Funnel audit checklist — 25 points

The main CTA is visible without scrolling, on mobile tooThe form asks for 4 fields or fewerThere's an instant contact channel (chat or WhatsApp) besides the formThe page loads in under 3 seconds on mobileThere's social proof (reviews, cases, named numbers) next to the conversion point

Every new lead gets a reply (automatic or human) within 5 minutesNight and weekend leads don't wait until the next business dayYou know your real average first-response time (not the feeling)No inbound channel ends in an inbox nobody checksLeads are assigned to a specific person, not a group

A defined follow-up sequence exists (it doesn't depend on memory)Every open lead has a next action with a dateLeads who don't reply get at least 2 more attemptsFollow-up adds something (answers, cases) — it doesn't just pushCold leads enter a reactivation flow, not oblivion

Every quote sent has follow-up scheduled for day 2-4You know how many live quotes you have right now and their total valueYou know your real close rate for the last 3 monthsYou record the reason for every lost dealThe customer can accept/book in one click, without an email chain

All channels (web, WhatsApp, phone, portals) feed a single placeNo data has to be copied by hand between toolsYou can see the full pipeline on one screenYou know which acquisition channel brings the customers who actually closeIf an integration fails, someone knows the same day

Lots of unticked points?

Every unticked point is a leak with a name. The audit quantifies them and puts them in priority order.

Request an audit