This guide is tailored to give a complete overview of the most up-to-date practices for managing and executing social media strategies, lead qualification, intent-based marketing, and KPI tracking. It integrates insights from multiple documents, ensuring a comprehensive resource that is both accessible and actionable for employees at Markage.

Our goal is to empower you to leverage these strategies effectively, regardless of your previous experience with digital tools. Let’s break down each of these critical areas in a way that makes them easy to understand and apply.


Section 1: Social Media Strategy – Building an Engaging and Effective Presence

Key Components of a Social Media Plan

A strong social media plan ensures that every platform is working toward key business goals, from increasing brand awareness to generating leads.

Before You Get Started:
  1. Assign Channel Ownership:

    • Assign responsibility for each social media platform to someone in your organization. Each platform requires a unique approach, so having dedicated ownership ensures that strategy is executed well.

    Example: Assign one person to manage LinkedIn and another to focus on Instagram, tailoring each strategy to the platform's audience.

  2. Create Buyer Personas:

    • Develop clear profiles of your ideal customer. Knowing who your audience is, where they spend their time, and what they engage with helps tailor your messaging.

    Example: If your target audience is HR professionals, focus on LinkedIn posts offering thought leadership in employee engagement and company culture.

  3. Train Sales Teams:

    • Your sales team should be adept at using social media to build relationships and generate leads. Social media is no longer just a marketing tool; it plays a significant role in the sales process.

    Example: Teach sales reps how to use LinkedIn to connect with prospects and share valuable content.

  4. Create a Social Media Policy:

    • A clear policy ensures that everyone in your organization uses social media responsibly and consistently. It’s essential to safeguard the company’s image and make sure employees know what is and isn’t appropriate.

Social Media Platforms and Strategies:

Blogging:
  • Objectives: Increase brand awareness, generate thought leadership, and boost lead generation.

  • Key Actions:

    • Assign a managing editor.
    • Choose a blogging platform.
    • Establish a blog post cadence (weekly/monthly).
    • Promote posts across social channels with social sharing buttons.

    Example: Publish in-depth blogs about digital marketing trends that can be shared via Twitter and LinkedIn to encourage comments and engagement.

  • KPIs:

    • Blog post views.
    • Social shares.
    • Audience growth.
Facebook:
  • Objectives: Build brand awareness, foster engagement, and generate leads.

  • Key Actions:

    • Share a mix of relevant links, blog posts, and promotions.
    • Engage with influencers.
    • Set up Facebook Ads to drive traffic and conversions.

    Example: Use sponsored posts to promote events or webinars targeted at small business owners.

  • KPIs:

    • Post engagement (likes, shares, comments).
    • Lead generation through referral traffic.
LinkedIn:
  • Objectives: Build professional connections, share expertise, and generate leads.

  • Key Actions:

    • Share blog posts, case studies, and other industry-relevant content.
    • Engage with influencers and join relevant groups.

    Example: Post articles about leadership and innovation, encouraging professionals to join relevant groups where discussions are happening.

  • KPIs:

    • LinkedIn post engagement.
    • Group participation.
    • Referral traffic and leads.
YouTube & Video Platforms:
  • Objectives: Increase brand visibility, showcase company culture, and demonstrate products.

  • Key Actions:

    • Post product demos, company updates, and educational videos.
    • Get influencers and customers involved in creating content.

    Example: Create a series of how-to videos explaining complex products and services in simple terms, sharing them across YouTube and Vimeo.

  • KPIs:

    • Views and shares.
    • Subscriber growth.
    • Referral traffic to the website.
Instagram & Visual Platforms:
  • Objectives: Build brand visibility, drive engagement with visual content, and showcase products.

  • Key Actions:

    • Share high-quality images or short videos that represent the company culture and product benefits.
    • Use Instagram Stories for behind-the-scenes content or quick tips.

    Example: Post visuals from events or product launches, encouraging users to share or comment on Instagram Stories.

  • KPIs:

    • Post engagement (likes, shares, comments).
    • Website traffic from Instagram.

Section 2: Lead Qualification – Identifying and Prioritizing High-Quality Leads

What is Lead Qualification?

Lead qualification is about evaluating potential clients to determine whether they are likely to become paying customers. This ensures that sales efforts are focused on leads with the highest likelihood of converting.

Two Pillars of Lead Qualification:

  1. Fit Scoring:

    • This measures how well a lead aligns with your Ideal Customer Profile (ICP). Factors to consider include company size, role, and industry.

    Example: A lead from a decision-maker at a mid-sized company in the technology sector would score highly on fit.

  2. Intent Scoring:

    • Intent scoring measures how interested a lead is based on behaviors, such as attending a webinar, visiting product pages, or downloading resources.

    Example: A lead who attended a product demo and downloaded a whitepaper shows high intent and should be prioritized.

Key Lead Scoring Models:

  • Basic Scoring: This model uses simple yes/no criteria for qualifying leads.
  • Point-Based Scoring: Points are assigned based on specific actions and characteristics (e.g., +10 points for attending a webinar).
  • Predictive Scoring: Uses machine learning to analyze past data and predict which leads are most likely to convert based on historical trends.

Section 3: Intent-Based Marketing – Capturing Customer Intent

What Is Intent-Based Marketing?

Intent-based marketing uses customer data and behaviors to predict what action they are most likely to take next. By understanding the intent behind their actions, we can tailor our outreach and messaging to guide them toward a purchase or engagement.

Best Practices:

  • Personalized Retargeting:

    • Use intent data to show personalized ads to prospects who have shown interest but haven’t yet converted.

    Example: Display an ad with a special offer to users who have visited the pricing page but haven’t completed a purchase.

  • Micro-Moment Targeting:

    • Target customers during pivotal moments when they are making decisions, such as while comparing products or reviewing options.

    Example: Offer a time-sensitive discount when a user hesitates before making a purchase.


Section 4: KPI Tracking – Measuring the Success of Campaigns

Why KPIs Matter:

Key Performance Indicators (KPIs) are crucial for measuring the effectiveness of marketing strategies. They provide data-driven insights into what is working and where adjustments need to be made.

Best Practices for Setting KPIs:

  1. Align KPIs with Business Goals:

    • Ensure that every KPI aligns with a specific business objective. For example, if your goal is to generate leads, your KPIs should focus on lead growth and conversion rates.
  2. Use SMART Goals:

    • KPIs should be Specific, Measurable, Achievable, Relevant, and Time-bound.

    Example: A KPI could be to increase qualified leads by 10% within the next quarter.

  3. Track Regularly:

    • Regularly monitor KPIs and adjust strategies as needed. Tracking KPIs allows teams to identify areas of improvement early.

    Example: If website traffic is high but lead generation is low, the landing page might need optimization.

Examples of Key KPIs:

  • Conversion Rate: The percentage of website visitors who complete a desired action, such as signing up for a newsletter or making a purchase.
  • Customer Acquisition Cost (CAC): The total cost of acquiring a new customer, including marketing and sales expenses.
  • Customer Lifetime Value (CLV): The predicted revenue a customer will generate during their relationship with your company.

Conclusion: Integrating It All for Success

This comprehensive guide combines social media strategy, lead qualification, intent-based marketing, and KPI tracking to create a powerful framework for success. By mastering these areas, you can help Markage improve its outreach, engage more effectively with prospects, and track performance with precision.

Remember, consistency in applying these strategies will help ensure long-term growth for the company. Keep this guide handy as you work on marketing initiatives, and don’t hesitate to reach out for further guidance or support!