Level Up Your Social Media Game
Your guide to social media that wins more than just likes.

Member Challenge
Several challenges hold organizations back from excelling with social media and both optimizing and demonstrating business value:
- Lack of clarity around ROI and overall value of social media efforts.
- Focus on vanity metrics.
- Time demands and limited resources.
- Fractured understanding of target audience.
- Spreading presence too thin on too many platforms (or conversely, not having enough of a presence).
Our Advice
Critical Insight
- Intentional focus drives results. Success comes from prioritizing the right platforms, tactics, and audience strategies – rather than trying to be everywhere – while tailoring approaches to each platform’s unique strengths and ROI measures.
- ROI clarity and ongoing optimization are essential. Proving social media’s business value requires clear measurement, performance audits, and social listening to refine strategies, personalize content, and strengthen customer relationships.
- Content alone isn’t enough. In a saturated environment, organic growth is difficult; impactful social media requires creative outreach, paid strategies, and integration with broader marketing efforts to achieve meaningful business impact.
Impact and Result
- Prioritize best-fit platforms and enhance audience understanding, targeting, and engagement
- Optimize platform strategy and resource and budget allocation.
- Gain clarity around ROI measurement.
Research & Tools
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1. Level Up Your Social Media Game Deck – A step-by-step guide that walks you through how to assess and make strategic improvements to social media efforts, connecting outcomes to tangible business results.
The storyboard guides you through assessing and improving your social media strategy so every action supports business goals. It shifts efforts from being scattered to being focused, measurable, and results-driven.
The blueprint includes an audit framework, prioritization and planning worksheets, and presentation slides to help assess performance, find high-impact opportunities, and create a plan that secures stakeholder buy-in.
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Level Up Your Social Media Game – Phases 1-2
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2. Social Media Tactical Plan Template – A structured workbook and template that helps you audit your social media performance, prioritize platforms and tactics, and build a clear plan and presentation for business-aligned social media success.
This tool is a comprehensive workbook and presentation template designed to guide organizations through auditing current social media performance and identifying strengths, gaps, and opportunities. It walks users step by step through prioritizing platforms, defining audience-specific tactics, and mapping activities to measurable business goals, then packages the plan into stakeholder-ready slides to secure alignment and buy-in.
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Social Media Tactical Plan Template
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