MKT Funnel Audit — Proposal

Is your funnel
converting
attention into revenue?

A comprehensive audit designed to identify where prospects drop off, where marketing systems lose efficiency, and what specific improvements can increase conversion and create a more predictable path from awareness to customer acquisition.

00 · Introduction

A note before we begin

From Sierra Vista Studio

The MKT Funnel Audit is a deep strategic and operational review of how your business attracts, captures, nurtures, and converts prospects. We analyze the full journey from first touchpoint to qualified lead or sale, identifying friction, broken handoffs, weak messaging, tracking issues, and missed opportunities that may be reducing marketing ROI.

Most companies do not have a traffic problem. They have a funnel clarity problem. Leads arrive from different channels, land on pages with unclear intent, encounter friction, receive inconsistent follow-up, and disappear before the business can convert them.

The result is a clear, prioritized roadmap that helps leadership teams understand where the funnel is leaking, which activities are underperforming, and how to turn scattered marketing into a measurable, conversion-focused growth system.

SVS
Sierra Vista Studio
Brand · Strategy · Digital

01 · Context

When the Funnel Breaks,
Growth Stops

Most companies do not have a traffic problem. They have a funnel clarity problem.

The core question

Is your marketing funnel converting attention into revenue?

Funnel without a map

Traffic arrives from multiple channels, lands on unclear pages, encounters friction, and disappears before converting. The path from awareness to acquisition has never been formally mapped or optimized.

Conversion leaks you can't trace

Leads drop at every stage but without proper tracking and attribution, it's impossible to know where, why, or which marketing activities are actually generating qualified opportunities.

Wasted spend, unclear ROI

Marketing budget is distributed across channels with unclear return. Some activities generate volume but not quality. Others are underinvested. The gap between spend and revenue keeps growing.

The result

A clear, prioritized roadmap that identifies where the funnel is leaking, what needs to be fixed first, and how to turn scattered marketing activity into a measurable, conversion-focused growth system.


02 · Scope

What We Analyze

The audit covers a complete assessment across seven critical areas of your marketing funnel and acquisition systems.

Area 01
Acquisition Strategy

We evaluate paid, organic, referral, social, SEO, partnerships, outbound and content channels to understand traffic quality, channel fit, and acquisition efficiency across your current marketing mix.

Area 02
Landing Pages & Conversion Experience

We review landing pages, CTAs, forms, booking flows, mobile experience, trust signals, page hierarchy and conversion friction to identify where the experience loses prospects before they take action.

Area 03
Offer & Lead Magnet Strategy

We assess value proposition, offer structure, lead magnets, incentives, urgency, perceived risk and audience fit to determine whether your offers are compelling enough to drive consistent action.

Area 04
Customer Journey & Funnel Flow

We map the full journey from awareness to consideration, conversion, nurturing, sales handoff and post-conversion experience to identify broken transitions and missing stages.

Area 05
CRM, Automation & Follow Up

We review CRM structure, pipeline stages, segmentation, email sequences, lead scoring, response time and abandoned lead handling to evaluate how effectively your business follows up with prospects.

Area 06
Analytics, Tracking & Attribution

We audit GA4 setup, pixel integrity, conversion events, UTM structure, dashboards, source attribution, goal configuration and data quality to assess whether your measurement infrastructure is reliable.

Area 07
Performance Gaps & Revenue Opportunities

We identify drop-off points, wasted spend, low-converting channels, missing automations, quick wins and strategic growth opportunities across the full funnel, with recommendations prioritized by impact and revenue potential.


03 · Deliverables

What You Will Receive

At the conclusion of the engagement, you will receive seven structured deliverables, everything your team needs to act.

01
Executive Funnel Audit Report

A comprehensive written report documenting findings across all seven audit areas, including friction points, attribution gaps, underperforming channels, and strategic recommendations.

02
Funnel Scorecard

A visual scoring of each funnel stage and marketing area, providing a fast-read health check your team can reference and track over time.

03
Conversion Friction Map

A detailed map of where prospects drop off, what creates hesitation, and where the funnel experience breaks down from first touchpoint to conversion.

04
Tracking & Attribution Review

An audit of your analytics setup, conversion events, UTM structure, pixel integrity, and attribution model, identifying data gaps and accuracy issues that may be distorting your marketing decisions.

05
Prioritized Growth Opportunities

A ranked list of optimization opportunities organized by impact, effort, and revenue potential, so your team knows exactly what to fix first and where to invest next.

06
Funnel Optimization Roadmap

A sequenced visual roadmap outlining the most effective order for improvements, so your team can act with clarity and confidence without guessing what comes next.

07
Executive Review Session

A working session to present findings, answer questions, align on priorities, and discuss recommended next steps with your leadership team.

Note: The MKT Funnel Audit is a diagnostic and strategic engagement. Implementation services such as campaign execution, CRM rebuilds, automation setup, landing page redesigns, tracking implementation, content production, or development work are not included in this scope. Where appropriate, implementation proposals can be provided separately after the audit.

04 · Investment

Fixed-Fee Engagement

No hourly billing. No scope creep. One clear number that covers everything.

Total investment range
$15k+ USD
Fixed-fee · 2-3 week engagement · All-inclusive
This covers
  • Kickoff session, access intake & structured briefing
  • Full 7-area funnel and channel analysis
  • Executive Funnel Audit Report (written)
  • Funnel Scorecard (visual)
  • Conversion Friction Map
  • Tracking & Attribution Review
  • Prioritized Growth Opportunities
  • Funnel Optimization Roadmap
  • Executive review session with Q&A
No hidden costs Fixed price, no surprises All deliverables included
Important to note

The MKT Funnel Audit is a diagnostic and strategic engagement. Implementation services such as campaign execution, CRM rebuilds, automation setup, landing page redesigns, tracking implementation, content production, or development work are not included in this scope.

Where appropriate, implementation recommendations and project proposals can be provided separately following completion of the audit.


05 · Timeline

How It Works

The MKT Funnel Audit is a structured 2 to 3 week engagement designed to deliver a complete funnel diagnosis and actionable roadmap.

1
Step 1 · Kickoff
Approval & Kickoff

Proposal confirmation and kickoff payment. Within 24 hours we send a structured intake to gather access, current funnel assets, campaign data, analytics, CRM information and business goals.

2
Step 2 · Research
Discovery & Funnel Mapping

We review channels, landing pages, lead capture flows, CRM structure, automation sequences, tracking configuration, customer journey and performance data across all active marketing activities.

3
Step 3 · Analysis
Analysis & Opportunity Prioritization

We identify conversion friction, revenue leakage, attribution gaps, automation weaknesses and high-impact optimization opportunities. Every finding is prioritized by business impact.

4
Step 4 · Delivery
Report, Roadmap & Executive Review

We deliver the full audit package, funnel scorecard, conversion friction map, prioritized recommendations and optimization roadmap, followed by the executive review session.

Marketing Funnel Audit roadmap example

06 · Outcome

What Changes After This

Expected result

Clarity. Direction.
A funnel that converts.

By the end of the engagement, the company will understand where the funnel is leaking revenue, which marketing activities are underperforming, what needs to be fixed first, and how to turn scattered marketing activity into a measurable, conversion-focused growth system.

Revenue leakage clarity Conversion priorities Better attribution Stronger follow-up Optimization roadmap
07 · Next Step

Ready when you are

One click away

Let's get started.

Every business faces different challenges. Schedule a conversation with our team to discuss your goals, explore opportunities, and see whether we're the right fit to help you move forward.

No surprises. Before any work begins, you'll receive a clear scope, timeline, deliverables, pricing, and agreement so everyone starts with the same expectations.