Social Media Audit Checklist for Financial Services
Free, customisable social media audit checklist designed specifically for Australian financial services businesses. Copy, customise, and automate - built by Harvard-educated experts.
Setup Time
15 minutes
Complexity
simple
Tools
HubSpot, Notion
Template
Copy this template and customise it for your business.
# Social Media Audit Checklist - Financial Services ## 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 financial services 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 Note: This template has been tailored for financial services businesses in Australia. Adjust terminology and compliance references to match your specific context.
How to Use This Template
Follow these steps to get the most out of this template.
Copy the social media audit checklist template below and paste it into your financial services preferred tool or document
Set up automation triggers to populate dynamic fields automatically using your existing tools
Review each section to ensure it matches your brand voice and requirements
Customise the placeholder fields (marked in [brackets]) with your financial services specific business details
Test the social media audit checklist with a small group or internal team before full rollout
Customisation Tips
Make this template your own with these recommendations.
Create multiple versions for different customer segments or use cases
Remove any sections of the social media audit checklist that do not apply to your specific use case
Add your company logo, colours, and branding elements where indicated
Replace all placeholder text in [brackets] with your financial services actual business information
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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 financial services 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.
You can use this social media audit checklist in any tool that accepts text or markdown - email clients, document editors, CRM systems, or automation platforms. We support over 150+ integrations for automated workflows.
Yes, this social media audit checklist is completely free to use and customise. No sign-up required. If you want help automating it or building it into a larger workflow, our team can assist - just book a free assessment.
Yes, this version of the social media audit checklist is specifically designed for financial services businesses. It includes relevant terminology, regulatory considerations, and practical examples that match how businesses in your industry actually operate.
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