Site Audit Process

New Process – Launched 6/24/24

Annual Site Audits

Each client on the higher two plans receives an Annual Site Audit annually. The site audit will now be broken up into two parts. Part 1 of the site audit will primarily be a quick audit with automated checks. They will receive a report with the scorecard for these automated checks. Once those recommended tasks have been completed, then we will run Part 2 of the audit which is a more extensive audit with manual checks. 

Site Audit Part 1

1. Log into the [email protected] Google account and download the My Web Audit plugin which can be found here.
2. Log into the client’s site and upload the plugin. Check to see if the plugin has any updates and update the plugin. 
3. Go to My Web Audit and log in then go to the dashboard. 
4. Click the new audit button to begin a new audit and select the audit called, “Annual Website Audit Part 1”
5. Enter the Site information and click next
   1. To select the keyword, unless a keyword has been selected for the home page, use the brand name as the keyword. 
6. Toggle the Technical WP Assessment to “yes” and click the verified button for the software to search for the plugin and then click next. 
7. Toggle the Google Analytics to “yes” and use the account “[email protected]”.
   1. Make sure to use the GA4 property for that website. 
   2. Select the last full month as the date. 
   3. If the website doesn’t appear, then you can just skip this step and toggle the switch back to no.  
8. Toggle the ROI to “no” and click next. 
9. Then click Begin Manual Assessment.
   1. Go to the legal section and look to see if the copyright is updated in the footer. Mark pass or fail. 
   2. Go to Termageddon and see if they are using our service for Termageddon. If they are, check to see if the policies are up to date. Pass or fail based on that. 
   3. If they are NOT using Termageddon, just go to the footer of their site and see if they have a privacy policy and terms of service page. 
10. The dashboard will show once the audit is complete. Select the email icon with the eyeball to view the report and then copy the URL of the report. 
11. Go to HelpScout, select the client name and any cc necessary, create a new conversation, and insert the saved reply called “Site Audit”
12. Link the URL of the site audit into the email and send. 
13. Now go to the Asana Audit Complete form and fill this out.
14. Check off the Annual Audit in Asana/FluentBoards. 
15. Set a new task to send the Annual audit 1 year from today and assign the task to Carol.