Consulting Vision

Templates & Tools

Funnel Audit Checklist

38 checkpoints where leads and revenue quietly leak.

All templates

The checklist we run inside mandates — from traffic quality and landing-page logic to sales handover. Each item scored, flagged and paired with an immediate fix.

What's inside

  • 38 checkpoints across five funnel stages
  • Traffic-light scoring with thresholds
  • Typical leaks and their root causes
  • Prioritisation matrix: impact vs. effort
  • Summary sheet for the leadership team

Who it's for

  • CEOs with flat lead volume despite budget
  • Marketing leads ahead of budget planning
  • Teams that want an objective agency review

Outcome

In under 60 minutes you see where in the funnel your money is actually lost.

Background reading

The article this asset came out of:

Funnel audit checklist for decision-makers