How to Start a Social Media Marketing Agency

How to Start a Social Media Marketing Agency Step by Step

Key points

  1. The first step in starting a social media marketing agency is to identify your niche and target audience.
  2. Building a strong brand and online presence is crucial for attracting clients and demonstrating your expertise.
  3. To successfully scale your agency, it’s important to develop a strategic growth plan and establish effective communication and project management systems.

Freelancing as a social media expert can get tiresome. If you’ve got social media marketing experience and you’re thinking about starting your own agency, then look no further. Learn how to start a social media marketing agency with this easy-to-follow guide.

Most business owners don’t know the intricacies of social media platforms, but they do know their businesses should be embracing them with a social media presence. There is a large market of potential clients out there looking for help, and you can be the one to answer their call.

It can be nerve-wracking to step out on your own and start a small business. With your experience and a clear business plan in place, starting a social media agency should be nothing you have to fear.

Determine your value proposition

The first step to starting a business is to determine your value proposition: what makes you different from all the other agencies out there? What’s your niche?

There are two ways to position your agency.

1. Target specific business types

Have you had success with your social media strategies in the real estate industry or coordinated influencer marketing campaigns? Think about what is in your portfolio already and what type of businesses you’d like to work with in the future. If that’s restaurants and cafés, then hone in on that industry and tailor your portfolio of work to entice them.

Do research in the field of the businesses you’d like to focus on. Get an understanding of current successful social media strategies and take notes on what you could do in the future for clients.

With that said, if you’ve freelanced before, you need to think like a business owner now. There are many benefits to running an agency compared to freelancing, but not everyone is able to think like a company owner.

An agency can scale. That means more clients. If you freelance, you’re limited to the number of clients you can manage within the number of hours you work. Freelancing can also be a bit lonely. Running an agency means you get to build up a team and work with awesome people!

Victoria Lee from 100 Pound Social
Victoria Lee , 100 Pound Social

Talk to your past clients and see if you can get them on board your new business venture. With a bit of luck, they’ll be so impressed by your agency that they’ll recommend you to their partners.

Further reading

2. Focus on specific social media channels

Sometimes less is more, and that could translate to focusing on one specific social media channel as your specialty instead of trying to do it all. Do you work primarily with Instagram already or have customer testimonials from previous work? Use successful data points from previous campaigns to include in your portfolio.

Also, consider what the landscape of social media platforms is like currently. With Elon Musk’s late 2022 forty-four-billion-dollar purchase of Twitter came internal chaos, changes to the platform rules, and user uncertainty. Over 877,000 accounts were deactivated since the takeover alone. With businesses leaving Twitter, they may not require marketing services on that platform, or in a year it could all bounce back. With that uncertainty ahead, it might be best to focus on social media channels you know are rising in popularity.

In 2022 the top three used social media platforms were Facebook with 2,910 million users, YouTube with 2,562 million users, and Instagram with 1,478 million users.

As of April 2022, The United States was the country with the largest TikTok audience by far, with approximately 136.5 million users engaging with the popular social video platform.

TikTok’s rise to fame and use will undoubtedly lead to more businesses embracing the platform and in need of a social media marketing agency to help them create and manage a social media strategy.

Think about your marketing strategy

Your agency will help others with their marketing strategy, but first, you’ve got to work on your unique selling point. With the help of competitor research, you can see who your competition will be and how they are marketing themselves.

Always communicate the value you bring to your client. For us, our name (Two Step Social) communicates that it’s easy to sign up for our service, and you can get started in two easy steps. We emphasize our low-cost monthly social media management plans and that we don’t require contracts. Be very clear that you bring value to the client, and if they’re a good fit, make it easy for them to sign up!

Will Brown from Two Step Social
Will Brown , Two Step Social

You’ll want to come up with a company name and branding that speaks to your type of services. Consider the tone of voice your messaging and social media posts will have.

Keep in mind that prospective clients are going to view your social media accounts to get an understanding of your content marketing work; and they’ll base their decision to work with you on that.

Further reading

Defining your services

An important step in creating your own social media marketing agency is defining your services. The world of social media marketing is vast, so it’s best to be direct about what you offer and how.

Some of the services you could offer include:

  • Content creation, publishing, account management

  • Social media strategy

  • Branding

  • Growth and social listening

  • Research and analysis

  • Paid social campaigns

Often, clients don’t know which services they need. It always depends on their goals, which are often easier for them to articulate. If they’re looking for leads and an ROI, we recommend paid social ads. If they’re looking to build and maintain a professional social media presence, then organic content creation would be right for them. We quickly niched down into only offering monthly social media management plans. Even though we have had to decline work from potential clients, this has allowed us to focus on what we’re good at and grow faster.

Will Brown from Two Step Social
Will Brown , Two Step Social

Along with the type of services you offer, determine how you offer them. Will you work on a case-by-case basis or recurring monthly plans? Define your terms of work before you go live with your agency to avoid confusion and be clear with your potential clients.

Small business owners have a lot to manage day to day, and they need help understanding what goes into social media marketing or having the capacity to do it.

Once you have a client interested in your services, there will be an education component about how you have a solution for their challenges and what the ROI can be.

Use that information to potentially upsell clients—a vital component on your road to scale your agency. If someone thinks they are only interested in account management, explain to them why content creation should be a part of that, saving them both time and energy. And if you’re creating content for a customer, show them how important branding and a clear tone of voice are to running a successful social media account, and how you can help with that too.

Once you have signed on a client, assign a customer success manager to their account. A customer success manager will monitor feedback from the client and help them get the most out of your services. They also know where you could upsell or upgrade services for customers when it comes up organically.

Determine your running costs

Speaking of upselling, a big part of running a successful social media marketing agency is making money.

You’ll need to determine your running costs as soon as possible to avoid getting in over your head. When building a budget, it will be helpful to decide on:

  • how many employees you can take on

  • whether you’ll contract work out or hire freelancers

  • what tools do you need to stay organized and manage so many social media accounts

  • what software and equipment you’ll need for content creation

  • if you’ll want a CRM tool to manage customer relationships

  • how you’ll keep on top of accounting and billing

  • whether you’ll spend money on advertising for your digital agency

As you can see, there is a wide range of things to take into account when determining your running costs. If finances are not your strong suit, find an accountant to work with to help you build an organized system to manage it all.

Impress with your social media profiles

“Don’t judge a book by its cover” is a nice sentiment, but when it comes to social media marketing it doesn’t ring true. How your agency profile looks on all the social media platforms is very important. Potential clients will look at your accounts to see your style and base their decision to reach out on that small bit of information.

Check out this example from Ignite Social Media. It’s just one of many cohesive Instagram posts that have a colorful and eye-catching presence.

If a social media marketing company has a terrible profile on Instagram and a customer is looking for help with creating IG Reels, then their shot at working with that client is lost.

So to make sure your voice is in the room when you aren’t, build a professional-looking account with high-quality images, design work, and tone. Impress your audience with your social media profiles and catch the eye of prospects.

Another important part of impressing future clients is staying on top of social media trends and implementing them in your own content publishing.

Follow other companies (in your industry or in other industries) and get inspired. I loved the tone of voice MeetEdgar used and their quirky branding + the level of customer service (and friendly delivery) provided by HeyOrca. I wanted our branding and voice to embody these qualities, so this was my starting place. We’ve built up our own branding and voice from there.

Victoria Lee from 100 Pound Social
Victoria Lee , 100 Pound Social

Take social commerce for example: 81% of people surveyed in the US use Instagram to decide whether to buy a product or service. Not only is that a cue for you to stay on top of how your own profile looks, but it’s something you can provide as a service to your clients. Account branding and content creation need to keep social commerce in mind, utilizing Facebook and Instagram Shopping tools and including product shots in content creation campaigns.

Define your client onboarding

As your agency grows and you begin to take on clients, you’ll want to have a clear process in place for client onboarding.

A discovery call is a common first step before signing with a client, where you discuss their business needs and challenges and your possible solutions.

Next, it is a good idea to put everything in writing. Draw up a proposal for each client that outlines your services for them, terms of services, a payment schedule, and anything else you think relevant.

Once your client has signed on to work with you, assign an employee to manage their account. From here you’ll have to decide how many team members will be working on each account.

SPP assign account manager

For example, depending on the services they require, will each account have a manager, a customer success rep, a designer, a content creator, and/or a copywriter? Most likely when you’re starting to grow your agency, many of the roles will be done by the same people. To avoid burnout, try to clearly define roles and expectations beforehand for both your employees and the client.

Use the right tools for your social media management business

Using the right tools for your social media management business can make your life a lot easier. But how do you know what the right tools are? Look for tools that help you work smarter and faster, communicate with clients, grow your business and create content.

The best part of running an agency is developing systems that make your and your client’s lives easier. As an agency, we’re always working to make our fulfillment and customer acquisition processes more efficient. By implementing products like SPP, we have scaled easier and faster. Also, working with a team instead of working alone has many perks. Everyone learns from and relies on each other, unlike freelancing, where you can only rely on yourself!

William Brown from Two Step Social
William Brown , Two Step Social

Here’s a list of the three great tools for your social media management business:

SPP: client portal software

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You have accounts, invoices, projects, and processes scattered across different tools. Things get lost and the client experience suffers. Your new digital agency needs a proper system that can help you stay organized and scale.

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Scale your agency operations with the client portal.
Find out more

That’s where SPP comes in. It’s one platform that keeps everything in sync and helps you grow your agency.

With SPP you can:

Hootsuite: social media publishing

Social Media Marketing Agency Tool Hootsuite

Hootsuite is a free social media calendar and scheduler. It has higher-priced plans for all different types of businesses and needs, but when you’re starting out building your agency, the free plan will be sufficient.

Using Hootsuite you can plan your post ahead of time, monitor results, and answer all your DMs in one place.

You can also create multiple boards which are helpful when you are working with multiple clients. Each board can be for a different account, allowing you to stay organized and keep an eye on all accounts at all times.

Tip: check out this Hootsuite alternative

Canva: content creation

Social Media Marketing Agency Tool Canva

Canva is a free graphic design tool that offers pre-made templates to help you create content for social media easily and quickly.

You don’t need any design experience to work with Canva. They make it super simple for anyone to create a high-quality piece of content through a drag-and-drop editor.

With Canva templates you can create:

  • all types of social media posts

  • videos

  • presentations

  • print designs

  • invoices

  • whiteboards

If you are more advanced in graphic design, you can easily import any of your own templates or even other high-quality presentation templates to have on file for all your teammates to use.

Prepare for your launch

And now for the grand finale—it’s time to prepare for your agency launch!

To get the word out about your social media services, you’ll want to list your agency everywhere possible.

Research top agency directories in your area and industry. Check out places like AdForum, Credo, and Agency Spotter.

Before you actually set a date for your digital marketing agency launch, here’s a list of things you’ll want to put on the to-do list:

  • set up a website and link up the pricing page with your SPP order forms

  • make sure all your social media accounts are updated with branding and contact info

  • create a Google Business Profile to get listed on Google

  • start a public relations strategy and build a social media campaign for the launch

  • decide whether you want to do paid advertising

  • update your LinkedIn profile with your new business details

And when you finally feel ready to push the launch button, consider a celebration. It’s taken a lot of hard work to get this agency started, and you deserve to celebrate that whether you’re a one-person operation or have a team.

Throw a launch party to get the word out about your services and invite potential clients and past clients to the event. You never know where your next project could come from.

Avatar of Deian Isac
Head of Agency Success
Having worked as a content writer for 8+ years, Deian has partnered up with a lot of different agencies for content production. He understands their processes and now helps agencies scale up their operations with SPP. Besides his success activities, he also manages the content strategy of Service Provider Pro, writes captivating blog posts himself, and produces case studies.

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