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Creating your marketing strategy

In this resource, you will get everything you need to create a marketing strategy for your business.

Social Curator avatar
Written by Social Curator
Updated over a month ago

Do you have a crystal clear marketing strategy for your offer? If not, you’re in the right place!

After following each step in the workshop below, you will have created a personalized marketing strategy that you can feel confident using each week.

Prefer reading instead of watching? We’ve listed all the steps in the workshop below - keep reading to get started!

Create Your Marketing Strategy

Let’s lay the foundation for building your marketing strategy. To easily follow along with the steps below and to save your information for later, click >>HERE<< to open our Marketing Strategy Outline. Click “file” and then “make a copy” to save this to your drive and be able to type in it!

Add the name of your business and continue to step one.

Step #1: State Your Offer (AKA What You Sell)

At the top of your Marketing Strategy document, add the details about your offer. For example, you might write:

  • 12-week group coaching program to help women in their 50s balance their hormones

  • Non-toxic shampoo for poodles

  • Online course to learn how to make your first quilt

  • Fitness membership for new moms

Step #2: Get Clear on Your Ideal Client

When you market to everyone, you sell to no one. When you sell to ONE specific person, your sales increase. This is exactly why finding your Ideal Client is so important for your business.

Getting clear on your ideal client is easy with Dottie! Copy and paste this prompt into Dottie and then add her response to your Marketing Strategy document:

Prompt: I need help getting really clear on my ideal client. I sell [what you sell] to help [what your offer does/provides]. Can you build out an entire bio of an ideal client for me? Give me their name, where they live, their age, and where they hang out online. Please list their top 10 desires related to [what you offer] and their top 10 pain points.

Step #3: Determine Your Content Pillars

Your content pillars help shape your content. By establishing content pillars, you’ll know what topics your business should be posting about online. Examples of content pillars:

  • Fitness Coach: nutrition, workouts, fitness attire

  • Pet lover selling non-toxic dog shampoo: pet grooming, pet antics, inspirational pet stories

Dottie can help you with your content pillars too! Copy and paste this prompt into Dottie then paste her response into your Marketing Strategy doc.

Prompt: Can you suggest 3-5 content pillars for my business?

Once Dottie replies, copy and paste this prompt into the same conversation with Dottie and add her response to your Marketing Strategy doc.

Prompt: Can you give me 5-10 ideas or topics for each pillar to talk about or create content around for the next month on social media?

Step #4: Choose Your Social Media Platform

Now that you’ve clearly defined your offer, determined your ideal client, and chosen your content pillars, you can begin your posting plan!

This starts with choosing your social media platform. This should be the platform your ideal client hangs out on the most.

If you’re not sure what platform that is, you can use this Dottie prompt:

Prompt: My ideal client is [name, age]. What social media platform are they most likely to be most active on?

Once you have your platform, write it down on your Marketing Strategy document.

Step #5: Select Your Posting Frequency

First things first: Consistency is KEY. Creating a schedule ensures you are posting consistently (this is the best way to increase your engagement and turn followers into customers).

To help you remain consistent, be sure to choose what works best for you and your schedule. While posting daily sounds great, it may not be viable in your current season of life and/or business.

We recommend posting to your feed a minimum of 3x/week to see results. Once you decide the posting frequency that is best for you, record it on your Marketing Strategy document.

Step #6: Content Creation + Engagement Schedule

Now it’s time to decide WHEN you will create your content and when you will engage on social media.

Your Weekly Social Media Strategy Checklist will help you with everything in this step! ⭐

Content creation

Choose how often you will create content. Maybe you create all your content once a week. Maybe you create daily. However often you decide to create, block the time off accordingly on your calendar so you can be sure you stay consistent with content creation.

Reply to comments and DMs

You should also block off time on your calendar for how often you will reply to comments and DMs. You should spend 10 mins a day doing so.

Tip: No comments or DM’s to reply? Use the time to go to your explore page or accounts you already follow so you can save posts and note ideas of trending content.

Engage with other accounts

At least three times a week, block time on your calendar to engage with other accounts on social media. This could include sending DM’s to potential ideal clients, engaging with stories others have posted, and leaving comments of more than 3 words on others’ posts. You can find more ideas >>HERE<<.

Track and analyze content

Decide when you will track and analyze your content to see what’s working and what’s not. If you’re unsure what to track or even how, we got you! Check out >>THIS<< resource (tracking sheet included!)

Be sure to block off one 30-minute time block to track/analyze in the next 30 days.

Step #7: Make a Commitment

The final (and most important!) step is to do the work! Go back to your Marketing Strategy document and sign/type your name if you’re committed to staying consistent to this plan for the next 90 days!

After consistently using this plan for at least 90 days you’ll be able to spot trends and make adjustments unique to your business and your ideal client.


If you have any questions (or want to celebrate the commitment you’ve made) please reach out to our team via Help & Support from the left menu in your dashboard or email [email protected]

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