[[updated February 20, 2018]]

We’re a few weeks deep into the new year, and amid resolutions and personal goals, it’s also important to take a close look at our marketing goals, too. That’s where a social media audit comes into play.

Social media audits allow you to evaluate where you are in progress in your social media marketing, and help you to see where- and how- you can make improvements.

While you should consistently be evaluating progress and metrics regularly throughout the year, I also recommend a full, in-depth audit at least once a year.

In this post, I’ll take you step-by-step through the process I use to help my clients audit their social media and develop new strategies to get them where they want to go.

Step 1. Invest in Scheduling and Reporting Software

Traditionally, social media audits can be a huge headache. And when I say huge, I mean ice-pick-migraine-level pain. You’d have to dig into each social media platform individually, download the metrics, and then try to assemble all the data into one report even manually.

Social media reporting software like Agorapulse (which I use for all of my clients) makes the process so much simpler and a little more accurate.

It’s not prone to human errors, and it will literally save you hours of time for every social media audit in addition to speeding up your metrics evaluations and analytics throughout the year.

The other obvious benefit is being able to create, schedule, queue and directly publish your content across each platform, even Instagram. (Seriously- they even send you emails telling you the best times to post and what type of content is most likely to perform best.)

social media audit tools - agorapulse

Set up your Agorapulse before you get started, and give it a bit of time to pull data from your different social media profiles. Once you do, you can begin the actual social media audit.

Related Post: Social Media Management 

Step 2. Look at Your Current Metrics

The first step of the actual audit itself will be to pull up reports that detail your performance on every social media channel you’re using. Agorapulse makes this easy, providing us with performance metrics overall, and on specific content.

The global reporting will tell you how many followers you have on each platform, how much your follower count has increased or decreased in a set time frame, engagement, estimated brand awareness, and more.

agorapulse metrics reporting graphFor every single platform, you should focus on:

  • Engagement rates. This matters even more than engagement numbers alone, in many cases, as it shows how relevant your content is to your followers.
  • Growth in follower patterns. If you’re on the decline or increasing, you want to know why so you can adjust your strategies accordingly.
  • Posting frequency. Sometimes it feels like we’re posting a lot more than we are. Seeing a smaller number for total posts can remind us of that.
  • Your awareness estimates. Agorapulse calculates this partially by showing you how many mentions your tweets are getting, helping you extend your reach. If you aren’t getting your name and content talked about on different platforms, your content may not be powerful enough.
  • Community management. Find out how well you’re doing when engaging with your community. If you have fifteen replies and you only responded once, that’s something that you’ll want to re-evaluate.

how to conduct a social media audit

All of these metrics are important. They allow you to examine your community-building efforts from all angles. Even if you post great content, for example, but fail to reply to your messages and comments, you could be dropping the ball.

Step 3. Review Google Analytics

At this stage, I also recommend taking a close look at your Google Analytics. Check out which platforms are sending you the most organic and paid traffic. You can do this by clicking on “Acquisition,” then “All Traffic,” and then “Sources/Medium.”

website data from google analytics

In the example above from my own site, you’ll see that Facebook is the only social channel that sent me traffic recently.

I’ve noticed that after I have a post released, I typically get 5-10 site visits from Twitter, and every time I make an announcement about new services on my personal Facebook, I generate about three new leads.

Step 4. Examine Your Content

There are two reporting sections on Agorapulse– the global reporting, and the content reporting. We focused on the global reporting metrics in Step 2. Now, we’re going to utilize both the global reporting and the content reporting.

Agorapulse’s content reporting will show you each piece of content you’ve posted in a set time frame, along with the exact performance metrics it received. With this information, you can see what types of content perform better than others.

You may notice that some get more shares, but others get more replies. Take note of that, because while shares are good for both brand awareness and community building, replies can help form strong relationships more immediately.

Under the global reporting tab, start by taking a look at the types of content you’re posting (which shows whether you included text, links, and images or videos).

You should also look at the hashtags that earned you the most interactions on both Instagram and Twitter, because these are crucial for reach-building and can give you an idea of what content your audience likes.

social media audit

Then, under the content reporting for each platform, take a look at your individual posts and see what’s getting the most engagement.

See what types of content get more likes, retweets/shares, and comments and take note of that. There’s a decent chance that this will be different on each platform.

social media audit

During this stage, look for trends and patterns to see what factors make certain posts resonate more with your audience. These may include:

team social media management

Step 5. Reflect On Your Past Goals

You’ve got the metrics, so now it’s time to take a look at how the metrics measured up to your actual goals. Did you get the results you wanted, both on and off platform? You should do this for each individual platform, and then evaluate them against each other.

If not, it’s time to figure out why. Maybe your engagement rates sank because you were sharing the wrong types of content, like outbound links on Facebook instead of native content (which isn’t favored under the current algorithm).

Maybe there was just a platform algorithm change that hit this month, and you’re already seeing engagement drop off, and that’s not really on you.

Still, it’s important to look at why you are or aren’t progressing the way you want to be. This will be crucial to helping you form new strategies and setting new goals, which brings us to our next and final step…

Step 6. Using The Data, Set New SMART Goals

You’ve got all the data. You know where you stand, and you know how you measured up to the goals that you set last year. Now, based on the knowledge at hand, it’s time to set new SMART goals and develop strategies surrounding them.

SMART goals are goals that are specific, measurable, agreed-upon, realistic, and time-based. So instead of saying, “I want more followers,” you could say “I grew my follower count by 200 last year, and we’re at 1000 now. I want to increase my followers to 1,400 on Instagram and Twitter by the end of the year.”

Then, knowing what you now know about your business, social media, and your community, you can develop new strategies to help you do that. Maybe you’ve focused in on the more beneficial hashtags, or you’ve realized that video content gets a much better reach and helps you grow that way.

In this case, you’d post more frequently, prioritize video content, and make sure to use the hashtags with the best reach on every single post.

This will all be most effective when you connect social media goals to direct business goals. Getting more followers, for example, means that more people will see your posts about upcoming events your business is hosting.

Or, maybe you notice that you have a steady 3% CTR on promotional posts, even with growth, so more followers means more sales.


Social media audits can take up a chunk of time, but they’re worthwhile. Utilize tools like Agorapulse, and coordinate the information with site analytics tools like Google Analytics.

This will help you form a clear picture of how your paid and organic social campaigns are impacting your business. Trust me, you’ll be glad you did.

What do you think? Do you regularly conduct social media audits? Have any questions about the process? Let us know in the comments below!