Overflow Client Audit Login Here Username Password [hide for=”!logged”] Client NameWebsite URLType of Client Lead Generation Coach / Consultant / Influencer eCommerce Offer / ProductDesired targets / ResultsAverage lead time / Sales cycleProduct to Market CheckpointHave they sold their offer / product before? Yes No Where / how do they currently generate clients / leads?Funnel HealthHave they used Facebook Ads before? Yes No Where their efforts with Facebook successful? Yes No Elaborate on their success with FacebookElaborate on their lack of success with FacebookIs there a Facebook Ads funnel in place? Yes No What is the current funnel blueprint?Have they successfully sold to a COLD audience using the funnel? Yes No Current Funnel Conversion RatesCost per lead / saleDesired cost per lead / saleLanding Page / Website conversion rateRequired landing page / Website conversion rateSales conversion rateRequired sales conversion rateWhat is their desired growth?What is their capacity for scale?Account AuditAre they tracking events using the pixel? Yes No Are they using Custom Audiences? Yes No Are they doing retargeting Yes No Are they excluding? Yes No Have they tried Lookalike Audiences? Yes No Is Schema installed correctly? Yes No What placements are the ads feeding into?Does the user experience make sense? Yes No Any other Funnel related thoughts or feedback?CheckpointsHave they previously worked with other Facebook marketers / agencies? Yes No What happened with the other marketer or agency?What expectations do they have?Analysis / RecapDoes client match agency requirements (why or why not?)What would be required to onboard the client?NOTE: If no tracking through pixel - funnel is unvalidated.How viable is the funnel and offer?Any addtional thoughts? Δ [/hide]
