Consulting Vision
RELEASE LISTDiagnose growth · PLANNED FORMAT: PDF + Google Sheet

Funnel Audit Checklist

38 checkpoints where leads and revenue quietly leak.

Decision

Which funnel stage is actually losing your budget.

In development – no access yet

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Product concept: Concept view of the planned tool. The file is still being built.

PLANNED PRODUCT · Planned:

The checklist we run in client engagements — from traffic quality and landing-page logic to sales handover. Each item scored, flagged and paired with an immediate fix.

Planned components

  • 38 checkpoints across five funnel stages(planned)
  • Traffic-light scoring with thresholds(planned)
  • Typical leaks and their root causes(planned)
  • Prioritisation matrix: impact vs. effort(planned)
  • Summary sheet for the leadership team(planned)

Who it's for

  • — CEOs with flat lead volume despite budget
  • — Marketing leads ahead of budget planning
  • — Teams that want an objective agency review

Use it when

When traffic and budget hold steady but lead volume doesn't follow.

Don't use it when

When there is no reliable tracking foundation yet.

The decision this tool clarifies

In under 60 minutes you see where in the funnel your money is actually lost.

The template is enough when …

  • — You have clean numbers from analytics, CRM and sales in one place.
  • — One person can spend two to three days on the diagnosis.
  • — You can turn a finding into an action yourselves.

Marketing leadership makes sense when …

  • — Every department reads the same number differently and nobody decides.
  • — The diagnosis surfaces several bottlenecks at once – with no clear order.
  • — The root cause sits in the offer, sales or leadership, not in the channel.
PLACE YOUR FUNNEL LEAK IN THE FIT CHECK →

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Every tool is a neutralised method template. It contains no client data, no confidential figures and no customer names.