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How To Start Using Twitter As A Small Business

Most small businesses that we work with have not taken a social media step beyond Facebook. Most have only used Facebook because they are using it personally. Many have created a Facebook business page for their company but rarely, if ever use it. Facebook is not always the best place to focus, but because they already "know" how to use Facebook, that's where they start. Twitter is often overlooked by small business owners because they don't use it personally. If they were already on Twitter and had "figured it out", chances are they would have a business Twitter profile as well. This post aims at removing the "figuring it out" step that so many business owners put off.

Steps To Start Using Twitter As A Small Business

I'm not even suggesting that you create a personal Twitter account...yet. To start, let's just focus on using Twitter for work. The obvious 1st step here is creating a Twitter account for your business. Even if you highly doubt you'll use this account much, we recommend at least creating the account so that you control the Twitter handle (e.g., @protocol80) that represents your company. There's really nothing stopping your competitors from claiming your company's name on Twitter.

Step 1 - Starting the signup process


  1. Go to Twitter.com
  2. Find the box under the login box labeled "New to Twitter? Sign up"
  3. Enter your business' name in the Full name field - e.g., protocol 80, Inc.
  4. Enter your preferred email address in the Email field - We recommend creating an alias or distribution list like twitter@yourdomain.com to enable giving multiple people notifications
  5. Enter a complex password. Something more than abc123. Use upper and lowercase letters, numbers and some special characters like #?*()
  6. Click the big Yellow-ish orange 'Sign up for Twitter' button.

Step 2 - Selecting a username




  1. Make sure you have access to the email address you used
    1. they will send a confirmation to this email address that you need to verify.
    2. If you use a distribution list email like we suggest, be sure to test it before signing up for Twitter to ensure that you get their required confirmation message.
  2. Again, be sure that you use a STRONG password.
    1. Something different than what you use for everything.
  3. You have up to 15 characters for your username.
    1. This username will be your @protocol80-like handle.
    2. People will search for you by business name, so try to use your business name.
    3. Abbreviate if necessary - see example username above.
  4. Accept the default checkboxes
  5. Click the yellow-ish orange 'Create my account' button

Step 3 - Your profile photo, bio and account - VITAL

The photo, bio and further setup of your account are paramount to achieving success. We've covered these additional steps extensively in this ebook:

Download Getting Started with Twitter For Business Guide

Step 4 - Start using your account by setting up a few lists

STOP! Did you grab the ebook in Step 3? If not, do it. It covers really important information on your profile picture, background and bio. If you have, feel free to proceed....

This is where you are more than likely going to get held up. You have this bright, shiny new Twitter account but you have no clue how to use it. That's OK. We need to start by listening... NOT speaking. Don't immediately start using Twitter as a megaphone. Also, remember that this is your business account. Don't post pictures of your cat and kids unless they are working for you.

My top recommendation for anyone getting started with Twitter for business is to create a couple of Twitter lists to organize the people/brands/companies you follow into buckets. Before we address the buckets to use, lets look at creating Lists in Twitter.

Find The Lists Option


  1. Click on the 'Me' link at the top of the page
  2. Select the 'More' option under your banner picture
  3. Select 'Lists'
  4. On the right, click the 'Create new list' button.

Create Your Lists

OK, now let's discuss the lists or buckets we want to make. Because we're just getting started with Twitter, we want to do some learning and watching before we start communicating. To do this in an organized way, I recommend setting up the following lists:

  • Competitors
  • Clients or Customers
  • Vendors
  • Experts - Industry or business in general
  • Inspiration - people that can motivate you

After following the steps above, we want to:


  1. Enter the name of the list you are creating, e.g., 'Competitors'
  2. Optionally give the list a description
  3. Set the list Privacy to 'Private' so no one else can see your list if they view your profile
    1. You may want to make helpful lists for your followers as well that include good industry resources, etc... that can then be set to public

Step 5 - Put some Twitter accounts in your lists

You should now have some lists setup in your Twitter account. These lists are fairly pointless right now because there's no one in your lists! To add the appropriate accounts to your lists, you'll need to search for them as follows:




  1. Start typing a competitor's name in the 'Search Twitter' box at the top of the page.
  2. Select the appropriate competitor from the list that appears to view their profile.
    1. After viewing the profile, you may find that it's not actually your competitor, but rather someone that really loves your competitor. Eat you heart out for a moment, then go back and search again. You'll have fanboys over time as well.


  1. Decide if you want to fully 'Follow' this account - this means their tweets will show up in your main feed and they will see that you are following them.
    1. Click the follow button on the right if you want to follow them.
  2. Click the Gear icon
  3. Select 'Add or remove from lists...'
  4. When the window opens with your lists, put a check in the appropriate list(s)'s checkbox

Rinse, wash, repeat for all of your competitors, clients/customers, vendors, etc...

Step 6 - Monitor Your Lists Daily

Now that you have some some accounts on your lists, you should take 5 minutes each day and look at the lists to see what they are posting. Use the steps above to find the lists option for your profile (under Me > More > Lists) and select the list you want to view from list of lists. When you click on the list, it will show Tweets from the accounts in your list.

This is where you learn and research. I recommend having a note-taking device at arms reach to start jotting down ideas for your tweets. You may find that your competitors list yields insights about how they are marketing that you can benefit from. You may find that your vendors are having a special that you can take advantage of. You may find that your clients have an issue that you could help with.

These lists are meant for you to do some research and listening before you start broadcasting. Try to get a feel for how people communicate on Twitter and how others are effectively using it before you jump right in.

Step 7 - Favorite, Retweet, Tweet, Follow, Repeat

After you have monitored daily for a couple of weeks and have some thoughts on how to use Twitter for your business, you're ready to communicate. For the next week, when you spend your 5 minutes a day monitoring your lists, select 2-3 tweets and simply click the favorite or retweet buttons. If you retweet someone, you can add some of your own insights, or just retweet it. This is a great way to help your followers and get more followers.

After a week of retweeting, send your first tweet. Don't be surprised if it gets no interaction. That will come over time as you tweet, retweet and follow more users more often. Be sure to continue following other accounts. This leads to you getting more follows and will yield even more valuable information.

Time Spent Up Front Is All About Learning and Listening

I can't stress enough that you have to crawl before you walk. You must spend time listening first. Over time you can start following news sources, sports teams, etc... and you will find yourself using Twitter more often.