1. Client Background:
Consistent Brand Name & Handle:
Check if your @username and display name are the same across platforms.
High-Quality Profile & Cover Photos
Use clear, on-brand visuals (logo/headshot for profile, banner for cover).
Updated Bio with Keywords
Keep your bio short, clear, and include relevant industry terms and a CTA (e.g. “DM us for a quote”).
Link in Bio
Use tools like Linktree or direct landing pages to guide traffic.
2. Performance Metrics Review
Follower Growth (Last 30/90 Days)
Analyze growth trend — is it organic, stagnant, or declining?
Engagement Rate
Look at likes, comments, shares per post (good benchmark: 1–3% for small brands).
Reach & Impressions
See how many unique users saw your content — adjust content timing accordingly.
Top-Performing Posts
Identify which posts got the most engagement and why (visuals, timing, CTA?).
3. Content Strategy Evaluation
Content Mix Check
Are you balancing promotional, educational, entertaining, and user-generated content?
Post Frequency
Are you posting consistently (e.g., 3–5x per week on Instagram)?
Hashtag Usage
Use niche-specific hashtags + branded hashtags (avoid banned/repetitive ones).
Caption Quality
Clear messaging, call-to-action, and emotionally engaging? Short or long-form , based on audience.
4. Platform-Specific Adjustments
Using Reels? Optimizing Stories Highlights? Using carousel posts?
Is your Page verified? Are you using Facebook Groups or Events?
Posting thought-leadership content? Optimizing for B2B tone?
TikTok
Short, native-style videos with trending sounds?
X (Twitter)
Clear tone of voice, regular engagement (likes, replies, reposts)?
Are pins optimized for keywords? Using fresh pins weekly?
5. Audience Interaction & Community
Response Time to DMs/Comments
Are you responding within 24–48 hours?
Tone of Replies
Friendly, consistent, on-brand? Emojis or not? Depends on your audience.
Engaging with Followers' Content
Liking, commenting on others’ posts builds community and boosts visibility.
6. Analytics Tools Setup
Connected to Meta Business Suite / Creator Studio
Google Analytics set up for website traffic from social
Using platform-native analytics weekly
Optional: Use third-party tools like Hootsuite, Buffer, or Metricool for deeper insights.
7. Alignment with Goals
Do your posts support current business goals? (Leads, brand awareness, sales)
Clear KPIs? (e.g., 5% engagement rate, 20 DM inquiries/month)
Is content speaking to your target persona or just “posting to post”?
Final Action: Score & Plan
Give each section a score out of 10.
Prioritize the weakest sections.
Create a simple 30-day improvement plan (optimize bio, increase Reels, test hashtags, etc.)