Free template
A social media strategy template that fits on one page
Most social media strategies are 30 slides nobody opens after the kickoff. This one is a single sheet with 8 sections and room for one honest answer in each. If you can't fill a row, that's the gap to fix before you post anything.
Every row has an example answer next to it so you're never staring at a blank cell. The examples are for a small B2B team on LinkedIn and Instagram, but the questions are the same for a creator, a shop, or an agency filling this in for a client.
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Last updated 2026-09-03. Opens in Excel, Google Sheets, and Numbers.
What's inside the sheet
- Goal: one measurable sentence with a number and a date
- Audience: 3 questions (who they are, what problem you solve, where they already spend time)
- Channels: a primary and a secondary, and on purpose no more
- Content pillars: 5 rows for the recurring themes your posts come from
- Cadence per channel, and your tone in 3 words
- KPIs: 3 rows with the metric, the target, and where you'll read it
- A monthly review date, so the strategy gets looked at again
How to use it
- 1
Download the file and read the Example column top to bottom. It takes 2 minutes and shows what a finished sheet looks like.
- 2
Write the goal first. Make it one sentence with a number and a date. If you can't measure it, rewrite it.
- 3
Answer the 3 audience questions in plain words. If the answer to where they spend time isn't a channel you're on, that's your primary channel.
- 4
Fill the 5 pillars, then the cadence. The cadence should be a number you can keep in a bad month.
- 5
Pick 3 KPIs that connect to the goal, note where each one is measured, and put a monthly review date in the last row.
What makes a strategy stick
Two channels, not five
Every channel you add splits your time. Pick the one your audience already uses, add a second for reach, and say no to the rest for a quarter.
Pillars beat brainstorms
With 5 recurring themes, planning a week is picking a pillar and a format. Without them, every post starts from zero.
Targets should scare you a little
A goal you're sure to hit isn't a goal. A goal that needs everything to go right isn't one either. Aim between.
Review monthly, not daily
Daily numbers swing with the algorithm. A monthly review against the 3 KPIs tells you whether the strategy works, not whether Tuesday was good.
FAQ
Social media strategy template questions
A measurable goal, a clear audience, the channels you'll focus on, the themes you'll post about, how often, in what tone, and how you'll know it's working. That's the 8 sections in this sheet. Anything else is detail you can add later.
One page. If a strategy needs more, it's usually mixing the plan (what and why) with the calendar (when). Keep the strategy short and put the schedule in a content calendar.
Yes. Fill one per client and keep the Example column as a reference for what a good answer looks like. It also makes a useful first-meeting agenda: the 8 sections are the 8 questions you need answered before you plan any content.
Monthly review, quarterly rewrite. On the review date, check the 3 KPIs against their targets. Change pillars or cadence only if the numbers say so. Rewrite the goal every quarter.
Ones that connect to the goal. If the goal is followers, track follower growth, reach, and engagement rate. If it's leads, track link clicks, profile visits, and DMs. Note where you'll read each one, whether that's the platform's own insights or an analytics dashboard, so the monthly review takes minutes.
The sheet plans. Lemonpost publishes.
Schedule to 9 platforms from one calendar, track the numbers in one place, and keep the spreadsheet for drafting. Seven days free, every feature, unlimited team members.