# Small-business social media audit worksheet

Review a defined period and record evidence for each finding. Begin with facts a customer needs and destinations they can use. A large follower count does not replace a working enquiry route or understandable offer.

Business and public profile:
Review period:
Person completing the review:
Actual offer and service area:
Profile explains the offer clearly? Evidence:
Current menu/product/service destination:
Contact or booking action works on a phone? Evidence:
Hours, prices and availability agree across destinations?
Recent posts that answer customer questions:
Repeated questions still unanswered:
Original material available for future posts:
Metric definitions used in this review:
Measured enquiries/bookings/orders and recording gaps:
One issue to fix first:
Owner and due date:
Next comparable review period:


## Record a finding without inventing a score

"Area","Evidence to inspect","A useful finding"
"Offer","Public profile and maintained destination","A visitor cannot tell whether collection or delivery is offered"
"Navigation","Actual mobile contact/booking flow","The profile link opens an outdated menu"
"Content","Recent posts and genuine customer questions","Several people ask the same opening-hours question"
"Measurement","Agreed definitions and actual records","Calls are not included in the enquiry report"
"Production","Original assets and staff workload","A monthly filming session can supply the next useful post series"


## Turn the audit into a manageable change

Find the obstacle: Use something observable, such as a broken destination or missing practical fact. Do not diagnose an algorithm problem from a single quiet post.

Assign one correction: Name the owner, actual correction and review date. A change to menu information may be more useful than producing a new batch of captions.

Review the same outcome: Compare a suitable period using consistent definitions. Keep uncertainty visible when the audience, offer or recording method changed.

## Use your own baseline

This audit does not assign an industry benchmark or certify account quality. Its purpose is to make the customer's journey and the team's evidence understandable.

Use publicly visible information and records the business is authorised to review. Passwords, private customer messages and individual payment records do not belong in the shared worksheet.