📝💨 Steal My Social Media Audit Checklist!
The exact checklist I (a social media manager) use to audit social media accounts for solopreneurs, small businesses, and nonprofits so you can do it yourself, for free.
By signing up, you agree to receive emails about this and other marketing stuff. I’ll respect your privacy, and never sell or share your info.
🫣 Before someone buys from you, they stalk you on social media
Someone just found you on social media. Maybe from a Google search, maybe a referral, maybe they stumbled on a post. They click your profile. What do they see? Is your bio clear? Is your link working? Does your feed look like someone who knows what they’re doing, or did they just land on a half-finished page that hasn’t been touched since 2020?
This free, fillable checklist walks you through seven areas of your social media presence
Your overall strategy plus a platform-by-platform review of Facebook, Instagram, TikTok, LinkedIn, Pinterest, and Twitter/X. You’ll find out whether your profiles are set up correctly and what you can do to create the best first impression that leads to more connections and conversions.
✅ What’s on the checklist?
🌈 Overall presence
We start with the big picture. Are your business goals clear? Does your social media strategy actually tie back to real outcomes like leads, awareness, or community? Do you have a defined audience, a consistent brand voice, and a content plan? This is the foundation everything else is built on.
📱 Platform setup and profiles
For each platform you’re on, we look at the basics: Is your account set up correctly? Is your profile photo clear and on-brand? Is your bio doing its job? Is the link in your bio actually working and going somewhere useful? These are the things a potential client or customer sees before they ever read a single post.
📝 Content
What are you posting, how often, and does it make sense for the platform you’re on? We look at your content mix, your posting frequency, your visuals, and whether you’re using the formats each platform actually rewards.
❤️ Engagement
Social media is a two-way street. Are you responding to comments and DMs? Are you showing up in conversations beyond your own posts? This section looks at whether your engagement habits are helping you build a real community or just broadcasting into the void.
📊 Measurement
Do you know what’s working? Are you looking at your analytics? This section helps you figure out whether you have any system at all for tracking what’s actually happening on your accounts.
☮️ Peace of mind
This checklist won’t run your accounts for you, but it will replace that lingering uncertainty with something much more useful: clarity. You’ll finish it knowing exactly where you stand and what to pay attention to next.
📊 Somewhere between starting your business and right now, you became your own marketing department.
Nobody handed you a roadmap, nobody trained you how to do this, you’ve been figuring it out as you go, glueing together a strategy from influencer tips, trending audio, and your gut feeling about what seems to be working.
But there’s a difference between intuition and strategy. The gaps in your social media presence are rarely dramatic, it’s not that everything is broken. It’s a bio that isn’t quite clear, a platform you’re showing up on out of habit rather than intention, a link that goes somewhere outdated. Small things. Fixable things. Things you’d catch immediately if you know what you’re looking for!
✅ Get the free checklist
in your inbox now!
Drop your information below and I’ll email it to you ASAP. Just a minutes from now you’ll be on your way to the best social media presence ever. (And more leads, clients, and customers.)
By signing up, you agree to receive emails about this and other marketing stuff. I’ll respect your privacy, and never sell or share your info.
