Social Media & Digital Marketing Audit Form

1. General Social Media Presence

• What platforms are you currently active on? (Facebook, Instagram, TikTok, LinkedIn, Twitter, Pinterest, YouTube, etc.)

• How frequently do you post on each platform?

• Do you use any scheduling tools? If so, which ones?

• Do you have a content calendar in place?

• Who is responsible for content creation, posting, and engagement?

2. Target Audience & Demographics

• Who is your primary target audience? (Age, gender, income level, interests, location)

• Do you have different audiences for x vs. x?

• What type of customers engage most with your social media content?

• What are the key buying motivations for your customers?

3. Content Strategy

• What types of content do you post? (Product showcases, educational content, testimonials, behind-the-scenes, employee spotlights, etc.)

• What content performs best? (High engagement, conversions, reach, etc.)

• What content struggles to perform?

• Are you leveraging user-generated content or influencer collaborations?

• How do you currently source and create content (in-house, agency, UGC)?

• Do you have brand guidelines for social media?

4. AI & Automation

• Are you currently using AI tools for content creation, social media management, or analytics?

• If yes, which AI tools or Large Language Models (LLMs) are you using? (ChatGPT, Jasper, Copy.ai, MidJourney, etc.)

• How are you integrating AI into your workflow? (Content generation, image creation, social media automation, customer support, etc.)

• Have you seen improvements or challenges with AI implementation?

• Are you using a CRM program or something like Vendasta, Hubspot, High Level, etc.?

• Have you explored using blockchain technologies or cryptocurrencies in your strategy? Would it fit and benefit your business?

• Are you currently using AI tools for content creation, social media management, or analytics?

5. Advertising & Paid Strategy

• Do you run paid ads on social media? If so, which platforms?

• What budget is allocated monthly for social media ads?

• What are the primary goals of your paid campaigns? (Lead generation, brand awareness, engagement, website traffic, etc.)

• Do you use remarketing strategies?

• Have you seen success with paid ads? What KPIs do you measure?

6. Engagement & Community Management

• How do you currently engage with your audience? (Replies, DMs, comments)

• What is your response time for customer messages and inquiries?

• Do you have a strategy for handling negative comments or reviews?

• How do you encourage interaction on your posts?

7. Review Management & User-Generated Testimonials

• I see that you are actively responding to reviews. Do you have a structured review generation strategy?

• How do you encourage satisfied customers to leave reviews?

• Do you focus on collecting user-generated customer testimonials?

• Are you leveraging video testimonials or customer spotlights?

• Do you use any tools or platforms to automate or streamline review requests?

8. SEO & Website Integration

• How does social media drive traffic to your website?

• Are you utilizing blog content, landing pages, or lead magnets in your strategy?

• Do you track conversions from social media? (UTM parameters, Google Analytics, etc.)

9. Competitor Analysis & Inspiration

• Who do you see as your top competitors in social media marketing?

• What brands (inside or outside your industry) inspire your social media approach?

• Have you performed a competitive analysis recently?

10. Challenges & Goals

• What are the biggest challenges you’re facing with social media and digital marketing?

• What specific areas do you need help with? (Content, strategy, engagement, ads, analytics)

• What are your short-term and long-term social media goals?

Thank you for filling out this form! Your insights will help us develop a customized strategy to enhance your digital marketing efforts.

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