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Social Media Audit in Nine Easy Steps

Guest blog from Clare Clifford aka Sunshine Digital

Social media guru Clare Clifford, of Sunshine Digital Media, shows us how to do a social media audit

When did you last audit your social media? I mean really sit down and look at it as a whole?

You should be doing this quarterly as an absolute minimum to maintain an effective social media strategy. No matter where you currently stand with social media, a social media audit will present a clear picture of your current efforts and help you think clearly about the best way forward.

‘Audit’ can be a scary word, but it doesn’t have to be. Here; it’s simply the process of hunting down all your social channels, as well as any impostor accounts, and compiling key information about each account, all in one place. It allows you to determine what’s working and what’s not, while also identifying outdated profiles, and new opportunities to grow and engage your audience.

1. Create a document for your audit

Sit down with a blank Excel or Google Sheet, I always use Google, Excel and I are not friends. Simply start to copy and paste information from all of your accounts. There will be different measurables for each brand and business but the keys ones for everyone are:

- Link to your profile

- Social handle

- Anyone who is admin or has passwords

- Mission statement

- Top three performing posts in terms of engagement

I would also strongly suggest you use this opportunity to conduct a competitor analysis if time allows.

2. Track down all your social media accounts

Now that you’ve got a document to track your accounts, it’s time to go on the hunt. Start by listing all the accounts that you and your business use regularly. But don’t assume that covers all your bases. For example, there might be old profiles created before your company had a social strategy. Maybe these were abandoned at some point. It’s time to bring them back into the fold.

You could also use this as an opportunity to identify channels where you don’t yet have a social presence, so you can start thinking about whether you should add them to your social strategy, or at least create profiles to reserve your handle for the future.

3. Make sure each account is complete and on-brand

Once you’ve logged all your accounts, take the time to look at each one thoroughly to make sure it’s consistent with your current brand image, message and tone of voice. As a minimum you should check the following are consistent and relevant:

Profile and cover images

Profile/bio text



Pinned Posts

4. Identify your best posts

For each account, look for the three posts that got the most engagement. Record them on your spreadsheet. Make notes - what’s working best where, are there any patterns, are people responding more to certain types of content on certain channels?

If you think you’ve identified a winning type of post for a particular account, try using that format more often.

5. Evaluate your performance

What is your mission statement for each social account? If you haven’t decided this then it’s time to have a long hard think. How can you evaluate your performance when you don’t know what you want to achieve?

Look at your Insights to gather key analytics, not as a whole, but for each individual account. You might find that some of your social accounts are much more effective than others. For the accounts that don’t perform as well, you need to decide whether to change your strategy, invest more time, or scrap that channel (deactivate/make invisible.)

6. Understand the audience for each network

As you evaluate how each social account helps support your business, it’s important to understand who you can reach through each channel. Do your research and don’t just guess.

7. Decide which channels are right for you

You’ve gathered enough information now to make some strategic decisions about where to focus your social media marketing efforts. You are now able to make these decisions based on research about which channels best serve your business.

8. Platform ownership and passwords

Who within your business has ownership of which accounts? Who has passwords? Are those people still involved with your business? Each time someone leaves or is no longer involved in your business - it’s time to change the password. Security lesson 101!

9. Do it all again

A social audit is not a one-off process. You should conduct regular audits to ensure everything is on track and look for changes in the way your accounts are performing.

A planned quarterly social audit is a great way to keep your social accounts on track and compare the work you do day-to-day with the goals outlined in your social media strategy.

Sunshine Digital Media

Sunshine Digital Media was founded in 2017 by Clare Clifford. Clare has worked in various forms of marketing since 2003, and she was there right at the start of social media after convincing her boss at the time they should try it as it was going to be a ‘big thing’. She was right (she usually is)! Fast-forward 17 years later and its importance couldn’t be bigger!

Clare offers a free 15 minute call to put your social media in the spotlight. Book your spotlight call here.

For more digital media tips you can find Clare here:

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