Confirm the channel
Ask whether they run Meta, Google, TikTok, LinkedIn or no paid ads yet.
Template
Agency audit request funnel template.
Use this funnel to offer a free audit without attracting every unqualified business on the internet. Screen by monthly spend, channel, goal and urgency before your team reviews the account.
Performance marketing agencies
Freelance media buyers
Tracking and CRO consultants
Lead magnets that require real account review time
Funnel map
The structure behind the template.
The page should make the user feel they can clone a working structure, not assemble a form from scratch.
Measure account maturity
Monthly spend and tracking setup tell you whether the audit is commercially worth doing.
Capture the core problem
CPL too high, low lead quality, broken attribution or scaling trouble each need different audit angles.
Ask for access path
Let qualified leads choose a call, Loom audit or email follow-up.
Question stack
Suggested fields, arranged for momentum.
01
Ad channels used
02
Monthly ad spend
03
Main acquisition problem
04
Tracking setup status
05
Company website
06
Name, email and phone
Tracking
Attribution follows the lead.
UTM
CAPI
CRM
- Capture UTM source, medium, campaign, term and content on landing.
- Store gclid and fbclid with the final lead record.
- Send a deduplicated Meta Lead event after submission when consent allows it.
- Forward answers and attribution to your CRM via webhook.
Frequently asked questions
Should the audit be free?v
Free works when the funnel filters by spend and fit. Without qualification, free audits become unpaid consulting.
What is the best conversion event?v
Use Lead for the initial request, then qualify in your CRM and optimize campaigns against downstream quality where possible.
Clone the structure and launch your version.
Start from this template, connect your tracking, and publish the funnel before your next ad test.