How To Set Social Media Goals That Stick

It’s that time of the year once again and whether you believe in setting New Year’s goals or not, we all want more out of business and life.

I was setting my own social media goals a few days ago, and although we’re already about a week into the year, I decided to share the process I personally used last year to set social media goals with you because it made a huge impact on my business.

Yes.  We all set goals for our business at some point or another, but we don’t always follow-through on keeping track of our progress.  A research study mentioned on Inc. Magazine revealed that 80% out of the 300 entrepreneurs surveyed said they don’t keep track of their business goals.  Crazy, right?




I get it though.  It might be all too cliché to set New Year’s goals or resolutions that most of us will probably end up dropping by the time January 31st rolls around…

That’s why we’re doing things differently this year.  By the end of this blog post you’ll have a plan, you won’t just set social media goals and forget about them.  It’s all about keeping that momentum going year-round and it’s easier than you think.


I’ll give it to you straight.

Last year (2014) I finally got disciplined enough to track my goals on social media for my own business.  I always took a quick look at some general metrics but I never took the time to track my progress consistently before – and let me tell you, at first it was NOT fun.  

But as the weeks went by, I was able to look at the data and make subtle changes to my content, posting schedule and copy that unleashed some insane exposure for my brand.

So when I realized that my work was paying off, I was hooked.

Eventually, the exposure I got brought in some key clients for my business (cha-ching), so it would be an understatement to say that I truly wish I had been more consistent from the beginning.

You might be thinking, ”Kim, that’s all well and good for you because you’re into this social media stuff,  but it’s that easy for the rest of us.”

I totally agree.  That’s why we’re going to create a plan together to set social media goals for you business in the easiest, most effective way possible.


Not convinced yet? Here’s what happens when you decide to set goals for social media:

  • You’ll stop going after vanity metrics that won’t help you get more customers.
  • You’ll finally be able to focus your efforts and ditch social media overwhelm.
  • You’ll have a smart, actionable & sustainable vision for what you will achieve.
  • Measuring and tracking your success will be easier & more fun than ever.


Set Smart Social Media Goals

Tip #1: Start Now

I’ve heard every excuse under the sun… ”I’m swamped!”, ”I just don’t have the time.”, ”I wouldn’t know where to start.”.

The list goes on and on, but the reality is you know social media marketing is powerful, and you also know that if you were to leverage it consistently, your business would benefit from it BIG TIME.  The time is NOW, my friend.

I don’t have to convince you, you’ve already been wrestling with the little voice in your head that nags you about taking your marketing seriously, so how about we ditch the excuses once and for all and get after it together?

There’s never a time like the present.  Start now & start small, but just START.


Tip #2: Set Realistic Goals & Start Small

The first step is obvious.  Set realistic social media goals!  You (hopefully!) know your business better than anyone else, so be realistic about what you and your team can accomplish this New Year.

If you know you’re probably not gonna launch that new YouTube channel, don’t even worry about making it a goal.  Start small.

It’s not about how BIG and BAD your social media marketing is, it’s all bout being consistent and connecting with your prospects.


The Step-By-Step Process

Let’s get to it:

  • Dump It All: Write down everything and anything you would like to accomplish with social media this year.  I’ve created a freebie download template that you can print out or fill out on your computer.
  • Ditch Most Of It: Cross out everything except your top 3 goals.  By picking the goals that are an absolutely priority, you’ll stay focused and are more likely to stick with it  (you can always go back and add on a few goals to your list once you have a good grip on the top 3).
  • Get Specific: Get as specific as possible with your goals & why you want to achieve them.
  • Set Key Metrics: Know exactly how you will measure your goal.
  • Be Realistic: Can you & your team realistically achieve this goal?  Think of all the possible scenarios.  A simple yes or no will help guide you.
  • Don’t Set A Time Range:  Ok, this one is a preference.  If you thrive on deadlines, please go for it.  For those of us who get frustrated when we don’t meet them it’s best to get an accountability buddy than to mark the calendar with a red X.  Find another entrepreneur friend and hold each other accountable every week.


For Example

Your goal is to build an uber-loyal fan base that keeps coming back for more of your products & services.  To achieve this, you need to consistently share valuable content such as tips & tricks, tutorials & discounts to highly engaged fans.

You need to: 

  • Create a solid content calendar
  • Publish consistently
  • Track the total amount of engagement on posts on a bi-weekly basis
  • Track the amount of discounts redeemed by fans
  • Tweak content based on what’s creating a reaction and what is not

Can you see how going through every step will help you and your team get more clarity on what you need to tackle?

I know that for me, it’s a total game-changer to go through this process and really understand what I’m working towards and why.  

You can use tools like Google Docs, Evernote or even Pinterest boards to get a clear idea of what your social media goals are.

I don’t know about you, but I’m a very visual person, so get creative with the style and format that works for you.


Your Tactical Plan

So, here comes the fun part.  You need to figure out exactly what resources you (or your team) will need in order to accomplish the goals you want to set.  These resources could be anything from getting an assistant involved & increasing your marketing budget, to signing up for a new social media tool.

Next, you want to break down how you are going to accomplish your goals.

Start out with a single goal in mind and break down the action you or your team need to get done on a daily, weekly and monthly basis to stay on track.

You’ll also want to establish a key metric.  This is just a fancy word to describe how you are going to measure your progress.





 Tactical Plan

Goal: Build a loyal fan base

Facebook Daily Actions:

  • Schedule or posts at least two new pieces of content every day.
  • Reply to any questions or comments your fans have left.

Facebook Weekly Actions:

  • Send out freebies or discounts to highly engaged fans as gifts. Use this as a way to surprise your fans and gain their trust.  Trust me, it might get them hooked on your stuff.
  • Analyze highly engaging posts and post more of that type of content.  No need to re-invent the wheel, just keep doing more of what is already working.
  • Experiment with a different type of post each week.  You always want to leave some space for innovation.

Facebook Monthly Actions:

  • Plan out and schedule content for the upcoming month.
  • Track comments, shares & likes as well as fan base growth.
  • Track purchases coming from Facebook fans via Google Analytics.


Don’t forget to download my Social Tactical Plan Worksheet (the one you see above) to organize your tactical plan for each of your goals.

Cheers to achieving those awesome social media goals !

Don’t forget to comment below with your thoughts or ideas on how to set social media goals and track your progress.

Catch ya soon!

much love, Kim




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