Nonprofit Website and Digital Experience Audit

Signs this is the work

• Traffic arrives, but almost nobody completes a donation, signup, or inquiry.
• Your programs have changed significantly since the site was last rewritten.
• You cannot easily answer what a first-time visitor is supposed to do next.
• Impact evidence exists in reports and staff memory, but not anywhere a supporter can see it.
• Several systems hold supporter data and none of them agree.

How the engagement runs

1. 01

   Surface inventory

   We catalog every place a person can encounter the mission — site pages, forms, emails, event pages, program touchpoints, third-party platforms — and note what each one asks of them.

2. 02

   CARE analysis

   Each surface is examined against the four CARE questions: how people connect, how participation advances, how relationships persist, and where value can flow back to sustain the work.

3. 03

   Technology hypothesis

   We map what your CRM, forms, site, and analytics appear to be doing, where data is being dropped between them, and which integrations are load-bearing.

4. 04

   Prioritized findings

   Findings are ranked by the mission value at stake and the effort to repair, so the list is something a small team can actually work through.

Questions we get asked

How is this different from a marketing or SEO audit?

A marketing audit asks how to get more people to the site. This asks what happens to the mission once they arrive — whether the work is legible, whether the next step is clear, whether evidence of impact is visible, and whether your systems capture any of it. Traffic problems and surface problems need different repairs, and fixing traffic first on a leaking surface tends to waste the traffic.

Do we need to give you access to our CRM or donor data?

No. The review works from what is publicly observable plus whatever you choose to walk us through. Where we cannot verify something directly, the review says so and labels it as inferred rather than observed.

What if the review says we need a new website?

Sometimes it does, but that is not the default finding and we are not trying to sell you a rebuild. More often the recommendation is a sequence of smaller repairs to specific surfaces, because a full rebuild moves the same problems to a new template.

Can this help us choose a CRM?

Yes, and it is one of the most common reasons organizations start here. A CRM decision needs an observed map of where supporter data is created, where it gets lost, and which systems already hold it — and that map is what the review produces. Requirements derived from it hold up in a vendor conversation in a way a feature comparison never does. When the decision is already imminent and the stack is genuinely tangled, this pairs with the Technology Strategy engagement, which goes further and assigns each system a defined role.

Often paired with

• Mission Growth Map

  Nonprofit Donor Journey and Engagement Strategy

  A map of the journey across participants, staff, volunteers, donors, partners, and funders — and where it breaks.

• Mission-Ready Technology Strategy

  Nonprofit Technology Strategy and CRM Planning

  A clear definition of what each system is responsible for, made on mission terms rather than vendor terms.