1. Created for Catalyst Marketing Group by Cyn Langston, Smart Solutions
Strategy Overview
What is your reason for going Social
Increased sales? Increased awareness? Loyalty and retention?
Select a success metric
How are you going to determine whether social is adding value?
What are your key performance indicators for assessing social strategy effectiveness?
Assess current Social presence
Where is your audience in the social sphere? This is where you need to be too. If you’re not already there, create social channels.
Are your assets up to date?
Is your messaging up to date?
What is your internal social policy? Will your employees be leveraged to amplify your message?
Create an identity
Regardless of your product, how will your organization appeal to the heart of your audience?
What are you about? What’s your value proposition?
Be human, even if you choose to automate. People like authentic responses.
Create channel specific strategies
After you know where you want to be, and how you will measure success, create channel specific plans.
Each plan should stand on its own—you should have a defensible rationale for participating in each.
Deploy, measure, adjust
Give your plan time to work. Measure results. Make adjustments, and repeat—watch, measure, adjust.

2. Created for Catalyst Marketing Group by Cyn Langston, Smart Solutions
Social Media Checklist (setup)
CMG will conduct an initial Social Media assessment of your Social Media presence to identify opportunities for
expanding your social reach. If there is not an existing presence, we can work with you to create a profile or
page upon request.
Twitter LinkedIn Blogging Google+ YouTube Facebook
Create
company profile
Create
channel images
and copy, per
approved
company
branding policy
Follow industry
thought leaders, or
work with you to
create a list
Establish
agreed upon
metrics
Create
company page
Create
channel images
and copy, per
approved
company
branding policy
Follow
companies you
do business with
Establish
agreed upon
metrics
Create
editorial
calendar
Target
strategic
keywords
Create
company page
Create
channel images
and copy, per
approved
company
branding policy
Create circles
of people based
around different
specialties,
interests, etc.
Establish
agreed upon
metrics
Create
company
channel
Create
channel images
and copy, per
approved
company
branding policy
Establish
agreed upon
metrics
Create a
Facebook
company page
Create
channel images
and copy, per
approved
company
branding policy
Establish
agreed upon
metrics
The tables on the following pages will review recommended company activity, and how Catalyst Marketing
Group (CMG) can help as agreed upon.

3. Created for Catalyst Marketing Group by Cyn Langston, Smart Solutions
Social Media Checklist (client)
We recommend using an automation tool like HootSuite to schedule out Social engagement. You can also monitor
channels, provide timely responses to engagement, gather social analytics, and more.
Twitter LinkedIn Blogging Google+ YouTube Facebook
Tweet
multiple times
per day,
organically or
scheduled
Create and
update company
profile
Connect with
other employees
Write a minimum
of 2 blogs a week
Target strategic
keywords
Share content
1-2 times a day to
personal and
company page
Post your blog
Post new
videos
Create a
series of
video’s
Create a
Facebook
company page
Follow
Company page
Re-tweet
other’s tweets
that are relevant
and interesting
Follow back
followers (unless
they are
scams)
Use
#hashtags to
increase reach
Tweet your
blog posts,
industry related
topics, news, etc.
Follow your
company
Follow
companies you
do business with
Endorse the
skills/expertise of
others
Join groups or
create a group of
your own and
share your blog
posts
Share content on
other social channels
Use compelling
CTA’s to solicit the
desired action
(increased leads,
sales, etc)
Create circles
of people based
around different
specialties,
interests, etc.
Set your posts
to “Public” to
reach the most
users
Host a
Goolge+ Hangout
session from time
to time to engage
about your area
of expertise
Host a
webinar
Follow
other YouTube
channels in
your industry
Post status
updates daily
(you can
schedule posts, or
post organically)
Ask for
feedback,
reposts, or sharing
Share original
blogs or curated
blog content
Share other
industry related or
interesting posts
On the next page, we’ll look at what Catalyst Marketing Group can do for your company.

4. Created for Catalyst Marketing Group by Cyn Langston, Smart Solutions
Social Media Checklist (CMG)
This is the “maintenance” phase of your social campaign:
Twitter LinkedIn Blogging Google+ YouTube Facebook
Research
and share
curated industry
related content 
Research and
share curated
content
Research and
share curated
content
Research and
share curated
content
Post
videos (as
needed)

Research and
share curated
content
Tweet
company blog
posts
Tweet
multiple times per
day, organically
or scheduled
Use
#hashtags to
increase reach
Follow
thought leaders
for curated
content 
Maintain
relevant images
and brand
identity
Gather and
report on
metrics—make
changes based
on results
Maintain
relevant images
and copy on
company page
Follow
thought leaders
for curated
content
Follow your
company
Follow
companies you
do business
with
Gather and
report on
metrics—make
changes based
on results
Maintain editorial
calendar
Post company
blogs via HubSpot
(where applicable)
Target strategic
keywords
Share on all
social channels with
engaging
commentary
Use compelling
CTA’s to solicit the
desired action
(increased leads,
sales, etc)
Gather and
report on metrics—
make changes
based on results
Share
company blogs
Post your blog
Maintain
relevant images
and copy on
company page
Gather and
report on
metrics—make
changes based
on results
Share
new video
posts on other
social
channels
Gather
and report on
metrics—
make
changes
based on
results
Maintain
relevant images
and copy on
company page
Follow thought
leaders for curated
content
Follow your
company
Follow
companies you do
business with
Post content 2-
3 times daily
Gather and
report on metrics—
make changes
based on results

5. Created for Catalyst Marketing Group by Cyn Langston, Smart Solutions