The 5 Step Social Media Success Formula!

social media tips

Here at Mastered Marketing, we like to keep things simple. Social media marketing doesn’t need to be as complex as people make it out to be, and with the right fundamentals you can have great success! In this article, we’re going to break down the exact 5 step success formula that we use for all of our clients, broken down into practical steps so you can implement it into your business too!

social media plan

1. Plan

A common mistake people make is doing their marketing on the fly with no real structure. If you want sustainable results, you need to stay organized. (For a free calendar, click here!)


We don’t create a new strategy every month, but if you don’t have a simple strategy already you’ll need to make one - otherwise you don’t know where you’re going! This will include:

  • Goals - Your top 3 marketing goals.

  • KPIs - Key metrics you’re going to track.

  • Brand - Your brand style and voice.

  • Avatar - Detailed description of your customer.

  • Research - Look at existing accounts your customers love.

  • Competitors - Research into your competitors.

  • Content - The types of content your customers want.

  • Budget - A rough idea on your marketing budget.

Content Calendar

Once you’ve got a strategy created, it’s time to plan out your content calendar. You don’t need to create the content yet (that comes next), you just need to map out your posts. A few quick tips:

  • Have a balance of different types of posts.

  • Pick a theme for each day (e.g. MON = Video, TUE = Testimonial)

  • Try to have the calendar planned 4 weeks ahead. It makes life easier!

  • Each week, review the planner for holes or missing posts you haven’t created yet.

social media content creation

2. Create

Now that you’ve got your calendar mapped out, it’s time to create the content you need. This might be blogs / videos / posts / photos… it depends on what you’ve put in your planner. A few quick tips on creating kick ass content:


Use Canva to create beautiful artwork and designs for each social media platform. For example, you can’t just take a screenshot of a blog article and share it on Instagram. You need to create nice square artwork. Or perhaps you’re posting an Instagram Story and you need some vertical designs - Canva makes it super easy!


Videos are great if you can. Unless it’s a YouTube video, in depth tutorial or a Q&A style session, try to keep your videos as short and sharp as possible. People tune out really quickly, so you don’t want to waffle. Also, you can only post 60 seconds of video on Instagram, so try keep them sharp. Here’s an example of our “60 second social” Instagram videos.


In today’s world, most people generally prefer videos but I am still a big fan of blog articles. Think about what your audience wants to know the most, and create blogs on those topics, going into detail and providing real value.

If it’s one of those quick articles with no subheadings or under 500 words it’s probably not worth posting. Rather than writing 5 articles, put 5 times the effort into one. For a great template, click the button below!

Repurpose Content

If you’ve created a video, there’s no need to stop there! You can make 5 - 10 posts out of that one video with a process called ‘repurposing’. I went into this in detail in my other article How to Turn 1 Piece of Content in 10+ Epic Posts

social media sharing

3. Share

Alrighty - now you’ve got some awesome content! It’s time to share it on social media, and this comes down to writing engaging posts that grab attention.

How to Write Posts

Here are a few quick tips writing posts:

  • Look at what needs creating in the content planner.

  • Add value, be as engaging as possible and talk how your customers talk.

  • Make sure you are posting content native to the platform.

  • Run new posts  through the post checklist below.

Post Checklist

To keep your posts high quality, here’s a checklist you can use before posting:

  • Does this provide value?

  • Does it have a conversational tone?

  • Is it in proportion? Not too long / too short?

  • Is it visually engaging?

  • Does it explain why they should listen?

  • Is there either a call to action or question?

  • No typos or broken links?

  • Would I stop scrolling for this? (If not - don’t post dat!)

Scheduling Posts

Using tools like Buffer, you can schedule posts ahead of time to make life a whole lot easier. They also let you have 3 accounts for free, so you won’t even have to pay for it! Simply create an account, link up your profiles, and start scheduling.

It’s just like regular posting, you select the platform, upload the visuals and caption, then click ‘Add to Queue’ which will instantly add it as the next post in line, or you can schedule for a custom time.

Quick tip - by default, Buffer automatically sets your scheduling times. You’ll want to change this, simply go to Settings → Posting Schedule and set it to every day at 6:00pm.

social media promotion

4. Promote

Now your posts are live! (Or scheduled). The next step is to promote them with Facebook & Instagram ads. We are really good at this, and could write a whole book just on this topic but we’re going to keep it simple. Facebook Ads can be as simple or as complex as you like - but there’s no need to over-complicate things.

If you’re keeping it super simple, I would hit the ‘Boost Post’ button 2 - 3 posts per week directly from your Facebook or Instagram page. You can spend as much or as little as you like, even $10 - $15 per post can go a long way. If you’re new to Facebook ads, this will be totally fine.

If you want to get a little more advanced, from the Ads Manager create an Ad Set for cold traffic (interests / demographics / behaviours) and boost 2 - 3 posts on each platform at $10 a day, rotated each week.

You can then spend another $5 - $10 a day retargeting warm traffic (website visitors / page visitors / email subscribers) which sends posts to people who’ve seen you before.

Combining these two allows you to attract new fans whilst also nurturing your existing ones, and taking them to the next step in your buying journey. We know Facebook ads can get confusing, so you if you have any questions around that feel free to send us a message any time and we’ll help you out!

For more on this, check out our article “Facebook Ads For Small Business Made Incredibly Simple”.

social media review

5. Review

At this stage you’re social media will be rocking! Once a month, you’ll want to take a look at what did / didn’t work so you can make some decisions. (If you downloaded our free content planner there’s a section in there for this).

At Mastered Marketing we track all the stats, and if you’re interested in viewing analytics that’s great - go for it. If you want to keep it simple, use your gut and ask:

  • What worked and why? How can I capitalize on it?

  • What didn’t work and why? What should we do here?

  • Are we getting towards our primary goal? What’s the plan?

Keep in mind - if you’ve just started and you have fresh accounts, your business won’t explode overnight. It takes time, often at least 2 - 3 months before you start getting some decent traction.

Be patient - play the long game, stick to the plan and see what does / doesn’t work.


Once you’ve got this process down pat, just keep going! Now you have a simple 5 step formula for success on social media. Remember - simple doesn’t mean easy! You still have to do it! Now that you have a structure, it will be a lot easier. If you’d like a hand with your social media, we are really good at this. Click the button below and we look forward to chatting. Until next time!