Social Media Audit Checklist
Profile & Brand Setup
List the channels in scope this quarter — typical set is LinkedIn, X, Instagram, Facebook, TikTok, YouTube, Threads. Exclude any channel the brand has formally sunset; an inactive Pinterest with stale pinned content is a brand-risk finding on its own.
Screenshot the profile header, bio, pinned post, and link-in-bio destination for each channel in scope. These are the before-state record for the audit deliverable and protect against arguments about whether a finding existed at audit time.
Handles should match across channels where possible (@brandname). Flag any squatted handles on platforms where the brand isn't active — secure them before a competitor or impersonator does. Display names should match the legal or DBA name used in advertising.
Bios should reflect the current positioning statement and ICP language, not last year's tagline. Check character limits per platform — LinkedIn company tagline is 120 characters; X bio is 160; Instagram is 150. Truncated bios are an instant credibility hit.
Click every bio link, link-in-bio destination, and pinned-post link. Confirm UTM source / medium / campaign follow the team convention so GA4 attribution stays clean. Common breakage: a link-in-bio tool sub-link points to a 404 from a retired campaign landing page.
Content Quality Review
Export from Sprout Social, Hootsuite, or each platform's native analytics. Capture post date, format, copy, link, and engagement rate per row. The tracker is the working artifact for the rest of this section.
Tag each post with its editorial pillar — thought leadership, product, customer story, culture, promotional. Most teams target a 4-1-1 or 70/20/10 mix; flag any pillar that has drifted to over-index on promo content.
Sample 10-15 posts per channel against the brand voice guide. Watch for AI-generated copy that drifts into corporate-bland phrasing, emoji usage that conflicts with the guide, and AP vs. house style inconsistencies (Oxford comma, em-dash spacing, sentence-case headlines).
Any post involving a paid creator, gifted product, or affiliate relationship needs an FTC-compliant disclosure — #ad at the top of the caption, not buried in 30 hashtags, plus the platform's Paid Partnership label where available. Check creator posts about the brand too; their material connection requires disclosure even when the post wasn't formally paid.
WCAG 2.1 AA expects descriptive alt text on every meaningful image and captions on every video. LinkedIn, Instagram, and X all support alt text fields — most teams skip them. Sample 20 recent posts; missing alt text on more than 30% is a finding for the report.
Posting Cadence & Scheduling
Calculate posts-per-week per channel for the last 90 days. Compare against the documented cadence target — common defaults are 3-5x weekly on LinkedIn, 1-2x daily on X, 4-7x weekly on Instagram. Multi-week gaps are the most common finding.
Each platform's native analytics shows when followers are active. Cross-reference with current scheduled send times — many teams set a calendar in 2022 and never revisited it as audience time zones shifted.
Open Sprout Social, Hootsuite, Buffer, or Loomly and review the next 30 days of scheduled content. Look for empty days, content stacking on Mondays, and approval-pending posts that have aged past their relevance window.
Draft a 30-60 day calendar that hits the cadence target without piling promotional content into the same week. Sequence pillar content first, then plug in promotional and timely posts around it. Route to the content lead for sign-off before queueing.
Audience Engagement
Pull average first-response time from Sprout or the platform inbox. B2B benchmark is under 4 business hours; B2C consumer brands target under 1 hour. Anything over 24 hours on a customer-service question is a finding worth flagging.
Rank by engagement rate (engagements ÷ reach), not raw likes — a post that reached 500 people and got 50 engagements outperforms one that reached 50,000 and got 100. Note format, topic, and posting time of the top 10 per channel for the calendar rebuild.
Use Sprout Listening, Brandwatch, or Meltwater to surface mentions and tag sentiment. Flag any negative-sentiment cluster larger than usual baseline — a single angry customer is normal; a coordinated thread or trending complaint is a comms event.
Open a comms ticket with the thread links, timeline, and sentiment summary. Loop in PR and legal if the thread mentions product safety, regulatory claims, or named employees. Do not respond publicly until the holding statement is approved.
Pull customer-generated posts worth amplifying — testimonials, unboxings, in-the-wild product shots. Confirm rights via DM before reposting; a screenshot is not a license. Log approvals in the UGC tracker with creator handle and post URL.
Performance Metrics & Reporting
Capture quarter-over-quarter follower growth, reach, and impressions per channel. Native analytics is the source of truth — third-party tools sometimes lag or sample. Note any channel where reach declined more than 15% QoQ for the recommendations section.
Open GA4 Acquisition → Traffic acquisition and check that social sources are tagged consistently (linkedin / cpc vs. linkedin.com / referral is a common drift). Audit the team's UTM convention doc and reconcile any one-off campaigns that broke convention.
In GA4, segment to social source / medium and pull primary conversion rate against site average. Validate that the conversion event is firing on actual submit, not a blur or page-view proxy — a mis-mapped event will inflate reported conversions 3-5x and distort budget allocation.
Compare engagement rate, follower growth, and CTR against published benchmarks from Rival IQ, Sprout's annual index, or HubSpot's industry report. Pick benchmarks matched to industry and follower-tier; a 10K-follower B2B SaaS account should not benchmark against a 5M-follower CPG brand.
Package findings into a deck or doc — baseline screenshots, content-mix chart, cadence analysis, top posts, sentiment summary, conversion data, prioritized recommendations. Walk through with the marketing director and tag each recommendation with an owner and target date for the next quarter's planning.
Use this template in Manifestly
- Rental Advertisement Checklist
- Real Estate Signage Checklist
- Property Marketing Plan Checklist
- Real Estate Conference Checklist
- Real Estate Website Audit Checklist
- Insurance Marketing Campaign Checklist
- Copywriting Checklist
- Keyword Research Checklist
- Social Media Engagement Checklist
- Mobile Optimization Checklist
- Marketing Analytics Checklist
- Email Compliance Checklist
- Client Offboarding Checklist
- CRM Implementation Checklist
- Lead Generation Checklist
- Blog Post Publishing Checklist
- Social Media Profile Setup Checklist
- Email Campaign Checklist
- Online Presence Management Checklist
- Conversion Rate Optimization Checklist
- Infographic Creation Checklist
- Email Newsletter Checklist
- Video Production Checklist
- Website and Content Checklist
- Social Media Crisis Management Checklist
- SEO Audit Checklist
- Marketing New Hire Training Checklist
- Email Design and Send Checklist
- Legal Services Marketing Checklist
- Social Media Campaign Checklist
- Email List Building Checklist
- Google Ads Campaign Launch Checklist
- Content Marketing Checklist
- Case Study Production Checklist
- Ebook Creation Checklist
- Social Media Ad Campaign Checklist
- PPC Campaign Checklist
- Social Media Contest Checklist
- Content Review Checklist
- Webinar Planning Checklist
- Networking Events Checklist
- Marketing Campaign Checklist
- Social Media Analytics Checklist
- Email Marketing Checklist
- Email Marketing Campaign Checklist
- Remote Work Onboarding Checklist for Marketing Teams
- Marketing Budget Checklist
- Email Analytics Review Checklist
- Campaign Reporting Checklist
- Marketing Strategy Checklist
- Competitive Analysis Checklist
- Blog Post Publishing Checklist
- Conversion Rate Optimization Checklist
- Marketing Operations Checklist
- Web Analytics Checklist
- Branding Checklist
- Customer Analytics Checklist
- Event Marketing Checklist
- Marketing Analytics Monthly Review
- Monthly Marketing KPI Review Checklist
- Market Research Checklist
- A/B Testing Checklist
- Blog Post Promotion
- Lead Generation Checklist
- Monthly Lead Generation Checklist
- Social Media Marketing Checklist
- Monthly E-commerce Marketing Checklist
- E-commerce Sales Funnel Audit
- Affiliate Marketing Program Checklist
- Monthly Marketing Analytics Checklist
- Influencer Marketing Checklist
- Customer Journey Mapping Checklist
- Agency Client Onboarding Checklist
- Seasonal Marketing Campaign Checklist
- Marketing Dashboard Build and Review
- Promotion and Discount Checklist
- Retail Marketing Campaign Checklist
- Retail Social Media Campaign Checklist
- Email Automation Checklist
- SEO Audit Checklist
- Agency Client Onboarding Checklist
- Restaurant Marketing and Promotion Checklist
- Restaurant Social Media Strategy Checklist
- Customer Loyalty Program Checklist
- Social Media Checklist
- Blog Post Review Before Publishing
- Off-Page SEO Checklist
- Social Media Content Calendar Checklist
- Marketing Team Employee Onboarding Checklist
- Marketing Performance Review Checklist
- Paid Advertising Campaign Checklist
- Video Marketing Checklist
- Social Media Engagement Checklist
- Social Media Profile Setup Checklist
- Social Media Crisis Management Checklist
- Social Media Campaign Checklist
- Social Media Ad Campaign Checklist
- Social Media Contest Checklist
- Social Media Analytics Checklist
- Social Media Marketing Checklist
- Retail Social Media Campaign Checklist
- Restaurant Social Media Strategy Checklist
- Social Media Checklist
- Social Media Content Calendar Checklist
- Financial Statement Audit Checklist
- Audit Preparation Checklist
- Fixed Assets Audit Checklist
- External Audit Preparation Checklist
- Financial Audit Checklist
- Risk Assessment Checklist
- Post-Merger Audit Checklist
- Employee File Audit Checklist
- Engagement Risk Management Checklist
- Rent Roll Audit Checklist
- Financial Audit Checklist
- Quarterly Industry Standards Compliance Review
- Audit Preparation Checklist
- Compliance Audit Checklist
- HR Audit Checklist
Ready to take control of your recurring tasks?
Start Free 14-Day TrialUse Slack? Sign up with one click
