Social Media Audit Checklist
Free, customisable social media audit checklist for mid-market Australian businesses. Copy, customise, and start using immediately. Built by Harvard-educated automation experts.
Setup Time
15 minutes
Complexity
simple
Tools
HubSpot, Notion
Template
Copy this template and customise it for your business.
# Social Media Audit Checklist ## Purpose Conduct quarterly to evaluate your social media presence, identify top-performing content, and refine your social strategy. ## When to Use A social media audit checklist covering profile completeness, content performance, audience demographics, competitor benchmarking, and strategy alignment. ## Instructions 1. Review the template below and familiarise yourself with the structure 2. Replace all [bracketed placeholders] with your business details 3. Customise the tone and formatting to match your brand 4. Save in your preferred tool (HubSpot or Notion) --- ## Social Media Audit Checklist ### Profile Review (Owner: Marketing Manager) - [ ] Profile photo or logo current and consistent across all platforms - [ ] Cover or banner images current and on-brand - [ ] Bio or about section up to date with current business description - [ ] Contact information correct (phone, email, website URL) - [ ] Business address and hours accurate on platforms that display them - [ ] Links in bio working and pointing to current campaigns or website - [ ] Username and handle consistent across all platforms - [ ] Verified badge obtained where available (Meta, LinkedIn) ### Content Performance (Owner: Content Creator / Marketing Manager) - [ ] Follower count recorded for each platform (compare to previous quarter) - [ ] Top 5 performing posts identified by engagement rate for each platform - [ ] Content types ranked by performance (video, image, carousel, text) - [ ] Best posting times identified from analytics data - [ ] Average engagement rate calculated and benchmarked against industry - [ ] Reach and impressions trends reviewed (growing, stable, or declining) - [ ] Click-through rate on link posts analysed - [ ] Hashtag performance reviewed: which tags drive the most reach ### Audience Analysis (Owner: Marketing Manager) - [ ] Audience demographics reviewed (age, gender, location) - [ ] Audience demographics compared to target customer profile - [ ] Follower growth rate calculated for the quarter - [ ] Unfollows or audience loss investigated for patterns - [ ] Top audience locations confirmed as relevant to your service area ### Competitor Benchmarking (Owner: Marketing Manager) - [ ] 3-5 competitor profiles reviewed for content strategy and engagement - [ ] Competitor follower counts and growth recorded for comparison - [ ] Content themes or formats used by competitors noted - [ ] Opportunities identified where competitors are absent or weak - [ ] Any competitor tactics worth testing noted for next quarter ### Strategy Alignment (Owner: Marketing Manager) - [ ] Content pillars reviewed: is published content aligned with brand messaging? - [ ] Posting frequency assessed against planned schedule - [ ] Response time to comments and messages measured (target: under 4 hours) - [ ] Negative comments or reviews handled appropriately - [ ] Social media goals for the quarter reviewed (met, partially met, or missed) - [ ] Content calendar updated for next quarter based on audit findings - [ ] Budget allocation reviewed for paid social campaigns (ROI assessed) --- **Complexity:** simple | **Setup time:** 15 minutes | **Tools:** HubSpot, Notion
How to Use This Template
Follow these steps to get the most out of this template.
Save the customised version as a reusable template in your document management system
Test the social media audit checklist with a small group or internal team before full rollout
Train your team on when and how to use this template in their daily workflow
Schedule a quarterly review to update the template based on feedback and changing requirements
Customise the placeholder fields (marked in [brackets]) with your specific business details
Customisation Tips
Make this template your own with these recommendations.
Add your company logo, colours, and branding elements where indicated
Adjust the tone and language to match your brand guidelines and audience expectations
Create multiple versions for different customer segments or use cases
Add industry-specific terminology and compliance language relevant to your sector
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Frequently Asked Questions
Frequently Asked Questions
Absolutely. Think of this social media audit checklist as a starting framework. Swap out the example content for your own, adjust the structure to match your workflow, and add any industry-specific language. We recommend saving your customised version as a reusable template.
This social media audit checklist works perfectly as part of an automated workflow. Connect it to your business tools so dynamic fields populate automatically, send it based on triggers, and track opens and responses - all without manual effort.
This social media audit checklist works with any standard business tool - Google Workspace, Microsoft 365, Notion, or your project management platform. For automation, it integrates with Zapier, Make, HubSpot, and over 150+ other tools.
This social media audit checklist is free with no strings attached. Copy it, customise it, and use it in your business today. If you need help connecting it to your automation tools or want a custom version built, we offer a free assessment to discuss your needs.
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