Marketing ROI Audit Funnel

For digital agencies and consultancies that want a diagnostic as their lead magnet, and specifically for the pitch where the client cannot tell whether traffic, conversion, qualification, or measurement is the actual constraint.

• Nine-question audit mixing single select, channel multi select, percentage inputs, and currency inputs
• Labelled fallback assumptions with an I'm not sure option and the exact percentage stated on screen
• Ungated teaser result showing the score, opportunity band, and primary bottleneck before any form appears
• Gated report form with name, company, work email, optional phone, and marketing consent kept separate from report delivery
• Paginated plan covering the score, estimated monthly customers, potential additional revenue, a funnel overview chart, primary and secondary opportunities, and a sequenced 90-day priority
• Calculation disclosure stating the formula, the score inputs, the improvement assumption, and the limits of the estimate
• Second capture point with an email-only strategic review request at the foot of the page
• No stock photography anywhere, so the design holds up without image licensing or periodic refreshes

The transparency is the conversion mechanic. Because the formula, the fallbacks, and the caveats all sit on the page, the score reads as a credible diagnosis rather than a lead-capture device. Two things to weigh before you start: nine questions with five numeric inputs is real commitment, so this suits considered B2B traffic more than cold social. And if you audit SaaS trial-to-paid specifically, the Conversion Audit Funnel template is the closer fit.

1. Edit the nine questions Change each question, helper line, and answer options, including the channel list in question two
2. Set your benchmark fallbacks Update every I'm not sure percentage so the stated assumptions match your own data rather than the samples
3. Configure the scoring Set how inputs map to the growth score, opportunity bands, and the primary and secondary opportunities
4. Update the calculation disclosure Rewrite the formula and score inputs to match, as this block is what makes the result credible and it will contradict you if you skip it
5. Write your prescriptions Rewrite the opportunity descriptions and the three numbered actions in the 90-day priority
6. Set your form and routing Choose required fields, set the receiving address, and check the consent wording against your privacy policy
7. Replace all sample proof Swap the case study, both testimonials, and the FAQ answers, particularly the accuracy claims