Free resource

The social media audit guide.

This is the audit we get paid to run, written down properly so you can run it yourself. Not a teaser with the useful parts held back: the full method, the exact benchmarks we grade client work against, the templates we use, and real numbers from audits we have delivered. Work top to bottom, be honest about what is missing, and end every finding in a decision.

01

Set the baseline

An audit without data is an opinion. Pull the numbers first, then let them argue.

How we run it

Pull the last 90 days of per-post data before you judge anything: views or unique viewers, average view time, view rate, follower movement, shares and saves, and revenue where it applies. Put it in a sheet you own, not a dashboard the platform can change or delete.

Mark the anomalies before you look for patterns. Filter out your top and bottom 10% of posts, then read the average that remains. One viral outlier or one flop will bend every conclusion if you let it.

Note what was changing while the data was collected: a rebrand, a platform transition, a posting gap, a team change. A metric collected during a disruption is a baseline to beat, not a verdict on what works.

From a real audit

One sports Show we audited had its best stretch in a year during a 58-video experimental run: average viewers per video roughly tripled, with some videos doing 30x the usual numbers. Nobody was tracking it, so the experiment was dropped and the channel went back to the formats that were quietly failing. The audience had already voted. Nobody read the count.

  • You have 90 days of per-post data in a sheet you control
  • Top and bottom 10% are filtered out before you read averages
  • Anomalies and one-off spikes are labelled, not mistaken for trend
  • You know what changed during the period: schedule, team, platform shifts
  • Revenue and monetisation status are confirmed per account, not assumed
02

Positioning & niche

If you can't say who it's for and why it exists, neither can your audience.

How we run it

Ask the five-second question first: could a stranger say who this account is for and what they get, from the name, bio and last three posts alone? If the answer needs a paragraph, the positioning is doing no work.

Then look for the two silent killers: drift and dependence. Drift is content that has wandered from the promise the name makes. Dependence is numbers resting on one creator, one format or one trend that could vanish tomorrow.

From a real audit

On one Show we audited, 95% of all lifetime followers had come from a single creator's clips. The audience was not following the channel, it was following her. Everything without her underperformed, not because it was worse, but because it was not what people signed up for.

  • You can say in one line who the content is for and what they get
  • The account delivers on the promise its name and bio make
  • You own one clear lane, not a little of everything
  • Your point of view is distinct from competitors, not interchangeable
  • You're not propped up by a single creator, trend or format that could vanish
  • Goals tie to the business, not just followers and likes
03

Profiles & foundations

The basics that decide whether a new visitor stays or bounces.

How we run it

This is a ten-minute sweep, but do it on every platform, on a phone, logged out. You are checking what a first-time visitor actually sees, not what the brand guidelines say they should see.

From a real audit

One profile we audited had not posted in 68 days, and a batch of older uploads with algorithm-penalty levels of reach was still sitting live on it. To a first-time visitor it read as abandoned. Before any strategy conversation could start, the fix was housekeeping: review or remove the stale content, restart the rhythm, and give the profile something worth browsing beyond whatever went up last.

  • Handles, names and bios are consistent across every platform
  • Profile and cover images are on-brand and sized right for each platform
  • The link in your bio points somewhere current and useful
  • A clear way to contact or buy is one tap away
  • Your pinned or featured post actually earns that spot
04

Competitors & the gap

Study the field to find the angle nobody owns yet.

How we run it

Pick the three to five accounts genuinely competing for your audience's attention, not the ones in your industry directory. Write down what each does well, then list the themes they all share. The shared themes are table stakes, not differentiators.

The output you want is the gap: an angle, format or lane the field has left open that fits what you can consistently produce. While the audit runs, scroll the discovery feed daily and log which competitors keep appearing. The algorithm is telling you who is winning.

From a real audit

Auditing one niche Show, we found its three closest competitors all leaned on the same three things: short punchy edits, curiosity-driven titles, and clips a stranger could enjoy with zero context. The Show was doing none of them. The gap analysis wrote its own priority list.

  • You know who you are really competing with for attention
  • You have noted what they do well and the themes they all share
  • You have found a gap or angle you can own, not copy
  • You have a rough sense of your share of voice
  • You scan the feed regularly to spot winning formats early
  • You have a short list of things to test, not imitate
05

Packaging: thumbnails & titles

Packaging decides who clicks. It's the highest-leverage thing most accounts ignore.

How we run it

The thumbnail or tile has one job: match what the first seconds actually deliver. Measure it by pairing click-through with early retention. A high click-through rate with a terrible average view time is not a win, it is evidence the packaging wrote a cheque the video does not cash.

Where a platform gives you multiple thumbnail slots, use them as a real test: variations of the same moment, not four unrelated clips. Compare two titles over the same footage, or two visuals behind the same hook, and keep whichever the data picks.

From a real audit

In one audit, a tile pulled a 3.1x click-through rate, exceptional by any standard, and held viewers for just 8 seconds. People clicked for something the video never showed them. Fixing that one mismatch was worth more than any amount of extra posting.

  • Your thumbnail or cover matches what the first few seconds actually show, with no bait and switch
  • Titles are specific and spark curiosity without overpromising
  • The strongest element leads: the name, the outcome, the sensory hook
  • No emoji spam, vague phrasing or clickbait the post can't pay off
  • You test two or three thumbnail and title variants instead of guessing
  • Fonts, colours and layout stay consistent, so your posts are recognisable at a glance
06

The hook & first few seconds

People decide whether to stay in the first two or three seconds. Most drop-off is lost right here.

How we run it

Watch the first five seconds of your last 20 posts in one sitting and count how long each takes to reach its first genuinely interesting moment: the fact, the reveal, the conflict. Anything that opens with a fade, a logo, a title card or a slow build-up is donating its audience to the next video in the feed.

Then put a number on it. Early drop-off, the share of viewers gone in the first few seconds, is the single most diagnostic metric in this guide. The benchmarks further down are the exact tiers we grade client work against.

From a real audit

Two posts from the same account, same format. One spent nearly 25 seconds reaching its first fact and held a 26% average view rate. The other opened straight on the payoff and held 42%. Nothing else about them was materially different. The first three seconds did all of that.

  • The opening delivers on the thumbnail and title immediately
  • Your strongest moment is front-loaded, not buried in the middle
  • No slow intros, logo stings or "today we’re talking about" build-ups
  • Weaker or filler moments are pushed to the end, not the start
  • You know your early drop-off rate and treat a high one as a packaging problem, not bad luck
07

Content, formats & surfaces

Native, focused and useful beats polished but generic. And every surface has a different job.

How we run it

Give every surface its own job and audit it against that job. Short-form discovery formats exist to reach strangers, so they must be self-contained with the payoff in the first seconds. Feed and story formats exist to keep the audience you already own, so they can carry sequence and stakes. Evergreen collections exist to give a new visitor somewhere to go next. The same cut posted to all three is failing at least two of them.

Score reused content before it ships: can a stranger understand the premise in three seconds? Is there a clear payoff? Does it survive without context from somewhere else? If not, re-edit it for the surface or do not post it.

From a real audit

A publisher network we audited was clipping slower feed content straight into its discovery surface. New viewers landed mid-thought and left. Across profiles with millions of followers, that surface was gaining around a hundred new followers a month combined. The fix was purpose-built cuts, not more volume.

  • Each post is one clear idea, not a mixed bag of unrelated clips
  • Each platform and surface gets a native edit, not the same post copy-pasted everywhere
  • Discovery posts are self-contained; a stranger needs no context to enjoy them
  • Most posts give value; selling is the minority, not the default
  • Accessibility is handled: captions on video, alt text on images
  • You repurpose proven winners by re-editing them, not reposting the same file
08

Cadence & workflow

A rhythm you can keep, that bends to what the data is telling you.

How we run it

The cadence rule we apply everywhere: when performance stalls, increase volume and test more variables. When something pops, slow down and protect its reach rather than burying it under the next upload. A fixed calendar that ignores the data is just a habit with a spreadsheet.

Audit speed too. For news-led content, measure the time from moment to post. Past 24 hours, your audience has already seen it somewhere else and you are paying full production cost for stale reach.

From a real audit

One Show we audited was re-uploading old episodes with the word REPOST left in the filename. If the platform reads filenames, and you should assume it does, that is a reach penalty the team was applying to itself at the upload step. The fix cost nothing: re-edit the proven winner, rename the file, and ship it as something genuinely refreshed.

  • Your posting rhythm is one you can actually sustain
  • Cadence responds to performance: test more when it stalls, protect reach when something pops
  • There is a content calendar the team genuinely uses
  • Ownership is clear: who creates, who approves, who publishes
  • Approvals protect the brand without becoming a bottleneck
  • For timely or news-led content, you can post within hours, not days
09

Engagement & community

Reach is rented. A community is owned.

How we run it

Read the last 50 comments and DMs and check two things: how long replies take, and whether anyone from the brand ever starts a conversation rather than just closing one. Reach is rented from an algorithm that changes; the community is the only part of the audience you actually own.

From a real audit

A gaming Show we audited was covering whichever creators happened to be trending that week. We had it pick a shortlist of five to ten and cover them consistently, because a community is built on expectation: fans come back for the people they care about. The same audit warned against mixing creators whose fanbases do not overlap in a single video, because the crossover viewer who wants both barely exists, and the drop-off shows it.

  • Comments and DMs get answered in good time
  • You engage outward, not just broadcast
  • There is a plan for negative or sensitive comments before they happen
  • You build relationships with creators and fans, not just chase reach
  • Community is managed on purpose, not whenever someone remembers
10

Analytics & what to measure

Views tell you who showed up. Retention tells you whether it worked.

How we run it

Read the retention curve at three points. The start tells you whether the packaging delivered: if viewers leave immediately, they did not get what they clicked for. The middle tells you whether the structure holds: a sharp mid-video slide means the edit drags or wanders off-theme. The end tells you whether the payoff landed, and on monetised video the end is where the money lives.

Judge videos by finishes, not starts. Views tell you who showed up; finishes tell you who was satisfied. Then put your top 10% and bottom 10% side by side and write down the pattern: topic, opening, length, format. That pattern is your next month of content decisions.

From a real audit

Two videos we compared in one audit were the same length. The first: 3 million viewers started it and 1.4% finished. The second: 600,000 started and 18.7% finished. The "smaller" video was vastly more valuable, and only the retention curve could see it.

  • You judge posts by watch time and retention, not just views and likes
  • You read the retention curve to see exactly where people drop off
  • You track the few metrics that map to your goals: reach, watch time, click-through, follower growth, and revenue where it applies
  • You compare your top 10% and bottom 10% of posts to find the pattern
  • Reviews lead to decisions: double down on what works, drop what doesn't
  • You keep your own record of results, not just whatever the platform shows this week
How we grade it

The benchmarks we hold client work to.

A checklist tells you what to look at. These are the numbers we actually grade audits against, unchanged from the versions clients pay for. They are blunt on purpose: they turn "it feels fine" into a number you can act on. As a working average on short-form video, expect to lose roughly 3% of the remaining audience every six seconds; if more than half your viewers are gone by the 18-second mark, the problem is the opening, not the topic.

Opening drop-off: the share of viewers who leave in the first few seconds
Under 25% Strong Your hook is landing. Almost everyone who taps stays for the content.
25-30% Healthy A solid opening that holds enough of the audience to build on.
30-35% Weak Too many leave before the payoff. Tighten the opening.
35%+ Broken The hook or the packaging is misfiring. Fix this before anything else.

The revenue lens

Where money is on the line, we do not score gross views. We look at revenue per thousand views, what is left after the platform takes its cut, and how many individual posts clear a meaningful number. In one month of audited data, a Show with a healthy CPM had only three episodes clear $1,000 while everything else earned a fraction of that: averages hide this, per-post revenue does not. A smaller audience that finishes can out-earn a big one that bounces, so we forecast from the numbers and the trend, never from how good the creative feels.

The verdict

Every finding ends in a decision.

An audit that ends in observations is a report. Ours end in one of six calls per finding, each tied to the metric that justifies it. Steal the vocabulary: it forces honesty about what happens next.

Scale

It works and the numbers prove it. Put more volume or budget behind it, and only for as long as quality holds.

Repeat

It works at its current level. Keep it in the rotation unchanged and keep watching it.

Rework

The idea is right, the execution is not. Re-edit the opening, the packaging or the length before giving up on it.

Reduce

It earns its place occasionally but is over-served. Cut the frequency and give the space to something stronger.

Stop

The data has spoken more than once. Kill it, and write down why so it does not creep back.

Needs more data

One upload is not a pattern. Say so explicitly, and define what evidence would settle it.

The tracker

The weekly sheet we actually keep.

Four groups of columns. If you keep one artefact from this guide, keep this: a sheet that connects what you posted, how you packaged it, what happened and what you decided. Consistent posting plus consistent reviewing is the whole system.

Weekly tracker: one row per post
Context Account, surface, date and time posted, content bucket, topic, length, who edited it
Packaging Opening type, first frame or tile, title, caption style, tags, call to action
Performance Views, viewers, average view time, view rate, finishes, shares, saves, followers gained, revenue where it applies
Decision Scale, repeat, rework, reduce, stop or needs more data, plus the one metric that justified the call
The first month

Turning the audit into a test plan.

An audit is worthless until something changes. This is the sequence we hand clients for the first month: change enough to learn, not so much that you cannot tell which change worked.

Week 1

Remove the obvious friction

Fix everything the audit flagged that needs no testing: slow intros gone, captions on, tiles matched to openings, bios and links repaired. Set up the tracker and confirm data and monetisation access.

Week 2

Test the openings

Run structured tests on the weakest link, which is almost always packaging: intro removed versus shortened, two title styles, two first frames. One variable at a time, so the result means something.

Weeks 3-4

Scale what survived

Increase volume only where retention and quality held. Rebuild evergreen collections from proven winners. Then review the month against the tracker and set the next cycle.

Why we give this away

The method is not the moat.

Everything above is genuinely how we audit. No held-back steps, no watered-down benchmarks. Run it honestly and you will find real problems and fix a good share of them, and we would rather that than have you guessing.

What a page cannot transfer is the reps. A checklist tells you where to look; experience tells you what you are looking at. Which 33% drop-off is a packaging problem and which is a topic problem. When a decline is seasonal and when it is structural. Which format deserves one more test and which is finished. That judgement comes from reading these curves across years of accounts, niches and platform shifts, and it is the part that was never going to fit in a guide.

So run the audit. And if you would rather it were run by people who have seen your exact problem before, more than once, in your niche: that is the service.

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