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Social Media Audit Checklist for Businesses

Audit your Instagram, Facebook, LinkedIn and YouTube presence in one sitting. Tick through profile, content, engagement, ads and tracking checks, and your progress is saved as you go.

How to run a social media audit

  1. Open each of your profiles in another tab.
  2. Work through the checklist, ticking items that are already in place.
  3. List the unticked items as your action plan for the next month.
  4. Repeat the audit every three months.
social media audit checklist steps

Why audit your social media?

Profiles drift over time. Old links break, bios go out of date, and posting habits slip. An audit catches these problems and shows which platforms are really bringing enquiries. For a small business, fixing the basics, like a clear bio, a working WhatsApp button and quick replies, often brings more leads than posting more.

What to look at in the numbers

MetricWhere to find it
Reach and followersInstagram Insights, Meta Business Suite
Engagement rateCalculate with our engagement rate calculator
Profile and link clicksInsights, plus UTM links in GA4
Enquiries and leadsYour DMs, WhatsApp and lead sheet

Turn the audit into action

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social media audit checklist FAQ

Frequently Asked Questions

Is this audit checklist free?

Yes. It is free with no sign-up, and your progress is saved only in your browser.

How often should I audit my social media?

Every three months is a good rhythm, with a quick check of key numbers every month.

Which platforms does the checklist cover?

It works for Instagram, Facebook, LinkedIn and YouTube, and most checks also apply to other platforms.

Can I share the results?

Yes. Press Copy as text to share your ticked list on WhatsApp or email, or print it.

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