Website maintenance for consultancies

Consultancy maintenance priorities

Small details affect credibility

Prospective clients notice details: a consultant listed who left a year ago, a service description that no longer matches the firm's focus, a membership logo for a scheme the firm has left. These signal neglect, and in professional services, neglect suggests the same might apply to client work. A quarterly review of team, services and credentials, owned by a named person, prevents this.

Credentials and memberships should only be displayed while they are genuinely held.

Making insight publishing easy

Booking and enquiry paths

• Calendar booking links

  Check they still point to the right person and availability.

• Enquiry forms

  Test monthly; route to a shared inbox, not a departed partner.

• Downloads behind forms

  Confirm the file is delivered and consent is recorded.

A consultancy maintenance routine

1. 01

   Monthly

   Forms, booking links and backups checked.

   Output: Working enquiry paths

2. 02

   Quarterly

   Team, services, credentials reviewed.

   Output: Accurate firm profile

3. 03

   Ongoing

   Insights published and old content reviewed.

   Output: Current expertise

4. 04

   Yearly

   Speed, security and accessibility reviewed.

   Output: Healthy site

Older articles

Insight articles can outlive their accuracy, especially on regulation, technology or market conditions. Reviewing older articles periodically, updating or adding a note where things have changed, and retiring those that are no longer useful, protects the firm's reputation for sound advice. Redirect retired articles to a relevant current page rather than leaving dead links.

When consultants join or leave

Changes in the team affect more than the team page: bios on service pages, author names on articles, booking calendars, email addresses in forms and contact pages. A short checklist for joiners and leavers, covering every place a person appears on the site, keeps everything consistent. For leavers, decide whether their articles stay under their name, move to a firm author or are updated.

Removing a leaver's admin access to the website should be part of the same checklist.

Downloadable resources

Guides, reports and templates offered as downloads can go out of date or break when files are moved. Keep a list of downloads, review them when the subject changes and check that the links and any forms in front of them work. If a download requires an email address, make sure consent is clear and the follow-up matches what was promised.

Speed and impression

A slow or awkward site sits poorly with a firm selling expertise. Checking key pages on a phone, compressing large images in articles and reviewing third-party scripts keeps the site responsive and professional.

Confidentiality and security

Consultancies hold sensitive client information elsewhere, but the website still needs protecting: current software, individual logins, two-step login for admins and no client documents stored in public folders.

Events and webinars

If the firm runs webinars or events, keep listings current, remove past events promptly or move them to an archive with recordings, and test registration links before each event. Outdated event listings are one of the quickest ways a professional site looks neglected.

Learning from visits

Looking at which services and articles attract attention can guide what to update first and what to write next.

Case studies and client references

Case studies and client names should appear only with permission, and be reviewed when relationships or circumstances change. If a client asks for their name to be removed, or a case study becomes outdated, update or retire it promptly. Accurate, permitted examples protect both the firm's credibility and its client relationships.