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Audit checklist

Social Media Audit Checklist

This audit separates account activity from business value. Score each area using evidence, record the most important gap and finish with a short improvement plan.

Use this resource
Clicklots working resourceAudit checklist
Estimated time: 45–60 minutes
Practical and reusable

Before you begin

How to use it.

01

Audit every active account, including profiles that are rarely updated.

02

Use a consistent review period so platform comparisons are meaningful.

03

Capture evidence rather than scoring from memory.

04

Prioritise a small number of changes the business can maintain.

Audit checklist

Social Media Audit Checklist

Business: ____________________   Date: __________
01

Profile accuracy

Can a new visitor understand and contact the business?

Business name, category and description are accurate

Logo and cover imagery are current and recognisable

Hours, location or service area are correct

Phone, website and action links work

Pinned content or Highlights answer useful first questions

02

Brand consistency

Does the presence feel connected without becoming repetitive?

Visual quality reflects the business

Colours, typography and logo use are consistent

Tone sounds like the same organisation across platforms

Templates allow enough creative variety

Old or off-brand assets have been identified

03

Content quality

Is the feed useful, specific and commercially relevant?

Recent posts cover more than offers

Customer questions and expertise appear regularly

Claims are supported by examples or proof

People, process and business context are visible

Captions have a clear subject and readable structure

04

Publishing and community

Is the account actively maintained?

Posting rhythm is realistic and dependable

Comments and messages receive appropriate responses

Approval responsibilities are clear

Sensitive enquiries move to a private channel

Access and account ownership are documented

05

Measurement and action

Can the business learn and improve?

Posts have defined purposes

Tracking links or conversion events are available

Performance is compared by content role

Qualified enquiries are recorded

The next 30-day improvement priorities are documented

Final quality check

Choose the three findings most likely to improve customer understanding, trust or action. Assign an owner and review date to each one.

Put the plan into practice

A useful template is the beginning—not the strategy itself.

Clicklots turns business knowledge, priorities and proof into a consistent stream of custom content across the platforms that matter.