How to Build a Social Media Strategy for B2B SaaS

Back to Blog

Nov 13, 2025

How to Build a Social Media Strategy for B2B SaaS

Averi Academy

Averi Team

8 minutes

Back to Blog

Set clear goals: Look at things that matter, like leads made, talks started, or free sign-ups - not just likes or followers.
Know your crowd: Find out who your users, helpers, and buyers are. Make what you say fit what they need.
Pick good sites: Use LinkedIn to talk about your field. Try Twitter for fast news and use other sites only if they help you.
Plan what you post: Share tips, news, stories from users, and show how things work behind the scenes.
Use smart tools: Let AI do dull jobs for you, so you post often and check what works. Change your plan if needed.
Watch results: Check lead quality, cost to get a new person, and how many sales you get to see how you do.

When your social posts match your real goals, they help you sell - not just check a box in marketing. AI can help you save time and work smarter. Focus on things that really help you: meeting the right people and making deals.

7 social content strategies to grow your B2B SaaS startup (with examples)

Make Goals and Check Social Media Work

All things you do on social media should help your business and be easy to measure. Many teams look at numbers like how many people follow them or how many likes they get. These things look nice, but they do not help you grow your business in a real way. Instead of likes and follows, look at other numbers. Check how many new people show interest, how good those people are for your business, how many new talks you set up, or how many people try your service for the first time.

If you make your social media work line up with your business goals, it changes things. Social media stops being just more work. It becomes a strong tool that helps you sell more. The trick is to make clear goals that help you make more money. Good, clear goals can turn social media into something that helps your business work better and brings you more wins.

Make Business Goals You Can Measure

First, find out how much money your company wants to make. From there, figure out how social media can help you get there. For example, if your team needs to bring in 500 new good leads this quarter, set a goal to find 75 leads from LinkedIn posts and 25 leads from likes or talks on Twitter.

Goals that focus on making money or finding new sales work best for B2B SaaS teams. Real-life stories prove this. Jean English saw more people want meetings with smart use of AI. Roman Olney saved a lot of money by using tools that do work for you.

(Word count in rewritten text: 267; original text: 260)

"Thanks to Copy.ai, we're generating 5x more meetings with our personalized, AI-powered GTM strategy." [1]

"By automating workflows that would typically take weeks and cost thousands of dollars through agencies, they've saved us $16 million dollars this year alone." [1]

To help your business grow and get better leads, make things that make people want to learn more. Pick clear goals, like setting up 20 good LinkedIn talks in two months. Use LinkedIn for showing what you do, and use Twitter to get people to sign up for your news list. The news list can help turn people into trial users.

Look At Your Social Media Now

After you pick your goals, check your pages to see how you are doing. Look at your work on each page. Study your posts and the numbers from the last three months.

How posts do is key. Watch what gets people to talk and share, or go to your site. Find out what kinds of posts, words, and time of day work best for you and get people to act.

Who follows you is more key than how many. It is better to have 1,000 people who can buy from you or make big choices, than 10,000 random people. Look at the tools each page gives you, like LinkedIn’s info, to see if your people match your dream customers.

Look at where you put your time and people, and see how others in your field do so well. Change what you do to get more from posts and pages. See what top groups do online and find ways to do better.

Keep your look and words the same everywhere. Make sure your voice, colors, and how you talk fit and look right. If you have a mix of styles, people can be puzzled and may trust you less.

Last, make sure all your page info is up-to-date and your links work. Use these notes to set new, fair goals to grow. If you have five comments on posts now, try for eight or ten soon by making posts better. Don’t set a goal too big, like fifty, if it’s not reachable now.

This check gives you a clear place to start from, so you can see how well you do as you change how you use social media.

Find and Reach Key People Who Choose What to Buy

To get more sales for your B2B SaaS, you need to find and talk to people who choose what to buy. Big buys in B2B will often need more than one person to say yes. Some will care about price. Others will care about how it works. You must know who these people are and where to reach them. This helps you make a plan that works.

Know Who You Want to Talk To

There are three groups to think about when you sell SaaS to a business: people who use it, people who advise, and people who pick what to buy.

Users: These are the people who use your tool each day. They want things that are easy and help them do their jobs.
Advisors: These are often team leads or bosses. They check if your tool helps their teams and makes work go well.
Buyers: These are high-up people like the CEO or heads of sections. They look at how your product saves money, keeps data safe, and fits with company plans.

Draw a map of these roles using what your buyers tell you. Use facts from people who have bought before. You may see a boss who needs the tool, a manager who tries it out, and a leader who signs the deal. All want different things. Make sure what you say suits each one.

Users: Show how your tool works. Offer demos and list out key parts.
Advisors: Tell real stories or give info about how your tool can join other tools.
Buyers: Share how much money they can save, how safe it is, and how it will help their big plans.

Check who buys your product by looking at your records. See what jobs they have, how big their company is, and what type of work they do. You can use help desk facts and ask them with surveys. Smart tools using AI help you spot who to target and what each person cares about.

The more you know, the better you can make posts and ads that make sense to each group.

Pick the Best Places to Share

Once you know who you want to reach, find the places they visit most. Look at how they act and where they talk. Use what you learn to pick sites where you can have real talks and grow your plan.

Each website works best for different things. Some are good for long talks and deep notes. Some sites are for fast news or live chats. Make sure you pick the right way to share for each place.

When you use sites for deep talks, post stories or long notes that teach.
For sites with live chat, show your tool in use or answer questions.
For sites for short blurbs, post quick facts or sharp pictures that get your point across.

Keep checking how your posts do and try new things. Use plain words and make your message clear. The right message for the right people in the right place will help you win more sales.

Plan What To Share and How To Do It

First, know who you talk to and where they spend time online. Next, make a plan for what you share, and when. Pick topics and times that fit your business goals. Keep your message clear and on track. Use what you learned from looking at your past posts and setting your goals to help pick what themes to use and when to post. Tools make this part much easier.

Main Ideas and Special Tasks

Main ideas (or pillars) are key points you want to talk about. For tech groups who sell software, these show what you know and help solve problems your buyers have.

Teach your users. This helps buyers who like to know facts before they buy. Give tips they can use. Talk about what is new in your field. Show how your service helps fix common struggles.
Share new things you offer. Update current users and tell new ones what is good about your software. Say how these changes save time or make things work better.
Real user stories show how your system helps people in life. Show stories that match what your users deal with. Add results, like more money made or less time spent.
Show life at your work. Share how your staff works on new things, solves hard tasks, or keeps good values. This helps people feel close to your brand, not just buy from it.

Build your plan around key tasks that match your business goals. For example, if you roll out a new tool, plan what you will post before, during, and after to keep people excited and informed. Share a mix of posts to stay interesting but keep your main message strong.

Use these main ideas as a base to help set a smooth system that makes sure you post often and stay on track.

Use Tools To Help And Save Time

Once you know what you want to share, let smart tools help you. Tools that use AI, like Averi AI, make plans, set times, and send out your posts for you.

In 2025, Lenovo saved $16 million by using AI at work, their leader Roman Olney said [1]. This shows how good tools help you use your time for more big projects.

Pick a tool that works well with your email, sales, and report systems. Many tools let you join many apps together, so you keep things flowing between your posts and sales.

Keep all your files, notes, and stories in one spot. When your tools have access to your brand rules, product info, and win stories, they can make posts that fit your style. This is better than using lots of different systems.

Smart tools also pick the best style for each post, but make sure your message stays the same. This lets you send to all your social sites and meet your users where they spend time.

The main thing is to look for tools that help your game plan, not take over for you. In 2025, Ashley Levesque, who works at Banzai, talked about how using Copy.ai changed how she works. She said she didn't know she needed help from AI until she saw what it could do.

Start with just one or two tasks, like setting up posts to go out or making new content. After that, you can add more jobs, such as looking at how your social pages do and linking that to how much you sell. By adding things bit by bit, you can change your plan as you go, and learn what your fans like most. This way, you stay in control and keep making things better.

Using Smart Tech and Checking If It Works

With a clear plan in mind, smart tech helps B2B SaaS teams do more and check their work on social sites. When you put all your tools in one place, you don’t need to switch between many apps. This saves time, so teams can get back to doing what matters most - helping the business grow. Making work easy in this way also makes it simpler to see what works and helps you keep getting better.

Making Work Simple with Smart Tools

Running accounts on social sites can be messy. You may think up ideas in one app, write in another, make pictures somewhere else, and use one more app to keep track of all the jobs. Doing things this way can make work slow and may mean you lose out on good chances.

Smart tech brings it all together in one place. It does the boring jobs for you, makes sure you follow the best ways to work, and gets to know how your team likes to get things done. This means you work faster and your posts look and feel the same each time.

"Copy.ai has been phenomenal in transforming the way we develop marketing content. By automating workflows that would typically take weeks and cost thousands of dollars through agencies, they've saved $16 million dollars this year alone."
Roman Olney, Head of Global Digital Experience @ Lenovo [1]

To get things done fast and well, pick tools that work well with what you use now. New AI tools link to many things, like social sites, email, and check tools. You can pick from lots of links. These tools watch how you work. They can do easy jobs quick, and then use more help for big, hard jobs that need more thought.

The model is Think → Make → Do → Grow. First, talk and plan. Next, use AI to help make words and posts. Bring people in when you need real skill. Each thing you make goes into one big place for all your work. Your tone and style stay the same each time. As you go, this way gets better by looking at what worked before.

If you stop using lots of split-up tools and pick one tool that does it all, your work gets smooth and clear. This cuts out wasted time and makes things work much better.

How to Check If You Did Well

After you set things up, look at what you made. You want to see more than just how fast you work. Use AI tools to get real facts, not just how many likes you get.

New leads: Count how many people fill out forms, ask for things, or click after seeing your post. Use small links to see what posts make the best leads.
Cost for each win: Add up money spent, people hours, and ads. Then split by how many new buyers you get from posts to see real cost per win.
Who joins: See who clicks - look for big jobs like tech heads or team leads. Make sure your posts reach people who matter most.
Help for sales: Find deals where people saw your post before buying. Use your tools to see if your posts help move deals along faster.
How fast to buy: Watch how long from first click to full buy. Some deals take time, but posts should help teach and speed this up.
How much people talk: Look at how often people say your name, use your tags, or join in. Compare with others like you to see if your voice grows.
Type of posts: See which kinds of posts, such as tips, product shows, or stories, get the best feedback. Use what works best more.
Money from posts: Join data to deals to see how posts drive money and wins. Good tracking tells you if posts help your bottom line.

Build a report each month to show these facts. Look for signs and changes, not just single numbers. Tools with smart AI can find links between posts and wins, helping you make your plan better each time.

Getting Better All the Time

Once you have set clear goals and started to watch how things do, the next thing you need to do is make your plan better. Social media does not work best if you just start and leave it alone. The top B2B SaaS brands treat their social pages like living things that keep changing. They check their numbers, find what works and what does not, and then fix what needs fixing. Doing this over and over helps them get better results.

Make a loop for feedback. Use what you learn as you go, so you can change your plan right away. If you use AI tools and look at your numbers, you’ll find new things much faster than you would on your own. From there, use all the info you have in one spot to help you make smart choices.

Using Data to Make Plans Better

Just looking at social numbers is not enough. It’s much more useful to see how your social work helps your business, and to use that fact to make your plan work better.

Start by putting your data all in one place. Bring together info from social pages, your CRM, website visits, and leads. This way, you can see how your posts help your business make money. AI tools are great at this, as they let you mix data from many places and ask questions in simple ways.

Spot trends in what people like. See which posts, pictures, or videos people care about. Use these trends to build your plan for next month so you make what your fans will want most.

Look deeper at what your viewers do. Figure out the best time to post and what page types your main people like. If your info tells you that a CTO clicks most on tech docs you share on Tuesday mornings, use that fact to help pick when and what to post.

Don’t just look at likes or shares. Watch the real steps people take, like how your posts help make sales or bring new customers. Use tools like UTM codes or hear what people say online to see where they start and finish. That tells you which pages and posts really help your sales.

Make automatic notes if things change fast. If your likes drop a lot in just a week, or a post gets tons of leads, get told right away. Then you can check what happened and fix or keep doing what works.

The best B2B SaaS brands don’t wait too long to check how they do. They look at their numbers each week so they can see things early and change if they need to.

Getting Better With AI

AI tools take these steps and make them run faster and smoother. Once you use your numbers to guide you, AI can turn slow, hands-on work into a smart system that never stops learning. The trick is to use tools that get smarter each time you run a new campaign.

AI tools can help your work stay the same all the time. You do not need to look at each post on your own to be sure it fits your style and rules. AI can look and check for you before anything is shared.

AI can look at old posts to guess what brings the most likes or shares. These smart tools tell you good times to share, show you what type or shape of post works best, and can also warn you if there may be a problem before you share a post.

"Thanks to Copy.ai, we're generating 5x more meetings with our personalized, AI-powered GTM strategy." - Jean English, Former Chief Marketing Officer @ Juniper Networks [1]

AI helps you make stuff faster. You don't have to start fresh each time. You can work with old stuff, try new ideas, and see what sticks. AI can spot what works best, then use those tricks again for a bigger result.

AI can also help with money and time. It can change your plan when it sees new data. You set the rules. AI runs the show, so you still call the shots. You get updates all the time, so things work better.

AI is good at learning from all your work, not just one job at a time. It looks for lines that show a pattern across your ads. If the words you use in mail bring in more clicks, AI will tell you to use those words in your posts too, which helps you reach more people.

Pick tools that learn as you work. Every ad, post, or comment helps your AI get smarter. This gives you more and more power as it learns what your crowd likes and what fits your plan.

AI does not take your job. It makes your skills stronger. AI reads data, spots links, and can do simple jobs fast. You get to think, plan, and build a bond with your crowd. When you mix what you know with what AI does, you win in the long run.

Conclusion and Key Takeaways

You need more than luck to win with social media for B2B SaaS. The best firms use a clear plan to help their business grow. Good teams blend social media with their main go-to-market plan. This guide shows the key steps, from picking your goals to making and fixing your plan.

The steps in this guide help you start: choose your goals, find your crowd, and work to get better as you go. Still, the big change comes when you use AI to grow your work with social media but keep the close ties you need in B2B work.

Firms now get strong results with AI. Some save lots of money each year by letting computers do jobs that used to need many weeks and big money spent with other teams.

The trick is to find the right mix of smart machines and real human touch. AI can make words and posts, plan when to share, and study your numbers. You get more time to think, meet people, and direct fresh ideas. AI is not there to take over people; it should help us do better.

To get the most from smart tools, shape your plan to fit your crowd. Start with the site where your main buyers spend time. Make topics that match the real issues your buyers face. Use AI to make good, fresh posts, and watch numbers that show true worth - like real money earned - not just likes or clicks.

The top B2B SaaS firms grow with this way. They get more views and shares, but more than that, they grow real ties, close deals fast, and build a strong base for the future. Your social plan can be strong and turn each post into a chance to earn.

Now is the time to change social media from a cost to a tool for gain. Use AI tools now to get in front so you don’t fall behind teams still doing things by hand.