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Social Media Strategy

How to Run a Social Media Audit: A Template for Finding What to Keep, Fix or Stop

A social media audit template: inventory every account, review profiles, content and results by goal, then decide what to keep, fix or retire.

Social media manager ticking items on a printed audit checklist beside a laptop of profile screens

Field note

Illustrative image, AI-generated. It is not a client, dashboard or result. How we use imagery.

By XenGrowth EditorialPublished Reviewed 9 min read

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Key takeaways

  • An audit starts with an inventory of every account, including old and unofficial ones.
  • Review profile accuracy, content performance against goals and audience fit.
  • Decide for each account: keep, fix, merge or retire. Fewer well-run accounts beat many neglected ones.
  • Repeat quarterly or twice a year and keep the findings in one shared document.

01

What is a social media audit?

It is a structured review of every social profile your organisation owns, what each is for, how it performs and whether it is accurate and secure. The output is a short list of decisions, not a report for its own sake.

Begin with a list of all accounts: official pages, regional pages, old campaigns and any accounts created by former staff. Record owner, login holder, purpose and last post.

02

What should you check?

For each profile, check name, handle consistency, bio, links, contact details and brand assets. Then review content: top and bottom performers, mix of formats, response times and tone. Finally, review audience fit against your target buyer.

Include security: two-factor authentication, admin roles and who can post. Remove access for people who have left.

  • Profile accuracy and consistency
  • Admin access and two-factor authentication
  • Content mix and top performers
  • Response time to comments and messages
  • Link tracking and conversion paths
  • Audience fit with target buyer

03

How do you score and decide?

Score each account against a few goals, such as reach, engagement from target accounts, traffic and leads. Compare with the effort spent. Low value and high effort is a candidate to retire; high value and low effort is worth more investment.

Document decisions with owners and dates, and add a quarterly check to the calendar.

How do you score and decide? comparison table
AccountPurposeResultDecision
Main company pageBrand and updatesSteady, low conversionFix: add resource posts
Regional pageLocal audienceInactiveMerge or retire
Executive profilesThought leadershipHigh engagementKeep and support
Old campaign accountNone nowNo activityRetire safely

04

What do you do with the findings?

Fix profile and security gaps first, since they are quick. Then update the content plan around what worked. Retire unused accounts carefully: redirect followers, keep the handle if brand protection matters and archive content you may need.

Share a one-page summary with the team and agree on actions. An audit that does not change behaviour is a wasted afternoon.

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Primary sources and further reading

Use the source material to validate details against your own context and current platform configuration.

This field note follows the XenGrowth editorial policy: primary sources where available, visible limitations, material review dates, and no invented first-hand experience.

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