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A Quick Guide to Creating a Detailed Social Media Audit Template

Olujinmi Oluwatoni
Written by Olujinmi Oluwatoni
Published at Feb 01, 2023
Edited by: Unenabasi Ekeruke
Reviewed by: Victoria Taylor
A Quick Guide to Creating a Detailed Social Media Audit Template

Social media is a crucial aspect of marketing. According to Statista, over 91% of marketers do business on social media. Top brands are incorporating social media strategies into their digital marketing campaigns to raise brand recognition, broaden their customer base and boost revenue.

While having a social media presence is a great initial step for your business, it's also crucial to track your results quantitatively.

Creating a comprehensive social media audit can help you gain valuable insights into how your business is using social media. It can give you a better understanding of how your audience engages with your content, what strategies are working and where there may be opportunities for improvement.

Ready to start measuring the success of your social media strategy? In this blog post, we'll walk you through the steps of designing a comprehensive social media audit plus high-quality social media audit templates you can use for free.

Let’s get to it.

Here’s a short selection of 8 easy-to-edit social media report templates you can edit, share and download with Visme.

 

Table of Contents

 

What is Social Media Audit?

A social media audit is a detailed assessment of your current social media presence, performance and goals. It's a great way to identify areas for improvement and to see what is and isn't working for your social media accounts.

Regular audits will ensure that you're not just publishing content for the sake of it or following the latest trends without actually seeing any benefits.

A social media audit helps companies figure out how they can improve their digital marketing strategy by doing these things:

  • Looking at the strengths and weaknesses of their existing online presence
  • Identifying opportunities for growth
  • Aligning their efforts with business goals and objectives
  • Mapping out future plans based on audience preferences
  • Gauging the effectiveness of current strategies/tactics/marketing campaigns etc

With this data in hand, you can assess and fine-tune your social media strategy for optimal return on investment.

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How to Create a Comprehensive Social Media Audit

Define Your Goals For Each Platform

When it comes to conducting a social media audit, it’s important to have a clear understanding of your objectives and goals. Setting goals is crucial since they dictate how the audit's findings will be used. It will also help ensure that the data you collect is relevant to your needs.

Ask yourself: What are you trying to achieve through social media? Are you looking to build brand awareness? Increase engagement? Generate leads? Once you have an idea of your desired outcome, create a list of specific, measurable goals you want to accomplish through your social media audit.

Be sure to also include a timeline for each goal so that you can track your progress throughout the audit process.

Learn more about creating SMART goals in this article and use the template below to develop a SMART goal for your social strategies.

Printable SMART Goals Worksheet
Customize this template and make it your own! Edit and Download

Use a Template to Streamline The Process

Audit templates can save you time and effort during the auditing process by providing a single location to record data about your social profiles. Templates will also provide a more comprehensive view of an organization's social media strategy and guarantee that no social media resource is overlooked.

Visme's templates come in handy here. Our easy-to-use templates will make your audit process a breeze. Use our social media audit templates as a starting point, and then add your brand's colors and any relevant data.

This audit template below is a good choice if you’re creating a report that analyzes a single campaign. The template helps you walk through the campaign goals and objectives, a summary of the results, strategies and more.

Customize this template and make it your own! Edit and Download

Make a List of Your Active Social Platforms

The first step is to list out all of your social media profiles and their respective links.

This is also a good time to conduct a search for your company's name across all of your social media profiles. Use this as a safety step to identify any potentially dangerous phony accounts. Or perhaps some old accounts have outlived their usefulness and must be removed.

Social media auditing is an ongoing process. Your audit should continually access the platforms where your audience is most active. It's good to think about which social platforms you need to focus on at each stage of your business.

While Facebook and Twitter are still the most popular platforms overall, there are a number of other social networks that can be more useful for certain types of businesses or industries. For example:

  • Instagram is great for visual-based marketing like food, photography or fashion brands looking to showcase their products in unique ways.
  • LinkedIn is useful for B2B companies that want to target audiences based on industry or job title (i.e., salespeople) instead of age and gender (like many other platforms).

Gather Data

When it comes to social media audit, gathering data is key. To get started, you’ll want to compile a list of all the metrics that matter to your business or organization. This may include the following:

  • Website visits
  • Followers growth
  • Likes and shares
  • Impressions and reach
  • Post engagement
  • Click-through rates
  • Number of leads generated
  • Conversions
  • Total revenue generated
  • Return on investment (ROI)
  • Reach
  • Post frequency
  • Audience demographics and activity
  • Content (top performing posts and ones that didn’t perform well)
  • Social sentiment (the general attitude people express toward your brand)
  • Customer satisfaction

You can gather data on each of your social media channels by looking at the built-in analytics tools for each platform. This data can show what each platform’s strengths and weaknesses are for your business.

For example, Facebook Insights will show you page views, post reach, and engagement rates. Twitter Analytics provides an in-depth look at impressions and engagements, as well as follower growth over time.

In addition to the native analytics tools offered by the platforms, there are plenty of third-party services that offer even more insight into your social media performance. They include Google Analytics, Buffer, Sprout Social and lots more.

These tools can help you gain insight into how your content is performing and how different demographics interact with your posts.

Review Your Brand Positioning

A brand audit will help you with your social media brand positioning. Brand positioning is a statement that defines your brand in the minds of your audience. It should be consistent across all social platforms and aligned with the goals of your business.

The best way to create a strong brand positioning statement is by identifying what makes you unique and why people would want to buy from you instead of someone else. Once you have defined these attributes, they will help guide everything you do from product development, marketing materials and social media content creation.

It will also ensure that all touch points with potential customers share a common message about who you are and what sets you apart from others in your industry or niche market segment.

5 Benefits of Brand Positioning Infographic
Customize this template and make it your own! Edit and Download

Analyze Your Findings

Once you’ve gathered all the data you need, you can start comparing it to previous performance. This will give you a better understanding of how your current strategies are doing and what changes need to be made.

When analyzing your findings, start by looking at the numbers. How many followers do you have on each platform? Which posts have the highest engagement rates? How often do people like, comment or share your content? Take note of any distinctions between different platforms, as this may indicate that some strategies are more effective than others.

Next, take a look at the actual content of your posts. Are you using too much promotional language? Is the tone of your posts consistent with your brand? Are you offering interesting, valuable information to your followers? You also want to make sure that the content you are sharing aligns with your social media objectives, the platform guidelines and the needs of your audience.

These are all important questions to consider as you analyze your findings.

Review Your Top Competitors on Each Platform

Consider the larger picture. How does your social media presence compare to those of other brands in your industry? Are there any opportunities that you might be missing out on? What can you do to stand out from the crowd? Answering these questions can help you determine where to focus your efforts going forward.

If you're going to make your own social media strategy, it's important to make sure that it's informed by the strategies of your competitors.

Check out their top-performing content with BuzzSumo. This is an easy way to see what has resonated most with their audience in the past—and where they've been getting their engagement from (which may indicate other areas where they might be active).

You can also check out their most recent posts and see how many likes and comments they're getting per post (this will help inform whether or not this strategy is working well). If there are specific keywords associated with these pages or posts, take note of them as well. They could be useful when optimizing your own pages and posts.

Put Together Your Report

Once you have gathered and analyzed the data, it’s time to compile your social media audit report. The best way to do this is to create a clear, organized document that outlines what you have done and the changes that need to be implemented.

This report should include an overview of your findings, actionable steps to improve your social media strategy and suggestions for increasing engagement.

Your report should include key metrics from each platform, such as engagement rate, post reach, and website clicks. Also include any insights you have gained from your analysis, such as potential growth opportunities or weak spots that need more attention.

Finally, wrap up your report with your findings and recommendations for improvement. Include specific steps that need to be taken in order to improve your social media performance. Make sure to refer back to your original goals so that you can measure how successful your audit was in achieving those goals.

Implement Your Changes

Once you have created your social media audit, begin implementing the changes you’ve identified. Depending on your goals and findings, these changes could include:

  • Updating branding and visuals
  • Increasing content frequency
  • Engaging more with followers
  • Closing inactive accounts and more

To ensure that your efforts are effective, it is recommended that you continue to audit your social media presence regularly. This will help you stay up-to-date with changing trends and adjust your strategy to reach your goals.


 

5 Social Media Audit Tools to Make Your Audit Effective

Without the right tools, it can be difficult to make sure you're getting the most out of your audit. That's why we've compiled this list of 5 social media audit tools to make your audit effective and get the insights you need to take your social media strategy to the next level.

1. Google Analytics

Google Analytics is one of the most essential social media audit tools for businesses, allowing them to track and analyze their website’s performance. With Google Analytics, you can get an accurate picture of where your customers are coming from and how they interact with your website.

You can also use it to track the performance of your social media accounts, including likes, shares, and clicks. Additionally, you can gain insights into the content that resonates best with your customers and which topics they are most interested in.

2. BuzzSumo

With BuzzSumo, you can easily analyze your social media accounts.  Identify which posts are the most popular and which ones are not getting the attention they deserve. You can also compare your performance to that of your competitors, giving you a better understanding of how your content is performing relative to theirs.

This data can help you better optimize your content for maximum engagement and reach. You can also use BuzzSumo’s analytics to find influencers in your industry, track brand mentions and find trending topics related to your niche.

3. Followerwonk

Followerwonk is a powerful social media audit tool that can be used to analyze and improve the performance of your social accounts. It helps you to better understand who your followers are and what type of content resonates with them. You can easily compare your followers with those of other brands, find influencers in your niche, and analyze the growth of your following.

Additionally, Followerwonk provides a comprehensive set of metrics for each of your accounts, including, engagement rates, post frequency and more. With this data, you can easily identify areas for improvement and tailor your content strategy to fit the interests of your followers.

4. Visme

With Visme's report creator, you can create visually appealing audit reports with data imported straight from your social media analytics. With the help of Visme charts, social media data from Google Analytics or a real-time Google Sheet may be automatically populated in a professionally-looking document.

Select from a variety of chart formats, such as bar charts, pie charts, line charts, and more, to effectively display any and all relevant data. The charts can be interactive and animated with pop-up legends and you can share or send a live link to your team.

5. Buffer

Buffer is a powerful social media audit tool that provides insight into your followers, their demographics and interests. With Buffer, you can easily measure the success of your campaigns and optimize your content to meet your goals.

The platform also allows you to schedule posts in advance and analyze performance with comprehensive reports. It's a great option for businesses looking to gain insight into their performance on social media.

 

Create Stunning Social Media Reports & Content with Visme

With a comprehensive social media audit report in hand, you can make informed decisions on how to move forward and take your social media presence to the next level.

Visme makes it simple to generate social media audit reports and share them with the team. You don't need any design skills to create a professional-looking social media audit report using Visme's report creator, thanks to the intuitive drag-and-drop editor and library of pre-made templates.

You also get access to a wide library of helpful design resources for your marketing team on Visme. Sign up to get started today.

Olujinmi Oluwatoni
Written by Olujinmi Oluwatoni

Olujinmi is passionate about helping B2B and SaaS brands with great products tell their stories. She creates data-driven content that’s helpful, inspires brand trust and drives engagement. When she’s not writing, she enjoys composing songs or trying out new recipes. Connect with her on LinkedIn.

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