Gain immediate access to our proven system and get paid to create irresistible 
 Social Media Strategies

for your prospective clients -- in HALF the time --
and charge more money than you ever imagined.

Learn Our Proprietary Social Media Audit & Strategic Planning Process that has been successfully applied to more than 300 Businesses in the Past Two Years Alone!

(Our agency charges a minimum of $2500 for this service)

Dear Fellow Social Media Professional,
If you are currently providing "Social Media as a Service" to clients, this information has the potential to immediately and forever change your business.

Today, your success as a Social Media Manager depends on your understanding of social media's role in business. Your ability to help a company navigate the increasingly tricky waters of social media will determine which businesses choose to work with you, and how much they will pay.

Imagine the advantage that you would have if someone handed you a Social Media Strategic Playbook from the future.  A Playbook that was the result of 10 years of social media client work, with every kind of business imaginable.  From the mom and pop local business to speakers, authors, coaches, athletes, celebrities, tech startups, non-profits, all the way up to fortune 100 companies.

And imagine if that playbook gave you a step-by-step process that was successfully used to perform  Social Media Audits and a Strategic Roadmaps for more than 300 companies over the span of two years.

What could the advantage of that knowledge do for you and your business?

What kind of confidence would it create for you?

How would it increase the value that you bring to your clients?

You're about to find out because that's exactly what you are about to get your hands on today!


Social Strategist Pro.   

A Step-By-Step Strategic Playbook for Social Media Professionals.

13 Training Modules 

(with more than 50 Step-By-Step Videos)

Presentation Template

Strategic Questionnaire

Email Templates and More

This is the exact plan and process that we use in our agency with our clients, and we charge a minimum of $2500 for the service. 

Let's Take A look at What's Inside...

Module #1

A Welcome Message from Kate & Jesse and an overview of how the playbook was created. We'll tell you how we used to do Social Media Strategies vs. Today. We'll share the patterns that we discovered after applying this method to more than 300 different businesses. And the discovery that became the foundation for the 5 Social Media categories that a business will fall into.

Module #2

Here is where you get a top-down view of the process from end-to-end. You'll learn not only "How" to create a social media strategy for any business, but you'll also learn "When" to do it. We'll also cover:
  • The very first step at the beginning of the client lifecycle

  • The big shift: setting up an exploratory discovery call

  • The purpose of the exploratory discovery call and the questions you’ll be asking

  • How to wrap up the discovery call

  • Specific examples of what to say so the client knows you heard them and understand their objectives

  • How to offer to take the next step with the client and have them hire you to create a strategic report

  • What is included in the actual audit

  • Where to look to gather the data that will have you understand the current state of the client’s marketing efforts

  • A brief overview of competitor research

  • How to go beyond “best practices” that can be applied to any business across all industries by showcasing your creativity with wild card ideas

  • How we summarize the client priorities from things they could immediately implement to make the greatest impact to a sequence of areas that could be addressed in the future

  • An overview of the complete cycle:  initial inquiry, discovery call, week for you do your homework, report of findings call, proposal.

  • Example emails to send to move to the next step depending on whether they need further approval or are ready to seal the deal

Module #3

By using this methodology you will land more clients, be able to easily find the clients that you want to work with, set the tone for your working relationship, all while getting paid for your effort.
  • Completing a strategy session doesn’t necessarily mean you’re going to continue working with the client

  • Five options for “what comes next” after the strategy presentation is complete

  • The magic moment when the proposal seamlessly occurs
  • How this sets the stage for the client desiring to work with you even more because you’ve demonstrated your value

  • Why there is almost no actual “selling” necessary when you’re in this position

  • How following this method raises the perceived value of what you have to offer

  • How to consider what options to offer to continue working together and how to price those options.

Module #4

We’ve heard story after story from Social Media Managers about the significant time and effort spent creating a plan for a client (and even delivering a detailed proposal!) before the client has even agreed to pay you for your services. You'll learn how to never do work without getting paid for it up front!

You’ll understand the factors that dictate the value of the service, including:

  • A scale from your end that can help you determine what to charge based on your confidence, level of experience, and workload

  • The factors from the client’s perspective that will determine the perceived value for them

Module #5

This playbook is easily worth tens of thousands of dollars in the right hands. It contains the proven approach that has been successfully applied to every type of businesses imaginable.

You’ll learn the four most common types of business that make up more than 95% of the businesses seeking Social Media Services.

You'll also hear briefly about the fifth (least common) type of business and the unique strategy needed for this type.  You'll learn: 

  • How to begin a successful audit with the all-important discovery call

  • The questions to ask the client about where they are, where they want to be, what their challenges are and what they’re looking to accomplish

  • The importance of really listening, taking notes and demonstrating you understand where the client is with their business and what they’re after in terms of business results

  • You'll discover the consistent objectives that almost every client is looking to accomplish (some or all of):

Module #6

Ten years and more than 30,000 students later, this is the Social Media Pro® approach to Social Media Marketing. It's our proprietary system for how Social Media layers into all aspects of a business. It's a model that produces results every time.

In this module you’ll learn about the Social Media Pro unique approach to Social Media Marketing that we use with our own clients after years of experience.

It is the same approach that we teach our students. You’ll be getting an overview of this approach to give you what you need to understand how to do a client audit.

Most people are familiar with the concept of Know, Like, and Trust as the foundation of every sale that has ever happened on or offline. In this training, Kate broadens and deepens the concepts of Know, Like, Trust, and Conversion as they apply to the Social Media Pro approach in conducting an audit.

You’ll learn how to assess each of the phases and what to look for.

You'll also learn about what we call the Optimization Cycle and how to establish a "rinse-and-repeat process" for each objective.

Module #7 through #9

Time is money, and knowing where to look when reviewing a company's social media past will save you a ton of effort and demonstrate that you know what you are doing. In this module, we'll show you what to look for.

In this module, you’ll dig into the work of doing an actual audit.

You’ll learn about the holistic approach we take a Social Media Pro, including:

  • Determining if the client has a strong branding and a content strategy in place before you begin the audit

  •  Does the client have content that reflects their company, brand, and core values? 

  •  What content needs to be developed as part of their overall content strategy so that they have content to share through social media using social media best practices?

As you jump into auditing the brand, you’re looking to see consistency and cohesion among these components.

We also cover discussing Content Marketing with the client and how to leverage featured blog posts to create a fleet of supporting content that we can steadily publish on the website, social media, and/or third-party blogs.

You’ll learn how to do the necessary research to make recommendations for how to achieve their content marketing goals.

Module #10 through #13

In the last four modules of the course, we focus on the big reveal. This is where you report the findings of your audit, and present your strategic plan. Everything so far has led up to this event. We walk you through each step.

We've also included Templates and Documents.  

You can quickly and easily make them your own.

Welcome Email Template

From Inquiry to First Steps

Your first communication with a potential client sets the tone for everything to come. Take out time tested welcome email template and make it your own.

Discovery Call Follow Up Email

Easily Set The Stage For The Next Step

Covers all of the touch points to instill confidence in your client to move forward to the next phase of the process.

Strategic Planning Questionnaire

Questions that get the answers you need

After more than 300 strategic plans, these are the questions that cover every business for just about every situation imaginable.

PowerPoint Presentation Template

Use our Proven Presentation

These slides will save you time and allow you to share your findings like a pro! You'll get the actual PowerPoint Template and a PDF document of the slides to have handy as a cheetsheet.


Kate Buck


Kate Buck Jr. is a Social Media Strategist from Austin, Texas.  Since 2009, she has worked with some of the top names in Internet Marketing, as well as consulted with hundreds of organizations, entrepreneurs, nonprofits and freelance professionals. Kate has trained more than 30,000 social media managers.

Jesse Jameson


As a Facebook Marketing Specialist with more than 19 years of Internet Marketing experience, Jesse helps companies both large and small, from Tech Start Up's, Fortune 100's, Speakers, Authors, Coaches, Celebrities, and local businesses to maximize their Facebook Marketing efforts. He's guided clients to build a Facebook presence from concept to millions of fans and has managed over $17M in Facebook Advertising. He's worked with and coached some of today’s top Internet marketers. His particular area of expertise is as a Strategic Social Media Marketing Consultant; helping companies to leverage the data intelligence of Social Media and effectively apply it to all areas of their business.

Student Feedback:

People are talking...

“Once again Kate & Jesse hit it out of the park. Taking the information that matters and focusing on where it best suits the needs of the client as well as the social media manager. Just the right tweaks made in just the right places can take a company to the next level or just create some fast needed cash flow Good strategy is the key to it all, and this course will clear your fears and give you the skills needed to know the what and where of those tweaks. Get the course. You’ll be glad you did.”

Kim Gail

“If you’re seeking how to refine your skills as a professional social media marketer, SMMPro’s Strategy Pro course provides detailed, step-by-step guidance on how to get the RIGHT clients to work with from the start AND how to get the best results for them so that you’ll be sure to KEEP them! Based on experience working with hundreds of clients for over a decade, combined with current trends in social media marketing, the advice in this course goes beyond everyday tactics and takes a deep-dive into a holistic approach to digital marketing that can be applied to any business in any industry. You’ll learn how to create paid proposals that will sell your services FOR you, how to diagnose the health of a client’s online business, whether that client is an appropriate fit for your services, and how to best to serve your clients to get them to where they want to be with their businesses. With the strategies, tools, and resources revealed in this course, you’ll never again have any confusion around how to market on any social media platform!”

Christine Rice