getassembled.co · enablement
Website Audit Training — Donovan
Field guide · Sep 24, 2026
Open pipelineLesson 01 · Welcome & Overview
Donovan, your role is to find businesses whose websites are holding them back, use Search Atlas to uncover useful evidence, and start a helpful conversation by email. Be observant, specific, and respectful—the goal is value, not pressure.
Stage 1
Build a qualified list from trusted public sources.
Stage 2
Use Search Atlas to turn observations into evidence.
Stage 3
Share one or two verified findings and offer the audit or a walkthrough.
Stage 1 — Lead Mining
Qualify before paying for a search or an audit. Know your target industry and location before searching, and only audit leads that pass the gate below. An observation like “looks outdated” is enough to qualify a lead — it is not yet a claim you can make in an email.
Where to look
Good lead signals
Capture every lead
Interactive checklist
0/5 completeStage 2 — Search Atlas Audit
Use Search Atlas to replace a vague “your site could be better” message with clear, defensible findings. The audit tool is called Site Auditor, and every audit runs inside a project for the client’s domain.
Log in at dashboard.searchatlas.com. If this site isn’t tracked yet, go to the Dashboard and click “+ Create new” to add it as a project.
Enter the business’s full domain, choose the target country, and add optional keywords and competitors. You can change these later.
Open Site Auditor inside the project and start the crawl. Wait for the crawl and report generation to complete before reviewing results.
Review Performance, SEO, Mobile, Security, and Core Web Vitals. Note red warnings, failed checks, unusually low scores, and content that does not clearly explain the business or its expertise.
Select up to 5 issues a business owner can understand. For each, re-check the affected page yourself and write down the actual result and the date. A score alone is not proof of business impact.
Export the audit report, or take clean screenshots showing the score and relevant finding.
Possible service discussion · AI search visibility
We can improve site structure, service descriptions, local details and question-based content so AI tools like ChatGPT can better understand the business. But an audit finding about site structure does not show that a business is missing from ChatGPT answers. Don’t put AI-search claims in outreach unless you have separate evidence, and never promise placement.
SEARCH ATLAS · REPORT READING
READYPerformance
Load speed, page weight, blocking resources
SEO
Titles, descriptions, headings, crawlability
Mobile
Responsive layout, tap targets, readability
Security
HTTPS, mixed content, exposed risks
Core Web Vitals
LCP, INP, CLS and user experience
Interactive checklist
0/9 completeStage 3 — Emailing the Client
Lead with one or two verified, specific findings and offer the audit or a 15-minute walkthrough — don’t attach the report up front. The follow-up refers back to the first email, never to a report already sent. In the pipeline, the lead page builds this draft from verified findings and warns you about leftover placeholders or unsupported claims. You review and send it yourself.
Script A · Initial audit outreach
Subject: A quick observation about [Business Name]'s website Hi [Client Name], I’m with getassembled.co. I took a look at [Business Name]'s website and noticed: • [Issue 1 — page, actual result, date checked] • [Issue 2 — page, actual result, date checked] I’ve put together a short audit with a few more details. I’m happy to send it over, or walk you through it on a free 15-minute call — whichever is easier. Best, [Your Name] [Phone]
Script B · Follow-up after 5 days
Subject: Following up — website audit for [Business Name] Hi [Client Name], Just following up on my note last week about [Business Name]'s website. The short audit is ready whenever you'd like it — I can email it over, or we can go through it on a quick 15-minute call. No pressure — just reply with whichever is easier. Best, [Your Name] [Phone]
Shared Pipeline
The tracker now lives in the shared pipeline so Pablo and Donovan see the same leads. Sign in to use it. Every lead has an owner, a stage, the last contact date, a next action and a due date — and every change is logged with who made it.
Pipeline stages
Start your day here
The Today view lists overdue follow-ups, audits awaiting evidence, drafts ready for review, replies awaiting handoff and meetings booked.
Quick Reference & Tips
Daily routine
Common audit issues
Email best practices
Hand off to Pablo
Same business day, when someone asks about pricing, a proposal or a call. Record the reply as Interested and copy the handoff card from the lead page. It includes: