How to Build a Social Media Strategy the Hubspot Way
A strong social media strategy inspired by Hubspot best practices can turn scattered posting into a predictable, measurable growth engine for your brand. This guide distills the key steps, examples, and metrics you need to plan a clear, data-backed approach.
Why a Hubspot-Inspired Social Strategy Matters
Brands often post without a plan, chase every trend, and struggle to connect activity to business results. A structured approach, like the one outlined by Hubspot, helps you:
- Clarify exactly why you are on each platform
- Prioritize the channels that fit your audience
- Align content with business and revenue goals
- Measure impact with meaningful metrics, not just vanity numbers
Instead of guessing, you build a repeatable system for planning, publishing, and optimizing your content.
Step 1: Set SMART Goals Using Hubspot Principles
Every effective plan starts with goals. Hubspot emphasizes setting SMART goals:
- Specific: Clear and focused, not vague
- Measurable: Linked to metrics you can track
- Attainable: Realistic based on your resources
- Relevant: Connected to real business outcomes
- Time-bound: Tied to a concrete deadline
Examples of SMART social goals:
- “Increase qualified leads from LinkedIn by 20% in the next 90 days.”
- “Grow Instagram engagement rate from 3% to 4.5% in six months.”
- “Drive 1,000 monthly visits from social to our product pages by the end of the quarter.”
Define 2–4 core goals before you touch content ideas or platforms.
Step 2: Audit Current Channels with a Hubspot-Style Review
Next, run a structured audit of your accounts. The social media planning framework used by Hubspot focuses on what works, what does not, and where gaps exist.
For each platform, document:
- Profile details and branding consistency
- Follower count and growth trends
- Average reach, clicks, and engagement
- Top-performing content by format and topic
- Posting frequency and timing
Identify platforms to:
- Double down on because they drive results
- Experiment on for new audiences
- Pause or exit if performance is weak and misaligned with goals
Step 3: Define Your Audience the Hubspot Way
Hubspot strongly advocates for clear buyer personas, and the same logic applies to social media. You are not creating content for everyone; you are speaking to specific people with specific needs.
Clarify:
- Who they are (role, seniority, industry)
- What they value (outcomes, pain points, goals)
- Where they spend time online (platforms, communities)
- How they prefer to consume content (short video, in-depth articles, carousels)
Use customer interviews, analytics, and sales feedback to validate assumptions. The more precise your personas, the easier it is to plan resonant content.
Step 4: Choose Platforms with a Hubspot-Style Channel Mix
Instead of trying to be everywhere, follow a disciplined approach and prioritize platforms.
Ask for each network:
- Does our audience actively use this platform?
- Can we create content native to this channel consistently?
- Does this network support our primary goals (awareness, leads, sales, support)?
A Hubspot-inspired mix might look like:
- LinkedIn for B2B leads and thought leadership
- Instagram for visual storytelling and community engagement
- Facebook for groups and retargeting audiences
- X (Twitter) for real-time conversations and news
- TikTok or Reels for short-form, top-of-funnel reach
Document the primary purpose of each channel so your team understands why it exists and how to use it.
Step 5: Build a Content Strategy Based on Hubspot Frameworks
Now design what you will publish. Drawing inspiration from Hubspot content frameworks, aim for a balanced mix rather than random ideas.
Hubspot Content Pillars for Social Media
Define 3–5 core content pillars—recurring themes that tie to your audience’s needs and your business goals. Examples:
- Educational how-tos and tutorials
- Industry insights and data-driven posts
- Case studies and customer stories
- Behind-the-scenes brand stories
- Product tips, feature spotlights, and FAQs
Each post should map to at least one pillar, so your feed stays consistent and strategic.
Hubspot-Style Formats and Post Types
Use multiple formats tailored to each platform:
- Short videos and Reels for quick education
- Carousels for step-by-step breakdowns
- Static images for quotes, tips, and announcements
- Links driving to blogs, tools, or lead magnets
- Polls and questions for engagement
Keep a running idea bank organized by pillar and format so you never start from scratch.
Step 6: Plan a Social Calendar with Hubspot Discipline
Hubspot underscores the value of planning ahead. A social media calendar helps you post consistently without last-minute scrambling.
Your calendar should include:
- Platform and profile
- Publish date and time
- Content pillar and campaign
- Post copy and creatives
- Target link or CTA
Start with a realistic cadence, such as:
- LinkedIn: 3–5 posts per week
- Instagram: 3–4 feed posts plus regular Stories
- Facebook: 3–5 posts per week
- X (Twitter): 5–10 short updates or threads per week
Adjust frequency based on performance and team capacity.
Step 7: Track Metrics the Hubspot Way
To move beyond vanity metrics, use a measurement approach aligned with Hubspot reporting concepts. Track data at three levels:
1. Awareness Metrics
- Impressions and reach
- Follower growth rate
- Share of voice on key topics
2. Engagement Metrics
- Engagement rate per post
- Comments, saves, and shares
- Click-through rate on links
3. Conversion & Revenue Metrics
- Traffic from social to your site
- Leads or signups attributed to social
- Sales or pipeline influenced by campaigns
Set a monthly or quarterly review rhythm to compare performance with your initial goals and refine your plan.
Step 8: Learn from Hubspot Examples and Best Practices
You can go deeper into data, examples, and tactical tips by reviewing the original Hubspot article on social strategy at this page. Study how they connect stats to action steps and use real brand examples to illustrate strategy.
Putting Your Hubspot-Style Plan into Action
To recap, a social strategy modeled on Hubspot methodology moves through a clear sequence:
- Set SMART business-linked goals.
- Audit your current profiles and content.
- Define specific audience personas.
- Choose platforms with intention.
- Create content pillars and formats.
- Build and follow a content calendar.
- Measure, report, and optimize continuously.
If you want hands-on help implementing a structured plan, you can work with a specialist agency such as Consultevo to align your social media execution with these frameworks.
When you apply these steps with consistency, your social presence shifts from ad-hoc posting to a strategic engine that supports awareness, demand, and revenue—just like the programs showcased in Hubspot case studies and guides.
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