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New client

Walk into the quote with the site’s results.

Know what to fix before you name a price.

Review a client site How it works

First audit on the Free plan

client-site.comExample

First audit64

  • Performance52
  • SEO71
  • Accessibility63
  • Ecology70
  • PerformanceHero image delays LCP by 2.4 sCritical
  • SEONo canonical on 12 pagesHigh
  • AccessibilityContact form without labelsHigh

The situation

Your client asks what needs fixing. Start from the same evidence.

Results from several tools are hard to discuss in one call. Insight organizes detected issues and their sources so you can move on to scope, unknowns and ownership.

Today

  • The client asks “what is wrong” while you stitch results from several tools.
  • Priorities are not shared, because each team pulls in its own direction.
  • Pricing talks start without a documented starting point.

With Insight

  • A dated site result with the main issues
  • Priorities to start your quote from
  • Questions about what an automated audit does not cover

Project stages

One measurement from quote to ongoing care.

This scenario is one of five stages. The same audit runs at each one, so results compare.

  1. Before the project
    New client Specific site issues before you quote. You are here
  2. During the project
    Redesign & migration Old and new version side by side. Project handover A dated report for sign-off.
  3. After launch
    Release quality Drops after a release, before the client sees them. Ongoing care A monthly before-and-after of your fixes.

How it works

Three steps, one result.

You end up answeringWhich issues belong in the project, and what still needs an answer?

  1. Check the client site

    Enter the home page and a few important pages. A public URL is enough, no admin access.

  2. Choose what goes into scope

    Insight orders the issues by priority, and you decide which ones go into the quote.

  3. Ask about the rest

    The audit cannot see pages behind a login or the client’s goals. That is what you ask about on the call.

What you get

A list of issues and questions for the scoping call

One document with a date, scope and sources. Share it with a link; the recipient needs no Insight account.

See a starting-point report
Have ready
  • The client site’s public URL
  • A few important pages, such as services and contact
  • An initial scope for the call

First audit on the Free plan

Limits

What Insight will not do here.

An automated audit is a starting point. What it cannot see stays with you.

Outside the audit
  • It does not price the project for you.
  • It does not check pages behind a login.
  • It does not replace a conversation about the client’s business goals.
Methodology and analysis scope
Questions worth asking before you quote
  • Which pages bring in sales? The audit shows technical issues but not what matters most to the client.
  • Are the cart and logged-in pages in scope? An audit of the public site cannot see them.
  • Who ships the changes: the client’s team or an external vendor?
  • What is the stack, and can templates be changed or only content?
  • Were there earlier audits, and what was actually implemented from them?
  • What is the time frame for the first iteration?

What you use

Modules and industries for this scenario.

The Insight areas this scenario uses most, and the industries where it comes up most.

Start with your own site’s result.

The Free plan needs no card. Comparisons and result history are on paid plans.

Review a client site All use cases
  1. 1 Check the client siteEnter the home page and a few important pages.
  2. 2 Choose what goes into scopeInsight orders the issues by priority, and you decide which ones go into the quote.
  3. 3 Ask about the restThe audit cannot see pages behind a login or the client’s goals.