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4 Steps to Perform a Website Audit & Present Your Findings [Toolkit]

August 23, 2018 Stephanie Fisher

SW-mojo-blog-header-4 Steps to Perform a Website Audit & Present Your Findings [Toolkit]

Our Website Self-Audit Kit continues to be the most popular resource on our website. We've updated this related blog post (originally publishing in 2015) with current tips and best practices.

'Tis the season for reflection on the old year, and anticipation of the new. For many of us marketers, it's a good time to take stock of our website and marketing programs to see what's working and what needs sprucing up. If you're thinking of a new website project or engagement, the best way to convince your leadership for extra dollars is to do a thorough audit and analysis. 

If you are a Marketing Director or Assistant, we know how difficult it can be to convince your CEO that you need more money in your budget, let alone finance a redesign of your website.

After all, they’ll probably just tell you to go “sprinkle some SEO” on it. But you know it will take much more than that to fix your website woes and digital marketing metrics.

You need a few specific tools and a process to evaluate your website before you're ready to present those findings in a compelling way to your boss.

It probably sounds like a lot of work, but it’s totally doable. There are many tools that will help you audit your website with a set of established criteria, such as HubSpot's Marketing Grader (which gives you instant top-level results) or our more detailed Website Self-Audit Kit.  If you choose to complete our self-audit kit, at the end you'll have a list of things you do well and things you need to work on, with a letter grade giving you an overall score. Let's get started!

Step 1: Set Your Criteria

Some of the main categories to evaluate are:

  • Marketing/Sales Goals
  • Effectiveness (data/analytics)
  • Design
  • CMS / Ease of management
  • Usability
  • Structural quality (SEO)
  • Content
  • Security

Let's dive into each of these criteria. Ask these questions as you evaluate your website.

Marketing/Sales Goals

  • Do you have marketing strategies and goals?
  • Are you achieving your goals?
  • How do you measure success?
  • Do you know how many website leads you need to generate to set up the sales team for success?
  • Are you currently generating leads from your website?
  • Is your website exhibiting an overall positive growth pattern?
  • Do web visitors do what you want them to do (i.e. If you have an e-commerce website, are people buying your products)?
  • Do you have a clearly defined target audience?
  • Do you analyze your metrics and look at progress reports?


  • Do you know what the purpose of each page is?
  • Do you have calls-to-action (CTAs) on each page?
  • Do you have landing pages with downloadable offers?
  • Do you utilize strategic email marketing?
  • Do you have lists of prospects from your offers?
  • Are your current marketing tactics generating traffic?
  • Do you know what people are engaging with the most?


  • Do your pages have a consistent format for navigation, headers, text, typography, and hyperlinks?
  • Is your critical content easy to find?
  • Does your design help make the content more digestible?
  • Do you include CTAs that give visitors a clear path to guide them along the way?
  • Does the design align with your company brand?
  • Is there continuity between text and images on your pages?
  • Does the imagery tell the story you’d like it to tell visually?

CMS / Ease of management

  • How easy is it to use your Content Management System (CMS)?
  • Rate the ease of the following:
    • Editing web content
    • Embedding videos
    • Uploading images
    • Adding events
    • Posting new blogs
    • Posting a press release
    • Updating team changes


  • Is your site responsive?
  • Do you have a mobile website?
  • How easy is it to do the top 3 things people come to your website for?
  • Is your website easy to navigate?
  • How long does it take for your site to load?

Structural quality (SEO)

  • Do you have the following:
    • Title tags?
    • Description tags?
    • Alt tags on images?
    • Interior page title tags?
  • Do you use keywords (without stuffing)?
  • Do you have hyphens on your image file names?
  • Do you utilize outbound and inbound links?


  • Does the homepage clearly describe what you do and/or provide?
  • Do your landing pages have a few paragraphs of engaging, unique text?
  • Do you use creative headlines for blog posts?
  • Are you providing fresh content on a consistent basis that your users will want to read?
  • Is the text on your pages written for search engines or humans?
  • Are your blogs salesy or educational?
  • Did you pull copy from a print brochure or promotional material to put on your site?
  • Do you have duplicate content on several pages?
  • Are there spelling or grammar mistakes on your pages?
  • Do you use bulleted or numbered lists to communicate key lists?


  • Does your site have an SSL (secure-socket layer) Certificate?
  • Is your CMS running on the latest version?
  • What is your technical support / maintenance set up?

If you have access to your data, you should be able to get a thorough look at how your website is performing, it's strengths and weaknesses. If you don't have access to your data, do it anyway because you can still make educated guesses on how well your website is performing.  Also, install Google Analytics now. It's better late than never.

Give yourself a grade on each of these questions, A to F, using the next steps for how to record and present your findings.

Step 2: Use a Spreadsheet to Keep Notes and Stay Organized

A spreadsheet is useful for auditing your website in depth. You can take notes about priority pages and sections, assign a grade for each page and section and take notes (like, if you find broken links and spelling errors).

After you've completed the audit, you can assign priority levels as High, Medium, or Low depending on how urgent the changes are. Everything needs to be taken into consideration, but not all criteria carries the same weight. For example, a wealth management service has a lot of compliance issues when it comes to social media, so having social media icons on the website may be a lower priority.  This is what our website audit template looks like:

website-audit-templateget the free website audit template here

Step 3: Review Budget Guidelines

If you are on the path toward a major redesign, there are a few things to consider about cost. Your website is the digital face of your company. Your website is that first impression that will invite a prospect to stay and trust you or turn away. That said, a quality, custom website is an investment in your organization. Your investment will look something like this:

Option 1: Traditional Website Project

For a marketing focused website that is designed to primarily generate leads (including a blog) with responsive design, it will cost you $25,000-$35,000. If you want e-commerce capabilities, those websites start at $40,000. For lots of content, features, employee profile pages, new content written for you, and e-commerce, a new site will cost over $60,000.

For $60,000-$100,000+ you will get custom, aggressive digital marketing implementation (SEO, social media, lead generation). Keep in mind that more content, individual pages, and specialized functionality will push your budget into a higher range.

Option 2: Long-term Website Engagement

Many agencies are moving toward long-term website engagements for clients who want to stay current, adapt to the market and take a data-driven approach to their website. Some of the advantages of this approach include:  a set monthly budget instead of one large payment, ongoing support, quicker launch time and agile methodology. Your budget is based on how aggressively you want to work toward your marketing goals.

Step 4: Prepare a Convincing Presentation and Make Your Case.

Create a professional grade slide deck with the results of your audit, and lucky for you, we included a PPT template in the kit to make it simple.

Now it's time to make your case to the Boss or Board. It's important to present with confidence and believe in your findings. Use statistics and data that make the case for good design, proven processes, and potential ROI.

If you take a methodical approach to evaluating your website, you'll be armed with hard data and prepared to make convincing arguments in favor of a new website. If you need backup in your quest, let us know because we'd love to help.

Get Your Free Audit Kit


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