skip to main content

How To Perform A Quick Monthly Social Media Audit

The end of the month is almost here which means two things. It’s time for a monthly report and a social media audit.

Today we’re going to be focusing on how to perform a quick and simple social media audit for all your channels so that you’ll be equipped with everything you’ll need to prepare for the month ahead.

1) Open the Monthly Social Media Audit Template

We’ve put together a simple template you can use to complete your monthly social media audit. It’s very easy to use, and we’ve left an example in there so you can see how to add your own channels.

  • Open the template here.
  • Click ‘File’ > ‘Download as’ > ‘Microsoft Excel’
  • The template will now be saved in your Google drive and you can start auditing!

The first step is to list your social media accounts. Even the ones you don’t use and have been ignoring. It’s important to use this time to check in on the accounts that you might not use so much so you can check they’re simmering away nicely in the background. Use this time to review if it might be time to start using them.

2) Collect data from each of your social media accounts.

List your social media accounts – even the ones you’ve been ignoring! This is a chance to review your lesser used channels and make a note to update them should you need to.

Make a note of the date you’re performing the audit, your audience size, and remember to review your profile bio/description. These can easily be neglected and show your audience info that’s out of date. Don’t forget to check which pages you’re linking to, and of course your branding on the social media platform. Is it up to date?

    • Date of Audit
    • Social platform
    • Username
    • Profile URL
    • Followers
    • Followings
    • Bio
    • Landing Page Link
    • Avatar
    • Cover photo
  • Attention Needed (Notes)

3) Analysing your content

The content you’re publishing on your channels should be determined by your goals. Learn how to set goals for your social media campaigns here. It’s time to drill down into how your content is performing across each channel.

Using the insights/analytics panel on each platform, see which content from the last month has performed best. It’s up to you which metric you’ll use to determine this success, we suggest taking a look at your goal KPIs to work this out.

Once you’ve collected this data for each channel, you should be able to see quickly if the same type of content is resonating well with your audience across all your channels. You will also be able to identify where most of your audience is based (channel-wise) and can use this to help with your content planning for the following month.

4) Areas that require attention

You’ve collected all your data. Now it’s time to address any areas of concern. Perhaps your branding is out of date, or your content hasn’t performed as well as you’d hoped. That’s okay, that’s why you perform an audit, to adapt and change where necessary. Create a checklist of all the tasks you need to perform on each social media channel before commencing any big promotional campaigns.

5) Review!

Data? Collected. Plan? Drafted. Now you’re ready to face the month ahead. You’ve given each of your platforms a once over and are now aware of any areas that need work. Use your checklist to incorporate these tasks into the next month of planning, and ensure that you’re always coming back to your goals so that you’re in line with your company’s purpose.

Now it’s just a case of actioning those changes and coming back in a month’s time to see how you’ve done!

Happy auditing!

Social media engagement

I’ve got plenty to say

View my other articles and opinion pieces below

To succeed on social media, think beyond social media

By Rebecca Holloway

What’s the point? I think about that question all the time. No, I’m not having an existential crisis.  I think about it because it’s the first question on the minds of many of our clients and prospects when considering their social media marketing activity. Why is social media important for businesses? What’s the value of […]

B2Bs, it’s time to cancel your Twitter Ads

By Rebecca Holloway

Uncertainty. There are few words more toxic in the world of business. And if there’s any business that’s been plagued by uncertainty, it’s Twitter. If you have paid Twitter Ads as part of your business-to-business marketing strategy, you’ll no doubt have felt more than your share of uncertainty over the last year.  That ends now.  […]

No, you shouldn’t use Threads for B2B marketing (yet)

By Rebecca Holloway

Everyone is talking about Threads. After months of chaos and rule changes on Twitter, Meta’s new platform is promising the repackaged return of Twitter’s golden years.  Have a Twitter B2B marketing campaign sitting on the shelf that you haven’t had the chance to launch? This is a perfect opportunity to use it on Threads instead, […]

How to prevent Facebook rejecting your ads in the energy sector

By Rebecca Holloway

Facebook Ads let you put your message in front of nearly 3 billion people. For some sectors, however, there are restrictions in place about the types of adverts that you can run and how. If you work in the energy sector, you’re more likely to run into some of these restrictions than other businesses. That […]