17 Social Media Checklist

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The Crowdfunding

Social Media Checklist

So you’re launching a crowdfunding campaign, and you’re ready to get the


word out on social media. Now what? Before getting started, it’s important
to have a well-thought-out strategy to ensure a clear, consistent, and
captivating message throughout the lifecycle of your campaign.
Specific approaches may vary based on the type of campaign you’re
running, but we’ve compiled a recommended social media flow for the most
common types of campaigns. Refer to this checklist for best practices on
building a following and delighting your audience.

The Crowdfunding Social Media Checklist 1


Review your bios
1) AUDIT YOUR PRESENCE

The name of the game on social media is clear and On product-related accounts, ensure your
consistent messaging. Chances are you already messaging is consistent across platforms
have a presence on social media of some type -- On personal accounts, add a link to your
maybe a product-related account or just a campaign page and a one-sentence
personal account. A thorough audit of what’s description of your product
already out there will ensure all messaging is in
perfect harmony. (Note: If you’re starting Look for impostor accounts

completely from scratch, go on to Step 2.) Report any impostor accounts that you
encounter
For product-related accounts (including
Verify your accounts on Facebook, Twitter,
Facebook, Twitter, Instagram, and Instagram, and Linkedin, if you have them
Linkedin), record the number of:

Messages sent on each platform Research your competitors

Number of followers on each platform


Referral traffic on each platform Which platforms are they active on?
Most-visited pages from social media on each What kinds of messages are they posting?
platform

Perform a SWOT analysis for each

platform (see sidebar for more info)

Pro Tip:
A SWOT analysis (short for “Strength,
Weakness, Opportunity, Threat”) is a
great way to understand where you shine
and where you may need improvement.
For more information on how to conduct
a SWOT analysis, check out this
resource.

The Crowdfunding Social Media Checklist 2


2) SET YOUR GOALS

Why are you posting on social media in the first


place? Is it to grow your audience? To garner
feedback from future customers? To generate
presales? Your goals will dictate the tactics you
employ, so this bit of pre-work will pay dividends
down the line.

Review your audit from Step 1

What types of posts have done well in the


past?
Who is engaging with you? 3) CHOOSE YOUR PLATFORMS

How does your social media presence


compare with your competition? Like most things, social media is about quality, not
quantity. It’s difficult to be on every platform and
still maintain a high quality of content, so decide
Decide what’s important
early on where you’ll be focusing your efforts.
What are your overarching business goals?
What social media metrics support these
business goals? Find your audience

Which platforms are most popular with your


List out your goals audience?
Sample goals include: building brand Which platforms are less important to your
awareness, managing brand reputation, audience?
creating a community, increasing conversions
or sales, and gaining market insights Write a mission statement for

Ensure these goals match your overarching each network

business goals A one-sentence objective will keep your efforts


focused on your goals from Step 2
Make your goals SMART
If you have trouble creating a mission
statement for a given social media platform,
you may want to reconsider investing time into
(see sidebar for more info)

it
Pro Tip:
Decide on your platforms

Setting SMART goals (short for “Specific,


Measurable, Achievable, Realistic, and
Timely”) can help push you further, give Set up your accounts

you a sense of direction, and better Fill out all relevant profile fields
organize your objectives. For more Include common keywords for your audience
information on how to define SMART in your bio or description
goals, check out this resource. Use consistent profile photos and branding
across channels

The Crowdfunding Social Media Checklist 3


4) CREATE AND POST

YOUR CONTENT
Pro Tip:
The sheer volume of activity on social media can While it should be clear to your followers
make it feel as if your efforts are getting lost in how to support your campaign, remember
the noise. But with a targeted audience and that no one wants to be bombarded with
clear brand positioning, breaking through is just sales promos in their social media feed. A
a matter of finding your first believers. The key good rule of thumb is the “80/20 rule”:
to engaging content is a consistent posting 80% of your posts should educate, inform,
schedule and high-quality content, so be sure to or entertain your audience; 20% of posts
post multiple times throughout the week with should directly promote your campaign.
the same week-to-week cadence.

5) PROMOTE YOUR CONTENT


Understand your value proposition

What can your product do that no one Social media is different from other types of
else’s can? promotion because, well, it’s social. Once you
post your content, you’ll want as many people to
see it as possible, and that means promoting
Establish a tone
early and often.
People love to hate brands, but people love
people, so adopt a tone that people can Tag others

relate to
Tag the accounts you want to target,
including media outlets and influencers
Identify your topics

What are the things you feel most confident Interact with people

about representing? You don’t need to respond to every


comment, but it certainly helps
Understand your resources

How much content can you actually create? Encourage your backers

How often can you post on each platform? Your backers are your biggest believers, so
don’t forget to ask them to repost
Find your inspiration

Why did you create your product in the first Take pride in your work

place? Try to capture this spark in each of Promoting your campaign is about showing
your posts off your hard work!
Review social media success stories

Facebook, Twitter, Instagram, Linkedin, and


Go easy on the hashtags

TikTok all list case studies of successful One or two hashtags per post will usually
brands on their platforms do, if any at all. More than that may turn
people away.

The Crowdfunding Social Media Checklist 3


Self-impose a posting limit
6) BUILD YOUR BUDGET

Post regularly to keep your audience, but more (OPTIONAL)

than a couple of times a day may overflow


feeds If you have a budget to boost your reach, a paid
social strategy can be a highly effective way to
increase the visibility of your campaign.
Incorporate your other
Whether it’s through social ads, software tools,
promotional channels
or paid influencer mentions, boosting your
Links to your social campaigns are great to social presence can take your campaign to the
include in your email newsletters, on landing next level.
pages, and, of course, on your campaign page

Determine your budget

What’s your total marketing budget?


Be prepared to allocate 15-25% of your
marketing budget on social media

Understand your software needs

Common spend categories include: content


hosting, editing tools, and analytics tools

Select your channels for paid ads

Remember to stay where your audience is


Smaller platforms like Quora or Wikihow may
offer a bigger bang for your buck

Identify influencers to work with

If your strategy calls for it, influencers can add


credibility as well as reach

The Crowdfunding Social Media Checklist 4

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