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Website Audit Checklist: Is Your Site Costing You Clients?

By Jennie Lakenan​
Web Designer • Certified Life & Storybrand Coach

Is your website costing you clients?

If you’re asking why your website isn’t converting, the hard part is that a site with this problem often looks fine. Yet the visitors aren’t turning into consults. I find that the reasons why hide in places you may not check on a normal day. My team and I maintain nearly 100 client sites every month, and when a website isn’t generating leads, the cause usually isn’t dramatic. It’s little leaks that add up to lost inquiries.

In this post I’ll walk you through the website audit checklist we use so you can see what areas on your site to fix this week to book more consults.

Quick Summary

  • A website audit finds what’s costing you clients by reviewing design, messaging, conversion paths, tech health, and mobile experience.
  • You can self-audit somewhat by clicking every button and testing your own forms.
  • Blind spots like conversion strategy and messaging need outside eyes.
  • Audits catch failures that don’t announce themselves, like a vanished mobile opt-in or consult buttons pointing to the wrong page.

What Is a Website Audit?

A website audit is a structured review of everything on your site that affects whether visitors become clients: design, messaging, conversion paths, technical health, and mobile experience. Instead of guessing why your website isn’t producing inquiries, an audit finds the specific problems so you know exactly what to fix first.

Think of it like a physical for your website. You don’t wait until you’re seriously ill to see a doctor. You go in for a checkup and run the standard tests, catching small things before they become big things.

One thing to know before you start googling: if you search “how to audit a website,” you’ll mostly find SEO audit checklists written for marketers. Those focus on rankings and technical signals. Useful, but they miss the half that matters most for a coaching business, which is whether the site is conversion focused enough to guide a visitor toward a consult. This checklist covers the whole picture.

How to Know If Your Website Is Costing You Clients?

The clearest sign is a gap between traffic and inquiries. A healthy service-business site turns roughly 2 to 6 of every 100 visitors into inquiries, per benchmarks from Unbounce and First Page Sage. If people are visiting your website and consults don’t follow, something between arrival and action is broken. Other signs include a climbing bounce rate, a contact form nobody’s filling out, odd behavior data, and prospects saying “I didn’t realize you offered that” after visiting your site.

Let’s break those down. Each sign tells you where to look first.

  • Traffic without inquiries. This is the big one. If you’re doing the work to get traffic to your website and not getting many booked consults, the site itself is the suspect. Start with your messaging and your conversion paths, both covered below.
  • A high or climbing bounce rate. Bounce rate is the percentage of visitors who leave after viewing one page. Somewhere between 40 and 55% is typical. Though, the number I care about most is your own trend line. A good bounce rate is simply one that’s lower than what you have now.
  • Behavior data that looks off. Free heat map tools like Hotjar show where visitors click and how far they scroll. If nobody scrolls past your first section, or visitors keep clicking something that isn’t clickable, it’s a sign to change an element. That exact thing happened on my own site. A heat map showed visitors clicking the website addresses under my client testimonials, which weren’t links at all. I built a portfolio page and linked each testimonial to it, so those curious visitors had somewhere to go on click.
  • Silence after a change. If inquiries dropped after a redesign or a plugin update, it’s possible something broke. An audit helps you find it.
  • You’re hearing confusion. When people who’ve seen your site still don’t know what you offer or how to work with you, that’s a messaging problem. It’s one of the most expensive problems for a coach to have!
Heat map scroll data showing where website visitors stop scrolling

If two or more of those sound familiar, keep reading. The next section will explain how to fix each category of signal. And if you want these signals broken down into a robust checklist, grab my Website Checklist PDF, the same checklist I use to audit my client sites section by section.

What Does a Website Audit Check?

A full website audit checks five areas: design and first impressions, messaging and copy, conversion paths, technical health and speed, and mobile experience. Search visibility often gets included too. What you want to do is to find where visitors get confused before they ever reach out to you.

Design and first impressions

Visitors form a first impression of your site in as little as 17 to 50 milliseconds, according to research highlighted by Google’s research team. That’s faster than a blink, and it happens before anyone reads a word of your copy. Design decides trust, too. In Stanford’s web credibility study of more than 2,500 people, the look of a site’s design was the most-mentioned factor in whether people found it credible, showing up in 46% of their comments. In short, design matters.

An audit looks at whether the design feels current and professional, and whether your branding is consistent from page to page. It also checks that the layout guides the eye toward what matters. Dated design makes prospects wonder if you’re a serious business.

Messaging and copy

This is the area SEO-style audits skip entirely, and it’s also where I find coaching websites lose the most clients.

An audit checks whether your homepage says who you help and what to do next, and whether your headlines speak to your client’s problem instead of your credentials. It also confirms every page has a clear next step. I’m StoryBrand certified, and that’s the lens I bring to messaging: your client is the hero of the story, and your site should show them you understand their problem before it says a word about you. You can see what that looks like on real coaching sites in these StoryBrand website examples.

Don’t underestimate this signal because clear messaging is one of the biggest levers for improving your conversion rates!

Before and after example of clear website messaging for coaches

Conversion paths

A conversion path is the route someone takes from landing on your site to booking with you. An audit tests every step of that route: buttons go where they say they’ll go, your contact form alerts show up in your inbox, the opt-in page delivers the freebie, and the website popups appear when they should.

This check matters more than it sounds. One of my new clients had “Book a Free Consultation” buttons that pointed to the wrong page. The buttons looked great and people clicked them, but the page on the other side didn’t let them book anything, so she hired us to fix them. Before we made that fix, every one of those clicks was someone ready to talk who got lost on the way.

Technical health and speed

Slow pages lose visitors before your content ever loads. And if your site’s security certificate expires (that’s the thing that puts the padlock next to your web address), visitors see an intimidating warning instead of your homepage.

An audit checks on technical signals like this, as well as checking that your pages load fast, your links go where they should, and your software is up to date. It also makes sure basics like your privacy policy are in place. This layer is where knowing how to care for your website pays off, because tech snaffoos happen over time, and usually when they’re most inconvenient.

Website audit checking page speed with Google PageSpeed Insights

Mobile experience

Half or more of your website visitors are on their phones. That said, mobile is where a lot of sites break without anyone noticing it because the site was built on a desktop and that’s where you look at it.

An audit walks through the whole site on an actual phone. Every section, every button and form, all the way down to the footer.

This is the check that finds the scariest problems. During a tune-up of a new client’s existing website, my team found that her main conversion sections had somehow disappeared from the mobile version of her site, including her opt-in!

The desktop version looked perfect. She had no idea, and there’s no way to know how long it had been broken or how many subscribers it cost her. There was no hack and no malware behind it. Her layout had simply failed on the phones her audience was browsing on. Problems like that never announce themselves, which is why I recommend auditing on a schedule instead of waiting for a symptom.

Example of website sections missing from the mobile version of a coaching site

Website Audit Checklist: What You Can Check Yourself

The good news is you can catch a lot of this yourself in about an hour. Here’s the self-audit portion of my website audit checklist.

  • Open your site on your phone. Every main page, top to bottom. Look for missing sections, squished text, and buttons too small to tap. Don’t skim. Scroll all the way down.
  • Click every button and link. Especially your calls to action. Does “Book a Call” land on your booking page? Do your testimonial and portfolio links work?
  • Fill out your own forms. Submit your contact form and sign up for your own opt-in. Did you receive the inquiry? Did the freebie arrive? You’d be surprised how often the answer is no.
  • Read your homepage headline out loud. Within a few seconds, would a stranger know who you help and what to do next? If it could live on any coach’s website, it’s too vague.
  • Check your speed. Run your homepage through Google PageSpeed Insights. If it’s slow, images are often the culprit.
  • Look for the padlock. Your address bar should show HTTPS with no security warnings, on every page.
  • Scan your analytics. Look at bounce rate and your most visited pages. Then install a free heat map tool like Hotjar and let it run for a couple of weeks.
  • Ask one honest friend. Have someone who isn’t a client find your services and try to book a call while you watch silently. It’s painful to watch, and worth it.

Want the complete version with every item my team checks? Click here to get the Website Checklist PDF, the in-depth checklist we use to audit and improve our clients’ websites, section by section.

Website audit checklist PDF for coaches

When Do You Need a Professional Website Audit?

Bring in a professional when the problem isn’t visible from clicking around: conversion strategy, messaging judgment, deeper technical health, or anything you’ve tried to self-diagnose without results. A web design consultant has reviewed enough websites to recognize patterns, which means they spot the things you’ve gone blind to on your own site.

The self-audit will show you what’s broken. What it can’t show you is whether your website is saying the right things to the right people.

You can verify your own buttons work. It’s much harder to judge whether your homepage sends people to the right place at all, whether your copy speaks to the client you want or the client you used to want, or whether your conversion path has a step that shouldn’t exist. You’re too close to it. We all are, on our own websites.

The technical layer is similar. You can spot a security warning, but plugin conflicts, backup integrity, and slow decay under the hood need someone in there regularly. That’s less a one-time audit and more ongoing care, which is exactly what a website care plan handles, with monitoring included so problems get caught the week they happen.

Findings list from a professional website audit for a coaching business

So if you’ve run the self-audit, fixed what you found, and inquiries still aren’t coming, that’s the signal. Get in touch and tell me what’s happening, and we’ll figure out whether an audit, a tune-up, or something bigger is the right move.

Is Your Website an Investment or an Expense?

It’s worth deciding which one your website is, because the answer changes how much you’re willing to do about it.

An expense is something you try to spend less on. An investment is something you expect to pay you back. Most of the coaches I talk to are treating their website like an expense, which is why a broken button doesn’t feel so urgent.

I’d encourage you to do the math on your own numbers. Take what one client is worth to you over the time they work with you, then think about how many consults you need to book to land one of them. If your site is losing even one of those consults a month, you can put a real number on what the problem is costing you. Most coaches I do this exercise with are surprised by the number.

Calculating what missed consults cost a coaching business each month

Think back to the client whose “Book a Free Consultation” buttons pointed to the wrong page. Every one of those clicks was a person ready to talk. We’ll never know how many there were, and that’s the part to take note of. Visitors will rarely email to tell you their booking didn’t work. They’ll simply click away.

Frequently Asked Questions About Website Audits

How often should you audit your website?

Run the self-audit checklist quarterly, and do a full audit once a year or before any big marketing push. If your website is a real source of clients for your business, monthly monitoring is better, since problems like broken forms cost you inquiries for every week they go unnoticed.

Can I do a website audit myself?

Yes, partially. You can test your own buttons, forms, mobile experience, and speed with free tools, and that catches the most common inquiry-killers. What’s hard to self-assess is messaging and conversion strategy, because you’re too close to your own business. That’s where outside eyes from a StoryBrand strategist are useful.

What’s the difference between a website audit and an SEO audit?

An SEO audit only checks how visible your site is to search engines: rankings, indexing, and technical signals. A website audit covers that plus everything that happens after the click, including design, messaging, conversion paths, and mobile experience. For coaches, the after-the-click half is usually where clients are lost.

How much does a website audit cost?

It ranges widely. Free automated scans exist but only catch surface-level technical issues. A thorough professional audit is a real investment because a human reviews strategy, not just tech. My version is the website tune-up: a flat $500 for a thorough back-end review, a prioritized list of findings across design, security, performance, and conversion, plus two hours of my team’s time fixing the first issues you choose. If that’s the once-over your site needs, inquire here and tell me you want the tune-up.

Your Website Should Be Earning Its Keep

You now know what a website audit checks and the warning signs that mean your site is costing you clients. Start with the self-audit checklist this week. Even one fixed button or recovered opt-in can change what your website produces.

Read more: How to Improve Conversion Rates on Your Coaching Website

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Jennie Lakenan, StoryBrand web designer for coaches and consultants

Hey there! It’s Jennie Lakenan.

Certified life & Storybrand coach, web designer, and messaging expert. Since 2018, I’ve designed dozens of websites for coaches. My mission is to get more coaching into the world and help elevate the quality of life of humans at large by delivering expert custom website design and strategy to coaches.

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