Social Media Planner Template Kit

Social Media P lanner your digital footprint tracker

excuse me

While I Succeed

table of Contents

01 | Digital Strategy 02 | Content Batching 03 | Facebook 04 | Instagram 05 | YouTube 06 | Twitter 07 | Pinterest 08 | Extra Trackers

rowing harder doesn’t help

if the boat

is headed in the wrong direction

01 YOUR DIGITAL STRATEGY

Select which platforms you will commit to Facebook

Tumblr

Instagram

WhatsApp

YouTube

______________

Twitter

______________

Tik Tok

______________

Pinterest

______________

Podcasting

______________

Snapchat

______________

LinkedIn

______________

Your Social Media Goals BW

ecome world-famous with tons of followers hat’s your plan to get there?

HW

ave tons of engagement + lots of DM conversations hat’s your plan to get there?

MW

onetize my following with ad income, direct sales or networks hat’s your plan to get there?

BW

uild a community where my followers can connect hat’s your plan to get there?

Themes

Choose a monthly focus

January

February

March

April

May

June

July

August

September

October

November

December

Launch Calendar

Choose topics to support a launch

January

February

March

April

May

June

July

August

September

October

November

December

focus on being productive

Not Busy

02 CONTENT BATCHING

01 | Brainstorm Ideas check with your audience

WW

hat are you constantly being asked hat topics could you cover based on this

CW

an you send out a Reader Survey hat topics could you cover based on this

FW

acebook Groups are a great source for current hot topics hat topics could you cover based on this

BW

uild a community where my followers can connect hat topics could you cover based on this

02 | Content Calendar

create an entire year’s worth of content in one day

January

February

March

April

May

June

July

August

September

October

November

December

the best marketing of

Is Happy Clients

03 FACEBOOK

01 | Facebook Groups build a community

WW

hich groups are you the owner/moderator for hat topics could you cover based on this

WW

hat type of contests can you host to increase member #’s hat topics could you cover based on this

HW

ow many times will you go LIVE in your group this year hat topics could you cover based on this

WW

hat types of recurring daily themes can you post each week hat topics could you cover based on this

02 | Images & Video

your visual content curation process what types of images will you need for your posts - list out keywords for searches

what types of gifs and videos will you need for your posts - list out keywords for searches

03 | Schedule Your Posts MONDAY

what days are best to post TUESDAY WEDNESDAY

THURSDAY

7:00 AM

7:00 AM

8:00 AM

8:00 AM

9:00 AM

9:00 AM

10:00 AM

10:00 AM

11:00 AM

11:00 AM

12:00 PM

12:00 PM

1:00 PM

1:00 PM

2:00 PM

2:00 PM

3:00 PM

3:00 PM

4:00 PM

4:00 PM

5:00 PM

5:00 PM

6:00 PM

6:00 PM

7:00 PM

7:00 PM

8:00 PM

8:00 PM

9:00 PM

9:00 PM

WHAT WORKED

FRIDAY

SATURDAY

TOTAL LIKES

SUNDAY

7:00 AM

7:00 AM

8:00 AM

8:00 AM

9:00 AM

9:00 AM

10:00 AM

10:00 AM

11:00 AM

11:00 AM

12:00 PM

12:00 PM

1:00 PM

1:00 PM

2:00 PM

2:00 PM

3:00 PM

3:00 PM

TOTAL COMMENTS

TOP POSTS 4:00 PM

4:00 PM

5:00 PM

5:00 PM

6:00 PM

6:00 PM

7:00 PM

7:00 PM

8:00 PM

8:00 PM

9:00 PM

9:00 PM

WHAT DIDN’T WORK

04 | Facebook Ads go beyond organic Planned Campaign Type Audience Ad Spend Dates Conversion Rate Cost Per Click Cost Per Lead

NOTES

Actual

04 | Facebook Ads go beyond organic

what ads worked best + why

why ads didn’t work so well + what can you do differently next time

no matter what you do

Your Job Is

to tell your story

04 INSTAGRAM

01 | Instagram posts | stories | TV

DW

o you prefer to post original or curated content hat topics could you cover based on this

HW

ow often do you want followers to DM you hat topics could you cover based on this

WW

hat types of videos do well in your industry on IG TV hat topics could you cover based on this

WW

hich stories get the best engagement among your perrs hat topics could you cover based on this

02 | 10 Post Rule

The 5 - 3 - 2 Rules

5

1.

2.

3.

4.

5.

pieces of content from others

3

1.

2.

3.

original posts from you BUSINESS related

1.

2.

2

original posts from you PERSONAL stories

MONDAY

03 | Schedule Your Posts

WHAT WORKED

TUESDAY

WEDNESDAY

THURSDAY

FRIDAY

SATURDAY

SUNDAY

TOTAL LIKES

TOTAL COMMENTS

TOP POSTS | STORIES | TV

WHAT DIDN’T WORK

04 | Instagram Ads

go beyond organic

Planned Campaign Type Audience Ad Spend Dates Conversion Rate Cost Per Click Cost Per Lead

NOTES

Actual

04 | Instagram Ads go beyond organic

what ads worked best + why

why ads didn’t work so well + what can you do differently next time

you can’t sell anything

If You Can’t

tell anything

05 YOUTUBE

01 | YouTube Channel go viral video strategy

HW

ow can you provide value to your audience hat topics could you cover based on this

WW

hat are the top SEO keywords and tags for your industry hat topics could you cover based on this

WW

hat channels are growing the fastest hat topics could you cover based on this

WW

hich videos have the highest number of views hat topics could you cover based on this

02 | Monetization P lan what are you game plan action items

1.

2.

3.

4.

5.

6.

7.

8.

4K

have over 4K hours of watch time in the last 12 months

1K

have over 1K subscribers

1.

2.

3.

4.

5.

6.

7.

8.

03 | Schedule Your Posts MON

Posting Time

# of views on day 1

TUES

Posting Time

# of views on day 1

WED

Posting Time

# of views on day 1

THURS

Posting Time

# of views on day 1

FRI

Posting Time

# of views on day 1

SAT

Posting Time

# of views on day 1

SUN

Posting Time

# of views on day 1

NOTES

04 | YouTube Ads go beyond organic

Select which type of ads you want to run TrueView ads

Sponsored card ads

Non-skippable instream

Overly ads

Bumper instream

Display ads

04 | YouTube Ads go beyond organic Planned Ad Type Networks Ad Spend (CPV | Max or Viewable CPM | CPA)

Dates Inventory Typr Audience Keywords Topics Ad Placement

NOTES

Actual

05 | YouTube Ads go beyond organic

what ads worked best + why

why ads didn’t work so well + what can you do differently next time

06 | YouTube Tabs you can do more than just videos

What are your top performing playlists

What is your Community Tab strategy for posting

What is your YouTube Stories strategy for posting

boring

Will Put You out of business

06 TWITTER

01 | Twit er

280 characters or less

DW

o you prefer to post original or curated content hat topics could you cover based on this

HW

ow often do you want followers to DM you hat topics could you cover based on this

WW

ho are the best people to retweet hat topics could you cover based on this

CW

an you get involved with hashtag parties, twitter chats hat topics could you cover based on this

02 | 58 Post Rule

The 30 -18 -10 Rules

30

1.

2.

3.

4.

5.

pieces of content from others

18

1.

2.

3.

original posts from you BUSINESS related

1.

2.

10

original posts from you PERSONAL stories

03 | Schedule Your Posts Content

Hashtags

Image or Video

Posting Dates + Times

How often will you post this

Likes

Retweets

Engagement

04 | Twit er Ads go beyond organic Planned Promoted Tweets or Twitter Ads Bid Type Audience Keywords Interests + Followers Existing or New Tweets Cost Per Lead

NOTES

Actual

04 | Twit er Ads go beyond organic

what ads worked best + why

why ads didn’t work so well + what can you do differently next time

05 | DM’s Rule Twitter is all about the DMs

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

11.

12.

13.

14.

15.

16.

17.

18.

18

who are 18 people you can reach out to individually this week

make the customer

The Hero of your story

07 PINTEREST

01 | Pinterest it’s a search engine

HW

ow can you create share-worthy content hat topics could you cover based on this

WW

hat are the top pins in your industry hat topics could you cover based on this

WW

hat are the best infographics floating around hat topics could you cover based on this

WW

hat pinterest interest groups and boards can you join hat topics could you cover based on this

02 | Visual Branding it’s all about the images + that’s it

Select which type of pins you plan to create Video Pins

Buyable Pins

Rich Pins

Infographics

Promoted Pins

Story Pins

Who will create and/or source these pins

03 | Schedule Your Pins Content

Hashtags

SEO Keywords to include

Posting Dates + Times

How often will you post this

Saves

Repins

Click Throughs

03 | Posting Schedule Monday

Tuesday

Wednesday

Thursday

Friday

Saturday

Board Requirements

Other Repin Agreements

04 | Pinterest Ads go beyond organic

Select your pin promotion campaign Video Pins

Buyable Pins

Carousels

App Pins

___________

Story Pins

Select your campaign types Website Traffic

App Installs

Brand Awareness

Video Views

04 | Pinterest Ads go beyond organic Planned Promoted Pins or Ad Group Bid Type Audience Keywords Interests + Followers Existing or New Tweets Cost Per Lead

NOTES

Actual

05 | Pinterest Ads go beyond organic

what ads worked best + why

why ads didn’t work so well + what can you do differently next time

06 | Pinterest Audit are you doing the basics

Consistency Are you being consistent with your pins, your messages + your posting schedule

Branding Are you imprinting your own personal brand style onto the visual aspects of every pin: colors, fonts, layout + images

URL Did you add your website to the bottom of every pin...if not, why not?!

always maintain

Good Relations with your public

08 EXTRA TRACKERS

Annual Numbers At A Glance Revenue Ad Spend

January

February

March

April

May

June

July

August

September

October

November

December

Totals

Email List

Facebook

IG

YouTube

Twitter

Pinterest

Other

Affiliate Income Cost To Join

January

February

March

April

May

June

July

August

September

October

November

December

Totals

Expected Revenue

Actual Revenue

Password Keeper User ID

Facebook

Instagram

YouTube

Twitter

Pinterest

Tik Tok

LinkedIn

SnapChat

Tumbler

Password

Email

Who else has access

Secret Recovery Password

Notes

Sponsorship Tracking Sponsors

January

February

March

April

May

June

July

August

September

October

November

December

Totals

Expected Revenue

Actual Revenue

Influencer Outreach Email

Website

Social Media Handles

Contact Dates

Request Details

Response