How to Conduct a Social Media Audit: A Comprehensive Checklist

Social Media Marketing
Home/Blog/How to Conduct a Social Media Audit: A Comprehensive Checklist

If you’re pouring time and money into social media channels without clear results, you’re not alone.

Many business owners find themselves questioning whether their social media efforts are actually driving growth—or just draining resources.

The truth is, without a clear, data-driven social media audit, you could be investing in strategies that miss the mark entirely.

Social media audits aren’t just for tracking likes or follower counts; they offer a complete overview of how well your social media marketing strategy aligns with your business goals.

By taking a step back and examining your performance across various social media platforms, you can uncover opportunities to fine-tune your approach and maximize your ROI.

Teaming up with a Social Media Marketing Agency can help you conduct an in-depth audit to ensure your content, engagement tactics, and overall presence are on point.

With a strategic audit, you can uncover what’s working, identify the gaps, and adapt your social media strategy for greater impact and efficiency.

So, if you’re ready to turn those “maybe” results into measurable success, let’s dive into the power of a social media audit and how it can transform your online presence.

Isn’t it time to stop guessing and start growing?

Setting the Stage: Preparing for a Social Media Audit

What Exactly is a Social Media Audit?

A social media audit is a structured process for evaluating your social media presence across all platforms to determine what’s working, what isn’t, and what can be improved.

what is social media audit

Think of it as a check-up on your social media marketing strategy, giving you a comprehensive view of your social media accounts, audience demographics, engagement metrics, and content performance.

It’s a vital step to ensure that your social media channels are aligned with your broader marketing goals and brand identity.

A well-conducted audit will help you identify trends, streamline your content curation, understand user behavior, and refine your approach to storytelling across different social media platforms.

Ultimately, the audit ensures your social media efforts are contributing to your business objectives, whether that’s lead generation, community engagement, or simply boosting brand awareness.

Now, let’s dive into the prep work needed for a successful social media audit:

Set Your Audit Ambitions

Before you start gathering data and analyzing metrics, take a moment to clarify your audit goals. Ask yourself:

  • What are you hoping to achieve with this audit?
  • Are you looking to increase audience growth, improve community engagement, or reinforce brand consistency?
  • What key metrics will signal success for you? (e.g., follower count, engagement rate, or referral traffic)

Define what success is for you so you can tailor your audit to focus on those outcomes.

For example, if your goal is to enhance social media lead generation, your focus might be on how well your content directs users to your website or captures leads.

If your ambition is to boost brand storytelling, you may focus on user-generated content campaigns or the alignment of your social media posts with your brand’s message.

Clear ambitions will ensure that the audit provides actionable insights tailored to your unique objectives.

Build Your Audit Toolbox

An effective social media audit requires a set of powerful tools to gather and analyze data across multiple channels.

Here’s a rundown of essential tools to get you started:

  • Google Analytics: This will help you measure referral traffic, understand user behavior, and track how well your social channels are driving visitors to your website. It’s a must-have for evaluating overall social media performance.
  • Social Media Platform Insights: Each social network offers native insights that provide audience demographics, engagement metrics, and post performance data. Facebook Insights, Instagram Analytics, Twitter Analytics, LinkedIn Page Analytics, and Pinterest Analytics are all excellent resources for diving into platform-specific data.
  • Social Media Management Tools: Tools like Hootsuite, Sprout Social, and Buffer provide a centralized dashboard where you can monitor engagement, schedule posts, and track performance. These tools are particularly helpful for conducting cross-channel analytics and spotting trends over time.
  • Social CRM Systems: Using tools like HubSpot or Salesforce can help you track interactions and engagement with followers, making it easier to identify your most loyal audience segments and tailor your content accordingly.
  • Social Media Audit Templates and Checklists: Pre-made templates (many are available for free!) can help streamline your audit process. These templates often include sections for tracking engagement rate, follower growth, and community engagement across all your accounts. A solid social media audit template can serve as a guide for both seasoned social media managers and those conducting their first audit.
  • Social Media Audit Tools: Specialized audit tools, like Sprinklr, Socialbakers, or Simply Measured, offer advanced analytics and reporting features. They can provide you with granular data on social media metrics, including engagement rate, top-performing posts, and audience sentiment. These tools can give you a better understanding of what resonates with your audience across different social channels.

The Ultimate Social Media Audit Checklist: Steps to Success

Before diving in, let’s talk about why it’s essential to inventory your social media accounts.

In today’s multi-platform world, managing a scattered presence can be challenging.

By auditing all your social media accounts, you’ll ensure brand consistency, uncover inactive accounts, and align your social media marketing strategy for better impact.

Now, let’s begin with the first step in your audit:

Round Up Your Accounts: Take Stock of Your Social Footprint

Catalog All Social Accounts:

  • List every account associated with your brand on all social media platforms, even those less active. Use a social media audit template or spreadsheet to keep track.

Ensure Brand Consistency:

  • Verify that each profile uses your current logo, colors, and accurate bio information. Check contact details and links to ensure they’re up-to-date.

Identify and Manage Inactive Accounts:

  • Find any inactive or outdated accounts that might be cluttering your digital presence. Eliminate duplicates and address unofficial profiles to clean up your footprint.

Prioritize Key Platforms:

  • Rank each social media channel by its importance to your brand’s social media strategy. Focus on those that bring in the most engagement and align with your goals.

Peek Behind the Curtain: Understand Who’s Watching You

Knowing who’s following your brand is crucial for crafting a social media strategy that resonates.

Dive into audience demographics on each social media platform to reveal essential insights about age, gender, location, and interests.

Compare this data with your ideal customer personas to see if there’s alignment or if adjustments are needed.

Here’s how to decode who’s watching you:

Analyze Audience Data:

Use each platform’s native social media analytics or a social media management tool to gather data on your followers. Google Analytics can also provide insights into who’s coming to your website from your social channels, adding depth to your demographic data.

Identify Gaps and Opportunities:

Are your followers who you expected, or are they a different crowd? Identifying these gaps helps refine your social media marketing strategy so you can tailor content that better aligns with your actual audience. 

For example, if you’re targeting millennials but your followers skew older, consider updating your approach to include social media storytelling and user-generated content campaigns that appeal to a younger audience.

Dig into Engagement Metrics:

Look at engagement metrics, such as likes, shares, and comments. Which types of posts are resonating most with your audience? Understanding these interactions helps in refining your social media content curation and boosting social media retargeting efforts.

Side Note: Audience demographics can shift over time. Make a habit of rechecking your audience insights regularly. 

Digital marketing trends evolve, and as they do, your target audience might shift as well. Regular audience reviews can help you spot these changes early and adapt accordingly.

Content Goldmine: What’s Shining and What’s Dull?

Your content is the backbone of your social media strategy.

In fact, research shows that content types like videos can boost engagement by up to 120% compared to other formats.

Knowing which posts truly resonate with your audience enhances your social media content curation and ensures that you’re delivering value consistently.

Content TypeTop-Performing PostsWhy It ResonatesOpportunities for Growth
VideosProduct Demos, Customer TestimonialsVideos provide a direct, engaging view, excellent for storytelling and showcasing product value.Consider more live videos or behind-the-scenes clips to boost community engagement and social media lead generation.
ImagesInspirational Quotes, Product HighlightsQuick to consume, visually appealing, and shareable, especially when they align with audience values.Add more user-generated content or branded images to enhance social media storytelling and connect emotionally.
CarouselsHow-To Guides, Step-by-Step TutorialsUseful for delivering educational content, keeping users swiping and engaged.Increase the frequency of carousels, especially for complex topics that benefit from visual breakdowns.
Polls & Interactive“This or That” Choices, Quick PollsEncourages interaction and provides insights into audience preferences.Use social media a/b testing to test content ideas and gain instant feedback from followers.
Links to Blogs/ArticlesIndustry Updates, Trend ReportsGreat for establishing authority and driving traffic back to your website.Mix in trending digital marketing trends and use more targeted links to support social media retargeting efforts.

Key Takeaways:

  • Analyze Engagement Metrics: Track likes, shares, comments, and clicks on each content type to measure effectiveness.
  • Identify Patterns: Do videos consistently outperform images? Are carousels getting more engagement than single posts? These insights can shape your social media marketing strategy.
  • Experiment with Formats: Try using a mix of top-performing content types. Test with social media a/b testing to refine what works best for different social media channels.

Using this table to regularly assess content performance allows you to spot the shining stars in your social media presence and rework or replace underperforming posts.

As part of your social media audits, understanding what’s resonating will help you keep your content fresh, relevant, and in matching with your audience’s preferences across social media platforms.

Engagement Vibes: Measure the Love (and the Crickets)

To truly understand your social media performance, you need to dive into the engagement data. 

This means not just looking at follower count, but examining how your audience interacts with your posts across all social media channels. 

Tracking likes, comments, shares, and saves provides critical social media insights into which content types generate the most excitement—and which ones fall flat.

Here’s a quick guide to tracking engagement effectively:

  • Likes and Reactions: While they’re the simplest form of engagement, they still reveal user interest and content appeal.
  • Comments: These are golden for understanding audience sentiment. Look for trends in comment types to gauge what sparks conversation.
  • Shares: If people are sharing your content, you’re hitting the mark. Shares indicate that your audience sees value and wants others to see it too.
  • Saves: Often overlooked, saves reveal content with staying power. It’s the kind of content people want to revisit, which is a solid indicator of deeper relevance.

Spot Trends Over Time: Using social media audit tools, analyze your engagement rate over weeks or months to see what’s trending. 

Are your user-generated content campaigns consistently getting shared? Do certain posts with social media storytelling elements receive more comments? 

Understanding these patterns helps you refine your social media content curation and identify which content types amplify engagement.

Side Note: Engagement metrics alone don’t paint the full picture. For a truly effective social media audit, compare engagement metrics with audience demographics to ensure you’re connecting with the right people. 

Use cross-channel analytics to see how engagement varies across different social media platforms. 

Also, be sure to conduct social media a/b testing to experiment with new content formats, and remember that social CRM systems can help track deeper interactions and foster stronger community bonds.

pro tips for engagement

The Perfect Timing Puzzle: Cracking the Post Frequency Code

When it comes to social media, timing is everything.

Posting at the right time can mean the difference between content that gets noticed and content that slips through the cracks.

So, how do you figure out the optimal timing and frequency for your posts?

That’s where data-driven insights from your social media audit come in.

To solve the timing puzzle, follow these steps:

Map Out Your Current Schedule

  • Take a look at your posting schedule across all social media channels. Note the days and times you typically post, and use a social media audit template to organize this data.

Analyze Audience Activity Peaks

  • Use each social media platform’s analytics or a social media management tool to determine when your audience is most active. Many tools, including Google Analytics, provide insights into when your social media audience is online.
  • Cross-reference this data with your engagement metrics to see if your top posts align with high-activity times. You may find that your target audience is more active on weekday mornings, for example, rather than evenings or weekends.

Find the Sweet Spot for Frequency

  • Post frequency can vary widely between social platforms. Platforms like Twitter may benefit from multiple daily posts, while Instagram or LinkedIn might perform better with a few strategically timed posts each week.
  • Start with industry averages but don’t be afraid to experiment with social media a/b testing. Tweak your frequency based on your social media insights to find the posting rhythm that maximizes your social media performance.

Adjust and Optimize

  • Once you identify optimal times, adjust your schedule accordingly. Use social media audit tools to track results and refine your timing over time. If certain days consistently outperform others, double down on those slots.
  • Don’t forget to monitor changes in your audience demographics and user behavior as these can shift over time. Staying agile with your posting schedule ensures you remain aligned with your audience’s preferences as they evolve.
pro tip

Social Media Tip: Think about social media retargeting for followers who may have missed earlier posts. Reposting at alternate times, experimenting with social media storytelling, or using user-generated content campaigns can help extend your reach and keep your content fresh.

The Spyglass: Scoping Out Competitors

Ready to see how you stack up against the competition?

Here’s a step-by-step guide to conducting a social media competitor analysis.

Each step provides actionable insights to help you understand and leverage your competitors’ strengths, as well as identify opportunities to differentiate your own brand.

Step-by-Step Guide to Competitor Analysis

Identify Key Competitors

  • Action: Make a list of 2-3 top competitors. Look for those with similar audiences, industries, and goals.
  • Why It Matters: Understanding which brands you’re directly competing with sets the stage for comparing social media efforts and strategies.

Audit Their Social Media Presence

  • Action: Visit each competitor’s social media channels. Note where they’re active, the types of content they share, and how frequently they post.
  • Why It Matters: Different platforms attract different audiences. Understanding their social media platform choices provides insight into potential audiences you may not be targeting yet.

Examine Engagement and Follower Growth

  • Action: Use tools like BuzzSumo, Rival IQ, or your preferred social media audit tools to collect data on their engagement metrics and follower growth.
  • Why It Matters: This helps you understand how well their content is resonating with their audience and identify any specific strategies that are driving higher levels of interaction.

Analyze Content Strategy and Performance

  • Action: Look at their top-performing posts, content types (videos, images, carousels), and themes. Notice whether they use user-generated content, focus on social media storytelling, or deploy social media retargeting.
  • Why It Matters: Understanding their content approach can help you spot trends and inspiration for your own social media content curation. It also provides clues on how they connect with their audience.

Identify Opportunities for Differentiation

  • Action: Take note of any content gaps or areas where they underperform, such as a lack of cross-channel analytics or engagement in newer social media platforms.
  • Why It Matters: Spotting gaps allows you to fill those spaces with unique content or formats.
pro insight

Tune Into the Buzz: Listen to the Feedback

In social media, listening to your audience is just as important as speaking to them.

Monitoring what people are saying about your brand across different social media channels can provide deep insights into public perception and help you shape an effective social media strategy.

Here’s how to stay tuned in to the conversation:

Feedback Listening Essentials

  • Monitor Mentions & Tags
    Stay aware of when your brand is mentioned, even indirectly. Use tools like Mention or Sprout Social to track all brand mentions, tags, and hashtags. This is where you’ll find candid feedback from your audience about what they love or what they think needs improvement.
  • Dive into Comments & Replies
    Comments are where you often get the most honest feedback. Review the comments on your social media posts to see which topics spark the most conversation. You’ll also get a sense of the overall tone and sentiment. Positive vibes? You’re on the right track. Negative comments? It’s time to explore recurring issues.
  • Track Direct Messages
    DMs are a more private channel where customers may feel comfortable sharing detailed feedback. Regularly check your inbox across all platforms and look for patterns. Are customers asking similar questions or voicing the same concerns? This feedback can be invaluable for customer service and refining your social marketing strategy.

Identifying Recurring Themes

  1. Categorize Feedback
    • Create simple categories for positive, neutral, and negative feedback. For example, you might have categories for product quality, customer service, or user-generated content.
  2. Spot Patterns and Trends
    • Are people frequently praising certain products or features? On the flip side, are there recurring complaints? Identifying these trends helps you understand both what resonates and what needs work.
  3. Adjust Your Social Strategy Accordingly
    • Use the feedback to refine your social media content curation. Highlight strengths in your messaging and address common concerns with informative content, FAQs, or direct responses. Consider using social media a/b testing to experiment with new ways of responding to feedback.

Listening Tip: Use social media audit tools that include sentiment analysis to measure overall brand perception. This can give you a more data-driven understanding of how your audience feels about your brand, especially in comparison to competitors.

pro move

Activate Your Strategy: Implement, Track, and Tweak

With insights from your social media audit in hand, it’s time to put your strategy into action.

Start with priority moves by listing immediate actions you can take to boost your social media performance—whether that’s posting at optimal times, experimenting with new content formats, or engaging more actively with followers.

Alongside these quick wins, set longer-term strategies focused on sustainable growth, like improving social media lead generation or expanding to new social media platforms.

To stay agile, plan regular mini-audits or reviews.

These shorter check-ins help you refine your social media strategy based on the latest social media insights and evolving digital trends.

By staying flexible, you can quickly adapt your approach to changes in audience behavior, new social media channels, or shifts in platform algorithms.

Finally, make analytics your best friend. Regularly monitor key metrics like engagement rate, follower growth, and content reach to gauge what’s working. 

how to activate your strategy

This ongoing data will inform necessary adjustments, helping you continually optimize your strategy for better results.

By embracing a data-driven approach, you can ensure your social media efforts remain effective and aligned with your overall marketing goals.

Drive Real Results from Social Media with [A] Growth Agency by Your Side

Conducting a comprehensive social media audit is the first step towards a more effective and data-driven social media marketing strategy.

By taking stock of your accounts, understanding your audience, analyzing your content, and benchmarking against competitors, you’re setting your brand up for success in the ever-evolving social media landscape.

But the work doesn’t stop here—implementing your findings, staying agile, and consistently monitoring your performance is key to sustaining growth and maximizing your impact.

If you’re ready to take your social presence to the next level, partner with a social media marketing agency that specializes in helping brands thrive.

At [A] Growth Agency, we have the tools, expertise, and strategically helpful insights to guide you through every stage of your social media journey.

Let us help you build a powerful, results-oriented strategy that drives engagement, builds community, and fuels long-term growth.

Get Your Free Marketing Plan

bg

Get Exclusive Content
Straight to Your Inbox

Subscribe to our [A] Growth Newsletter