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Random freezes, missing sound and display glitches usually trace back to one bad driver. Find and replace yours safely.Free scan · under a minuteChoose marketing channels around the customers you need to reach and the business result you want—not around what is trending. Define one measurable goal, select one or two channels your team can sustain, and review whether they generate useful leads, sales, bookings, or repeat purchases.
Start with the customer and the outcome
Before choosing SEO, social media, email, or advertising, be able to answer three questions: who is the customer, what need does the business meet, and what should marketing help that customer do? A useful goal is specific enough to measure, such as generating qualified inquiries, increasing bookings, making online sales, or encouraging existing customers to buy again. “Get more visibility” may be a supporting aim, but by itself it does not show whether marketing is helping the business.
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The U.S. Small Business Administration (SBA) puts the uncertainty plainly: “There’s no single way to approach a marketing strategy.” Its business-planning guidance frames marketing and sales as how a business attracts and retains customers and how a sale happens. Treat the channel mix as something to adapt as the business and its needs change.
Research customers before committing to a channel
Use what you know about customers to reduce guesswork. Consider where they look for answers, how they compare options, whether they use particular social platforms, and whether they have agreed to receive email. The SBA recommends assessing demand, market size, location, market saturation, and what customers pay for alternatives. Surveys, questionnaires, focus groups, and interviews can help fill gaps in what you know.
#1 Best Overall
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Competitor research is useful when it helps you identify how to stand apart—not simply imitate another business’s posting schedule or advertising. A clearer offer, a more relevant answer to a customer’s question, or a better explanation of what happens after someone gets in touch can matter more than being present on every platform.
Match channels to customer behavior and team capacity
There is no channel that suits every small or midsize business. Compare options by audience fit, the customer’s stage in the buying journey, likely time to a useful signal, ongoing cost, staff capacity, and whether results can be measured against the goal. Microsoft’s small-business marketing strategy guide recommends starting with a focused set of one or two channels rather than trying to do everything at once.
| Channel or activity | When it may fit | Trade-off to consider |
|---|---|---|
| SEO and useful website content | Customers search for answers, compare providers, or look for a solution over time. | Organic search and content can take time to gain traction; regular work and useful, relevant information are required. |
| Local search and business listings | A local service or storefront depends on nearby customers finding and evaluating it. | Keep information accurate and consider how the listing supports the customer’s path from discovery to contact or visit. |
| Social media | The intended customers use a particular network and the business can share material that is useful or engaging there. | Activity takes time to create and maintain; engagement alone does not establish that the channel is producing sales or leads. |
| The business has an opted-in customer or prospect list and a reason to communicate directly, such as useful updates or a repeat-purchase offer. | It depends on having appropriate contacts and relevant messages; monitor engagement alongside actions that matter to the business. | |
| Paid search or social advertising | The business wants to test demand or seek visibility more quickly among people searching or browsing. | Paid visibility requires continuing spend, and results depend on the offer, targeting, and execution; set a controlled budget and measure outcomes. |
These are selection cues, not promises of performance. A local provider might assess local search and a complete business listing; a company whose customers use a particular social network could focus on useful content there. A business with an opted-in list might test email, while one seeking prompt demand generation might test paid search or social within a defined budget.
Choose a budget that reflects both money and time
Include staff effort as well as cash when deciding what a channel costs. Paid campaigns can provide visibility while they are funded; SEO, content, and organic social may require sustained work before they gain traction. A low advertising budget does not make an activity cost-free if the team must create and maintain it.
Rank #3
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Microsoft offers an illustrative allocation of 70%–80% for proven organic activities, 10%–20% for paid campaigns, and 5%–10% for tests. This is the publisher’s example, not a universal benchmark or established rule. The guide says the suitable split depends on a business’s model, timeline, and goals. Adapt it—or use a different budget structure—based on your own constraints and what you need to learn.
Build a small, measurable test
- Describe the customer and need. Specify whom the business intends to serve and what problem, desire, or task its offer addresses.
- Check the market and alternatives. Look at demand, location, competitors, and the prices or options customers already consider. Use direct customer research when assumptions remain uncertain.
- Set one or two measurable outcomes. Choose a result such as qualified leads, bookings, sales, or repeat purchases. Make the goal concrete enough to assess.
- Select one or two channels. Record why each channel fits the customer’s behavior and the team’s ability to maintain it.
- Set a realistic test budget. Decide what the business can spend and how much staff time it can commit. Treat any allocation framework as a starting point, not a requirement.
- Establish a baseline and track a few indicators. Note the starting position and choose measures that connect activity to the desired outcome.
- Review monthly and adjust carefully. Microsoft recommends monthly reviews and changing one thing at a time where possible. Keep, adjust, or stop activity based on what the results show; expand when execution and measurement are consistent.
Measure outcomes, not just activity
Pick metrics that help answer the question behind the goal. Microsoft’s guide names website traffic, email engagement, conversion rate, cost per lead, and social engagement among possible measures. They are not all necessary for every business: a local service provider seeking booked appointments may care more about qualified inquiries and bookings than broad traffic, while a business focused on repeat purchases may examine returning-customer activity.
Rank #4
Use analytics or platform dashboards to record results consistently. Microsoft lists Google Analytics, Google Search Console, Google Business Profile, and native email or social dashboards as examples of tools for measurement or management. Tool availability and features can change; the strategy decision does not depend on buying a particular subscription. Keep the measurement simple enough that someone on the team can maintain it and connect the reported activity to leads, sales, or retention.
Know when to keep, change, or expand
A channel deserves more investment when it reaches the intended audience, can be executed reliably, and contributes evidence toward the business goal. If a channel generates attention but not useful customer actions, check whether the offer, audience, landing page, or follow-up is the weak link before concluding the channel itself is ineffective. If the team cannot sustain the work or cannot tell what it produces, simplify the test rather than adding more channels.
Expand only after the first channel or small group of channels is being executed and measured consistently. That approach gives the business a clearer basis for deciding whether to continue, adjust the message or budget, or redirect effort.
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