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Full-Funnel Audit Spreadsheet

Systematically evaluate every stage of your funnel. Rate each element on a 1-5 scale to identify your biggest opportunities for improvement.

Overall Score

60

Good

Awareness

60%

Consideration

60%

Conversion

60%

Retention

60%

Awareness Stage

Stage Score

60%

#1CRITICALTraffic Quality

Is your traffic coming from qualified sources that match your ICP?

PoorExcellent
#2CRITICALMessaging

Does your value proposition immediately communicate what you do and for whom?

PoorExcellent
#3HIGHTargeting

Are you excluding irrelevant audiences in your paid campaigns?

PoorExcellent
#4MEDIUMContent

Do you have educational content that addresses top-of-funnel pain points?

PoorExcellent
#5HIGHSEO

Are you ranking for high-intent keywords in your category?

PoorExcellent

Consideration Stage

Stage Score

60%

#1CRITICALSocial Proof

Do you prominently display customer logos, testimonials, and ratings?

PoorExcellent
#2CRITICALProduct Info

Is it easy to understand how your product/service works?

PoorExcellent
#3HIGHDifferentiation

Is it clear what makes you different from competitors?

PoorExcellent
#4HIGHContent

Do you have case studies showing specific results for target personas?

PoorExcellent
#5MEDIUMLead Capture

Are your lead magnets valuable enough to exchange contact info for?

PoorExcellent

Conversion Stage

Stage Score

60%

#1CRITICALCTA

Are your CTAs clear, visible, and compelling?

PoorExcellent
#2CRITICALFriction

Have you minimized form fields to only what's essential?

PoorExcellent
#3HIGHTrust

Do you display security badges, guarantees, and return policies?

PoorExcellent
#4MEDIUMUrgency

Is there a compelling reason to take action now vs later?

PoorExcellent
#5HIGHObjection Handling

Have you addressed common objections on the conversion page?

PoorExcellent
#6HIGHPricing

Is pricing transparent and easy to understand?

PoorExcellent
#7CRITICALMobile

Is the checkout/signup process optimized for mobile?

PoorExcellent

Retention Stage

Stage Score

60%

#1CRITICALOnboarding

Do new customers get guided onboarding within 24 hours?

PoorExcellent
#2CRITICALActivation

Are you tracking and optimizing time-to-first-value?

PoorExcellent
#3HIGHSupport

Do you proactively reach out to customers showing churn signals?

PoorExcellent
#4CRITICALValue Delivery

Are customers achieving their desired outcomes?

PoorExcellent
#5MEDIUMEngagement

Do you have a regular cadence of valuable communication?

PoorExcellent
#6MEDIUMExpansion

Are you showing customers additional features/upgrades at the right time?

PoorExcellent

Priority Recommendations

✓ No critical issues found!

Your funnel fundamentals are solid. Focus on optimization.

Quick Wins

Focus on items scored 2-3 with "high" or "critical" importance for fastest ROI

Stage Priority

Start with Awareness (lowest score: 60%)

Expected Impact

Improving score by 20 points typically increases overall conversion by 15-30%

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