Social Media Do’s & Don’ts<br />SME, CPAs Firm Retreat<br />July 20, 2011<br />I:RLBEmployee RelationsRETREAT2011Social Me...
http://www.linkedin.com/company/serotta-maddocks-evans-&-co.-cpa's<br />http://www.facebook.com/smecpa<br />http://www.twi...
LinkedIn<br />Great for making and maintaining professional connections<br />Everyone should at least create a profile and...
Facebook<br />Great for making and maintaining professional and personal connections<br />IF you have a page, place the fo...
Twitter<br />Great for making and maintaining professional and personal connections via short posts<br />
Do…<br />Join local business community groups and forums<br />Contribute your knowledge to discussion.  <br />Post content...
Do…<br />Report any disparaging remarks or reviews you see about SME to the Marketing Department<br />Recognize you are li...
Facebook Personal Page<br />It is okay to connect with former college contacts or co-workers<br />The glimpse into your pe...
Facebook Personal Page<br />If client’s request to ‘friend’ you via Facebook:<br />Decline their friend request and send t...
Do not…<br />Provide specific advice or recommendations.  Be general.  If in doubt, post something like this:<br />This is...
Do not…<br />Announce client specific information<br />Example:  Headed to North Augusta to do their audit – exciting stuf...
Do not…<br />Invite clients to your Facebook account.  If they request to be friends, recall the LinkedIn invite message.<...
Rules of Thumb…<br />No one likes a Negative Nancy<br />Post positive thoughts<br />When you are upset, take a break befor...
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Social Media Do’s & Don’ts

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Social Media Do’s & Don’ts

  1. 1. Social Media Do’s & Don’ts<br />SME, CPAs Firm Retreat<br />July 20, 2011<br />I:RLBEmployee RelationsRETREAT2011Social Media Do’s & Don’ts.pptx<br />
  2. 2. http://www.linkedin.com/company/serotta-maddocks-evans-&-co.-cpa's<br />http://www.facebook.com/smecpa<br />http://www.twitter.com/smecpas<br />SME & Social Media<br />
  3. 3. LinkedIn<br />Great for making and maintaining professional connections<br />Everyone should at least create a profile and link it to SME’s business page<br />Easy for people to find you when searching<br />Gives a total account of SME’s employees<br />Make sure you upload your current photo<br />
  4. 4. Facebook<br />Great for making and maintaining professional and personal connections<br />IF you have a page, place the following disclaimer in your About Me section:<br />“The views I express in my posts are my own and not necessarily those of SME, CPAs.”<br />
  5. 5. Twitter<br />Great for making and maintaining professional and personal connections via short posts<br />
  6. 6. Do…<br />Join local business community groups and forums<br />Contribute your knowledge to discussion. <br />Post content that adds value<br />This will encourage people to return to your site and create a sense of credibility among your followers<br />Give people proper credit for their thoughts and ideas<br />Always reference articles with a direct link<br />
  7. 7. Do…<br />Report any disparaging remarks or reviews you see about SME to the Marketing Department<br />Recognize you are liable for anything you write or place online<br />Be polite and be sure to use spell and grammar check before you post.<br />
  8. 8. Facebook Personal Page<br />It is okay to connect with former college contacts or co-workers<br />The glimpse into your personal life allows clients/prospects to relate to you <br />It is wise to create a Friends List for friends through professional connections<br />You can control what this list of friends sees<br />
  9. 9. Facebook Personal Page<br />If client’s request to ‘friend’ you via Facebook:<br />Decline their friend request and send them a LinkedIn request with the following message:<br />Thank you for your friend request on Facebook, however in line with SME’s policy, we prefer LinkedIn to connect with our clients. I look forward to being a part of your LinkedIn network.<br />
  10. 10. Do not…<br />Provide specific advice or recommendations. Be general. If in doubt, post something like this:<br />This is far more specific than I feel comfortable providing advice in a public forum. I also would like to make sure I have all the information before providing an opinion. If you’d like to discuss this in more detail offline, please email me directly.<br />
  11. 11. Do not…<br />Announce client specific information<br />Example: Headed to North Augusta to do their audit – exciting stuff!<br />Example: Wow, I can’t believe a client would try to claim … as a business expense.<br />Make inappropriate comments about clients, team members or vendors<br />Think “Could I say this if they were standing next to me?”<br />
  12. 12. Do not…<br />Invite clients to your Facebook account. If they request to be friends, recall the LinkedIn invite message.<br />Speak on behalf of the firm without expressed permission from the Marketing Department<br />Post anything illegal, obscene, defamatory, threatening, that invades personal privacy or infringes on intellectual property<br />
  13. 13. Rules of Thumb…<br />No one likes a Negative Nancy<br />Post positive thoughts<br />When you are upset, take a break before you post<br />When you find a useful and interesting article…SHARE IT! <br />Remember, engaging is what makes Facebooka valuable tool. Facebook is not for broadcasting, it’s for interacting.<br />

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