Social Media Audit

I’m excited to share a brand-new resource designed to help you take your social media presence to the next level: the Social Media Profile Self-Audit Guide.

This guide was created to give you a clear, step-by-step path to optimizing your social profiles—whether you're just getting started or looking to fine-tune your strategy. It’s packed with easy-to-follow tips that remove the guesswork and help you show up online with confidence and consistency.

One of the biggest challenges we hear from agents is around content creation, so we’ve also included a comprehensive content checklist. It’s full of practical ideas you can start using right away to build trust, engage your audience, and attract new clients.

Inside the guide, you’ll find:

  • A platform-by-platform audit checklist
  • Tips for optimizing your bio, branding, and contact info
  • Compliance reminders to keep your profiles in line with state guidelines
  • A content strategy framework to help you post with purpose

To access the most up-to-date version go to  MyCBDesk and the Social Media Hub.

If you’d like help walking through the audit or brainstorming content ideas, I’m here to support you—just reach out!

Let’s make your social media work harder for your business.

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