Social media audit template
Does the profile say what you do, prove it, and give a next step — checked against what a stranger actually sees.
- X
- Google Docs
- Notion
Audit our company LinkedIn page and the founder profile against our positioning.
- Read both profilesHeadline, about, featured, and last 12 posts each
- Compared to positioningCompany page names a category we moved away from
- Checked the conversion pathBoth links point at the homepage
- Wrote fixes7 findings, 3 high severity, with headline and bio rewrites
The company page still leads with a category you moved away from two quarters ago, while the founder profile describes the current positioning — so the two disagree in the place strangers compare them. Both links point at the homepage. Three high-severity fixes, with rewrites attached, are about an hour of work.
A social media audit template that reports follower growth and engagement rate has audited the metrics, not the profile. This one evaluates what a stranger sees in the first five seconds: whether the positioning is clear, whether proof is visible, and whether there is a path from profile to pipeline.
What is a social media audit template?
A checklist for whether your profiles do their job. It reviews positioning clarity, proof visibility, conversion path, content consistency, and the gap between how you describe yourself and what your recent posts suggest you do.
Audit the first five seconds
- Headline: does it name what you do and for whom
- Bio opening: does it survive being truncated
- Visual assets: do they add proof or just decoration
Check consistency
- Profile claims versus what recent posts actually cover
- Positioning consistency across platforms
- Named audience matching the audience engaging
Trace the conversion path
- Where the profile link goes and what it promises
- Whether featured assets support the next step
- Missing paths for the intent the profile creates
What should a social media audit checklist cover?
Headline and bio clarity, banner and featured assets, the first three visible posts, the link destination, and whether all of it agrees on what you do and who for. Follower counts are context, not findings.
What does a profile audit check about conversion?
Where the one available link goes and whether that destination matches what the profile promised. Sending profile visitors to a homepage is the most common leak, because the homepage has to serve everyone and therefore convinces no one.
What does LinkedIn profile optimization actually change?
The headline and the first two lines of the about section, because those are what appear in search results and hover cards. Everything below the fold is read by people who are already interested.
How the social media audit template works across your stack
The agent reads your public profiles and recent posts, compares the positioning it finds against the positioning in workspace Knowledge, and checks the link destination as a visitor would. Findings arrive as prioritized fixes with rewritten headline and bio options, and export to Docs or Notion for whoever owns the profile.
- X
- Google Docs
- Notion
Who uses this social media audit template
- Social media managers
- Audit profiles against conversion, not vanity metrics.
- Founders
- Find out that your headline describes a company you no longer run.
- Agencies
- Open an engagement with findings a client can act on this week.
How to run this social media audit template in Metaflow
Give the agent your profile URLs
Company page, founder profiles, and any secondary platforms.
Confirm your positioning
From Knowledge or pasted in, so the audit can find contradictions.
Review prioritized findings
Ranked by effect on clarity and conversion, with rewrites attached.
Fix and re-audit
Ship the headline, bio, and link changes, then rerun to confirm.
What you provide
- Profile URLs across platforms
- Your positioning and target audience
- Current link destination
What you get back
- Prioritized findings with severity
- Rewritten headline and bio options
- Conversion path recommendations
- Cross-platform consistency notes
Why use this social media audit template?
Audits what a stranger sees, not what the analytics tab reports
Finds contradictions between profile claims and recent posts
Traces the link destination as a visitor experiences it
Ships rewritten headline and bio options with each finding
Social media audit template FAQs
What is included in a social media audit?
Profile clarity, proof, content consistency, and conversion path. Follower and engagement data provides context, but a profile that does not say what you do fails regardless of its numbers.
How often should you audit social profiles?
Quarterly, and immediately after any positioning or pricing change. Profiles are the artefact that most reliably keeps describing the company from eighteen months ago.
What should a LinkedIn headline say?
What you do and who it is for, in the characters that survive truncation. Job title plus company name wastes the single most-viewed line on your profile.
Where should the profile link point?
To a page that continues the promise the profile made — usually a specific offer or resource, not the homepage. The homepage has to serve every audience, which makes it the weakest destination for a targeted visitor.
Similar content calendar and social templates
Key takeaways
- Audit the first five seconds a stranger sees
- The headline and the first two bio lines do most of the work
- Point the link at a page that continues the profile promise