Step 1 — Define the goal and the conversion you care about
A design audit isn’t “make it look better.” It’s always tied to an outcome.
Pick one primary goal:
- Book demo / intro call
- Start trial / sign up
- Generate qualified leads
- Drive pricing-page progression
- Increase activation (if product-led)
Checklist
- Define one primary conversion (and 1–2 secondary)
- Identify top 3 pages that contribute to that conversion
- Define your ICP + top objections (from sales/support calls)
- Write down: “Visitors should believe X by the time they reach Y page”
Output: a 1-page “audit brief” (goal, ICP, pages, success metrics)
Step 2 — Pull the data to find where the leaks are
Start with analytics. You need a map before you inspect the terrain.
What to check (fast but powerful)
- Top entry pages (not just homepage)
- Bounce rate + engagement time on key pages
- Path exploration: where people go next
- Drop-off points (pricing → demo → form)
- Device split (mobile vs desktop conversion gap)
Checklist
- Top landing pages by traffic + conversion contribution
- Exit pages for demo/pricing/product pages
- Conversion funnel drop-offs
- Page speed + Core Web Vitals (at least for key pages)
- Mobile performance vs desktop
Output: a short list of priority pages (usually 3–7 pages).
Step 3 — Audit clarity and message hierarchy (the 5-second test)
Most “design” problems are actually positioning + hierarchy problems.
Ask: If I remove all your brand context, would I understand this instantly?
The 5-second checklist
- Headline states what you do (not a vague slogan)
- Subheadline says who it’s for + outcome
- Primary CTA is specific (not “Submit” / “Get Started” everywhere)
- One strong proof element above the fold
- Visual supports the message (not decoration)
Quick upgrade pattern (use this formula):
- For [ICP], we help you [achieve outcome] by [how you do it].
- Proof line: Trusted by… or Teams use us to…
Output: rewritten hero + page opening sections for priority pages.
Step 4 — Audit UX friction (navigation, scanning, interaction)
Now you evaluate whether people can move through the site without hesitation.
High-leak areas
- Navigation that makes users think too much
- Pages that are hard to scan (walls of text)
- Competing CTAs
- Forms that feel risky or too long
- Broken expectations: buttons that don’t look clickable, unclear states
Checklist
- Navigation labels are clear (use customer language)
- “Pricing / Security / Case Studies” are easy to find (B2B trust pages)
- Each page has one primary CTA
- Sections are scannable (short paragraphs, meaningful headers)
- Forms: minimal fields, clear error states, strong reassurance
- No dead ends (every page has a next step)
Behavior clues (from recordings)
- Rage clicks / repeated clicks
- Fast scroll → back up → exit (confusion)
- Cursor hovering on nav without clicking (uncertainty)
Output: a friction list with screenshots + recommended fixes.
Step 5 — Audit visual system and trust signals (not “pretty”—credible)
Visual design isn’t decoration. It’s perceived maturity.
In B2B/SaaS, credibility is often the conversion unlocked.
Visual audit checklist
- Consistent typography scale (H1/H2/body)
- Consistent spacing system (sections don’t feel random)
- Buttons have consistent styles + hierarchy
- Icons/illustrations match one style family
- Pages feel like one product, not stitched templates
- Contrast is readable (especially on mobile)
Trust signal checklist (B2B growth lever)
- Customer logos near hero or early sections
- Proof is specific: metrics, outcomes, named use cases
- Security/compliance cues (if relevant)
- Case studies are structured (problem → solution → results)
- Testimonials are believable (name, role, company)
Output: a “trust layer plan” (what proof goes where).
Step 6 — Audit mobile, accessibility, and performance
Even small performance issues can erase all your design work.
Checklist
- Mobile typography is readable (no tiny text)
- CTA visible without endless scrolling
- Layout doesn’t shift while loading
- Tap targets are large enough (buttons, nav links)
- Color contrast meets accessibility basics
- Images are optimized (no huge hero assets)
- Key pages load fast (home, product, pricing, demo)
Output: a prioritized technical cleanup list (what to fix first).