Who is this template for?

Marketing consultants, agency owners, and in-house marketing leads who want a diagnostic to warm up leads before a discovery call.

Can I edit the questions?

Yes — reword, reorder, or replace any question, and tune the result bands to your audience.

Where do the leads go?

Every submission lands in your Lead Cues dashboard with contact details, answers, score, and result band.

Template · Consulting

Marketing Funnel Health Check

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

Best for: Marketing consultants, agencies, and fractional CMOs.

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Question 2 of 5

How do you currently capture leads on your site?

Rarely

Sometimes

Often

Almost always

Who it's for

Built for coaches who 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 get as the coach

Every submission becomes a scored lead in your dashboard.

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.

Example questions

Questions that surface real signal.

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

Example result bands

Every prospect gets a scored, useful outcome.

Optimizing

Funnel is solid; ready for advanced experiments and retainer work.

Scaling with gaps

Foundation is there — perfect fit for a scoped engagement.

Reactive

No consistent funnel yet — a paid audit is the right next step.

What prospects see

A branded, personalized result — not another PDF.

Every submission ends on a scored result page like this. Prospects walk away with something useful, and you land a scored lead with context.

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

/ 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

FAQ

Questions about this template

Launch this assessment funnel today.

Customize the questions, wire it to your booking link, and start capturing scored leads.

Use this template

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