✅Ready to build and launch your lead generation funnel? ✅
Follow this checklist to make sure you have all of your bases covered… to squeeze the best performance out of your funnel.
Or if you’re not getting as many leads as you’d like, then review to see if there’s anything you’re missing!
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1. Strategy
Campaign
- Objectives
- Target # of Leads, Target Cost Per Lead
- Current KPIs Traffic, Conv Rate, Cost/Lead
- Target Market Definition
Budget: $______________
Research
- Audience Interests, Demographics, Lists
- Keywords
- Competitors, Positioning
- Messaging
- Website & Social Audit
Funnel Steps
- Lead Magnets
- Tripwires
- Core Offer Product, Service
- Upsells
- Promotions, Incentives Discounts, Freebies
- Guarantees, Assurances Trust Icons, Testimonials
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2. Setup
- Analytics (ie. Google Analytics)
- Ad Accounts, Pages (Facebook, Google, LinkedIn)
- CRM HubSpot, MailChimp, ActiveCampaign
- Lead magnet delivery Zapier, InfusionSoft, …
- Retargeting & Nurture sequences Emails, Ads
Conversion Tracking
- Facebook Pixel & Events
- Google Tag Manager, Analytics, Ads Conversions
- LinkedIn Insight Tag
- UTM parameter conventions
- Hotjar
Landing Pages
- Landing Pages, Funnels ClickFunnels, Instapage
- Privacy Policy, Terms of Service
- Lead Magnet Page
- Thank You Page, Post-TY Page
Creative
- Brand guidelines Colors, Logos, Messaging
- Images, videos, GIFs
- Copy – headlines, hashtags, emojis
- Calls-to-action
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3. Execution & Optimization
Execution
- Regular social posts
- Regular email campaigns
- Split tests, Rapid Fire Tests
- Monitor social channels (posts, reviews, comments, messages)
- Benchmarking & Reporting
Optimization
- New Ads
- New Audiences & Lookalikes
- Add Bid Adjustments – Device, Demographics, Location, Time
- Social proof top performing ads
- Conversion rate optimization
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4. Analysis & Scale
Analysis
- Impression frequency per user Audience exhaustion
- Check CPM (Cost per thousand)
- Check CTRs (>1%), CPCs (<$1)
- Session Duration (Check for 0-1s)
- Page Speeds (Desktop < 5s, Mobile <8s)
- Test Mobile View, Check for Pop-ups
- Verify Conversion Tracking & Events
- Check Facebook Page Quality
- Google Search Console Warnings & Manual Actions
- Check Ad comments
- Check Relevance & Quality Scores
- Compare Demographics, Devices, Locations
- Compare Platforms, Placements
Scale
- Horizontal Scale – Audiences, Placements, Locations
- Vertical Scale – Ad Budgets
- Retargeting
- Additional Niche & 3rd Party Ad Platforms
- Affiliates, Partnerships