
team. While the jack-of-all trades marketer may work for a
mom and pop business, it is becoming a thing of the past
for SMB and enterprise companies who are now realizing
the importance of having specialists who excel in specific
disciplines.

6
 Smaller Organization Structure
TASK ROLE
If youre reading this guide and looking to
scale social media marketing, youre likely
Creating a Strategy Social Media Manager at a place where you have a designated
social media marketer, typically a social
media manager. If you still dont have at
Publishing Social Media Manager least one employee then, at the very least,
there should be a contract or part-time
employee who is charged with handling
your accounts.
Content Planning Social Media Manager

If youre working with just a social media

manager, the structure ends up looking like
Reporting Social Media Manager the table to the left.

As you can see, everything falls on the

Networking & shoulders of one person and, as your
Relationship Social Media Manager business grows, this remains less and less
Building sustainable. This is one of the biggest
challenges facing growing social media
teams.

7
While small businesses (organizations of
0200 employees) have far fewer resources
than big industry players, they are actually
much more efficient at managing their
Facebook and Twitter accounts than their
medium (2011,000 employees) and large-
sized (1,000+ employees) counterparts,
according to the Q1 Sprout Social Index
for 2016.

The average small business receives about 10

messages per employeecompared to just
6 for medium-sized organizations and 0.5 for
large corporationsyet they are capable of
responding at nearly the same rate. Whats more,
small businesses actually edge out their bigger
rivals by a slight margin, responding to 10.7% of
social messages, compared to 10.6% for large
businesses and 10.1% for medium businesses.

With a small business, efficiency is key for

your social media marketing team. Make sure
youre building a team that is able to respond
to your incoming messages without getting
overwhelmed.

8
 Is this helpful?

ROLE TASK

Larger Organization Structure Social Media Manager Editorial Planning

According to a survey from Altimeter, the

average size of an enterprise organizations Social Media
Publishing & Executing
(1,000+ employees) social media team is 11 Specialist & Editorial Plan
people. Strategist

As a result, the workload is able to be well Social Media

Reporting
distributed across multiple specialists. Instead Analyst
of the social media manager having to be in
charge of everything, the structure starts to Networking,
Community Relationship Building &
look more like this:
Manager Responding to Direct
Messages/Comments

How to Build a Social Media Strategy Dream Team 9

Getting to the point of having a more diverse
social media team doesnt happen overnight.
Since social media marketing is still a new
department for most companies, its not always
obvious when you should bring on new hires,
particularly when everything seems to be
working out just fine.

In some situations, the social media manager is so

good at their job that their coworkers and managers
dont fully realize how much theyre getting done. But
simply adding a few additional specialists to the team
could lead to exponential increases in value (think:
more dedicated time and resources to expand your
Facebook Live strategy, or one more person to build
out your LinkedIn paid strategy!). Remember to chat
with your existing social manager to see what positions
could be filled to help achieve greater results.

For example, do you need to bring in a specialist to

develop or improve your Snapchat strategy? How
about coordinating a new social media channel
specifically for an annual conference or event your
company hosts? Having these conversations with
your social media team will give you insight into
opportunities you would otherwise miss out on.

How to Build a Social Media Strategy Dream Team 10

Working Across Channels
Even with a larger sized team, theres often some collaboration with other departments such as design
and sales. Build out a team of internal allies that your social media team can leverage when necessary.
Whether its someone to go to for social media graphics, content ideas or website analytics, the social
media team should always work with other departments and vice versa.

While the social media team may be its own department, theyre connected to nearly every other team in
your company.

YOUR GOAL TEAM TO INVOLVE THEIR ROLE

Customer Support
Customer Retention Respond to customer issues and questions

Branding Design Create necessary visual assets

Customer Aquistion Sales Vet and follow up with prospects and leads

Brand Awarness Content Create content to be shared

Promotion of large Director or VP of marketing Align on overrall goals of launch on social and measures of
company-wide launch organization, PR folks, head of success (i.e. tickets sold from Twitter promotion, or installs/
of product or event demand generation and/or content clicks from LinkedIn Sponsored Content).

11
 How Many People Does Your
Team Need?

A team of one is
never really a team.

However, according to Go-Gulf,

over 80% of social media teams have
fewer than four people. So it should
come as no surprise that one of the
biggest challenges social media
managers face the amount of work
that gets put on their shoulders and
then number of hats they have to
wear.

At the same time, the reality is most

companies wont have the resources
or even the need to have a strategist,
community manager, analyst and
other specialist positions.

How to Build a Social Media Strategy Dream Team 12

Is this ebook helpful?

Ideally, your social media team should

have at least two people. Heres why.
Having multiple people on your social media team
gives you an extra set of eyes. People interpret
situations differently, so its best to get more than one
point of view. Having more than one person on the
team also creates a system of checks and balances,
where one person isnt the sole decision maker.

One critical, yet often overlooked benefit of having

at least two people on your social team is the ability
to respond to incoming messages quicker. Social
media doesnt shut off at 5PM when everyone leaves
the office. Companies need a strategy for managing
social media during nights and weekends. Sprouts Q2
Sprout Social Index for 2016 found that consumers
expect a response from brands on social within four
hours. Yet the average brands response time is 10
hours.

How to Build a Social Media Strategy Dream Team 13

You can easily close that gap by splitting up the duties
between two or more people.

Lastly, having more than one person on your social media team
allows you to produce better results.

Youre able to play to the strengths of each individual and have

everyone focus on the functional areas theyre most passionate
about. Forcing a social media marketer that doesnt enjoy customer
support to be in charge of your inbox will hurt your overall strategy.
Its better to find out what they actually enjoy doing and let them
double down on it.

Deciding how many people to have on your social media team

boils down to ensuring youre not lacking in any key areas. If youre
unable to respond to all the incoming support questions from
Twitter, you may need to add someone who specializes in social
media support.

If your Instagram following has been stagnant for the past few
months, consider hiring someone who specializes in social media
analytics to dig deeper into whats working and whats not.

Never stop looking for opportunities to scale your team.

14
 What to Look for in
a Social Media Hire
Given the amount of work social media marketers
are tasked with, its no surprise that they need to
embody many different traits.

One day your social media manager could be

your designer and the next they could be a
customer service agent. Great social media media
marketers have a combination of the following
traits:

Patience
Sometimes social media professionals will find
themselves in difficult conversations with annoyed
or angry customers. Social media is the top place
consumers go for customer care.

Your social team is at the front line to take the

abuse for situations they really have no control
over. The typical reaction of an individual may be
to get defensive, but great social media marketers
are patient, and they navigate with those
customers until the issue is resolved.

How to Build a Social Media Strategy Dream Team 15

Technical Aptitude
Some people think social media marketers just sit around Twitter and
Facebook all day, but there are so many technical nuances and strategies that
social professionals need to stay on top of. Whether thats choosing the best
meta data to share in posts, leveraging Boolean search operators on social
sites or digging through social media analytics to figure out whats working,
its important to hire someone with a strong technical aptitude.

Proactive
Whether youre aware of the conversations or not, there is a good chance that
at any point in time someone is mentioning your brand or products on social
media. Great social media marketers will proactively go out of their way to
find conversations which pose an opportunity to start a conversation. Whether
someone mentions your page without tagging you, or simply mentions
needing a product similar to yours, your brand needs to actively look for
opportunities to engage, instead of waiting for them to come to you.

Daring
All marketers need to be bold, but there is a certain level of fearlessness that
goes hand-in-hand with social media. With so much content being shared
across your networks all of the time, there is a much greater chance that one
thing you do may not work as well as you think. Not to mention the amount
of risk that comes with creating social presences on newer networks. Its
important not to let these fears of failure get to your team and to be daring
on social.

16
 Passion
Passion is the most important trait to look for in a
social media manager. Social media marketing is
something that a lot of people think they can do,
but it definitely takes a certain breed. There needs
to be a strong desire for learning new trends
and tools because the social landscape is always
changing.

In addition to being passionate about social

media, they also need to be passionate about
your brand. When a social media marketer
truly believes in what they are sharing, their
content strategy becomes more genuine and the
messaging resonates with your audience.

Level of Experience

The level of experience that you look for really

depends on the needs of your team. If you have
a smaller social media presence, or are looking
to supplement an already amazing team, you can
likely choose someone with a bit less experience.
If youre a large brand, or if you have a larger
team that requires leadership, you may need
someone more seasoned.

How to Build a Social Media Strategy Dream Team 17

Customer-First
Mentality
Social media marketers,
especially Community
Managers, are on the front
lines of communication
between your customers
and your brand. Arming
these front lines with social
marketers that have a
customer-first mentality will
ensure your customers have
the best experience and are
the top priority for support
and answers. On top of that,
when people have a positive
experience with brands on
social, theyre more likely to
share it with their audience.
That means extra exposure for
your company.

How to Build a Social Media Strategy Dream Team 18

Most organizations already have a process in place
for onboarding new hires, so in this section were
specifically addressing how to onboard new social
media hires. In Sprouts experience, the entire
process has taken around a month.

The first important piece of the process is to take a good

amount of time to sit down and start really getting to know Onboarding New
the new individual. Really dig into what their strengths and
weaknesses are, and figure out what exactly they enjoy
doing on social media. Then you can try to parlay that into
Social Media Team
the overall strategy and play to their strengths and desires.
One of the worst mistakes you can make is forcing them Members
into a role that doesnt match their skills or abilities.

After that, you can start to teach them about your current
social media strategy and the overall brand voice. This is
key in order to maintain a cohesive voice even with a newer
individual on the team.

19
We recommend coming up with some best
practice guides and cheat sheets that outline
the brand voice, frequently asked questions and
even smaller tips on what type of grammar and
punctuation to use.

These can be consulted quickly to help ensure all social

media activity is on-brand and new members arent left
in the dark.

Sprouts social media teams have also found it helpful

to conduct a series of meetings to talk about more
nuanced strategies, with separate strategic sessions to
discuss important issues such as:
The best posting times.
How to format posts for individual networks.
The best types of assets, and how to request them
internally.

These sessions should be much more two-way

rather than training meetings. New hires should
be encouraged to share some of their own strategic
advice and experiment with new ways to generate
leads or improve processes. Never think that you have
everything down perfectly. Its important to be open-
minded and leverage the experience and fresh eyes of
your hire to help plan.

How to Build a Social Media Strategy Dream Team 20

While new hires are getting accustomed to your procedures, brand voice and strategies,
theres inevitably going to be a learning curve.

However, with social media, mistakes can be very costly. Weve all seen horror stories of big brands
Tweeting something inappropriate or responding negatively to customers. You dont want to go viral
because a new employee made a mistake.

One amazing way to keep your peace of mind with a new hire posting to your social channels is to find a
social media tool like Sprout Social with a message approval system. That way, your new hire can create
drafts to post on social media but those posts will only send if you approve of them. This will not only give
you peace of mind, but it allows you to close the feedback loop with your new hire by quickly explaining
why a message may not be a good fit.

You can use a tool like Trello to outline your onboarding process. Having your process written down allows
you to stay organized and have something to refer back to when new hires come aboard. Not sure how to
organize campaigns and projects for marketing teams using Trello? Check out this guide.

How to Build a Social Media Strategy Dream Team 21

How Do You Measure Individual Success?

Although the social media team works together as a unit, its important to measure their
individual efforts and progress.

With social media management software like Sprout Social you have team reporting that allows you to
measure individual metrics for team members involved with publishing and engagement. This makes it
easier to see whos doing well and who needs a little more help.

How to Build a Social Media Strategy Dream Team 22

The KPIs for these team members might include:
Engagement Rates: How often are they
engaging with incoming social messages?
Response Time: How long does it take them
to reply to people?
Posting Frequency: Are they publishing
content on a consistent basis?

For team members who work behind the

scenes on strategy and analytics, much of their
performance will be judged on how your brand
profiles are doing as a whole. So their KPIs might
include:
Engagement: How many likes, shares and
comments are their posts receiving?
Reach: How many people is your content
reaching?
Followers: How many new followers are you
getting month over month?
Traffic: How many new users are coming to
your website from social media?
Conversions: Are you generating new email
subscribers, leads, or trials from social?

Set expectations and KPIs for each individual

team member, and review their progress on a
regular basis.

23
You also have to go beyond social-specific
metrics.

Often, there are tasks that come up that require

social media team members do work within the
entire organization, such as creating content to
be shared or helping with webinars and other
activities that might not be directly related to their
core responsibilities. Make sure youre accounting
for those efforts too.

Lastly, in addition to the hard metrics social media

professionals are judged on, there are also some
less quantifiable metrics you should measure:
Attitude: Are they positive and enthusiastic
about your brand and social media?
Internal Team Feedback: Do they work
well with members of the team and other
stakeholders like designers and content
creators?
Social Love: Take note of social wins like
positive replies and praise from your audience.

How to Build a Social Media Strategy Dream Team 24

Although its fun and exciting, the role of a
social media manager, strategist, or other
position can be very draining.

Not only that, but social media marketers are in

high demand. Job postings on LinkedIn for social
media positions have increased by over 1300%
since 2010. In order to keep your team happy
and avoid employee turnover, you need to be
proactive in making sure they arent burning out.
Instead of waiting for issues to arrive, implement
some of these practices: How to Keep
Make sure that you give your team time off.
Validate the work that your employees are
Your Team From

doing.
Make sure that your social team has time to
unwind.
Burning Out
Maintain a robust content calendarsocial
doesnt sleep.
Instill a culture of flexibility.
Try to create a team.

One of the most important ways to keep your

team from burning out is to not put all the weight
on one team member. Even if you only have a
single social media manager, make sure they
have the resources and tools they need to be
successful.

25
 Data from the Duke University Fuqua
School of Business estimated that
businesses will increase their social media
budgets from 9.4% of the total marketing
spend to 21.4% by 2019.

This reflects the change in how consumers shop

and connect with brands.

Closing With social media marketing becoming such a

priority, having a strong team is more important
than ever. Its no longer just something you hand
off to the interns. It needs to be a core part
of your company, like paid advertising, search
engine marketing, or any other department.

Take the time to hire the right team members and

create an environment for them to thrive, and
youll see just how valuable social media can be
for your company.

How to Build a Social Media Strategy Dream Team 26

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