A Mobile Contact Journey Inspection Sheet

Use this inspection sheet to audit the mobile experience a prospect has from landing on your site to submitting a request. The tool isolates each interaction point, highlights common pitfalls, and gives you a clear next step to tighten the journey.

Map the Mobile Touchpoints

List the screens that actually exist on your site, from a landing page through the contact action and its receipt state. Do not add a location selector or an extra form just because a checklist mentions one. Record the intended job of each step and where a visitor can return if it fails.

• Home screen – convey service, area, and next step
• Service page – show relevant work and a visible call‑to‑action
• Location selector – confirm coverage before asking for details
• Contact button – tap‑friendly size, clear label
• Form – ask for the information needed to assess and respond to this request
• Confirmation – brief message that explains next steps

Checklist for Each Touchpoint

Use the following checklist while reviewing each screen. Mark Yes if the item meets the criteria, No if it does not, and add notes for remediation. The checklist is designed to surface gaps that can hinder conversion without requiring technical audits.

• Is the headline readable without zooming?
• Does the primary call‑to‑action stand out visually?
• Can the intended controls be selected without accidentally selecting a neighboring control?
• Are required form fields limited to what the handoff team needs?
• Does the confirmation message set clear expectations?
• Does any permission choice accurately describe its purpose and match the applicable policy?

Edge Cases to Test

A returning visitor may arrive with browser-filled details. Check that the visitor can correct them, that field labels remain understandable and that errors preserve useful entries. Use authorized test details rather than a real person’s information.

Keyboard and screen-reader checks need to cover names, focus order, error feedback and the receipt state. An explicit ARIA label is not always needed: a correctly associated visible label may provide the accessible name. Record the observed behavior instead of adding attributes without testing.

• Test a saved‑form scenario on both iOS and Android browsers.
• Run a quick screen‑reader check on the form and confirmation page.

Document Unknowns and Plan the Next Action

During the inspection you will encounter information gaps, such as unclear handoff procedures or missing consent language. Record each unknown in a separate column titled Open Question. Once the sheet is complete, schedule a brief meeting with the sales, legal, and development leads to resolve those items.

The concrete next action is to assign one owner per open question, set a due date, and update the sheet after each resolution. This keeps the inspection from becoming a static document and turns it into a living improvement plan.

• Open Question – what we need to clarify
• Owner – person responsible for answering
• Due Date – when the answer is needed
• Resolution – brief note of the answer

Link the Inspection to Ongoing Optimization

Repeat the inspection after changes to forms, contact widgets or page templates. Keep earlier findings so you can distinguish a new failure from an unresolved one. A successful check on one device is evidence about that check, not proof that every mobile environment works.

Connect the check to a practical next step

Bring the unresolved items and the page addresses to the person responsible for the site. WeLead Lab’s website conversion service describes its work on the path to an inquiry; the agency process explains how an engagement is organized. Neither replaces checking what your own site actually does.