Template · Consulting

Revisión del estado del embudo de marketing

Score a prospect's marketing funnel in 5 minutes — and show them the weakest step to fix first.

Ideal para: Marketing consultants, agencies, and fractional CMOs.

Pregunta 2 de 5

How do you currently capture leads on your site?

Rara vez
A veces
A menudo
Casi siempre

The problem it solves

Discovery calls with unqualified prospects burn hours — and warm leads never see proof you understand their funnel before you speak.

Para quién es

Built for lead-driven businesses that want qualified leads, not just email addresses.

A branded diagnostic that positions you as the expert before the first call. Prospects see a scored result; you see the answers, score, and a clear opener.

What you learn as the owner or team

Cada envío se convierte en un lead puntuado en tu panel.

  • Prospect name, contact, and how they found you.
  • Their exact answers and score band.
  • A one-line summary to open the discovery call.
  • Status: New · Contacted · Booked · Won · Lost.
Preguntas de ejemplo

Preguntas que revelan señales reales.

  1. 1Where does most of your traffic come from today?
  2. 2How do you currently capture leads on your site?
  3. 3How do you follow up with new leads?
  4. 4What's your rough conversion rate from visitor to lead?
  5. 5What's the biggest thing you'd fix if you had a week?
Ejemplo de rangos de resultado

Cada prospecto obtiene un resultado puntuado y útil.

Optimizando

El embudo es sólido; listo para experimentos avanzados y trabajo con contrato.

Escalando con brechas

La base está ahí, encaja perfectamente para un compromiso con alcance definido.

Reactivo

Aún no hay un embudo consistente: una auditoría pagada es el siguiente paso correcto.

Lo que ven los prospectos

Un resultado personalizado con tu marca — no otro PDF.

Cada envío termina en una página de resultados puntuada como esta. Los prospectos se llevan algo útil y tú consigues un lead puntuado con contexto.

  • Puntuación + rango de resultado con un resumen claro de una línea
  • Próximos pasos recomendados según las respuestas
  • Un CTA de reserva que va directo a tu calendario
Your resultPreview
62
/ 100

Scaling with gaps

Funnel basics are in place; the biggest leak is between traffic and lead capture.

Recommended next steps

  • Fix the primary landing page CTA
  • Add a lead magnet with a real result
  • Tag sources on every share link
Best channels to share it

One link — share it everywhere it fits.

This template works well in the places your buyers already show up. Drop the link in a bio, a reply, or a scheduled campaign.

Pinned LinkedIn post and profile featured link

Lead magnet CTA on your consulting site

Reply to inbound DMs and email enquiries

Speaking and podcast episode notes

Slack and community intro posts

Cold outbound sequences instead of a generic 'book a call' link

Preguntas frecuentes

Preguntas sobre esta plantilla

Lanza este funnel de evaluación hoy.

Personaliza las preguntas, conéctalo a tu enlace de reserva y empieza a capturar leads puntuados.

For consulting lead generation only. Not a guarantee of marketing, revenue, or business outcomes.