Read the approved explanation.
Can a visitor understand the intended audience, service and relationship model? Ask the firm's reviewer which statements are approved and which need revision.
Find the question a visitor still needs to ask about the firm.
Review one service page and a fictional introductory inquiry before choosing a website or CRM change.
Check the relevant disclosures.
Follow the links from the service description. Verify that the public version matches the designated reviewer's approved material and can be read on mobile.
Review the first request.
Explain what staff need for an introductory response and what the acknowledgment means. Keep account numbers, financial records and suitability questions out of a general inquiry.
Find the staff context.
Use fictional details to check the intended recipient and supported CRM or calendar handoff. Identify what staff must enter or explain again.
Choose the matching repair.
Fix information when the page is unclear; investigate an integration when a defined request loses context. Give content reviews and unresolved requests a staff owner.