This guide is designed for optometrists, practice administrators, and office managers who want to understand why their website isn't generating consistent new patient inquiries — and who want a structured way to find the answer before deciding whether to hire outside help.
You don't need to be technical. Each audit layer includes observable checks: things you can see in a browser, in Google Search Console (free), or in your Google Business Profile dashboard. Where a check requires a paid tool, we note it — and offer a manual alternative where one exists.
The audit is organized into four sequential layers:
- Technical Health — Is your site crawlable, fast, and mobile-friendly?
- Local Presence — Can nearby patients find you in map results?
- Content Relevance — Does your site answer what prospective patients are actually searching?
- Compliance — Are your forms, testimonials, and health claims within HIPAA and state board guidelines?
Work through the layers in order. Technical problems compound everything downstream — a slow site undermines local rankings, and local rankings mean nothing if your service pages don't convert. Fix the foundation first.
Realistic scope-setting: A thorough self-audit typically takes three to five hours spread across a week. If you complete it and the problems are clear but the fixes feel beyond your team's capacity, that's the natural entry point for a professional engagement. This guide is intentionally structured as a try-before-you-hire resource.