Business Name
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Funnel Name
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Funnel/ Website URL
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Tell me about your business. What do you offer, and who is your ideal client?
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What is the goal of your funnel?
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Generate Leads
Book Appointments
Sell a product or Service
Other
Which part of your funnel do you think needs improvement?
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Landing Page
Opt in Process
Email Sequence
Follow up Automation
Traffic & Lead Generation
Sales Process
What’s your current conversion rate? (If known)
Are you currently running paid ads to drive traffic to your funnel?
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Yes
No
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What’s your biggest struggle with your funnel right now?
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Do you have an email sequence in place for leads?
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Yes
No
How are you currently driving traffic to your funnel? (Select all that applies)
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Organic Social Media
Paid Ads
SEO Blog Content
Email Marketing
Other
Anything else I should know before our audit?
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What specific results would you like to see from this audit?
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