Template · Consulting

Bilan de santé de l'entonnoir marketing

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

Idéal pour : Marketing consultants, agencies, and fractional CMOs.

Question 2 sur 5

How do you currently capture leads on your site?

Rarely
Sometimes
Often
Almost always

The problem it solves

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

À qui s'adresse-t-il ?

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

Chaque soumission devient un lead scoré dans votre tableau de bord.

  • 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.
Exemples de questions

Des questions qui révèlent de vrais signaux.

  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?
Exemples de tranches de résultats

Chaque prospect obtient un résultat utile et noté.

Optimisation

Le tunnel est solide ; prêt pour des expérimentations avancées et un travail au forfait.

Mise à l'échelle avec des lacunes

Les bases sont posées — parfait pour un engagement ciblé.

Réactif

Pas encore d'entonnoir cohérent — un audit payant est la bonne prochaine étape.

Ce que voient les prospects

Un résultat personnalisé et de marque — pas un autre PDF.

Chaque soumission se termine sur une page de résultats notée comme celle-ci. Les prospects repartent avec quelque chose d'utile, et vous obtenez un lead scoré avec son contexte.

  • Score + result band with a clear one-line summary
  • Recommended next steps tuned to the answers
  • A booking CTA that goes straight to your calendar
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

FAQ

Questions sur ce modèle

Lancez cet entonnoir d'évaluation aujourd'hui.

Personnalisez les questions, connectez-le à votre lien de réservation et commencez à capturer des leads qualifiés.

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