biz-dev-social-media-audit-offer

name	biz-dev-social-media-audit-offer
description	Use when Free Social Media Audit — Business Development Skill is needed to produce an evidence-backed audit report for social-media or digital-marketing work; use `biz-dev-positioning` when its narrower outcome is requested.
metadata	{"portable":true,"compatible_with":["claude-code","codex"]}

Free Social Media Audit — Business Development Skill

Use When

• Use this skill when the requested outcome is specifically a evidence-backed audit report and the supplied brief falls within free social media audit — business development skill.

Do Not Use When

• Use biz-dev-positioning when its narrower output is the real deliverable; do not use this skill as a generic substitute.
• Do not use it to publish, send, spend, alter a live account, or make unsupported legal, platform, performance, or certification claims.

Required Inputs

Artefact	Source/provider	Required?	If absent
Commercial brief, target buyer, offer, proof and requested next step	Requester or approved brief	Yes	Stop and request the missing decision context.
Brand voice, offer facts, constraints and approvals	Client source pack or authorised owner	Conditional	State assumptions; do not invent names, prices, results or approvals.
Performance, platform or research evidence used for claims	Traceable export, URL, document or named source	Conditional	Issue a qualified finding and identify the evidence needed.

Capability and Permission Boundaries

Default to read-only: inspect supplied material and report findings. Editing, publishing, contacting people, spending, or changing live systems requires separate explicit authority. Minimum capabilities are read access to supplied files and search across the authorised evidence set. Use only the files, tools, accounts and evidence made available for the engagement, expose every unassessed check, and obtain explicit authority before any mutation.

Degraded Mode

Fallback: if files, network access, platform data, language review or production tools are unavailable, return the narrowest useful qualified evidence-backed audit report; mark unavailable checks not assessed and never convert them into a pass.

Decision Rules

Choice	Action	Failure or risk avoided
Buyer problem, proof strength and commercial objective align	Choose the offer and proof sequence that supports the requested buying decision.	A generic sales asset with unsupported claims or the wrong ask.
A required fact or approval is missing	Stop that claim or action; request it or use an explicit placeholder.	Fabricated facts, implied consent or unauthorised publication.
Evidence is partial but a useful draft is possible	Deliver a qualified draft with gaps and the next verification step.	Treating an unassessed requirement as passed.

Workflow

1. Confirm the exact evidence-backed audit report, consumer, market, channel and approval boundary; route to biz-dev-positioning if it is the closer match.
2. Inventory supplied facts, source provenance, constraints and missing inputs; stop if the objective, audience or authority is unknowable.
3. Select the domain method and record the material decision behind it before drafting.
4. Produce the smallest complete evidence-backed audit report; keep facts traceable and placeholders visibly unresolved.
5. Test the result against the decision table, domain quality criteria and anti-slop gate; recover by narrowing or qualifying unsupported portions.
6. Deliver the artefact with evidence, assumptions, unassessed checks and the next approval or verification step.

Outputs

Artefact	Consumer	Observable acceptance condition
Evidence-backed audit report	Requester, client reviewer or delivery team	The evidence-backed audit report addresses the named audience and objective, records assumptions, and passes the skill's domain checks without invented facts.
Decision and gap note	Approver or next workflow	Names the chosen route, evidence used, unresolved inputs and any action requiring authority.

Evidence Produced

Evidence	Format	Acceptance condition
Finding-to-source register and unassessed-check list	Inline table, checklist or linked source note	Every material claim, decision and unavailable check is traceable.

Quality Standards

• Preserve the domain guidance and East African market context below; replace it only when the requester names another market.
• Use British English unless the target language or market requires otherwise, and verify names, figures, quotations and platform rules before use.
• Make the key choice visible, cover failure and edge cases, and keep the result ready for its named consumer.
• Run the repository's anti-ai-slop ship gate; a blocking factual, cultural, safety or permission defect stops release.

Anti-Patterns

• Writing before the objective and audience are known. Fix: stop and obtain the missing brief fields.
• Reusing a neighbouring skill's template because the headings look similar. Fix: route by the requested evidence-backed audit report, not vocabulary overlap.
• Adding a price, result, quotation, platform limit or cultural claim without a traceable source. Fix: verify it or qualify/remove it.
• Treating missing access, evidence or native-language review as approval. Fix: mark the check not assessed and narrow the result.
• Publishing, sending, spending or changing a live account from drafting authority alone. Fix: obtain explicit action-specific authority and retain the approval record.

References

• biz-dev-positioning is the nearest routing comparison for this skill.
• Repository agent guide defines the engine-wide market, safety and anti-slop gates.

Use the free social media audit as a lead generation and conversion tool. The audit demonstrates expertise the prospect doesn't have, surfaces the right problems, and creates a natural path to a paid engagement. This is a consultant-facing skill — not a client-facing deliverable.

Source: Johnson, J. (2023) How to Become a Social Media Manager

Required Input

Ask for the following before generating:

• Prospect business name and industry — the business being audited
• Active platforms to audit — list only platforms the prospect currently uses (do not audit dormant accounts)
• Presentation format — in-person meeting, WhatsApp call, or written email report
• Consultant's primary service — the core service to position after the audit (e.g., monthly content management, social media strategy, community management)

The Business Logic

The free audit works because it does two things simultaneously:

1. It demonstrates expertise — the consultant surfaces findings the prospect has not noticed. Every specific observation builds credibility.
2. It creates a problem → solution dynamic — every finding is a gap, and every gap is a potential service line.

The audit must be specific enough to be genuinely valuable, but not so complete that it eliminates the need to hire the consultant. Surface the right problems; do not solve them for free.

The audit itself costs the consultant 45 minutes: 30 minutes to conduct, 15 minutes to prepare findings. If the prospect converts to a paid client, that time is recovered within the first month's retainer.

Do not charge for the audit. Charging creates friction and removes the low-barrier entry point that makes this technique effective.

Audit Structure — 5 Areas, 30 Minutes

Conduct the audit before the discovery meeting. Do not do it live in front of the prospect.

Area 1: Profile Completeness (5 minutes)

Check across all active platforms:

• Profile photo quality and consistency across platforms
• Bio completeness — does it include a clear call to action, a link, and relevant keywords?
• Contact information — WhatsApp number, email address, physical location where applicable
• Pinned posts, story highlights, and cover photos — are they current and purposeful?
• Link-in-bio destination — does it work? Does it lead to a relevant, converting page?

Score: 0–10. Note the 2 most critical gaps.

Area 2: Content Quality (10 minutes)

Review the last 30 posts across all active platforms:

• Are content pillars evident, or is posting random and reactive?
• Is the brand voice consistent across posts, or does it shift in tone and register?
• Are posts formatted for the algorithm — video, carousel — or are they single static images by habit?
• Does the copy open with a hook, or does it bury the lead?
• Do promotional posts carry a call to action?
• Is there AI-generated content that sounds generic or off-brand?

Score: 0–10. Note the most common failure pattern — the single issue that appears most frequently across the 30 posts.

Area 3: Engagement and Reach (5 minutes)

Access native analytics (Meta Business Suite, LinkedIn Analytics, TikTok Studio):

• Average engagement rate vs industry benchmark — EA context: 2–4% is healthy for most SMEs; below 1% signals a content or frequency problem
• Post frequency vs recommended cadence for each platform — note the gap
• Best-performing post type: video, carousel, static image, or story
• Worst-performing post type
• Follower growth rate: growing, flat, or declining over the last 90 days?

Score: 0–10. Note the single biggest engagement opportunity.

Area 4: Competitor Snapshot (5 minutes)

Identify 2 local competitors — same city or same sector:

• Follower count vs prospect
• Posting frequency vs prospect
• Content types used vs prospect
• Most engaged post — note the post type, approximate engagement numbers, and what made it work
• One specific thing the competitor is doing better

This section generates urgency without the consultant manufacturing it artificially. Present competitor data factually and without editorial commentary — the numbers carry the weight.

No score. Use as a comparative reference in the findings presentation.

EA note: Refer to competitor findings with care. East African professional and business circles are small; word travels quickly. Present the data as market context, not as criticism of named businesses.

Area 5: Monetisation and Conversion (5 minutes)

• Is there a clear path from social post to purchase or enquiry?
• Does the link-in-bio lead to a landing page, a WhatsApp number, or just the homepage?
• Is there a lead magnet or opt-in offer visible on any platform?
• Are paid posts being run? Are they boosted posts or properly targeted campaigns?
• Is there any social commerce integration — Facebook Shop, WhatsApp Business Catalogue, Instagram Shopping?

Score: 0–10. Note the single clearest missed conversion opportunity.

Findings Presentation Format

Structure findings as a one-page document or a 5-slide mini-deck. Deliver verbally and leave a printed one-pager, or send a WhatsApp voice note summary followed by the document. Adapt to the prospect's preferred communication style.

Section 1: Summary Score

Overall score out of 50. Apply colour coding:

• 0–20 — Critical: Foundational gaps across multiple areas; significant opportunity
• 21–35 — Developing: Inconsistent performance; clear areas for improvement
• 36–50 — Healthy: Strong baseline; refinement and growth strategy needed

Do not present the score as a grade. Frame it as a starting point: "Here's where things stand today, and here's what's possible."

Section 2: Top 3 Wins

Lead with what the prospect is doing well. Choose 3 genuine positives — not faint praise. This section demonstrates that the consultant was paying careful attention, not simply looking for problems. It builds trust before the gaps are introduced.

Section 3: Top 3 Gaps

Present the 3 most important problems. Express each gap as a business impact, not a technical deficiency.

• Not: "Your captions don't have hooks."
• Instead: "Your posts aren't stopping the scroll, which means your organic reach isn't growing even when you post consistently."

Frame each gap as: the symptom → the business consequence → the fix (described at headline level only).

Do not prescribe the full solution. Name the direction; reserve the detail for the paid engagement.

Section 4: The Competitor Gap

One concrete example of a local competitor outperforming the prospect. Use real figures — follower counts, engagement numbers, post frequency. Avoid speculation. One well-chosen example is more effective than a general statement about the competitive landscape.

Section 5: Recommended Next Steps

Give 3 recommended actions — tiered by effort and investment:

1. Quick win — something the prospect can do this week at no cost (e.g., update the link-in-bio, pin a strong post, add a WhatsApp number to the Facebook profile)
2. Medium-term action — achievable within one month at low cost (e.g., establish 3 content pillars, commit to a posting schedule, set up Meta Business Suite)
3. Strategic recommendation — requires professional help and is the natural entry point for the paid engagement (e.g., develop a 90-day content strategy, set up a conversion-optimised profile suite, launch a community management programme)

The quick win demonstrates goodwill. The strategic recommendation opens the conversation about paid work.

The Transition to Paid

Deliver this pivot after presenting the findings. Use it verbatim or adapt it closely:

"Based on what I've found, there are three areas where I could make an immediate difference for your business. I typically work with businesses like yours on a monthly retainer that covers [describe the core service]. Before I put together a formal proposal, can I ask — what's your priority right now: more content, better reach, or more enquiries from social?"

This question:

• Opens a conversation about the prospect's real goal rather than the consultant's service menu
• Avoids quoting a price before understanding priorities
• Creates a natural path to the written proposal

After the prospect responds, proceed to the proposal stage. Invoke biz-dev-proposal to generate the formal proposal and Statement of Work.

EA-Specific Delivery Notes

• Conduct the initial audit discovery on WhatsApp or in person — not email. Conversion rates for professional services engagements in the East African market are higher through direct, personal communication.
• The findings presentation can be delivered verbally with a printed one-pager, or via a WhatsApp voice note summary followed by a shared document. Match the format to the prospect's communication habits.
• If the prospect is not ready to engage, close with: "Can I check back with you in 30 days?" Recurring touchpoints are how East African professional services businesses build pipeline. Do not treat a deferred decision as a lost lead.
• On WhatsApp: send the one-pager as a PDF, not as a series of text messages. A document signals professionalism and is easier for the prospect to share internally.

Persuasion Frameworks

Apply frameworks from references/proposal-frameworks.md when generating this document.

Key principles for audit offer documents:

• Open with the problem the audit will reveal — not the audit methodology (Sant: Primacy Principle — the client cares about the insight, not the process)
• The audit offer is a diagnostic gift, not a sales tool — position it as intelligence the prospective client genuinely needs, regardless of whether they engage (Hatton: Empathy Model)
• Apply Go/No-Go criteria before offering a free audit — invest time only in prospects who meet all three qualifying criteria (Hatton)
• Frame the audit findings as the N (Need) in NOSE — the audit surfaces the problem; the proposal that follows provides the O, S, and E (Sant: NOSE)
• The audit offer document itself is Physical Evidence — its quality and specificity demonstrate the rigour of the agency's analytical process before the engagement begins (Hatton: Competitive Advantage Equation)

Read references/proposal-frameworks.md for the full framework guide.

Quality Criteria

• All 5 audit areas are scored numerically (0–10 each); no area is described qualitatively without a score
• The findings presentation leads with wins before gaps — trust is established before problems are introduced
• The competitor gap section uses real, specific data — follower counts, post types, engagement figures — not hypothetical or generalised comparisons
• The transition to paid is scripted word-for-word, not described abstractly
• The full audit takes no more than 30 minutes to conduct; preparation takes no more than 15 minutes
• Delivery format guidance is specific to EA context — WhatsApp, in-person, printed one-pager are all named explicitly
• Recommended next steps follow the three-tier structure: one free quick win, one low-cost medium-term action, one professional-help strategic recommendation
• Gap statements are framed as business consequences, not technical observations