{"id":33034,"date":"2025-12-10T02:22:17","date_gmt":"2025-12-10T02:22:17","guid":{"rendered":"https:\/\/www.rivaliq.com\/?p=33034"},"modified":"2025-12-12T15:56:37","modified_gmt":"2025-12-12T15:56:37","slug":"social-media-audit-template","status":"publish","type":"post","link":"https:\/\/www.rivaliq.com\/blog\/social-media-audit-template\/","title":{"rendered":"How to Conduct a Social Media Audit in 8 Easy Steps: Template Included"},"content":{"rendered":"<p><strong>A social media audit is key to building a competitive social media strategy. By regularly stepping back and evaluating your social channels, you can gain a fresh perspective on what\u2019s working, what\u2019s not, and where there\u2019s room for improvement.<\/strong><\/p>\n<p><span style=\"font-weight: 400;\">Social media audits are an effective way to assess your strategy, see how your content is performing compared to similar brands, and identify new opportunities and improvements. <\/span><span style=\"font-weight: 400;\">To get the most out of your audit, it\u2019s helpful to use a template as your framework so you don\u2019t miss an important metric or assessment.\u00a0<\/span>So, whether you\u2019re preparing for a new campaign or simply looking to sharpen your strategy, grab our <a href=\"https:\/\/www.rivaliq.com\/resources\/download-the-ultimate-social-media-audit-template\/\"><span style=\"font-weight: 400;\">free social media audit template<\/span><\/a> and quickly see how you stack up. <span style=\"font-weight: 400;\">\u00a0\u00a0<\/span><\/p>\n<p><!-- TL;DR Section --><\/p>\n<div class=\"riq-tldr-box\">\n<h2>TL;DR: Your quick guide to running a social media audit<\/h2>\n<p>A social media audit helps you understand what\u2019s working, what\u2019s not, and where to improve across your social channels. Using a template keeps the process consistent and makes it easier to benchmark against competitors, analyze posting activity, identify top and bottom content, and build a clear action plan.<\/p>\n<p>In this guide, we walk through each step using Costco as an example, and show how Quid\u2019s Insight Briefs can help you go deeper by analyzing social and media conversations together.<\/p>\n<p><span style=\"font-weight: 400;\">Let\u2019s dig into why a template is helpful and then we&#8217;ll walk through how to use our social media audit template so you\u2019re prepared to start auditing your own social channels.\u00a0<\/span><\/p>\n<style>body{overflow:unset;}<\/style>\n<div class=\"nav-toc\">\n<h6>TABLE OF CONTENTS<\/h6>\n<ul>\n<li><a class=\"nav-toc__link\" href=\"#why-audit-template\"><i class=\"x-icon--circle-o\" data-x-icon-s=\"\uf0a9\" aria-hidden=\"true\"><\/i>Why use a social media audit template<\/a><\/li>\n<li><a class=\"nav-toc__link\" href=\"#how-to-use-template\"><i class=\"x-icon--circle-o\" data-x-icon-s=\"\uf0a9\" aria-hidden=\"true\"><\/i>How to use our social media audit template<\/a><\/li>\n<li><a class=\"nav-toc__link\" href=\"#common-mistakes\"><i class=\"x-icon--circle-o\" data-x-icon-s=\"\uf0a9\" aria-hidden=\"true\"><\/i>Common audit mistakes to avoid<\/a><\/li>\n<li><a class=\"nav-toc__link\" href=\"#more-resources\"><i class=\"x-icon--circle-o\" aria-hidden=\"true\"><\/i>More resources for your social media audit<\/a><\/li>\n<li><a class=\"nav-toc__link\" href=\"#insight-briefs\"><i class=\"x-icon--circle-o\" data-x-icon-s=\"\uf0a9\" aria-hidden=\"true\"><\/i>Go beyond a social media audit<\/a><\/li>\n<li><a class=\"nav-toc__link\" href=\"#top\"><i class=\"x-icon--circle-o\" data-x-icon-s=\"\uf0a9\" aria-hidden=\"true\"><\/i>Back to Top<\/a><\/li>\n<\/ul>\n<\/div>\n\n<div class=\"blog-inline-cta-image light\" >\n  <img src=\/wp-content\/uploads\/2023\/06\/1000x500-email-social-audit2024.png>\n  <div class=\"cta-wrapper\"> <p>\n   Ready to conduct your own social media audit?  <\/p><a class=\"x-btn ss-light x-btn-global\" target=\"_blank\" href=\/resources\/download-the-ultimate-social-media-audit-template\/ style=\"\">Download our free template <\/a><\/div>\n<\/div>\n\n\n<h2 id=\"why-audit-template\">Why you should use a social media audit template<\/h2>\n<p><span style=\"font-weight: 400;\">Whether you\u2019re taking over social media duties in your new role, your company has shifted its business goals, or you simply want to take stock of how your brand performed on social media, a social media audit will help you reassess your strategy and get you back on track.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A social media audit is a way to analyze your content, engagement, activity, and audience metrics to assess your performance, compare with the competition, and identify opportunities to improve. Even though the word \u201caudit\u201d may sound intimidating or scary, it\u2019s a valuable process for social media marketers that can be done in just a few steps \u2014 especially if you use a template.\u00a0<\/span><\/p>\n<p><span style=\"font-weight: 400;\">A<\/span><span style=\"font-weight: 400;\"> social media audit template<\/span><span style=\"font-weight: 400;\"> makes the audit process smoother by providing the framework for what you should be analyzing. Not to mention, using a template helps keep your audits consistent across reporting periods, whether you audit on a quarterly or yearly basis. <\/span><\/p>\n<h2 id=\"how-to-use-template\">How to use our social media audit template<\/h2>\n<p>If you haven\u2019t already, <a href=\"\/resources\/download-the-ultimate-social-media-audit-template\/\" target=\"_blank\" rel=\"noopener\">download the free slide deck<\/a>, which includes everything you\u2019ll need to get started. We included social media auditing template slides and a sample report we filled out that\u2019ll help you see what goes where. Then, log into your Rival IQ account (or sign up for a <a href=\"https:\/\/www.rivaliq.com\/signup\" target=\"_blank\" rel=\"noopener\">free trial<\/a>) to conduct your own audit by following these steps.<\/p>\n<p>To help you get started, let\u2019s walk through the template slides and our example audit of <a href=\"https:\/\/www.costco.com\/\" target=\"_blank\" rel=\"noopener\">Costco<\/a>, so you can see a social media audit in action.<\/p>\n<h3 id=\"step1\">Step 1: Build a competitive landscape<\/h3>\n<p>Before you start your audit, have a list of competitors to refer to for benchmarking and gathering inspiration when auditing your brand. As a social media marketer, you\u2019re always <a href=\"\/blog\/competitive-benchmarks-social-media\/\" target=\"_blank\" rel=\"noopener\">keeping tabs on your brand\u2019s competitors<\/a> so this shouldn\u2019t be anything new for you. But to conduct an accurate audit, it\u2019s helpful to have all of your competitors\u2019 social analytics in one place so you can easily access and compare. To create this, use a social media analytics tool like Rival IQ to build a competitive landscape.<\/p>\n<p><span data-sheets-value=\"{&quot;1&quot;:2,&quot;2&quot;:&quot;&lt;div style=&quot;background:#E4F3FA; padding: 20px;margin-bottom: 20px;font-style:italic;&quot;&gt;&lt;strong&gt;\n &quot;Try \n&lt;\/strong&gt;To perform this analysis, we use the Cross-channel Landscape Comparison report in Rival IQ.&lt;\/div&gt;\n\n&quot;}\" data-sheets-userformat=\"{&quot;2&quot;:4993,&quot;3&quot;:{&quot;1&quot;:0},&quot;10&quot;:2,&quot;11&quot;:3,&quot;12&quot;:0,&quot;15&quot;:&quot;Arial, sans-serif&quot;}\"><div style=\"background:#E4F3FA; padding: 20px;margin-bottom: 20px;font-style:italic;\"><strong>\n Watch and learn: \n<\/strong>Check out this <a href=\"\/blog\/getting-started-webinar-landscape-management\/\" target=\"_blank\" rel=\"noopener\">quick video<\/a> and discover how to create a competitive landscape in Rival IQ.<\/div>\n\n<\/span><\/p>\n<p>Once you have your landscape built, it\u2019s time to start filling out the template. The first slide is where you\u2019ll add your logo, brand name, reporting period, and anything else you\u2019d like to have an overview of. For instance, there\u2019s an open space on the left side of the slide where you can add images of your posts as a preview of what you\u2019ll be reviewing in the report.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"border-no-caption aligncenter wp-image-36013 size-large-modern\" src=\"https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-2-700x381.png\" alt=\"A slide from our social media audit template with the title [reporting period] Social Media Audit.\" width=\"700\" height=\"381\" srcset=\"https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-2-350x191@2x.png 700w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-2-300x163.png 300w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-2-1024x558.png 1024w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-2-1536x837.png 1536w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-2.png 2048w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-2-100x54.png 100w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-2-350x191.png 350w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-2-1170x637.png 1170w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-2-700x381@2x.png 1400w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/p>\n<p>If you want to showcase some of your best posts here, head to your dashboard in Rival IQ and select the channel you want to feature. Then, go to \u201cSocial Posts\u201d and check out the \u201cTop Landscape Posts\u201d to screenshot your posts. For this example, we are auditing Costco&#8217;s performance from January through October 2025. Feel free to customize the reporting period to look at the monthly, quarterly, or yearly performance depending on your auditing cadence.<\/p>\n<p>Here\u2019s an example of how the first slide could look:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"border-no-caption wp-image-36502 size-large-modern aligncenter\" src=\"https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-1-700x395.png\" alt=\"Cover slide from the social media template sample\" width=\"700\" height=\"395\" srcset=\"https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-1-350x197@2x.png 700w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-1-300x169.png 300w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-1-1024x577.png 1024w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-1-1536x866.png 1536w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-1.png 2048w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-1-100x56.png 100w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-1-350x197.png 350w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-1-1170x659.png 1170w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-1-700x395@2x.png 1400w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/p>\n<p>On the second slide you can include the logos of all the brands included in the audit.\u00a0For reference, here\u2019s the competitive landscape for Costco which was built in Rival IQ:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"border-no-caption aligncenter wp-image-36503 size-large-modern\" src=\"https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-2-700x392.png\" alt=\"Costco's competitive landscape slide from the social media audit template\" width=\"700\" height=\"392\" srcset=\"https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-2-350x196@2x.png 700w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-2-300x168.png 300w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-2-1024x573.png 1024w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-2-1536x859.png 1536w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-2.png 2048w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-2-100x56.png 100w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-2-350x196.png 350w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-2-1170x654.png 1170w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-2-700x392@2x.png 1400w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/p>\n<h3 id=\"step2\">Step 2: Summarize your profiles<\/h3>\n<p>The next slide is a profile overview. Here is where you\u2019ll add your current bio for each of your channels. Make note of any hashtags, emojis, links, or CTAs you use in each of your social bios.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"border-no-caption aligncenter wp-image-36016 size-large-modern\" src=\"https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-5-700x379.png\" alt=\"A slide from Rival IQ's social media audit template titled &quot;Profile Overview.&quot; \" width=\"700\" height=\"379\" srcset=\"https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-5-350x189@2x.png 700w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-5-300x162.png 300w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-5-1024x554.png 1024w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-5-1536x831.png 1536w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-5.png 2048w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-5-100x54.png 100w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-5-350x189.png 350w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-5-1170x633.png 1170w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-5-700x379@2x.png 1400w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/p>\n<p>You should also check out what your competitors&#8217; bios say. Doing this can help you identify any key differences or give you some ideas for what you can add to <a href=\"\/blog\/how-to-write-an-effective-instagram-bio\/\" target=\"_blank\" rel=\"noopener\">craft an effective bio<\/a>. While you can certainly check out every competitor\u2019s bio manually, doing so for every channel can take a while. Save time by heading to your Rival IQ landscape and adding a <a href=\"https:\/\/help.rivaliq.com\/en\/articles\/5798617-how-to-analyze-social-bios\" target=\"_blank\" rel=\"noopener\">Social Bios Summary template<\/a> to your custom dashboard. This way you can see all of your competitor\u2019s bio information in one place and even get alerted when anything changes.<\/p>\n<p>Here\u2019s an overview of what this slide looks like for Costco. As you can see on the right side of the slide, there are notes that sum up some quick thoughts on the general qualities of the brand\u2019s social bios. For Costco, we noticed that many competitors use bios to highlight value propositions or personality, while Costco\u2019s profiles rely heavily on the same \u201cofficial account\u201d language across all channels.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"border-no-caption wp-image-36504 size-large-modern aligncenter\" src=\"https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-3-700x392.png\" alt=\"Costco's social bios summary slide\" width=\"700\" height=\"392\" srcset=\"https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-3-350x196@2x.png 700w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-3-300x168.png 300w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-3-1024x574.png 1024w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-3-1536x861.png 1536w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-3.png 2048w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-3-100x56.png 100w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-3-350x196.png 350w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-3-1170x654.png 1170w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-3-700x392@2x.png 1400w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/p>\n<h3 id=\"step3\">Step 3: Review your cross-channel performance<\/h3>\n<p>Next, summarize your cross-channel engagement and audience metrics. For this section, you\u2019ll need to compare your current reporting period to the previous period. For example, if you\u2019re conducting a quarterly audit, then the previous reporting period would be the last quarter.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"border-no-caption aligncenter wp-image-36017 size-large-modern\" src=\"https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-6-700x382.png\" alt=\"A slide from Rival IQ's social media audit template where you can input cross-channel audience and engagement data.\" width=\"700\" height=\"382\" srcset=\"https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-6-350x191@2x.png 700w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-6-300x164.png 300w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-6-1024x559.png 1024w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-6-1536x839.png 1536w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-6.png 2048w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-6-100x55.png 100w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-6-350x191.png 350w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-6-1170x639.png 1170w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-6-700x382@2x.png 1400w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/p>\n<p>Once you have your reporting periods set, you\u2019ll add a couple of sentences about your audience and how it changed compared to the previous period. Did you see a spike in followers? Has your growth rate been steady or stagnant? Make note of any changes across each channel.<\/p>\n<p>You\u2019ll also do the same for your cross-channel engagement. What were your engagement rates on each channel? How do they compare to industry rates?<\/p>\n<p><span data-sheets-root=\"1\">\n<div class=\"blog-inline-cta-image light\" >\n  <img src=\/wp-content\/uploads\/2019\/10\/illustration-audit.png>\n  <div class=\"cta-wrapper\"> <p>\n   Find out what is a good engagement rate on social media.  <\/p><a class=\"x-btn ss-light x-btn-global\" target=\"_blank\" href=\/blog\/social-media-engagement-rate\/ style=\"\">Learn more <\/a><\/div>\n<\/div>\n\n<\/span><\/p>\n<p>Here\u2019s how the cross-channel slide looks in practice:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"border-no-caption aligncenter wp-image-36505 size-large-modern\" src=\"https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-4-700x392.png\" alt=\"Costco's cross-channel performance slide\" width=\"700\" height=\"392\" srcset=\"https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-4-350x196@2x.png 700w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-4-300x168.png 300w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-4-1024x574.png 1024w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-4-1536x861.png 1536w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-4.png 2048w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-4-100x56.png 100w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-4-350x196.png 350w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-4-1170x654.png 1170w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-4-700x392@2x.png 1400w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/>The charts and audience and engagement summaries were pulled from Costco\u2019s dashboard in Rival IQ. The data was auto-populated based on the reporting period. The landscape generated visual standings which makes it easier to understand and digest in a report format. Including a cross-channel overview in your audit helps to quickly understand how your brand is performing and where it\u2019s seeing the most success. For Costco, we saw strong overall audience growth, especially on TikTok, and continued high engagement on Instagram, though posting volume dipped slightly from the previous period.<\/p>\n<h3 id=\"step4\">Step 4: Dive into channel-specific metrics<\/h3>\n<p>Now it\u2019s time to audit your performance for each channel. Copy the metrics overview slide and create one for each of the social channels you\u2019re active on. This slide is where you\u2019ll make note of key metrics for that channel for the reporting period.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"border-no-caption aligncenter wp-image-36018 size-large-modern\" src=\"https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-7-700x382.png\" alt=\"The metrics overview slide from Rival IQ's social media audit template.\" width=\"700\" height=\"382\" srcset=\"https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-7-350x191@2x.png 700w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-7-300x164.png 300w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-7-1024x558.png 1024w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-7-1536x837.png 1536w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-7.png 2048w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-7-100x55.png 100w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-7-350x191.png 350w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-7-1170x638.png 1170w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-7-700x382@2x.png 1400w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/p>\n<p>The metrics we like to audit are the number of followers, number of posts, engagement total, and engagement rate. Enter all of this data onto the slide and write a few sentences that sum up any significant changes during this reporting period.<\/p>\n<p>Again, let\u2019s take a look at how this slide looks in practice using Costco\u2019s analytics. This slide is the metrics overview for Instagram. It provides a visual representation of changes in followers, posting frequency, and engagement. There are also some notes on the right side of the slide that sum up the reasons for the changes during the reporting period.<\/p>\n<h3><img loading=\"lazy\" decoding=\"async\" class=\"border-no-caption aligncenter wp-image-36506 size-large-modern\" src=\"https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-5-700x394.png\" alt=\"Costco's Instagram metrics overview slide from the social media audit template \" width=\"700\" height=\"394\" srcset=\"https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-5-350x197@2x.png 700w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-5-300x169.png 300w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-5-1024x576.png 1024w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-5-1536x865.png 1536w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-5.png 2048w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-5-100x56.png 100w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-5-350x197.png 350w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-5-1170x659.png 1170w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-5-700x394@2x.png 1400w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/h3>\n<h3 id=\"step5\">Step 5: Compare your performance to the competition<\/h3>\n<p>Another key to a successful audit is to compare your metrics to your competitors. Doing this helps you get a more accurate picture of how you\u2019re performing in relation to similar brands in your industry.<\/p>\n<p>Using your competitive landscape in Rival IQ, you can see where you rank among the competition on each channel.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"border-no-caption aligncenter wp-image-36019 size-large-modern\" src=\"https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-8-700x382.png\" alt=\"The competitive review slide from Rival IQ's social media audit template.\" width=\"700\" height=\"382\" srcset=\"https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-8-350x191@2x.png 700w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-8-300x164.png 300w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-8-1024x559.png 1024w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-8-1536x838.png 1536w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-8.png 2048w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-8-100x55.png 100w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-8-350x191.png 350w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-8-1170x638.png 1170w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-8-700x382@2x.png 1400w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/p>\n<p>Here\u2019s how this slide looks for Costco. The brand\u2019s Instagram rankings are showcased in bar graph form to better demonstrate how it\u2019s performing in terms of the number of posts and engagement rate when compared to the competition. The audit notes also do a great job of putting more context behind the graphs.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"border-no-caption aligncenter wp-image-36507 size-large-modern\" src=\"https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-6-700x391.png\" alt=\"Instagram competitive review slide\" width=\"700\" height=\"391\" srcset=\"https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-6-350x196@2x.png 700w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-6-300x168.png 300w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-6-1024x573.png 1024w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-6-1536x859.png 1536w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-6.png 2048w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-6-100x56.png 100w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-6-350x196.png 350w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-6-1170x654.png 1170w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-6-700x391@2x.png 1400w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><span data-sheets-root=\"1\"><div style=\"background:#E4F3FA; padding: 20px;margin-bottom: 20px;font-style:italic;\"><strong>\n Try it: \n<\/strong>To perform an in-depth competitive analysis analysis, we use the Cross-channel Landscape Comparison report in Rival IQ.<\/div>\n\n<\/span><\/p>\n<h3 id=\"step6\">Step 6: Evaluate your posting activity<\/h3>\n<p>Once you have an overall sense of your social performance compared to the competition, the next step involves going one level deeper into your posting frequency and the post types that are generating the most engagement for the channel. Within Rival IQ&#8217;s Social Posts panel scroll down to the the Activity &amp; Engagements section to visualize the average posts and engagement rate trends matching your selected filter set and time period. Take a screenshot of this chart to complete the left side of the slide below.<\/p>\n<p>Scroll a little further down within the Social Posts page to get to the Post Types widget. This section shows you your brand&#8217;s posting activity broken down by post type and which types of posts get the most engagement in your landscape.\u200b<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"border-no-caption aligncenter wp-image-36020 size-large-modern\" src=\"https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-9-700x380.png\" alt=\"The Activity slide from Rival IQ's social media audit template\" width=\"700\" height=\"380\" srcset=\"https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-9-350x190@2x.png 700w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-9-300x163.png 300w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-9-1024x556.png 1024w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-9-1536x834.png 1536w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-9.png 2048w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-9-100x54.png 100w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-9-350x190.png 350w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-9-1170x635.png 1170w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-9-700x380@2x.png 1400w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/p>\n<p>In our social media audit of Costco, the slide below indicates that Costco&#8217;s posting activity on Instagram was lower than the competition. Interestingly Costco is above average for Instagram Engagement Rate by Follower, ranking 3rd of 13 companies.<\/p>\n<p>In the post-type breakdown section, we observe that Reels dominate Costco\u2019s Instagram post type, making up 48% of their posts. Photos generated the highest engagement in the landscape, even though it was the least common post type.<\/p>\n<h3><img loading=\"lazy\" decoding=\"async\" class=\"border-no-caption aligncenter wp-image-36508 size-large-modern\" src=\"https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-7-700x392.png\" alt=\"Costco's Posting Activity slide\" width=\"700\" height=\"392\" srcset=\"https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-7-350x196@2x.png 700w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-7-300x168.png 300w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-7-1024x574.png 1024w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-7-1536x861.png 1536w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-7.png 2048w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-7-100x56.png 100w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-7-350x196.png 350w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-7-1170x654.png 1170w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-7-700x392@2x.png 1400w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/>Step 7: Review what worked and what didn\u2019t work<\/h3>\n<p>Now that you have an overview of how your brand is performing on each channel, it\u2019s time to review specific posts. To see your top posts for the channel you\u2019re auditing, go to \u201cSocial Posts\u201d and check out the \u201cTop Landscape Posts.\u201d<\/p>\n<p>Audit your top and bottom posts to identify any patterns that could&#8217;ve been attributed to the performance. What made your top posts stand out? Were they part of a specific campaign? Did they all follow a similar format? Make note of what worked well and why (and don\u2019t forget to include performance metrics like the engagement rate or total) so you can create similar content going forward.<\/p>\n<p>Conduct the same analysis for the posts that performed the worst on that channel. Sometimes we think a post will perform well and it ends up falling flat. See if there\u2019s a reason why. Maybe your lowest-performing posts were photos but your audience gravitates towards video content. Or perhaps you didn\u2019t include a hashtag and, as a result, your post didn\u2019t reach as many people. Identify any patterns and make note of them for your audit.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"border-no-caption aligncenter wp-image-36021 size-large-modern\" src=\"https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-10-700x384.png\" alt=\"A slide from Rival IQ's social media audit template that prompts you to identify the top and bottom posts on your social channel.\" width=\"700\" height=\"384\" srcset=\"https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-10-350x192@2x.png 700w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-10-300x164.png 300w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-10-1024x561.png 1024w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-10-1536x842.png 1536w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-10.png 2048w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-10-100x55.png 100w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-10-350x192.png 350w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-10-1170x641.png 1170w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-10-700x384@2x.png 1400w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/p>\n<p>Here\u2019s how the top vs. bottom posts slide looks in practice. As you can see below, Costco\u2019s top posts focused on simple visuals and everyday Costco experiences that feel warm, relatable, and rooted in real member moments.<\/p>\n<p>If you\u2019ve kept up with our <a href=\"\/benchmark-reports\/\" target=\"_blank\" rel=\"noopener\">industry benchmark reports<\/a>, this comes as no surprise \u2014 brands continue to find success with genuine, authentic content due to the relatability and community impact that they generate. We can also see that Costco\u2019s lowest-performing posts were focused on more promotional content like travel ads, partner content, or niche product spotlights.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"border-no-caption wp-image-36509 size-large-modern aligncenter\" src=\"https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-8-700x393.png\" alt=\"Top vs. bottom posts from Costco's social media audit\" width=\"700\" height=\"393\" srcset=\"https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-8-350x197@2x.png 700w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-8-300x169.png 300w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-8-1024x576.png 1024w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-8-1536x863.png 1536w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-8.png 2048w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-8-100x56.png 100w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-8-350x197.png 350w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-8-1170x658.png 1170w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-8-700x393@2x.png 1400w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/>Once you\u2019ve audited your brand\u2019s top and bottom posts, you should also recreate this slide for a few of your competitors. Competitive benchmarking helps you better evaluate your own performance by seeing what your competitors are doing differently and how you can improve.<\/p>\n<p>In the example below, one of Costco\u2019s main competitors in the wholesale grocery business, <a href=\"http:\/\/samsclub.com\" target=\"_blank\" rel=\"noopener\">Sam&#8217;s Club<\/a>, also saw success when it involved joyful, everyday snapshots with a healthy dose of seasonal posts. The brand\u2019s worst posts lean more promotional or structured.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"border-no-caption wp-image-36510 size-large-modern aligncenter\" src=\"https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-9-700x394.png\" alt=\"Top vs. bottom posts from Sam's Club's social media audit\" width=\"700\" height=\"394\" srcset=\"https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-9-350x197@2x.png 700w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-9-300x169.png 300w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-9-1024x576.png 1024w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-9-1536x864.png 1536w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-9.png 2048w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-9-100x56.png 100w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-9-350x197.png 350w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-9-1170x658.png 1170w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-9-700x394@2x.png 1400w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/>Repeat the same for a few competitors to understand where your brand stands out or falls behind. For example, <a href=\"http:\/\/www.aldi.com\">Aldi<\/a> excels at playful, humorous posts that include playful food closeups to cereal glow-ups and clever shopping tips\u00a0\u2014 which could inspire new directions for Costco to test.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"border-no-caption aligncenter wp-image-36511 size-large-modern\" src=\"https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-10-700x394.png\" alt=\"Top vs. bottom posts from Aldi's social media audit\" width=\"700\" height=\"394\" srcset=\"https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-10-350x197@2x.png 700w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-10-300x169.png 300w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-10-1024x576.png 1024w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-10-1536x865.png 1536w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-10.png 2048w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-10-100x56.png 100w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-10-350x197.png 350w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-10-1170x659.png 1170w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-10-700x394@2x.png 1400w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/>You\u2019ll repeat steps four through seven for each channel you want to audit. This will be the main portion of your audit before you wrap it up with an action plan in step eight.<\/p>\n<h3 id=\"step8\">Step 8: Create an action plan<\/h3>\n<p>After you\u2019ve completed steps four through seven for every channel you want to audit, the last step in conducting a social media audit is to create a to-do list based on your findings. You learned a lot about what\u2019s working well, which channels perform better than others, and how you differentiate from the competition. Make note of the major takeaways and how you want to apply them to your strategy during the next reporting period.<\/p>\n<p>We recommend identifying up to four initiatives you want to try next.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"border-no-caption aligncenter wp-image-36022 size-large-modern\" src=\"https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-11-700x382.png\" alt=\"The slide from Rival IQ's social media audit template that acts as a to-do list.\" width=\"700\" height=\"382\" srcset=\"https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-11-350x191@2x.png 700w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-11-300x164.png 300w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-11-1024x558.png 1024w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-11-1536x838.png 1536w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-11.png 2048w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-11-100x55.png 100w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-11-350x191.png 350w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-11-1170x638.png 1170w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-image-11-700x382@2x.png 1400w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/p>\n<p>Here\u2019s Costco\u2019s to-do list based on the learnings from its social media audit:<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"border-no-caption aligncenter wp-image-36513 size-large-modern\" src=\"https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-12-700x394.png\" alt=\"The To-Do list slide from the sample social media audit template\" width=\"700\" height=\"394\" srcset=\"https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-12-350x197@2x.png 700w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-12-300x169.png 300w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-12-1024x576.png 1024w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-12-1536x864.png 1536w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-12.png 2048w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-12-100x56.png 100w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-12-350x197.png 350w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-12-1170x658.png 1170w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/01\/social-media-audit-template-12-700x394@2x.png 1400w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/>Each action item includes a couple of sentences that explain what went well and how the brand wants to implement the takeaway in future content. This to-do list perfectly sums up what the takeaways are and helps everyone on the social team get on the same page about what the social priorities are for the next reporting period.<\/p>\n\n<div class=\"blog-inline-cta-image light\" >\n  <img src=\/wp-content\/uploads\/2023\/06\/1000x500-email-social-audit2024.png>\n  <div class=\"cta-wrapper\"> <p>\n   Want to conduct your own social media audit?  <\/p><a class=\"x-btn ss-light x-btn-global\" target=\"_blank\" href=\/resources\/download-the-ultimate-social-media-audit-template\/ style=\"\">Download our free template <\/a><\/div>\n<\/div>\n\n\n<h2 data-pm-slice=\"1 1 []\"><strong>Common Audit Mistakes to Avoid<\/strong><\/h2>\n<p data-pm-slice=\"1 1 []\">Even with a solid framework, it\u2019s easy to miss crucial steps in a social media audit. Let\u2019s look at a few common pitfalls and how to steer clear of them:<\/p>\n<p><strong>Focusing only on vanity metrics:<\/strong> Sure, follower counts and total views are nice to have, but they don\u2019t tell the full story. To get a clearer picture of your social media performance, focus on engagement metrics like total engagement and engagement rate, as well as likes, comments, shares, and saves.<\/p>\n<p><strong>Skipping competitor analysis:<\/strong> If you only look inward, you\u2019re missing half the picture. Keeping an eye on how competitors are performing helps you spot trends and opportunities you might have overlooked.<\/p>\n<p><strong>Ignoring audience sentiment:<\/strong> It\u2019s easy to get caught up in the numbers, but don\u2019t forget to check in on what your audience is saying. Comments, reviews, and feedback can offer invaluable insights into what\u2019s working and what needs improvement.<\/p>\n<p><strong>Treating all platforms the same:<\/strong> Each platform has its own quirks and audience behavior. What works on Instagram may fall flat on TikTok or LinkedIn. Tailoring your approach to fit each platform is key to maximizing results.<\/p>\n<p>By avoiding these common mistakes, you\u2019ll ensure that your social media audit is both thorough and actionable, helping you refine your strategy and achieve better results.<\/p>\n<h2 id=\"more-resources\">More resources for your social media audit<\/h2>\n<p>You\u2019ve successfully completed the social media audit template, but the fun doesn\u2019t stop there! Take your social media audit a step further by tapping into more resources. Here are a few tools and resources that can help inform your social strategy year-round, and can be especially helpful for conducting your next audit or putting together a social media report.<\/p>\n<h3>Industry benchmark reports<\/h3>\n<p>Our annual <a href=\"\/blog\/social-media-industry-benchmark-report\/\" target=\"_blank\" rel=\"noopener\">Social Media Industry Benchmark Report<\/a> is a comprehensive guide on industry performance and trends across Facebook, Instagram, Twitter, and TikTok. The report breaks down engagement rates, posting frequency, and other key metrics by industry, from Food &amp; Beverage to Health &amp; Beauty to Higher Education, so you can benchmark your brand\u2019s social performance to similar brands and see where you stand.<\/p>\n<h3>Live benchmarks<\/h3>\n<p>Looking for real-time insights? Explore our <a href=\"\/live-benchmarks\/\" target=\"_blank\" rel=\"noopener\">live benchmarks<\/a>. The live benchmarks sum up industry metrics from the past 30 days including top-performing posts, trending hashtags, and notable activity.<\/p>\n<p>The data is broken down into specific subsets within industries \u2014 for instance, under the Beverage category, you can see data for craft beer brands or coffee brands \u2014 so you can see which brands in your niche are standing out on social.<\/p>\n<h3>Social media audit course<\/h3>\n<p>If you want to dive deeper into the ins and outs of auditing, we have a course for that. Our <a href=\"\/social-media-competitive-audit-course\/\" target=\"_blank\" rel=\"noopener\">Social Media Competitive Audit Course<\/a>, led by marketing expert Lauren Teague, is a self-paced video course that walks you through detailed steps of building a competitive social strategy. Each lesson is packed with actionable takeaways that you can use to analyze your brand\u2019s social channels and effectively compare your performance to the competition. And did we mention it\u2019s free?<\/p>\n<h3>Free head-to-head analysis<\/h3>\n<p>Remember step five from our social media audit? (If you need a refresher, it\u2019s \u201ccompare your performance to the competition.\u201d) A quick and easy way to gather the information you need for this step is with a head-to-head report.<\/p>\n<p>A head-to-head report is useful when you want to analyze key metrics such as engagement rates, top posts, and follows so you can quickly see what differentiates you from your top competitor at a glance.<\/p>\n<p>Here are the head-to-head report tools for each channel, for easy access:<\/p>\n<ul>\n<li><a href=\"\/free-social-media-analytics\/instagram-head-to-head\/\" target=\"_blank\" rel=\"noopener\">Instagram Head-to-Head Analysis<\/a><\/li>\n<li><a href=\"\/free-social-media-analytics\/facebook-head-to-head\/\" target=\"_blank\" rel=\"noopener\">Facebook Head-to-Head Analysis<\/a><\/li>\n<li><a href=\"\/free-social-media-analytics\/twitter-head-to-head\/\" target=\"_blank\" rel=\"noopener\">Twitter Head-to-Head Analysis<\/a><\/li>\n<li><a href=\"\/free-social-media-analytics\/tiktok-head-to-head\/\" target=\"_blank\" rel=\"noopener\">TikTok Head-to-Head Analysis<\/a><\/li>\n<\/ul>\n<h3>Social media analytics tools<\/h3>\n<p>Using a <a href=\"\/blog\/social-media-analytics-tools\/\" target=\"_blank\" rel=\"noopener\">social media analytics tool<\/a> to track and measure your performance year round is essential when it comes time to conduct a social media audit. Having all of your key metrics and content activity in a central location helps you find the information you need when you\u2019re putting together a report or conducting an audit, and that\u2019s where Rival IQ comes in. Create landscapes, spot industry trends, and gather detailed insights on engagement across all channels \u2014 all in one place.<\/p>\n<p><span data-sheets-value=\"{&quot;1&quot;:2,&quot;2&quot;:&quot;\n&lt;div class=&quot;blog-inline-cta-image &quot;light&quot;&quot; &gt;\n  &lt;img src=&quot;\/wp-content\/uploads\/2020\/03\/why-benchmark-woman-jumping.png&quot;&gt;\n  &lt;div class=&quot;cta-wrapper&quot;&gt; &lt;p&gt;\n   &quot;Start  &lt;\/p&gt;&lt;a class=&quot;x-btn ss-light x-btn-global&quot; target=&quot;_blank&quot; href=&quot;\/signup\/&quot; style=&quot;&quot;&gt;&quot;Get &lt;\/a&gt;&lt;\/div&gt;\n&lt;\/div&gt;\n\n&quot;}\" data-sheets-userformat=\"{&quot;2&quot;:513,&quot;3&quot;:{&quot;1&quot;:0},&quot;12&quot;:0}\">\n<div class=\"blog-inline-cta-image light\" >\n  <img src=\/wp-content\/uploads\/2020\/03\/why-benchmark-woman-jumping.png>\n  <div class=\"cta-wrapper\"> <p>\n   Start auditing your social media with Rival IQ.  <\/p><a class=\"x-btn ss-light x-btn-global\" target=\"_blank\" href=\/signup\/ style=\"\">Get my free trial <\/a><\/div>\n<\/div>\n\n<\/span><\/p>\n<h2 id=\"insight-briefs\">Interested in going beyond a social media audit?<\/h2>\n<p data-start=\"202\" data-end=\"508\">Once you\u2019ve completed your audit, you can take your analysis a step further with <a href=\"https:\/\/www.quid.com\/\" target=\"_blank\" rel=\"noopener\">Quid\u2019s<\/a> new Insight Briefs. These powerful, data-rich briefs turn your social and media data into clear, presentation-ready narratives that help you understand the bigger story behind your brand\u2019s performance in minutes, not hours.<\/p>\n<p data-start=\"510\" data-end=\"920\">A social media audit is great for channel metrics and competitive benchmarking, but Insight Briefs help you dig into the \u201cwhy.\u201d They look across social, news, blogs, forums, reviews, and other open web sources to uncover the themes, trends, and audience signals that sit underneath the numbers. This added context helps you move from \u201cwhat happened\u201d to \u201cwhat it means\u201d so you can make smarter decisions faster.<\/p>\n<p data-start=\"510\" data-end=\"920\"><img loading=\"lazy\" decoding=\"async\" class=\"border-no-caption aligncenter wp-image-36533 size-large-modern\" src=\"https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/12\/Quid-costco-insight-brief-coversation-cluster-700x610.png\" alt=\"Quid costco insight brief coversation cluster\" width=\"700\" height=\"610\" srcset=\"https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/12\/Quid-costco-insight-brief-coversation-cluster-350x305@2x.png 700w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/12\/Quid-costco-insight-brief-coversation-cluster-300x262.png 300w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/12\/Quid-costco-insight-brief-coversation-cluster-1024x893.png 1024w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/12\/Quid-costco-insight-brief-coversation-cluster-1536x1339.png 1536w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/12\/Quid-costco-insight-brief-coversation-cluster-100x87.png 100w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/12\/Quid-costco-insight-brief-coversation-cluster-350x305.png 350w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/12\/Quid-costco-insight-brief-coversation-cluster-1170x1020.png 1170w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/12\/Quid-costco-insight-brief-coversation-cluster.png 1780w, https:\/\/www.rivaliq.com\/wp-content\/uploads\/2025\/12\/Quid-costco-insight-brief-coversation-cluster-700x610@2x.png 1400w\" sizes=\"(max-width: 700px) 100vw, 700px\" \/><\/p>\n<p data-start=\"922\" data-end=\"1041\">Insight Briefs are also easy to share with your team or leadership, which makes them a natural companion to your audit.<\/p>\n<p data-start=\"1043\" data-end=\"1229\" data-is-last-node=\"\" data-is-only-node=\"\">To show how much more depth you can get, we created a <a href=\"https:\/\/terminal.quid.com\/brief\/enc_mwnBdYL8a8Y63IMPlJprUmN1YLh03L5RKr58RmeO6fsGMK0FXZZN2OPYEQeDPRdw\" target=\"_blank\" rel=\"noopener\">Costco Insight Brief<\/a> that highlights which trends are helping the brand shine and which ones may be creating risk behind the scenes.<\/p>\n<p data-start=\"1043\" data-end=\"1229\" data-is-last-node=\"\" data-is-only-node=\"\">\n<div class=\"blog-inline-cta-image light\" >\n  <img src=\/wp-content\/uploads\/2025\/12\/quid-costco-insight-brief.png>\n  <div class=\"cta-wrapper\"> <p>\n   What's working for Costco and what's not.  <\/p><a class=\"x-btn ss-light x-btn-global\" target=\"_blank\" href=https:\/\/terminal.quid.com\/brief\/enc_mwnBdYL8a8Y63IMPlJprUmN1YLh03L5RKr58RmeO6fsGMK0FXZZN2OPYEQeDPRdw style=\"\">Dig deeper with Quid <\/a><\/div>\n<\/div>\n\n\n<h2>Wrapping it up<\/h2>\n<p>Social media audits are a key element of a successful, well-informed social strategy. By using a template for your audit, you save yourself time and resources instead of trying to create these reports from scratch every time you want to conduct an audit. Audit your way to social media success by using a template to get started.<\/p>\n<p><em>This blog was originally posted on Jan 13, 2025, and has since been updated.<\/em><\/p>\n<\/div>\n\n<script>\njQuery(window).scroll(function() {\n\tvar scrollDistance = jQuery(window).scrollTop();\n\n\t\/\/ Assign active class to nav links while scolling\n\tjQuery('[id*=title-]').each(function(i) {\n\t\t\n\t\tif ((jQuery(this).position().top + 310) <= scrollDistance) {\n\t\t\tjQuery('.nav-toc__link.active').removeClass('active');\n\t\t\tjQuery('.nav-toc__link ').eq(i).addClass('active');\n\t\t}\n\t});\n}).scroll();\n\njQuery(document).ready(function() {\n  jQuery('a.nav-toc__link').on('click', function(e) {\n    var elem = this;\n\n    function delayedClick() {\n      var top = jQuery(jQuery(elem).attr('href')).offset().top;\n      var bodyTop = jQuery('body').offset().top;\n      jQuery([document.documentElement, document.body]).animate({\n        scrollTop: (top - 62 - bodyTop)\n      })\n    }\n    setTimeout(delayedClick, 1000);\n\n  });\n});\n\n<\/script>\n\n\n","protected":false},"excerpt":{"rendered":"<p>A social media audit is key to building a competitive social media strategy. By regularly stepping back and evaluating your social channels, you can gain a fresh perspective on what\u2019s working, what\u2019s not, and where there\u2019s room for improvement. Social media audits are an effective way to assess your strategy, &#8230;<\/p>\n","protected":false},"author":84,"featured_media":36035,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[18,22,24],"tags":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v22.4 (Yoast SEO v22.4) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Social Media Audit in Minutes: Template Included | Rival IQ<\/title>\n<meta name=\"description\" content=\"We&#039;ve got the ultimate social media audit template you can fill out in a few simple steps and quickly audit your way to social media success.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.rivaliq.com\/blog\/social-media-audit-template\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"The Ultimate Guide to Conducting a Social Media Audit\" \/>\n<meta property=\"og:description\" content=\"Enhance your social media presence with a comprehensive audit. Analyze your performance metrics, compare to competitors, and unlock growth opportunities.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.rivaliq.com\/blog\/social-media-audit-template\/\" \/>\n<meta property=\"og:site_name\" content=\"Rival IQ\" \/>\n<meta property=\"article:published_time\" content=\"2025-12-10T02:22:17+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-12-12T15:56:37+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.rivaliq.com\/wp-content\/uploads\/2023\/07\/1200x628-share-social-audit2024.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"628\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Maria Mundaden\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:title\" content=\"How to Conduct a Social Media Audit in 8 Easy Steps: Template Included\" \/>\n<meta name=\"twitter:image\" content=\"https:\/\/www.rivaliq.com\/wp-content\/uploads\/2023\/07\/1200-x-628-horizontal-SocialAudit-2023.png\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Maria Mundaden\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"20 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.rivaliq.com\/blog\/social-media-audit-template\/\",\"url\":\"https:\/\/www.rivaliq.com\/blog\/social-media-audit-template\/\",\"name\":\"Social Media Audit in Minutes: Template Included | Rival IQ\",\"isPartOf\":{\"@id\":\"https:\/\/www.rivaliq.com\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.rivaliq.com\/blog\/social-media-audit-template\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.rivaliq.com\/blog\/social-media-audit-template\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.rivaliq.com\/wp-content\/uploads\/2023\/07\/blog-bg-audit.jpg\",\"datePublished\":\"2025-12-10T02:22:17+00:00\",\"dateModified\":\"2025-12-12T15:56:37+00:00\",\"author\":{\"@id\":\"https:\/\/www.rivaliq.com\/#\/schema\/person\/55e9e57cd5a416d244b8e2dd4e7ce37e\"},\"description\":\"We've got the ultimate social media audit template you can fill out in a few simple steps and quickly audit your way to social media success.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.rivaliq.com\/blog\/social-media-audit-template\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.rivaliq.com\/blog\/social-media-audit-template\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.rivaliq.com\/blog\/social-media-audit-template\/#primaryimage\",\"url\":\"https:\/\/www.rivaliq.com\/wp-content\/uploads\/2023\/07\/blog-bg-audit.jpg\",\"contentUrl\":\"https:\/\/www.rivaliq.com\/wp-content\/uploads\/2023\/07\/blog-bg-audit.jpg\",\"width\":1920,\"height\":1080},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.rivaliq.com\/blog\/social-media-audit-template\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.rivaliq.com\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"How to Conduct a Social Media Audit in 8 Easy Steps: Template Included\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.rivaliq.com\/#website\",\"url\":\"https:\/\/www.rivaliq.com\/\",\"name\":\"Rival IQ\",\"description\":\"Social Media Analytics\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.rivaliq.com\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.rivaliq.com\/#\/schema\/person\/55e9e57cd5a416d244b8e2dd4e7ce37e\",\"name\":\"Maria Mundaden\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.rivaliq.com\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/02188cd29a7a2d88c2759f0f4c0e97f3?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/02188cd29a7a2d88c2759f0f4c0e97f3?s=96&d=mm&r=g\",\"caption\":\"Maria Mundaden\"},\"description\":\"Maria loves digging into all things digital marketing. 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