Audit intermediate Works with: Any AI

Marketing Funnel Leak Audit

Table output Has example

Find the stage where prospects are lost.

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[VERIFY] is an editorial flag, not a blank to fill. Wherever the prompt shows [VERIFY], check that item against a reliable source before you use it.

Audit my marketing funnel. Numbers at each stage for the last quarter (visitors, leads, qualified leads, proposals, customers): [FUNNEL_NUMBERS]. Channels feeding the top: [CHANNELS]. Average sale and sales cycle: [SALE_CYCLE].

Calculate stage-to-stage conversion, find the largest leak relative to what is reasonable for my business, and list hypotheses with the evidence that would confirm each. Separate volume problems from quality problems and sales follow-up problems.

Return a table with Stage, Rate, Concern and Test, a score from 1 to 10 for each stage, and a three-test plan ranked by expected impact. Avoid external benchmarks unless I give a source.

Also check that stage definitions are the same across the tools, since a lead in the marketing system may differ from a lead in the sales system. Suggest the simplest dashboard that shows the funnel weekly, and the owner of each number.

Then turn the biggest leak into an investigation plan. State the hypotheses about why people drop at that stage, and for each one list the evidence I already have, the evidence I could gather in a week, and the cheapest test. Design five customer interview questions that avoid leading, and a short survey with no more than four questions for people who left. Describe how to analyse session recordings or form data ethically and with consent. Provide an experiment brief with the change, the measure, the sample, the duration and the stop rule, and a plan for sharing findings with sales and marketing together. Add a monthly funnel review agenda and a definition sheet so that every stage means the same thing to everyone. Tracking and privacy rules are [VERIFY] for [JURISDICTION], and no improvement is guaranteed.

Where a finding implies a legal or regulatory problem, describe it as a question for a qualified adviser, tag it [VERIFY] for [JURISDICTION], and avoid accusing anyone of wrongdoing.

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Funnel (invented quarter)
Visitors 12,400; leads 310 (2.5%); qualified 124 (40%); proposals 50 (40%); customers 12 (24%).
Largest leak relative to the business: proposals to customers at 24%. Hypotheses: price objection, slow follow-up, wrong fit.
Evidence in hand: median follow-up 5 days. Cheap test: reply within one day for four weeks and compare.
Customer interview questions: What else did you consider? What almost stopped you?
Scores: visitors-to-leads 6, lead quality 5, proposal stage 3.
Next: define stages the same way in both tools; no external benchmarks used.

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