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professional services marketing

The ultimate social media cheat sheet for firms

Posted by Tess Palmyre on Tue, Jun 20, 2017

The ultimate social media cheat sheet for firmsLook no further, this is your ultimate guide to navigating the social ecosystem. Okay it’s really just scraping the surface but it will give you a good grounding so you feel confident to face the book (ah thank you).

This is a rundown of how to approach Facebook, Twitter and LinkedIn for your firm’s marketing. Read on for the ultimate social media cheat sheet for firms.

First things first… why social?
Don’t just jump on the tweeting bandwagon because everyone’s doing it. Social media should fit into your marketing plan like any other channel and have a clear strategy and target audience. Define your audience, find out where they spend time online and what they do there. This will help you to outline your social media strategy and objectives. Don’t forget ROI — how will you measure success? This should all be outlined in a strategy document to justify your social media activity.

Where and when?
It’s tempting to be on Facebook, Twitter, LinkedIn and Instagram (some firms have even bravely attempted Snapchat). But unless you have a reason to be on the platform I wouldn’t even create a business profile. My advice is, if you have limited time to devote to this, pick one platform that gives you the most exposure to your audience and suits your objectives — and do it well. It’s also worth finding the best times to post on each platform and there are many resources to help you work this out. Consider using scheduling tools such as Hootsuite or Tweetdeck to schedule posts ahead of time (you can schedule directly in Facebook but not in Twitter or LinkedIn).

Tone of voice, writing style and crisis management
This step is often missed but so important. Include a section in your social media strategy that talks about your firm brand’s tone of voice and other details such as writing style and how to handle a crisis situation. This will instruct your staff on how to communicate on behalf of your company, no matter what the context. Tone of voice should articulate your brand qualities. For example, should you sound warm, corporate, cheeky, knowledgeable, trustworthy, approachable or compassionate? Other details to consider include whether the business name can be written as an acronym, shortened or always written in full. And, something every CEO dreads, what should you do if you have a social media crisis on your hands? Create a crisis management plan to refer to in these situations.

Understand the platform
To do social well, you need to understand how the platform is used. Don’t be afraid to experiment on your own personal profile to learn the features. Here are some analogies that may help:

  • Facebook is like being in someone’s living room with their close friends and family. Be personal, entertaining or humorous. Tell compelling stories with great content.
  • Twitter is like being at a smart cocktail party. Make interesting but intelligent conversation. It’s okay to speak often (three to four times a day).
  • LinkedIn is like being in a board meeting. Always be professional and knowledgeable in your area. Make insightful, intelligent and appropriate conversation.

Some great resources to consider include Canva for designing social media graphics, Hootsuite for scheduling posts and this book to learn how to master social media completely. Read this blog for some handy tips on image dimensions for each platform.

Does your firm’s social media presence need a boost? Download our ebook to learn more.

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This blog was written by Tess Palmyre

Account manager Tess has 15 years’ experience working in schools and truly understands the challenges and needs of Australian schools. Her passion for education started during her time as a teacher in Independent, Christian and public schools across Perth and Melbourne. A ‘lifelong learner’ attitude saw Tess complete her postgraduate tertiary qualification in marketing.


Topics: B2B, Social media, imageseven, Branding, Communication, Online marketing, Marcom, Digital marketing, Social media marketing, Professional services marketing, PSM, Digital communication trends, Content marketing