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Create a more consistent and effective social media marketing strategy
Gain clarity on how to use each social platform more effectively, supported by workflows, templates and planning tools that help you create stronger content, improve engagement and maintain consistent performance.
This toolkit is right for you if you need to:
- Develop a structured social media strategy aligned to your goals
- Identify which channels offer the greatest opportunity for your audience
- Plan and optimize content using practical templates and workflows
- Improve engagement and performance with proven social media methodologies
- Measure results clearly with consistent, RACE-aligned reporting
Trusted by more than 1,000,000 marketers worldwide
Proven frameworks and resources relied on in real-world marketing teams
How the Social media marketing toolkit works
The Social Media Marketing Toolkit is a structured set of planning and review resources designed to help you manage social media activity more consistently and effectively. It supports marketers who need a clear framework for planning, executing, and improving social media marketing across platforms rather than relying on ad hoc posting or isolated campaigns.
The toolkit brings together templates and guides that help you review your current social media approach, define objectives, and plan activity in a way that aligns with wider marketing goals. It is designed to help teams move from reactive content decisions to a more intentional, documented approach that supports both short-term campaigns and ongoing activity.
Resources within the toolkit focus on key areas such as assessing performance, planning content and channel priorities, and organizing social media activity over time. This helps ensure that posting schedules, messaging, and platform choices are driven by clear objectives and audience needs rather than habit or convenience.
The toolkit is designed to be practical and adaptable. Editable documents allow you to tailor plans and reviews to your organization, sector, and level of social media maturity. This makes it suitable both for individual marketers managing multiple platforms and for teams that need shared planning documents to support collaboration and consistency.
The Social Media Marketing Toolkit is intended to be used as a working set of resources. Teams can revisit the templates regularly to review performance, refine plans, and improve how social media contributes to broader marketing outcomes over time.
A structured planning system, in one downloadable toolkit
Each toolkit brings together practical guides, templates and worksheets built around proven planning frameworks. Use them to structure your approach, document decisions, align activity across teams and move from strategy into execution, with tools designed to be reused, adapted and updated over time.
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You save 43%
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Why marketers trust Smart Insights
1
+
marketers have used the RACE Framework to plan, manage and optimize their marketing
1
+
businesses and teams rely on our resources to deliver more effective, data-driven marketing
1
+years
creating practical marketing frameworks used by professionals in organizations worldwide
RACE Growth System
Who we are
Dr. Dave Chaffey
What makes us different
Marketers who use our toolkits say…
Frequently asked questions
How are your toolkits structured?
Each toolkit is designed in a similar way with templates to help you apply the Smart Insights RACE 90-day planning process using a consistent approach of:
- A. Review Opportunity (Audit and Set Objectives)
- B. Define Strategy (Identify strategic approach and priorities)
- C. Take Action (Report on performance with dashboards, apply best practices and SOPs)
Toolkits typically have an in-depth 7-Steps guide and a shorter Playbook which are downloadable PDFs which are far quicker to browse than online video courses, so you can efficiently review your strengths, weaknesses and where you need to prioritize.
Each toolkit is grounded in helping you understand the essential, need-to-know fundamentals of marketing success including strategic marketing, campaign planning, content marketing and data-driven marketing using Google Analytics.
How do I use Standard Operating Procedures (SOPs) in my marketing?
SOPs are your secret weapon to using a more strategic, managed approach to integrated marketing.
They are repeatable practical tasks defining how to complete a marketing activity by following a series of steps in order to achieve a consistent approach and good results by applying best practices.
SOPs form the heart of our Digital Marketing Strategy toolkit - you can audit your approach and adopt them in the Digital marketing strategy audit/health check.
It also links to relevant templates to support you across all toolkits.
We recommend building in SOPs to our RACE 90-day planning process, selecting which you will prioritize in the upcoming periods.
What the quickest way to get started to improve my results from digital marketing?
For a comprehensive audit of all of your digital marketing, we recommend using our Digital Strategy Toolkit which will help you develop a complete digital marketing strategy and a 90-day plan so you start make a difference straightaway.
Tried-and-trusted templates are available in Word, Excel and Powerpoint / Google Docs which will enable you to summarize your strategy and communicate it to colleagues or clients.
Ensure you download the Digital marketing strategy audit/health check spreadsheet to amend to your business. It also links to relevant templates to support you across all toolkits.
If you perceive that you have a weakness or opportunity in one or more of the main digital marketing channels such as SEO, Paid media, Social Media marketing or Email marketing, then you can use the 7-Step guides and playbooks in each channel toolkit to review your strategy and then the spreadsheet templates to make practical improvements to your marketing for each channel.
What type of businesses benefit from Smart Insights?
The Smart Insights RACE Opportunity-Strategy-Action process was designed so that it can help all types of businesses of different sizes and from different sectors improve their results from digital marketing.
Our RACE system has been used since we launched in 2010 by businesses including:
- Smaller businesses with an owner manager or single person responsible for marketing
- Agencies and consultancies who apply our frameworks to their clients' businesses to improve results
- Larger organizations in sectors including B2B, Financial Services, FMCG Brands, Healthcare, Pharmaceutical
Famous names who have applied our approach to their business since we launched include 3M, Accenture, Dell, Ernst and Young, Glaxo Smith Kline, HSBC and Rentokil Initial.
How often are your resources updated?
You will know that digital marketing changes fast, so since we launched our digital resource library, we have had a continuous annual programme of updating resources to ensure they cover the latest approaches.
Currently Generative AI (GenAI) is transforming marketing, as you'll know, so we recommend the latest best practices for using tools such as ChatGPT and Gemini for strategy, planning and copywriting. We recommend you start with our AI Governance Policy Playbook for a recommend approach to improve your marketing.
One of our most popular resources is the digital media updates tracker which is updated quarterly to summarize the most important changes from the digital platforms such as Google and Meta that marketers need to know about.
How quickly can I access my toolkit?
You’ll get instant digital access as soon as your payment is confirmed. Your downloads and toolkit materials will be available immediately.
Get instant access and start improving your marketing today
Download immediately and use to plan and deliver your marketing with confidence
Was
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Now
£99.00
You save 43%
Marketers, teams and organisations like these solve real marketing challenges with our resources
