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Whether you’re taking over social media for a new brand or client or doing a refresh for a brand you’ve been managing for awhile, creating a documented social media marketing strategy is almost always a good idea.
This way, you’re prepared when a higher up asks you, “Why did we post this?” or, “Why are we on this platform?”
A social media marketing strategy also ensures you know who your audience is, what your competitors are doing across their online presence, and what your main content pillars are.
In short, a good strategy makes sure you have purpose behind your posts. So let’s talk about how you can get started building yours.
Social media marketing is the process of using social media platforms to share content promoting your business.
It can look like:
For example, this Instagram post from soda brand Poppi announcing its latest flavor is a form of social media marketing:

And this post on Threads from team communication app Slack is another example of what social media marketing can look like:

Any kind of presence you build on social media, any posts you share on your platforms, and any comments you leave with other users is a form of social media marketing.
A social media marketing strategy is a document that covers what your brand will do to reach its target audience across social media platforms.
It outlines details like:
Part of your strategy also helps you to get a deeper understanding of who your target audience is and what platforms they prefer, as well as what your competitors are doing so you can beat them at their own game.
Create your social media strategy in a Google Doc or use a Notion board. This way you can readily access it, make changes as you test different ideas, and ensure new team members can get up-to-date on what your brand is doing online.
Does sitting down to create a well-documented social media strategy take time that you might not have? Yes, it does. But it’s also an essential step in seeing success on social media.
Here are just a few reasons why you need to prioritize your strategy:
Taking the time to sit down and create your strategy gives you a starting point for everything social media-related. You have a documented reasoning behind why you chose the platforms you did, what types of content seem to do well for your audience, which metrics you should be tracking, and more.
Ready to create a social media marketing strategy for your brand? Follow these 7 steps to get started.
The first step you’ll always take when venturing into any new business initiative is to set your goals or objectives. Establishing goals gives you something to work towards as you decide which tactics to try and which types of content to publish.
Common social media marketing goals include:
What is most important to your brand? Do you just want to engage with potential customers or are you hoping to turn social media into a sales strategy?
Once you know why you want to be on social media, you need to learn about your target audience. This tells you who you’re speaking to and how to craft your messaging in a way that resonates with them.
Knowing your audience also helps you pinpoint the right platforms for your business.
So how do you go about this?
First, you should be able to gather some basic details just by understanding who your product is for.
A project management tool knows that at the very least, they’re going to be marketing to a B2B audience filled with project managers and other professionals. A candle company knows right from the jump that they’re probably going to be targeting women shopping for home decor.
But there are other steps you can take to get an even deeper understanding of exactly who you’re marketing to:
You can’t properly craft your brand messaging without knowing who you’re talking to. So take the time to create a buyer persona so you and your team can get a clear idea of who is buying your product or service.
Before you choose your platforms and decide what to start posting, it’s a good idea to conduct some competitive analysis. You want to know:
Having all this information at your fingertips helps you create a social media strategy that can outperform your competitors.
You can gather this data by going to each individual competitor’s social media platforms and manually sifting through their content, or you can take advantage of Vista Social’s competitive analysis reporting to get a bird’s eye view.

Get access to data like:
Vista Social offers this competitive analysis across both Facebook and Instagram, helping you to quickly conduct your research and get a clear picture of what’s working well for your competitors.
Next, you need to decide which platforms are right for your brand. Where should you dedicate time to building your online community?
This depends on a few things:
For example, if you’re targeting business professionals with your project management software and your main goal is sign-ups, LinkedIn is absolutely going to be one of your main platforms.
Let’s go over each of the main social media platforms so you can get a quick overview of who uses them and what types of content perform best.


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Keep these guidelines in mind as you choose platforms that best represent your target audience and the types of content your brand excels at creating.
Now it’s time to plan out your content strategy so you can start sharing to your social media platforms and building an audience.
This entails:
Let’s say you’re running social media for a project management software. Let’s look at how you might start to build out your content strategy.
Types of content should include:
Choose your content types based on your social media goals. If you’re hoping to make sales, product or service posts must be part of your strategy. If you want to build brand awareness, memes and relatable content should be on your list.
The content formats you might use to share those content types are:
Choose your content formats based on two things: The assets your team members have the ability to create (i.e., don’t include animated videos if you don’t have a skilled animator on your team) and the platforms you plan to use (i.e., text-only posts won’t make sense for Instagram and TikTok, but they will for platforms like Threads or X/Twitter).
Your project management tool’s social media team then needs to craft a brand voice that represents the brand well. You might want your brand to appear friendly and relatable, so you’d need to document how this should look in social media posts.
The next step is just figuring out your content creation process. This includes what tools you’ll use for ideation (i.e., a Google Doc, pen/paper, or a social media tool).
Pro tip: Vista Social’s dashboard includes an ideation area that can house all of your planned post ideas plus help you generate even more ideas.

Then you have to figure out who in their team will be involved. Is there a graphic designer on staff who can help with designs? Is the social media manager handling all the video edits on their own?
And finally, you need to decide where to store all of your assets. Google Drive and Dropbox are great options, but Vista Social also offers a media library that gives brands a space to house all of their images, videos, GIFs, and more, plus makes it easy to organize assets into folders.
Once your content strategy is in place, it’s time to start creating your social media posts. You’ve put together a content creation process. Now it’s time to put it into practice.
Open your Vista Social dashboard to start listing out your ideas and fleshing them out into actual posts.
Make sure you have:
With these materials in hand, you can start creating your individual social media posts and scheduling them in Vista Social. The app will also recommend optimal posting times based on your specific audience, helping you get even more eyes on your content.
Social media marketing isn’t a set-it-and-forget-it strategy. You can’t keep creating content following the same strategy you first crafted without actually looking at how that content is performing.
Using your social media analytics (or a tool like Vista Social to get a bird’s eye view of it all), you’ll want to pay attention to things like:
You’ll also want to consistently keep an eye on your competitors. Are they trying something new that’s working? How can you stay ahead in your industry?
Analyzing and iterating are always going to be key parts of your social media strategy—especially because the platforms are always updating their algorithms, and what may have worked in the past might not work anymore.
Start marketing your brand on social media—but don’t do it alone. Social media management tools like Vista Social are perfect for helping you plan, publish, and analyze your social media marketing strategy. Create your account today.
Your social media marketing strategy should cover the platforms that make the most sense for your brand. For example, a B2B software would do well on platforms like LinkedIn and X/Twitter, while an ecommerce planner brand should focus on platforms like Instagram, TikTok, and Pinterest.
I mean, you don’t technically need them. You can implement a social media strategy without them. BUT that’s putting way more work on yourself than you need to. Social media tools are there to make your job easier by giving you tools for content creation, publication, analysis, and more.
Social media analytics tools are a must for seeing how well your content is performing. Each social media platform comes with its own built-in insights dashboard, but you can also use a third-party tool like Vista Social to see your overall performance in one place.
The key elements of a social media marketing strategy are:
About the Author
Content Writer
Chloe West is a content marketing manager for Vista Social. She has over seven years of experience in digital marketing for B2B SaaS companies. When she's not working, you'll find her spending time with her family, reading a book, or watering her plants.
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