Quick Start for Small Business – Creating Your Initial Social Media Footprint


I field questions 3-5 times a week from small businesses and past colleagues who ask not ‘why’ to begin exploring in Social Media, but ‘how’ to start building their presence & voice. They aren’t looking for strategy guidance so much as they just want a simple Quick Start guide of easy steps to follow to help them get going.  I’ll leave the ‘why’ to the Real SM Gurus (heh), but I figure since I offer this advice so often off line, perhaps it will be useful to others on line. This is Part One in a short post series I’ll offer on SM Quick Start for small businesses and individuals so when the phone rings with questions, you & I both can just point folks here.

The Basics

Regardless if you’ve already got your objectives fully outlined or not, small businesses and people can begin with these simplified steps to establish a presence. Gather what you’ll need first to ensure consistency and ease when you start registering on sites:

  • If you do not already have a company or blog site, create one. There are many free options like WordPress, Tumblr, Google Sites or Blogger. This is a larger topic, but it is crucial  that you have a destination for people to find out more about you and your services. This is a good post for starter blogging guidance for small companies.
  • Write at lease one post – doesn’t have to be long – that illustrates your ability, interest, products or services.
  • Create a short description about your company or services. Try to limit this to 2-3 paragraphs at most. This will be used for Social Media Profiles and should include top keywords for searching. (i.e. mine includes E20, Enterprise, SCRM which are areas of specialty)
  • Create an even shorter description of less than 140 characters that will be used as a tag line of sorts.
  • Pick one email address for yourself or the company that you will use on SM profiles. This address should be one that you check frequently for activation instructions, notifications and connection invites.
  • Select a small graphic logo or picture that will be a visual representation of your brand, seen on your profile & alongside posts & tweets. Many sites have size limitations, so pick one that is less than 700k in size and no more than 140 X 140 pixels.
  • Select an ID or ‘brand handle’ that you will use across multiple channels. It will save you many steps & frustration later if you search for availability first. You can test it out on these sites, which also offer services in Social Media ID protection (for an example, type in ThoughtElf):
  • You may wish to have several ID’s – one for the business and one personal, but that is a whole ‘nother post. Regardless, same requirements apply.

Once you’ve created/selected the materials above, you’re ready to move on to the next step.

Creating an Initial Presence in Social Media Channels

Before devising a long-term strategy for your social media efforts and objectives, I highly suggest reading @thejordanrules ‘Which Social Media Channels Should You Be Using? (business)’ &/or ‘Which Social Media Channels Should You Be Using? (personal)‘ to help decide which channels would be best for your goals, but it is a safe bet that most will benefit by registering (and locking in) their ID on the Top Three channels immediately: LinkedIn, Twitter & Facebook.

(Note: In each instance, once you have created your profile, you will have to respond to an email to activate the account.)


  • www.linkedin.com
  • Create a LinkedIn profile or edit your current profile to ensure that it is fully complete and up-to-date. The LinkedIn Learning Site offers user guides, tips to help you get started.
  • Note that the two most important sections on a LinkedIn profile are your profile headline (under your name) & the summary. These are where the ‘SEO’ of LinkedIn happens when people search for you or your services. Put your keywords here.
  • You can opt to add widgets to link your blog url & twitter account. I suggest that you do to initiate further traffic & content sharing.
  • If you also have a company, create a LinkedIn company profile


  • www.twitter.com
  • Creating a twitter profile is very straight forward, but you may wish to pay close attention to twitter notifications. As a new user, I’d suggest you turn on notifications for both new followers & direct messages to begin with until you get the hand of checking these daily. This will ensure that you don’t inadvertently ignore important messages or companies & people you’d like to connect with further.
  • Make sure you complete the Profile section including your blog link & bio – the short description you created in ‘Basic Steps’ above.
  • Search a few colleagues, customers & competitors to follow to start learning and discovering new content and how others are using Twitter (more on this in a future post in the series)
  • Send out a witty tweet announcing your presence.


  • Facebook is a bit more complicated if you are planning to have a business profile. If you’ve already got a standard FB account, it is a violation of the terms of service to have multiple accounts, so you can only create a company page in that instance, not an entirely new profile. See this link for explanation & details
  • The key aspect of creating either a personal or company fan page on Facebook is the privacy settings which control which users can see your profile or pages, and what they can do on each (i.e. leave comments and start discussions). I can’t stress it strongly enough that this should be well thought out and carefully managed.
  • Here is a very simple guide for creating your Facebook presence, including a company page.

Start Being Social

Now that you’ve established a very basic presence on key social media channels, start sharing. Post links in each of the channels inviting people to visit your blog or company site to share ideas, comments and opinions. Talk about and point people towards other blogs or persons of interest. And don’t get frustrated if you get little response to begin with. It takes time to build an audience for your brand or business, and to establish your presence out there on line. We’ll cover steps to do so in a later post in this series. 

In the mean time, pat yourself on the back for taking the first steps and feel free to pose questions in the comments.


You’ve Come a Long Way Baby – Gen Y Teaches a Lesson on SM Boundaries

Come a long way baby

I’m the proud parent of a lovely, lively, Gen Y Goddess who is creating her own success in the advertising world. Of course, part of her greatness is because she had such a smart Mama giving her advice along the way. ;>

Baby’s come a long way, and turned the tables back around on me, teaching me a valuable lesson in observing appropriate Social Media boundaries with our offspring.  Just because we were the ones who used to monitor their on line activities as kids, doesn’t mean we get to set the rules arbitrarily now that we’re all adults, because they’re still our kids, right? 

Wrong, and we may make mistakes in interacting with our kids within SM channels if we don’t listen when they set limits of their own. 

We were ‘those’ parents every teen dreaded having.  Geeks.  Couldn’t hide a thing online or on the hard drive from the likes of us, and when she was grounded from the computer as punishment, that meant Dad whipped up a nifty little app that would cut off connectivity to her pc only from 10:00 p.m. nightly until 4:00 p.m. the next day.  All sorts of configuration options, (far better than NetNanny,) would allow us to control the who, what, where and when of her online activities.  Sucked to be her.

We had to make it up as we went along back then, but now there are many great resources writing about Social Media Parenting: Raising the Digital Generation for guidance with kids of all ages. Articles like this one offer great advice about managing SM with your kids, but few articles give adequate pointers on engaging with your kids online in a way that won’t embarrass or upset their own goals.  It’s a learning process to work on together.

During the college years, the phone calls were great, but I often learned much more about how courses were going by checking out the latest pub party pics on FaceBook. 😉  Ya, I’m an online Stalker Mom. 

Still considering myself the more SM savvy of we two back then, I’d put on my professional hat and advise, “Nope, nope, nope!  Get those pics offline before you start kicking out resumes at graduation, Kid.  That won’t fly with potential employers.  You know they creep you online before interviews these days, right?”

She’d sigh, and sort of comply.

Through the years we’ve settled in to a comfortable style of communicating in channels like FB and Twitter, until I jumped the shark last week, which caused a genuine tiff between us.  She very politely told me that’d I’d overstepped a boundary by posting some old pictures in an FB album visible only to friends.

I got very huffy and defensive, reminding her that nothing on my FB could rival stuff on hers.  I didn’t get it.  It seemed hypocritical to me. I’ve posted pictures that we’ve laughed about many times, so what’s the big deal? I stayed mad for days, especially about one thing she’d said, “I don’t know your online friends.  They might not even be real for all I know!”

I felt incensed and insulted, until it finally clicked in. While I do know many of her friends personally, she doesn’t know who people in my sphere are, or what they think, or in what context I interact with them.  By posting pictures I wanted to share, I denied her the right of selecting her own audience and controlling her privacy boundaries. And those of now grown friends in those old pictures.

She was right, I was wrong.  (I admitted it in writing, Hun, can you believe that?)

It isn’t enough to just say, “Fine, I just won’t be your FB friend anymore!”

It’s more important to really talk about how we each use our various channels, and who is in them, and why, before deciding what is okay to share, and what makes the other uncomfortable. My friends, contacts, coworkers are mine – not hers.  I don’t get to set the rules of what’s acceptable online anymore.  We have to negotiate it carefully together.  And hopefully, grow, share & laugh along the way.

Baby’s come a long way, and she is a very wise Social Media Maven in her own right.  Thanks for the lesson & the reminder.

I’ll leave all of you other parents with this video to ponder. :d