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Audits

See clearly before you commit.

An audit is the fastest way to find what's quietly costing you—in speed, rank, revenue, risk, or trust—and get a prioritized, plain-language plan to fix it. Expert-led, not an automated score.

Not sure which audit fits? We'll help you scope the right one.

What do you get:

Every audit is senior-led and ends with a prioritized, plain-language plan you can act on.
Fast turnaroundScoped fee
Senior-led review
Prioritized recommendations
Clear remediation roadmap
Expert readout session
Plain-language report
Implementation options

The audits

Six ways to see clearly

Pick the one that matches your worry. Each is expert-led, plain-language, and ends with a prioritized plan—plus a direct path to the team that fixes what it finds.

Website & Performance Audit

Best for

For sites that feel slow, or are quietly losing rankings and conversions.

What we check

  • Core Web Vitals—speed, stability, and responsiveness
  • Mobile performance and real-world load times
  • Best practices, security, and modern standards
  • Broken, outdated, or bloated code
  • Technical foundations that hold up as you grow

What you walk away with

A prioritized fix list tied to what each issue actually costs you—speed, rank, and revenue.

Accessibility (WCAG) Audit

Best for

For teams that need to be usable by everyone—and to reduce legal risk.

What we check

  • WCAG conformance across content, components, and templates
  • Real screen-reader journeys, not just an automated pass
  • Keyboard navigation, focus order, and visible focus
  • Color contrast and readable text
  • Forms, labels, errors, semantic structure, and alt text

What you walk away with

A plain-language report of what actually blocks real people—and the machines now reading for them—ranked by impact and effort.

SEO & AEO Audit

Best for

For brands that want to be found by search—and cited by AI answer engines.

What we check

  • Crawlability, indexing, and site structure
  • On-page SEO—titles, metadata, headings, internal links
  • Structured data and schema that make you quotable
  • Semantic HTML and content clarity
  • Answer-engine and agentic-browsing readiness (AEO)

What you walk away with

A roadmap to rank in search and get named as a source when an AI composes the answer.

CRM & MarTech Audit

Best for

For teams whose CRM systems have drifted into a mess.

What we check

  • Data model and data hygiene
  • Lifecycle stages, scoring, and automation logic
  • Reporting and attribution you can actually trust
  • Integrations and sync health across the stack
  • Governance, ownership, and documentation gaps

What you walk away with

A clear picture of what's broken, what's risky, and what to fix first across your revenue stack.

Data & Analytics Audit

Best for

For teams whose dashboards disagree—so no one fully trusts the numbers.

What we check

  • Tracking coverage and event/conversion design (GA4/GTM)
  • Metric definitions—events, lifecycle stages, and attribution alignment
  • Data flow and source-of-truth across CRM, analytics, and BI
  • Dashboard accuracy, QA, and reporting gaps
  • Governance, ownership, and documentation

What you walk away with

A trustworthy measurement baseline—what's miscounted, why dashboards disagree, and what to fix first.

AI Readiness Audit

Best for

For teams eager to use AI—but unsure their data, systems, and processes are ready for it.

What we check

  • Data quality, access, and structure agents would rely on
  • Which workflows are worth automating—by frequency and impact
  • System, API, and MCP connectivity for agents to take real action
  • Guardrails, permissions, and source-of-truth ownership
  • Team readiness to operate and govern AI once it ships

What you walk away with

A clear read on where you're AI-ready, where you're not, and the smallest useful first workflow to build.

Prefer to start free?

Get a free read on your stack in 2 minutes.

Take the free Integration Spine™ self-assessment—an instant score of how connected your systems are, and where the gaps quietly cost you. Your no-cost intro to the framework that makes your whole stack work as one.

Integration Spine architecture using MCP to connect systems.

Why an audit matters more than ever

Your website and systems used to have two audiences: your people and search engines. Now there's a third—the AI agents browsing on your customers' behalf, and the answer engines deciding who gets cited. The same fundamentals serve all of them, and an audit is how you find the gaps.

People

Fast, clear, accessible experiences convert better and frustrate no one—on any device, with any ability.

Search engines

Clean structure, metadata, and technical health decide whether Google can find, understand, and rank you.

AI agents & answer engines

Agentic browsing and Answer Engine Optimization reward sites machines can read and trust—so you get used and cited, not skipped.

Risk & compliance

Accessibility and security aren't just good practice; they're increasingly an expectation, and "we didn't know" isn't a defense.

How an audit works

Same rigor whichever audit you pick: we gather the evidence, a human reviews the real experience, and you leave with a plan—not a red number.

Scan & baseline

We gather the evidence through automated tooling and a structured review of your real pages, systems, and journeys—so we’re working from facts, not assumptions.

Expert review

A senior practitioner evaluates the actual experience through the eyes of a user, a search engine, and an AI agent—finding what automated tools alone can’t.

Prioritized report & fix path

You receive findings ranked by impact and effort, plus a practical remediation plan. We can fix it with you, guide your team, or fold the work into a larger engagement.

Where an audit leads

An audit is where it starts.

Every audit ends with a prioritized, plain-language plan. Here are the three ways teams put it to work.

  • Need the whole picture, not one system?

    Integration Spine™

    An audit maps one part of your business in sharp detail. The Integration Spine™ maps and wires all of it into one governed backbone—and an audit is exactly where its first step, Map, begins.

  • Need someone to act on the findings?

    Fractional Services

    An audit hands you a prioritized plan; fractional RevOps and MarketingOps leadership turns it into shipped work—governing the fixes without a full-time hire.

  • Ready to automate what's slow?

    Claude Workflows & Training

    When an audit surfaces repetitive, high-friction work, we build Claude-powered automations around it—wired into your stack and owned by your team. The AI Readiness Audit is where that starts.

dgtl Bytes & Perspectives

How we think about Audits & Assessments and other related topics

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A wall of green status indicators — the dashboards that stayed green while the books went wrong

Integration & RevOps

7 hard lessons from syncing Salesforce to an ERP

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Data & AI

Where GenAI actually saves your ops team time

A Salesforce cloud piped through plumbing into a vault of cash

Systems & Integration

Anatomy of a Salesforce–ERP sync

A finance reviewer checking a printed spreadsheet by lamplight

Systems & Integration

The month the books quietly doubled

Proof

The difference, measured—one audit takes a site from red to green.

Start with clarity.

Pick the audit that matches your worry. You'll get a prioritized, plain-language report and a clear path to fix what matters most—no jargon, no red number without a plan.

Request an audit

We assess systems, integrations, and journeys so you know what to fix, keep, or scale. See the work