Want to grow your business? Wondering how to set up a marketing system that delivers consistent results?
In this article, youâll discover how to build a five-stage marketing plan that works.

Why You Need a Social Marketing Strategy
Social media marketers are great at analyzing individual platforms. We know the latest trends on TikTok, the newest updates to Instagram, and the secrets of organic posting on Facebook.
But sometimes itâs good to zoom out and see the bigger picture. Thatâs where marketing strategies comes in.
Strategy helps you do the right thing, in the right place, for the right people. With a targeted message, you can earn sustainable and continuous growth. And youâll be able to understand exactly what parts of your marketing efforts are working and why.
Pick the Winning Marketing Channels
Strategy sometimes means making unexpected choices. Maybe you wonât use the same social networks that everyone else uses, or post in the same formats. Thatâs because youâll do what works for your business, instead of whatâs popular.
The latest fads and hacks might get you some quick wins but those wins might not bring the sustainable, quality returns that you want. They might take more effort or resources than you can justify. Or they might simply speak to the wrong audience.
For example, at the beginning of 2023, everyoneâs excited about AI tools and thereâs a lot of potential. Before you dive in, itâs worth pausing and asking yourself, âHow is this relevant to my business? What will it do for my business?â
Powerful new AI tools like ChatGPT-4 could transform marketing if theyâre used in the right way.

The most successful businesses on social media didnât get there by following fashions or through luck or intuition. It might seem that way but in fact everything they do is grounded in strategy. Theyâve picked their platforms, content formats, and messagingâstrategically.
Show the Results of Your Social Media Marketing Plan
Whether youâre a business owner working with clients or employed as part of a marketing team, strategy also matters for your job security.
You need to be able to show the results of your marketing activities. Real, valuable results like revenue and customers, instead of vanity metrics such as likes and shares. A solid strategy makes it easier to achieve marketing objectives and then measure results.
Whatâs more, it sets you up for the future. If you offer to get 1,000 new followers for your client, then thatâs a finite achievement. You reach it and the jobâs done. But if you create an in-depth strategy that will keep growing the business and generating revenue over time, then you offer value in the long-term.
The Marketing Master Plan
So today, weâre stripping your social media marketing all the way back to strategy. Forget the latest tools and marketing tactics. Forget A/B testing and metrics.
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Letâs talk about the basics: doing the right thing, in the right place, for the right people. Thatâs how you get better results with less effort. Thatâs the digital marketing master plan.
Weâre going to build a social marketing machine in just five steps. Each step depends on the one before it. If you cut corners, the machine wonât work!
We call these steps the 5 Ms:
- Model: what youâre selling.
- Market: who youâre selling to.
- Message: how youâre selling.
- Media: how your message gets out there.
- Machine: putting all the parts together.
#1: Your Marketing Plan: Model
The very first step is defining your business model. Ask yourself:
- What does this business do?
- How does it provide value for customers?
- Why should those customers care?
This is all about finding your unique sales proposition. Distill your model down to just one or two key revenue drivers. They could be hero products or your most valuable services. Once you know what to focus on, think about how to differentiate your business from its competitors.
Donât worry about minor products or fringe benefits just yet. They donât bring enough value to your strategy. Itâs better to excel at one thing than to have a mediocre offer on five different things. If your business is large enough to have more than two revenue drivers, then congratulations! Your business is also large enough to have separate marketing strategies.
The strategy weâre building here will sell one offer to one segment of the market at a time. Itâs all about focus and differentiation.
#2: Your Marketing Plan: Market
Next question: Who are you selling to?
You may think you already have a clear idea of your target market or target audience. Maybe you have a document full of buyer personas.
When did you last update those ideas? Markets and individual people have changed a lot in the past few years. Are you sure youâre still selling to the right customers? Especially if youâre struggling to sell a new service or you find that an established product suddenly isnât selling, it might be time to check in on your market.
When youâre defining your market, youâll need to consider three different aspects:
- Demographic. This includes things like age, gender, income level, and occupation of your ideal customer.
- Geographic. Location details like their province, state, or county.
- Psychographic. Subjective information such as their attitudes, values, beliefs, lifestyles, affiliations, challenges, worries, and pain points.
The psychographic aspects of your audience are the most important. And theyâre also the most subject to change. As new technology, trends, and ways of working come in, your market may look radically different.
You need to understand exactly who youâre selling to, as well as their problems. What are their struggles that your business alone can solve?
Your goal is to identify the top 20% of your customers so donât worry if the market you define excludes some of your customers. This strategy is only going to focus on the highest-value customers whoâll bring in sales over time and refer you to other high-value prospects.
#3: Your Marketing Plan: Message
When you know your model and your market, itâs easy to create the right message. You know who youâre speaking to and what you want to say.
This stage of the process deserves the most time and effort, though. You need to come up with a compelling, convincing, and absolutely clear message. The message must speak to your market. It must tap into their highest hopes and deepest fears; their pain points and problems; and their desires, goals, and aspirations.
The right message will bridge the gap between negatives and positives. It will guide your market from their problems toward a solutionâin the form of your business.
When marketing campaigns fail, itâs usually for one of two reasons:

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FIND YOUR NEXT FAVORITE TOOL- Theyâre focusing on the wrong marketâtrying to solve a problem that the audience doesnât have.
- Theyâre sending the wrong messageâthey have the right model and market but their audience doesnât care enough about the problem yet. Your message should speak to a problem that people urgently want to solve.
If youâre struggling to sell, sometimes it means you need to adjust your model or market. More often, you just need to reframe and reposition your message. Sometimes, itâs as simple as catching up to the language your market is currently using.
For example, if you want to sell a service to nutritionists, then you should read the top five nutrition books on Amazon before you write your marketing message. Why? Because those books will teach you the keywords, style, and phrases that nutritionists are currently using. Your marketing message will be written in their language instead of yours.

#4: Your Marketing Plan: Media
Youâve created the perfect message. Now what? How do you make sure that it reaches the right people?
You donât want to get lost in the wasteland of social networks and media channels that arenât used by your market. In the end, the pros and cons of different platforms are irrelevant. Trends are irrelevant. Anecdotal wisdom about the most effective social networks are irrelevant.
The only thing that matters is where your audience hangs out.
Thatâs where you need to share your message. If you did the work to define your market, youâll already know exactly where to find them. You can avoid wasting time on platforms or trends that donât match your business.
Of course, thereâs more to media than just selecting a platform. You also need to think about the details.
- Which media platforms or social networks will you use?
- Is paid or organic content more effective for your market?
- What kind of content do they enjoy most: video, images, text, or podcasts?
- Does long-form or short-form content work better for your message?
Of course, the answers to some of these questions are interdependent. If you use YouTube and Instagram, then video is almost inevitably your top content format. If you use a combination of different social networks, then you might prefer content that can be quickly repurposed across platforms.
Video and audio are especially flexible formats. You can recut longer content into short-form pieces and generate transcripts to use as text posts. Longer articles can be recut into short posts and slide decks. Work smarter, not harder!

#5: Your Marketing Plan: Machine
Youâve got your model, your market, your message, and your media. Now itâs time to put all the pieces together to create the ultimate social marketing machine. Youâll win leads from social media and send them on a seamless customer journey, transforming them into dedicated brand advocates.
But hereâs the cool part: youâre going to do it all in reverse.
A lot of marketers start by creating a marketing funnel. They create the funnel, and then they hope customers will do what they want. Weâre not doing that. In the machine, you start by deciding what you want from customers. Then you reverse-engineer their journey to create a marketing funnel.
Letâs say that you want people to sign up for a masterclass. Thatâs going to bring in some money and give you opportunities to cross-sell, upsell, or get referrals.
Now take a step back. How do people get to the masterclass? Maybe they had to go through a sales call. How did they schedule that? They clicked a link from a webinar. OK, how did they find the webinar? Keep following the steps back until you have a complete customer journey.
In 9 cases out of 10, youâll end up with a pretty classic marketing funnel that starts with social media, offers a lead magnet, and ends with owning the lead. But the key difference is that itâs been designed with the customer journey and end goal in mind. Itâs not just a standard template where youâve slotted in different scraps of content.
Whatâs more, because of the way that the Social Marketing Master Plan works, youâll be able to spot issues quickly. When people slip out of the funnel, is it because of the model, the market, the message, or the media? What can you tweak? How can you become more effective?
When marketers start by creating a funnel, they always assume they have funnel problems. In fact, itâs more likely that theyâre sending the wrong message or speaking to the wrong people. Youâll be able to catch problems like that more quickly because of how youâve built your machine: starting with the basic components like model and market, and then putting the machine together at the end.
If youâve followed all of the steps in the Social Marketing Master Plan, you should see more customers successfully completing that marketing funnel. Donât forget to check in regularly to see if your market has shifted or your message could be improved. Every machine needs some maintenance from time to time, after all.
Adam Erhart is a marketing strategist who helps small business owners and marketers grow highly profitable businesses. The Adam Erhart YouTube channel contains hundreds of videos focused on marketing strategy and his Marketing Insiders newsletter has more than 20,000 subscribers.
Other Notes From This Episode
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