Content Audit Preparation Checklist

Everything you need to do before starting your content audit

Track Your Progress: 0%

Check off items as you complete them, then export your progress

Stakeholder Alignment

Define clear audit objectives and success metrics

Get executive buy-in and budget approval

Identify all stakeholders and their expectations

Schedule kickoff meeting with key stakeholders

Document roles and responsibilities (RACI matrix)

Establish communication cadence and channels

Data Access & Tools

Confirm Google Analytics access and permissions

Set up Google Search Console access

Get CMS admin access for content inventory

Install and configure crawling tools (Screaming Frog)

Set up project management tool for tracking

Create shared folder for documentation

Content Inventory Preparation

Export full sitemap or URL list

Identify all content types to audit

Document content ownership by department

Create content inventory spreadsheet template

Set up automated data collection where possible

Plan for handling gated/restricted content

Performance Baselines

Document current traffic metrics

Record conversion rates by content type

Capture current search rankings

Note engagement metrics (bounce rate, time on page)

Screenshot current Core Web Vitals

Export competitor benchmark data

Resource Planning

Allocate team members and hours

Block calendar time for audit activities

Identify subject matter experts needed

Plan for content creation/update resources

Budget for any additional tools needed

Set realistic timeline with buffer

Why Preparation Matters

Save Time

Avoid delays and roadblocks during the audit process

Better Data

Ensure you have access to all necessary metrics and tools

Clear Goals

Align stakeholders on objectives and expected outcomes

Maximize ROI

Proper preparation leads to more actionable insights

Need Help With Audit Preparation?

Our experts can guide you through the preparation process and ensure you're ready for a successful audit.

Schedule Kickoff Consultation