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.
Question 2 of 5
How do you currently capture leads on your site?
The problem it solves
Discovery calls with unqualified prospects burn hours — and warm leads never see proof you understand their funnel before you speak.
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.
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.
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?
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.
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
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
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
Questions about this template
Launch this assessment funnel today.
Customize the questions, wire it to your booking link, and start capturing scored leads.
For consulting lead generation only. Not a guarantee of marketing, revenue, or business outcomes.