Before you can fix your marketing, you need to see it clearly. This audit walks you through every part of your pipeline — from first impression to repeat business — and helps you find the real bottleneck.
Before you diagnose your pipeline, get clear on what you are actually selling, who you are selling it to, and what a new lead is worth to your business.
Most businesses lose leads in predictable places. To find the real bottleneck, map what happens now — not what you wish happened.
Not every lead problem is a traffic problem. Sometimes you need more visibility. Other times the real issue is attracting the wrong people.
A business can get attention and still fail to convert — because the next step is confusing, weak, or hard to trust. Rate each conversion point honestly.
A lead is not lost only when they say no. Many leads are lost because nobody follows up clearly, quickly, or enough times.
Follow-up checklist — mark what you have in place
Even when good leads arrive and follow-up happens, sales can still stall if the offer is unclear, the process is weak, or objections are not addressed.
Your top objections — and how you handle them
The fastest revenue most small businesses aren't capturing is already in their client list. This page is often where the real money is.
You do not need to fix your whole marketing system this week. You need to fix the first thing most likely to improve results.
"This week, I am focusing on ______ because it is the fastest path to better results."
A snapshot of where you stand across the six rated sections. Bring this to Monday's coaching call.
Email yourself a copy of your results, and send Sarita a heads-up before Monday's coaching call.
Your results go to you and Sarita. Nothing is stored anywhere else.