Running multiple social media profiles and accounts often feels like a never-ending game of snakes and ladders. As soon as you are about to hit the jackpot at 100, a snake bites you at 99 and sends your engagement tumbling or worse, you’re drowning in a barrage of negative comments.
Even with advanced AI social media manager tools, you have to manage a million different things daily. But how do you know if all those social media marketing efforts are reaching your target audience and paying off?
By conducting a social media audit. A social media audit evaluates all your important metrics across different channels, helping you identify gaps in your social media marketing strategy.
But gathering vast amounts of data and sorting it into specific groups sounds like a lot of work, right? Luckily, you don’t have to do it yourself, thanks to ready-to-use social media audit template options.
7 Free Social Media Audit Templates
- What Are Social Media Audit Templates?
- What Makes a Good Social Media Audit Template?
- Social Media Audit Templates
- 1. The ClickUp Social Media Analytics Template
- 2. The ClickUp Social Media Strategy Workflow Template
- 3. The ClickUp Social Media Content Plan Template
- 4. The ClickUp Competitive Analysis Template
- 5. Social Media Audit Template by Hootsuite
- 6. Social Media Audit Template by SproutSocial
- 7. Social Media Report Template by HubSpot
Summarize this article for me pleaseWhat Are Social Media Audit Templates?
A social media audit template is a structured tool for analyzing and evaluating your social media channels. It is a step-by-step guide for organizing and reviewing important social data.
Similar to how social listening tools help you understand broader social media discussions and content, these templates help you understand the effectiveness of your efforts on social media platforms.
Social media audit templates help you collect, organize, and analyze your social media activity, from content engagement to influencer marketing effectiveness, giving you a clear picture of what’s working and what needs improvement.
Whether working alone or as part of a team, having a well-structured template is crucial to saving time and ensuring consistency in your social media evaluation process.
Summarize this article for me pleaseWhat Makes a Good Social Media Audit Template?
A good social media audit template saves you time and helps maximize your social media performance by focusing on key factors:
- Comprehensiveness: Covers all key metrics like engagement rates, follower count, brand mentions, top posts, and target demographics
- User-friendliness: Allows easy navigation with straightforward data entry
- Adaptability: Lets you tailor it to various platforms like Facebook, Instagram, TikTok, Pinterest, and X (formerly Twitter)
- Visual organization: Includes visual elements like charts or graphs to illustrate performance trends clearly
- Performance comparison over time: Good social media audit tools should make it easy to compare key metrics of top-performing posts and specific campaigns month-over-month or year-over-year
With these features, a well-designed social media audit template becomes an invaluable tool for fine-tuning your social media strategy.
It provides the structure to consistently evaluate and enhance your social media efforts, leading to better engagement, increased reach, and overall successful campaigns.
Summarize this article for me pleaseSocial Media Audit Templates
Here are seven effective social media audit examples that can help refine your social media strategy and enhance your performance:
1. The ClickUp Social Media Analytics Template
The ClickUp Social Media Analytics Template gathers, organizes, and interprets key metrics from your social media accounts, helping you track the effectiveness of your actions.
This template also provides flexibility for managing historical data. This feature allows teams to track and archive metrics month-over-month, which can be useful when generating reports or tracking trends across periods.
This should be your go-to free analytics report template to leverage performance analysis while maintaining centralized communication with your team.
With this template, you can:
- Track all your social channels in one place, monitoring essential metrics like likes, views, and engagement rates through a streamlined Analytics List View
- Organize your metrics with customizable task fields and KPI tracking so you can focus on the data that matters most to your strategy
- Keep your entire team aligned with centralized communication and performance tracking, making data-driven decisions simpler
💡 Pro Tip: In the Analytics List View, set up analytics metrics for each platform, create tasks for each metric, and customize fields to track key performance indicators (KPIs).
✨Ideal for: Teams that need a holistic view of social media across multiple platforms and want to keep analytics centralized for easy access and review
2. The ClickUp Social Media Strategy Workflow Template
If you’re looking for one of the best social media templates, this template is your ultimate solution for creating, managing, executing, and tracking social media strategies.
The ClickUp Social Media Strategy Workflow Template resembles a social media project management toolkit. It guides you step-by-step from planning to evaluation, ensuring the whole process feels personalized.
Additionally, ClickUp’s workflow tools help reduce bottlenecks by allowing managers to set automated task reminders, making deadlines less likely to be missed.
This functionality is especially valuable during busy periods when many campaigns run simultaneously, making tracking important brand awareness KPIs easier.
Use this template to:
- Access five specialized views, including Social Media Strategy Steps, Creation Stage, and an interactive Mood Board
- Track tasks with custom statuses, ensuring every step moves smoothly from planning to execution
- Delegate tasks efficiently and maintain accountability throughout the process
💡 Pro Tip: Personalize the Mood Board for your brand in the Whiteboard View by dragging images and adding text to bring your vision to life. Use this board to keep your brand aesthetics consistent across all social media channels.
✨Ideal for: Social media managers and teams who want a clear, repeatable process for building and executing social media strategies, with tools for collaboration and tracking
3. The ClickUp Social Media Content Plan Template
Don’t miss out on this template if you are a beginner looking to streamline your content creation and scheduling process. The ClickUp Social Media Content Plan Template allows you to create consistently high-quality content while organizing and scheduling posts across all social media accounts.
Another feature of this template is the ability to tag different team members and assign specific roles to each post. This way, everyone knows their responsibility, whether it’s creating the graphics, writing the caption, or handling community responses.
Use the following features to leverage the template optimally:
- Goal setting: Define objectives for your content to bring content in sync with your overall strategy
- Content scheduling: Plan and schedule posts across multiple platforms
- Collaboration tools: Facilitate teamwork by enabling comments, attachments, and real-time updates
- Performance tracking: Integrate performance metrics to refine your content strategy
💡 Pro Tip: Set up recurring tasks and analyze performance to maintain fresh, relevant content.
✨Ideal for: Social media managers or teams looking for an easy-to-use content calendar that allows for smooth scheduling and collaboration among team members
4. The ClickUp Competitive Analysis Template
The ClickUp Competitive Analysis Template helps you analyze your competitors’ strategies and understand your brand’s position in the market.
Another great use of this template is identifying industry trends. By monitoring your competitors’ activities, you can spot upcoming trends and adjust your strategy. This proactive approach can help your brand remain innovative and ahead of the curve.
There are a few features that make this template stand out in terms of usefulness:
- Interactive matrix: Categorize competitors into four strategic quadrants—Leaders, Contenders, Niche Players, and High Performers
- Comprehensive legend: Understand exactly the criteria for competitor assessments
- Strategic planning: Transform competitor insights into actionable strategies
💡 Pro Tip: Start by mapping your top three competitors, then gradually add others to understand the competitive landscape fully. Regularly revisit the analysis to stay current with changes in the industry.
✨Ideal for: Brands looking to stay competitive by keeping track of other players in the market and identifying opportunities to differentiate themselves
5. Social Media Audit Template by Hootsuite
Have you been waiting for an audit template that incorporates TikTok analytics to improve strategy? The Social Media Audit Template by Hootsuite makes your life easier by converting complex data into structured, actionable processes that save you time.
Additionally, Hootsuite’s template includes sections for auditing brand voice consistency and follower quality. By examining these areas, you can ensure your brand stays true to its core messaging and reaches the right audiences.
Elevate your social media strategy with the following:
- Comprehensive checklist: Navigate a complete audit checklist covering account details, competition, audience, and goals
- Cross-platform analysis: Compare performance across channels to identify trends
- SWOT framework: Evaluate strengths, weaknesses, opportunities, and threats
💡 Pro Tip: Update your SWOT analysis annually to ensure you’re current with market changes.
✨Ideal for: Marketing professionals looking for a thorough, well-organized way to audit multiple social media accounts and derive actionable insights
6. Social Media Audit Template by SproutSocial
Do you need a simple social media audit spreadsheet that also offers user-friendly tips? The SproutSocial Social Media Audit Template provides a comprehensive framework for evaluating your social presence and suggesting strategic growth opportunities.
One standout aspect of SproutSocial’s template is its focus on audience demographics and sentiment analysis. You can create more targeted and impactful campaigns by understanding who your audience is and how they feel about your content.
Leverage the template’s capabilities to the fullest with:
- Automated summary dashboard: Track metrics across all channels in one overview
- Smart performance tracking: Identify growth trends with year-over-year calculations
- Guided analytics support: Track accurately with platform-specific tips
💡 Pro Tip: Start by auditing your top-performing channel first, then expand to set benchmarks.
✨Ideal for: Brands that need an efficient, no-fuss way to audit their social media across all platforms, especially useful for those who want clear, automated reporting
7. Social Media Report Template by HubSpot
Cut through the noise with a monthly social media analysis. The HubSpot Social Media Report Template provides a polished, presentation-ready format to showcase your cross-channel performance, wins, and strategic opportunities.
HubSpot’s template is good for sharing insights with non-technical stakeholders. Its visually appealing charts and graphs help convey performance data clearly, making it easier for everyone to understand the impact of your social media strategy.
Here are some key features:
- Cross-platform dashboard: Track owned and earned media metrics in a unified view
- Platform-specific analysis: Customize and track KPIs with dedicated sections
- Opportunity mapping: Identify and document growth opportunities
💡 Pro Tip: Update monthly to track month-over-month changes effectively and include quantitative and qualitative insights.
✨Ideal for: Social media teams needing a professional, easy-to-share report that communicates social media performance to stakeholders, complete with visual metrics and growth opportunities
Summarize this article for me pleaseBoost Your Social Media Presence with ClickUp Templates
A social media audit template is an invaluable tool that improves performance tracking, content planning, and competitor analysis, helping you stay ahead of the game.
ClickUp, with its variety of customizable templates, makes your social media audit process effortless.
By integrating ClickUp into your auditing process, you ensure better performance and establish a culture of continuous improvement within your team.
So, if you’re ready to elevate your social media game, sign up for a free ClickUp account now and start auditing your way to social media success!
Everything you need to stay organized and get work done.
