How to Conduct a Social Media Audit in 7 Easy Steps

How to conduct social media audit

Brands are actively using social media to market their products. You need to take a step back, and check if your measures and tactics have been working, by checking your analytics, data and crunching some numbers. It can sound scary, so here is our Social Media audit guide for everyone to step up their presence. With this re-calibration activity of figuring out what’s working for you and what’s not, will also help you find out where you should be spending for the best returns.

What is a Social Media Audit?

A Social Media Audit is a process of reviewing your presence across platforms to understand what has been working, and what hasn’t for your overall objective. You can do this by using various Social media audit tools and apps, but today we take you through a quick guide you how to get this done with just an Excel sheet and access your account’s insights.

Here’s what you need to do-

Step 1: Create A Spreadsheet

You will be dealing with data that comes under multiple categories, so a platform where you can easily represent data visually is ideal. To make it easier to comprehend, you will make this in the format of a Social media audit checklist. You can use MS Excel, or even Google Sheets if you want to share the document with other people. Don’t worry if you haven’t used it, the interface is similar to that of Excel’s.

Step 2: Start Listing All The Platforms You Use

Once you have the spreadsheet set up, you can start filling it up. On one axis, you can list down all the Social Media platforms you are currently using. The idea is to get a better view on which profiles are actually growing well and which needs looking into. If you are a brand, you can also include your profiles on LinkedIn, Yelp, Glassdoor and other such professional places. For starters, your Facebook, Instagram, Twitter, Snapchat and YouTube should suffice.

Tip: If you are not currently present on every platform, but you think that it is worth exploring in the future, you should go and secure your username right now, and keep it reserved. Having a consistent handle and username is favorable for you to get reach and views.

Step 3: List Down The Parameters

After you are done setting up all your social media accounts, you can set up columns for details like current statistics and other Key Performance Indicators. To put things into better perspective, you can include the following:

  • URLs/handles
  • When was it created (if all are not at the same time)
  • Current followers
  • Followers in the last period (month/quarter/year)
  • Average number of posts in the period
  • Engagement
  • Ongoing paid` campaigns (if any)
  • Well received content
  • Content getting less traction
  • Type of audience/demographic

It would be a good idea to have separate sections for each period if you want to measure your growth over time. Alternatively, you can have Percentage change as a column too. Even if you happen to miss something, we should be able to point that out in the next step, so you can eventually add those segments.

Step 4: Check If All Profiles Are Up to Your Standards

Before you start playing with the numbers, it is ideal that you check all your profiles in detail. Make sure to keep  everything as detailed, complete and consistent as possible. You can start by checking the following:

  • Is your handle/username same across platforms? Most platforms allow you to change your URL, so this should not be an issue.
  • Is your branding present and consistent across platforms? This includes your brand name, profile photos, cover photos, descriptions, bio, contact information, themes etc.
  • Are all outbound links correct and functional? Be it your website or link to your latest blog post, always do a double check. There can be mistakes while copy-pasting a link or shortening it.

Don’t fret if you had some major information left out. Better late than never at fixing those. These changes should positively amount in the next period.

Step 5: Pull Out Your Analytics

Now you are all set to start populating your spreadsheet with figures. For this, you will need access to insights/analytics. This is only shown for Business accounts so that you can be sure to change your account type. If you just changed it to a Business profile, you might not be able to see the insights from earlier. Go to your profile and look for insights.

Get a social media analytics tool to pull out all the important social media analytics associated with your brand.

  • Instagram: Go to profile, click on the 3-dot menu on top-right, go to insights.
  • Twitter: Visit and then login.
  • Facebook: Open your Business’s page, click on insights on the top.
  • YouTube: Go to YouTube and then click on Creator Studio.

Here’s a snapshot of what your Social Media Audit should look like-

Social media audit for all platforms

Step 6: Understand Your Metrics

The most important part of your social media audit process is making sense of the analytics that you pulled out from the apps. One should spend some time to understand what each of those metrics means so you can define the ones that matter to your brand.

The next step in this social media audit process is to track improvements over a period of time. For example, you can do a month-on-month growth tracking with respect to followers, and see which other parameters had the biggest effect on this growth.

To better help you with this process, you can use social media analytics tools like UnboxSocial which provide you with detailed reports about your social media campaigns, and everything can be monitored from one place. You can also monitor conversations around your brand using this tool.

Step 7: Change Strategies Where Needed

Knowing how to do a Social media audit gives you key information on how to plan out your content for the future, and highlights other opportunities to explore. You can also monitor your competitors’ performance to gain additional insights from your target demographics. Stats like views, engagement, followers should be rather easy to obtain. The more you can observe, the more you understand about how people use their Social media and this gives you so much useful information.


Regular social media audits for brands will ensure that you stay true to your goals, and every penny invested into it goes towards developing best possible content. The reason why bigger brands always seem to be on the top of their Social media game is that they spend ample time in the planning phase and do not leave any decisions for the time of publishing.

  • Create a spreadsheet.
  • List down all the platforms that you exist on.
  • Determine the parameters that you want to monitor.
  • Audit the current state of all profiles and make improvements where needed.
  • Look into your analytics and insights, and feed them into your sheet.
  • Understand your metrics to gauge performance.
  • Make changes according to these statistics.
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