UX audits for founder-led B2B SaaS teams

We identify where digital experiences are losing customers.

How the audit turns observation into practical change
  1. Where
  2. Why
  3. Impact
  4. Fix
  • Up to five pages
  • Desktop and mobile
  • PDF report and walkthrough call

€100 pilot price, excluding VAT, for the first 5 customers. We confirm the scope and your pilot place before any payment.

Delivered within five business days of receiving your brief and any access we need.

The first 20-minute call is free and without obligation.

Illustrative example · fictional company

Severity: High

The demo form asks for eight fields before explaining what happens next.

Recommendation. Agree with sales which details are essential, then test a shorter form: name, work email and an optional note. Say above the form what the demo covers and how long it takes.

Who this is for

A focused pilot for B2B SaaS teams of roughly 5 to 50 people with a website concern and no full-time UX specialist.

It is usually a good fit when:

  • You want to know which website changes deserve attention next.
  • Someone on your team can make the recommended changes.
  • You want an expert review before committing to a redesign.

Sample audit

Illustrative example. These findings are written for “Northwind Analytics”, a fictional product analytics company, to show the format and depth of a real audit. They are not from a client engagement, and the proposed revisions have not been tested.

Northwind Analytics UX audit: homepage to demo request Fictional example

How each finding is rated

Severity
how much the issue could get in the way of the journey's goal.
Confidence
how sure we are, from what we can observe, that it is a real problem.
Effort
a rough size for the change your team would make.

Finding 1 of 3 · Demo request form

The demo form asks for eight fields before explaining what happens next.

  • Severity: High
  • Confidence: High
  • Effort: Low

Why it is first: it is high severity, we are confident in it, and the change needs no new development.

ViewHide full finding 1

As it is now

Proposed revision Our recommendation, not a tested result

Northwind's demo page as it is and as we propose it. Numbers mark the observations below.
Where
/request-demo, desktop and mobile. The homepage's main button also leads here (Finding 2).
What we observed
  1. Nothing on the page says what a demo involves, how long it takes, or when someone will reply.
  2. All eight fields are required, including phone number, company size and “current tooling”.
  3. The button says “Submit” rather than what it does.
Why it may matter
Visitors may hesitate to share a phone number, or to fill in a long form, before they know what they are agreeing to. That could mean fewer completed requests. This is a hypothesis; form completion data or a few observed sessions would test it.

Recommendation

Agree with sales which details they genuinely need before the first call. Then test a shorter form: name, work email and an optional note, plus company size only if sales uses it to route requests. Say above the form what the demo covers, how long it takes and who runs it. Label the button “Request a demo”.

Priority
First. It is high severity, we are confident in it, and the change is copy and form settings with no new development.
Trade-off
Fewer fields means sales learns less before the call. If sales relies on one detail to route requests, keep that field and ask for the rest in the booking confirmation.
How to verify
Compare how many people start and finish the form over comparable periods before and after, allowing for changes in traffic. Ask sales whether lead quality changed.

Finding 2 of 3 · Homepage to demo form

The homepage promises a five-minute setup, but its main button leads to a sales form.

  • Severity: High
  • Confidence: Medium
  • Effort: Medium

Why it is second, not first: it may matter more than Finding 1, but it needs a decision about positioning before the page can change.

ViewHide full finding 2

As it is now

Proposed revision If every customer needs a guided setup

Northwind's homepage as it is, and one of the two directions we describe below.
Where
Homepage, and the path from its main button. All devices.
What we observed
  1. The headline promises “Set up in five minutes”.
  2. The main button says “Start free”.
  3. It opens the demo form from Finding 1, which leads to a sales call. We found no free plan or self-serve sign-up anywhere on the site.
Why it may matter
People who click expecting to try the product meet a sales process instead. Some may leave; others may book a demo expecting something different, which costs sales time. The mismatch is certain. How visitors read “Start free” is our interpretation, which is why confidence is medium.

Recommendation

Decide with sales and product which promise is true today. If every customer needs a guided setup, say so: lead with the outcome, label the button “Book a demo”, and link to pricing as the second option. If a self-serve trial exists or is close, send “Start free” to sign-up and keep the demo as the second option. Change the page only once that decision is made.

Priority
Second. It may matter more than Finding 1, but Finding 1 can ship this week while this decision is made.
Trade-off
An honest “Book a demo” may attract fewer clicks than “Start free”. The clicks it does attract are more likely to become demos sales can use.
How to verify
Compare homepage button clicks and completed demo requests before and after. Ask sales whether people on demo calls expected a call.

Finding 3 of 3 · Pricing page, mobile

On mobile, the only demo button is 3,400 pixels down, below a table that scrolls sideways.

  • Severity: Medium
  • Confidence: Medium
  • Effort: Medium

Why it is third: it is medium severity, and responsive layout work takes longer than Findings 1 and 2.

ViewHide full finding 3

As it is now, 390px wide

Proposed revision Our recommendation, not a tested result

Northwind's pricing page on a phone, as it is and as we propose it.
Where
/pricing, mobile.
What we observed
  1. At 390 pixels wide, the five-column plan table scrolls sideways.
  2. The table has no sticky header, so plan names disappear after the first rows.
  3. The only “Book a demo” button sits below the table, about 3,400 pixels down the page.
Why it may matter
Visitors comparing plans may lose track of which features belong to which plan, or miss the way to book a demo. The layout problems are visible; whether they reduce demo requests needs testing.

Recommendation

On narrow screens, show each plan as a card with its own “Book a demo” button, and link to the full table for anyone who wants every row. Keep the table on desktop.

Priority
Third. Medium severity, and responsive layout work takes longer than Findings 1 and 2.
Trade-off
Cards show less detail at a glance, so visitors comparing specific features rely on the link to the full table.
How to verify
Compare the share of mobile pricing-page visitors who reach the demo form before and after, and check completed requests too.

Your audit includes the issues we consider important to your agreed goal, ordered by priority so your team knows where to start.

What you get, price and timing

One journey, reviewed end to end

Usually the path from landing page to demo request.

  • Up to five agreed pages
  • Desktop and mobile
  • Form errors and confirmation messages

Know what to change first

Understand the issue, the recommended change and its priority.

  • Annotated screenshot of each issue
  • A sketch of the proposed change
  • Severity, our confidence, effort to fix
  • A specific change to make

A practical plan for your team

A prioritised starting point for your designer or developer.

  • PDF report with a short summary
  • Three immediate priorities
  • One-hour walkthrough call
Timing
Delivered within five business days of receiving the brief and any access we need.
Not included
Redesigns, development, analytics implementation, research with users and in-product journeys such as onboarding. We can scope these separately.
How we work
Every finding separates what we observe from what it may mean for behaviour. AI tools may support our workflow; we write and review every recommendation.
What this cannot tell you
The review identifies likely problems; it does not measure how many people encounter them or promise more demo requests. Where data or research is needed, we say so.

How it works

  1. Agree the focus

    On a 20-minute call, we agree the journey, goal and pages to review.

  2. We review your site

    We follow the path on desktop and mobile and document the obstacles.

  3. Get your priorities

    Within five business days, you receive the PDF with three immediate priorities and recommended changes.

  4. Plan the next steps

    On a call of up to one hour, we answer questions and agree what to verify after changes.

Who we are

Chris Fagan

UX designer

Chris brings UX research and design experience across enterprise software, fintech and healthcare, including roles at Johnson Controls and Citco. His background helps him assess how clearly your website explains the offer and guides visitors to the next step. He holds master's degrees in Interaction Design and Digital Healthcare Innovation.

In your audit: leads the review of your site and co-writes the report. Joins the walkthrough call.

Claudio Visentin

Game designer and feature owner

Claudio's experience includes owning live features on Seafight at Bigpoint, using analytics and player feedback to decide what to change and check the results. He brings that approach to your audit: understand where people get stuck, prioritise the changes, and define how to measure whether they help.

In your audit: challenges every finding, sets the priorities and co-writes the report. Joins the walkthrough call.

Based in Dublin and working remotely. We take on teams in Ireland, the UK and across Europe.

Questions before you enquire

What do you need from us, and when do the five days start?

The 20-minute call to agree the journey, the list of pages to review, and any test account or login the journey needs. The five business days start once we have all three.

Do you need analytics or access to private systems?

No. We review what a visitor sees on your public site. If you share analytics or form data, we use it to help set priorities, but it is optional, and we never need admin access.

What would change the scope?

More than five pages, a second journey, or a journey behind a login. If your site needs any of these, we tell you before any payment and quote the extra work separately.

Can our own team make the changes? Can you help?

Yes. The report is written for your designer or developer to act on. If you want help with implementation, we can quote for it separately after the walkthrough.

What if our site has few serious issues, or needs research?

We report what we find and say plainly if the journey is in good shape; we do not pad a report to reach a number of findings. Where only data or research with users can settle a question, we say so and suggest how to test it.

Is the first call free?

Yes. The 20-minute call is free and without obligation.

How and when do we pay?

We send an invoice once the scope and your pilot place are confirmed, payable by bank transfer before the review starts.

Get your website reviewed

Tell us your website and what you want to improve. No obligation and no automated follow-ups.

All four fields are required.

The site you want reviewed. No need to type “https://”.

Tell us your concern in a sentence or two, or say “not sure yet”. For example: “People visit our pricing page, but few request a demo.”

We reply within two business days. Prefer email? Write to hello@ccdigital.ie.

We use what you send only to reply to your enquiry. Formspree, our form provider, receives it and forwards it to us. We keep enquiries for 12 months unless you become a client, and delete yours sooner if you email hello@ccdigital.ie.

What happens next

  1. We reply within two business days with a yes, a no or a question.
  2. If the audit fits, we have a free 20-minute call to agree the journey, goal and pages.
  3. We confirm the scope and your pilot place before any payment.
  4. We send an invoice, payable by bank transfer before the review starts.