Website Automation Audit

What the Audit Checks

The audit analyses your website for automation opportunities across six areas:

1. Lead Capture & Nurturing

• Are contact forms connected to a CRM?
• Is there an email sequence triggered after form submission?
• Is there a lead magnet with automated delivery?

2. Booking & Scheduling

• Can visitors book calls/appointments directly?
• Are booking confirmations and reminders automated?
• Is the booking system connected to your calendar and CRM?

3. Live Chat & AI Assistant

• Is there a chat widget on high-intent pages?
• Is it staffed 24/7 (or using AI for off-hours)?
• Does it capture email and qualify leads?

4. Content & Re-engagement

• Is there a newsletter signup with automated welcome sequence?
• Are blog subscribers notified of new content automatically?
• Is there exit-intent capture to retain leaving visitors?

5. Social Proof & Review Collection

• Are customers automatically asked for reviews post-purchase?
• Are testimonials automatically requested after project completion?

6. Analytics & Reporting

• Are key conversion events tracked (form submissions, call bookings)?
• Is there automated weekly reporting on site performance?

After the Audit

For a deeper look at where visitors are actually dropping off (rather than what's missing structurally), pair this with the Website Conversion Analyzer. If AI-specific opportunities are more your focus, the Website AI Audit covers that side separately. Book a consultation to prioritise the top three opportunities and get implementation timelines and costs.