How To Plan And Execute A Social Media Audit For Your Business

"How To Plan And Execute A Social Media Audit For Your Business (1)"

Note from Diane: Every quarter it’s a great idea to sit down, plan and carry out a complete social media audit for your business. Social media profiles are something that we tend to set up in a bit of a hurry and then completely forget about. 

When was the last time you checked what link was in your Twitter bio?

Does your Facebook page call to action button still lead to something relevant, fresh and exciting?

When was the last time you saw your Google+ page?

How’s that Tumblr account coming along?

If you are anything like me and it’s the Summer school holidays and all the necessary family life distractions that go with them, you will know that focus and large blocks of uninterrupted time go firmly out of the window.

So what I have accomplished despite all that is a complete social media audit that you can follow along with without getting overwhelmed.

How To Plan And Execute A Social Media Audit For Your Business

1. Start By Gathering All Your Social Media Profile Links In One Place

How many times do you start scrambling for your Twitter profile link or your Facebook page url?

Whether they are in a spreadsheet or on Evernote (my personal choice) write them ALL down in one place so that they are in a handy grab & go place.

While you are gathering them prepare yourself for the total horror some of them might reveal if you haven’t been paying attention to them in the last six months.(maybe longer)


(Dear Twitter & Google+ I’m very sorry – I still love you really) 

When you are thinking about gathering pace on social media today you will want to incorporate as many of the social media platforms as you possibly can manage (if you are a stay at home business owner or a solopreneur I know that’s a challenge but with software, planning ahead and scheduling like a boss it can be done).

And you may want to add some new platforms to your current go to favourites to just to keep raising that bar on yourself (especially if you have that social media posting time nailed to less than 10 minutes per day, you might not be giving it the attention it deserves, after all we are talking about an incredibly important part of growing a business today).

Here are some of the best platforms to start out with:-

If you haven’t got accounts on all of the main social media platforms go ahead and create one for the future. What you want to do is create the same look and feel all across your social media platforms that match your brand.

Once you have gathered all your social media profile url’s and links proceed to put them in one place .. this is a screen shot from Evernote where I put mine at the start of my social media audit.

"social media audit"

Now you are in a state of complete awareness, it’s time to plan this mammoth task in a controlled, easy to manage way.

2. Next Plan Your Social Media Audit In Asana 

Asana is my absolute tried and tested best tool ever for staying on top of everything in my business.

Whether it is all the day to day management tasks involving money management & emails to taking on and executing new projects (like a social media audit) it is a fantastic tool that never lets you forget a thing and helps you organise large projects by breaking them down into small bite size pieces which is EXACTLY what you need to do with your social media profiles and your social media audit.

If you attempt to do it all “on the fly” you will get overwhelmed really quickly and as this process could take you up to a week or more (if you are going to be creating all the new images involved) you will simply lose track of which ones you’ve done & it will not be structured.

Here’s an overview of how I put my own social media audit project together in Asana:-

"social media audit"

Asana lets you create a PROJECT and then select either a list or a board (which looks and works a lot like Trello by the way). Choose the BOARD option because it will give you an overview of every profile individually so you can work diligently through each one.

Now BEFORE you start rolling up your sleeves and diving in I want you to think very carefully about your BRANDING.

I had a brief affair with “pink & pretty” over the last few years but when I decided to rebrand everything I went straight back to my favourite colour combination of black / white & gold.

Here’s a little mood board idea you can create when you are thinking about all those images that are going to be needed (or outsourced) when you are carrying out your social media audit.

"social media audit"

If you take the extra step to really get crystal clear on your colours, fonts, style and voice online the whole process will be much smoother and you will create a social media presence across all platforms that is unique to you.

If you want a brilliantly explained chapter on branding from someone who takes her brand very seriously indeed, get yourself a copy of Carrie Green’s book She Means Business and spend some time on how she wanted her Female Enterpreneur Association brand to look and feel, it made ALL the difference for me coming into my Summer of re branding. Thanks Carrie!

Oh and as for all the images you are going to be creating your new best friend for that is (one of the fastest growing companies over the last couple of years for good reason.)

And by the way if you haven’t got to grips with CANVA or PICMONKEY yet you might like to join us in the Project Lifestyle Club in September when I’m going to be creating a Canva Masterclass for members which will  also be made available as a separate digital Eclass afterwards in my online store.

3. Start Updating Everything On Your Each Of Your Social Media Profiles

Focus on the most highly visible things first such as your cover photo and your profile picture (the jury is out on how many times to change your profile picture, if you have a distinctive look you can change it up frequently, if you want people to see your picture and think “Oh it’s her. she’s good!” I would stick to the same good one.)

Whatever you do (as I said on Instagram recently  .. never take yourself too seriously 😉

"social media audit"

So when you have your colours and branding nailed and Canva up & running you need to begin (and I’ll say it again) the MAMMOTH task of re-branding and updating your social media profiles.

Some quick go-to’s for some of the image sizes you are going to need are:-


  • Cover image: 828 x 315
  • Profile image: 180 x 180


  • Header image: 1500 x 500
  • Profile image: 400 x 400


  • Profile image: 250 x 250
  • Cover image: 1080 x 608


  • Profile image: 110 x 110

Pinterest Image Sizes

  • Profile image: 180 x 180
  • Board cover image: 214 x 100


  • Banner image: 1850 x 200
  • Profile image: 400 x 400
  • Cover image: 1536 x 768


  • Channel cover images: Varies by viewing platform
  • Channel icon: 800 x 800


  • Profile image: 128 x 128

My best advice is to tackle one social media profile per day because when you start this process it will rapidly ignite a lot of new ideas about other aspects of your business and you can easily start to find the whole process overwhelming.

Set yourself small goals of updating the cover (if applicable), profile image and your bio on each platform and when you have completed one add the new image AND your bio to your ASANA board showing it as updated.

Add a comment to say what progress you have made under each board as you go.


Define your brand with a brainstorming session with yourself and your team if you have one on Evernote,

Ask yourself questions like:-

  • Who are you? 
  • What is your area of experience?
  • Why are you in your industry?
  • What is your product or service?
  • Is it online or offline?
  • What do you want your customers to know?
  • What keywords define your business?
  • What do you want people to search for to find you?

It is best to just write down more than you need then edit it down to a concise couple of sentences that deliver who your are and what you do.

Your Twitter bio is a great place to add a Hashtag for search purposes.

By creating a project in ASANA you will always have a very handy overview of your entire business online which should include any websites you have too.

If you have trouble getting concise with what you do check out this awesome little online slogan generator tool (it certainly helped me)


"slogan generator tool"


  • Depending on how many social media profiles you have the innocent sounding social media audit can quickly become a mammoth task that needs a structured approach using a tool like ASANA to organise and manage the whole process.
  • Use EVERNOTE to store all your social media profile links in one handy to remember place.
  • Images are part of our daily lives today, and thankfully those wonderful people at CANVA gave the world a graphic designing tool that anybody can use with a little dedication and practise.
  • Branding today matters for a small business owner more than ever before. Spending time, energy and though now will pay you back 1000x over time.
  • For a CANVA masterclass, virtual coaching and more check out the new Project Lifestyle Club for daily tips, inspiration and strategies to help you grow your business online.

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"How To Plan And Execute A Social Media Audit For Your Business "

To your online marketing success!

Diane Cossie

"Diane Cossie Project Lifestyle Club"

P.S. I have a new focus Facebook Group where I’m sharing Instagram and Facebook tips and training for free! Join Us by clicking here. 

P.P.S. I love helping female entrepreneurs gain CLARITY, CONFIDENCE and COMPETENCE when it comes to marketing their business online using social media. It’s a drop-dead cool adventure called the Project Lifestyle Club.

About The Author

Diane Cossie is a Digital Marketing Strategist, a Whizz at Wordpress, a geek when it comes to Google, Inspiring on Instragram and Fabulous on Facebook. She is on a mission to virtually coach 10,000 female entrepreneurs to £10k a month with The Project Lifestyle Club.