Template · For social media managers

Social Presence Scorecard

Who takes it: an owner posting inconsistently and seeing nothing back.

Most owners know their social media is weak; what they don’t know is which part. This scorecard names the gap — consistency, strategy, or conversion — so your “let me handle it” pitch lands on a specific, admitted problem instead of a vague guilt.

Try it like a visitor would

This is the actual template in demo mode. Nothing you enter here is sent or stored. Your version gets your name, logo, colors, and links.

The 10 questions

1. How often did your business post in the last 30 days?
2. Is there a plan behind your posts, or do you post when inspiration strikes?
3. Do you know which platform your best customers actually use?
4. What’s your mix of selling vs. genuinely useful or entertaining content?
5. When people comment or DM, how fast do they hear back?
6. Would someone recognize your brand across your profiles?
7. Do your posts give people somewhere to go — a link, an offer, a next step?
8. Do you check what’s working and change what you post?
9. How much of your time does social media eat, versus what it returns?
10. Has social media actually brought you customers you can name?

What their score tells them

Make it yours

• Point the CTA at your audit or booking page.
• Manage one platform only? Rename it “Instagram Presence Scorecard” and tighten the questions to match.
• Add a question about the niche you serve — restaurants, salons, and gyms all have different tells.
• The band copy sells a “content audit” — swap in whatever your entry offer actually is.