Picture by Startup Stock Photos from Pexels
Picture by Startup Stock Photos from Pexels

Not all your clients (the shops and businesses for which you work as a social media marketer) have the same advertising strategy, some have never even been advertised. You have to be aware that everyone has different needs for which you need different strategies and a large dose of empathy and communication skills to understand what they need and be able to give it to them.

Connecting with your client is essential to sell your idea, to put in value your services and that your social media marketer strategy benefits them as much as possible. 

To do this you need to study your client and the market context beforehand.


Picture by RODNAE Productions from Pexels
Picture by RODNAE Productions from Pexels

In this task you will prepare for your first meeting with your client (small business or company). Of course, you must have a good strategy to offer him/her and to prepare it you must know him/her well. To do this you must:

  • Analyse the demographics of your current clientele: age, gender, place of residence, tastes, living habits, etc.
  • What kind of clientele could you reach if you were known beyond your neighbourhood?
  • What is your approximate turnover?
  • What identifies you and can make you special or different from the rest?
  • What online content could interest your customers?
  • Give some examples as possible publications

Make a list of the added value you could give to your business: improve customer relations, be known in a wider area, sell your products to more people, specialise in the sector, increase brand/product recognition, etc.


To prepare your meeting you can help by listening to the advice of other social media marketers, learning from experience is always a plus! In the video section you can find some useful advice.

In order to have a global vision of your client and his product or company, it can help you to make an analysis of his strengths, weaknesses, opportunities and threats. This is known in marketing as SWOT analysis. In the documents section you have a template that will guide you through the steps of this analysis and help you prepare the strategy that you will present to your client.



Preparing a good strategy will help you convince your client that your services are needed. Your creativity and your ability to spread your enthusiasm will be crucial. Your empathy and analytical skills will also play an important role.

However, you should also take their point of view into account and listen to their comments and possible doubts so that your strategy improves and is more in line with their needs.

Learning Outcomes

Competence Area 1: IDEAS & OPPORTUNITIES
  • 1.4) I can tell the difference between contexts for creating value (for example, communities and informal networks, existing organisations, the market).
  • 1.10) I can develop (alone or with others) an inspiring vision for the future that involves others.
  • 1.12) My vision for creating value drives me to make the effort to turn ideas into action.
  • 1.13) I can tell the difference between social, cultural and economic value.
Competence Area 2: RESOURCES
  • 2.1) I can commit to fulfilling my needs, wants, interests and goals.
  • 2.2) I can judge my strengths and weaknesses and those of others in relation to opportunities for creating value.
  • 2.4) I can describe my skills and competences relating to career options, including self-employment.
  • 2.6) I can set challenges to motivate myself.
  • 2.7) I can reflect on the social incentives associated with having a sense of initiative and creating value for myself and others.
  • 2.19) I can persuade others by providing evidence for my arguments.
  • 2.20) I can communicate imaginative design solutions.
  • 2.21) I can use various methods, including social media, to communicate value-creating ideas effectively.
Competence Area 3: INTO ACTION
  • 3.3) I actively face challenges, solve problems and seize opportunities to create value.
  • 3.4) I can describe my goals for the future in line with my strengths, ambitions, interests and achievements.
  • 3.5) I can create an action plan which identifies the necessary steps to achieve my goals.
  • 3.6) I can develop a business model for my idea.
  • 3.9) I can change my plans based on the needs of my team. I can adapt my plans to achieve my goals in light of changes that are outside




How To Prepare For A Social Media Marketing Meeting | Step by Step