The 2024 Social Selling Blueprint Companion Workbook helps financial services firms develop a robust social selling strategy tailored to their unique needs. Divided into five sections, it addresses operations and roles, goal-setting and measurement, content strategy, user behavior training, and compliance policies. By identifying organizational structures—centralized, hub-and-spoke, or decentralized—teams can streamline operations and allocate roles effectively across executive sponsorship, administration, content creation, martech, compliance, and sales enablement. With best practices from Hearsay’s consultants and exercises for defining roles, KPIs, and workflows, this workbook empowers firms to optimize social selling success.

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