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The first pages of the LinkedIn Strategy for B2B template

LinkedIn Strategy for B2B

Document template for Google Docs and Word

Make a copy in Google Docs
Price
Free
Difficulty
Beginner
Updated
November 6, 2026

Every page (8)

Overview

B2B social media often runs on habit: a company page nobody updates, an executive who posts twice a year, and no way to tell whether any of it helps sales. This plan decides the goals, the company page, executive posting, employee advocacy, the content calendar and the measures in one document, with a named owner for each.

The sample is a plan for Saltmarsh Media, a marketing firm, and shows three goals for the quarter, two executive voices, a small advocacy team and a measures page tied to pipeline. Every name, figure and date is fictional. Replace the goals, roles and platforms with your own, and keep only the channels your buyers actually use.

Useful for

  • A head of marketing setting the company's social goals and platform roles for the quarter
  • An executive team deciding how often its leaders should post and what they should say
  • A social manager writing the staff posting rules and the weekly calendar for the team

What's included

  • Goals: three objectives with scored key results and the quarter's initiatives
  • Company page: what the page must show, who edits it and how to keep it current
  • Executives and advocacy: leader posting, the staff roles and a responsibility matrix
  • Content and measures: a message calendar, a monthly scorecard and the method for each number
  • Make it yours: numbered steps for choosing platforms, pillars and the person who replies

How to use it

  1. 1

    Click Make a copy in Google Docs, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Choose the two platforms your buyers use, and delete the other platform roles from the plan.

  3. 3

    Replace the content mix and calendar with the pillars that suit your audience and your hours.

  4. 4

    Name who answers comments, the response time and the route for complaints that need escalation.

  5. 5

    Delete the guide page, then share the plan with the leaders, the team and HR before it goes live.

What you need

Requirements

  • A Google account with access to Google Drive

Works with

  • Google Docs
  • Microsoft Word (download the .docx)

Questions

Are the company, people and figures fictional?

Yes. Saltmarsh Media, Rhea Okoye, Dev Patel, Ana Torres, Sam Okafor and every figure in this plan are fictional. Replace them with your own team and data before you share the plan internally.

How many posts should leaders make?

Two to four a month is realistic for most executives, and more only if they enjoy it. A leader who posts twice a month with substance does more for pipeline than one who posts daily and is ignored.

Should staff be asked to post about work?

Invite them, do not require it. Give people a guide, a few ready-to-share posts and clear rules on what they can and cannot say. HR should check the policy before it is published.

  • #b2b-social
  • #social-media-strategy
  • #employee-advocacy
  • #executive-posting
  • #content-calendar
  • #social-media-policy
  • #google-docs

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