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Tech Audit Review

Set the tone from the very beginning. You are Cogent. We are the subject matter expert. Know the client. Review the tech audit and make notes.

Before the first meeting

Prior to client facing, review the tech audit at a minimum of 1 day before the meeting. 

Ask the client to give themselves a grade (A, B, C, D, F) before you start the audit. Enter the grade into the form. 

      1. What did we learn because of the audit?
      2. What are easily identifiable gaps in their SEO efforts?
      3. How do our findings differ from the client’s expectations

Take time to review the tech audit.

Reference your findings in relation to their Strategic Objectives.

Know your clients marketing budget.

Opening Introductions

Use the website as a method for guiding the opening. Do not read everything verbatim. There are some key things you want to discuss.

  • Discuss (without presenting) what we identified from the tech audit. Have 5 clear points and supporting data you will discuss. State how it impacts their audience and strategic objectives.

Tip: Spend as much time as possible looking directly into the camera.

The Conversation

The website is the hub central of their digital landscape. Is it easy to navigate? Is it clean in look and feel? Does it represent the “quality” of the products or owners? Is it the main sales platform of the company?

Ask questions here. The goal is for the client to realize where there digital products support their strategic objectives. In some cases, allow the client to realize that they don’t have the control/understanding they might have thought. This is often the first “proof” they need support changes in their digital assets.

    1.  Does your website tell the story you want?
    2. After the tech audit… how would you grade your website now?

Tip: 50% talking and 50% listening. You can’t discover if you are doing all the talking. Get them to engage. Do not use Acronyms. Do not use marketing terms unless you define them. Do not repeat a phrase or word over and over.

Follow Up

Send a follow up email through Click Up.  The email should recap and do the following:

  • What was discussed?
  • Highlight any new discoveries. Good or bad.
  • What is the next step?

Schedule the Resource interview and the Roadmap presentation. The resource interview is only required if they have a designated marketing person. You can skip the interview if it is detrimental to the process.