Start with a prospect or client site
Add a website to a prospect record or save it under a client, then start an audit from its record.
THE PATCHMYWEB WORKFLOW
A website audit is more useful when the findings have somewhere to go.
Move from a URL to a reviewable set of findings, then into the client conversation. PatchMyWeb keeps the audit, report, and follow-up connected in your agency workspace.
FROM FIRST LOOK TO NEXT STEP
One considered pass through the work.
Let the audit collect its evidence
A queued audit discovers and samples pages, then runs checks across areas such as accessibility, performance, SEO, best practices, technology, TLS, and passive security.
Review findings in context
Open the report to inspect grouped issues, severity, affected URLs, scanner evidence, remediation guidance, category scores, and coverage status.
Decide what to take to the client
Use the priority action plan as a starting point, then apply your professional judgement before presenting recommendations.
BUILT AROUND THE REVIEW
Know what you are looking at before you recommend.
The dashboard separates prospects, client websites, audits, and reports so repeat work has a history. Findings are normalized into a shared structure and grouped to keep repeated observations from taking over the review.
Evidence that stays attached
Inspect the underlying observation, affected pages, and guidance together.
Coverage with context
Checks can be complete, partial, sampled, failed, or skipped. The report indicates coverage instead of implying every page was checked equally.
Priorities for a real conversation
Severity, unique issues, category scores, and the action plan help your team frame the review. They do not replace your judgement.
AUDIT COVERAGE
A broad review, with coverage in context.
PatchMyWeb discovers and samples pages, then reports which checks completed, were sampled, or could not run.
AUDIT SCOPE
Page selection and scanner limits shape what can be checked on each site. The report makes coverage visible so your team and client can understand the scope of the findings.
Scanner checks are non-intrusive by default. PatchMyWeb reports what was observed; it does not change website code or settings.AFTER THE REVIEW
Give the findings a client-ready shape.
See report structure, agency branding, and the follow-up comparison.
READY FOR A CLOSER LOOK?
Put your next client site into the workflow.
Audit the site, review the evidence, and decide what you want to take forward.