Lead Generation Funnel Checklist

Anthony BlatnerLead Generation, News, Resource

Lead Gen Funnel Checklist Summary

✅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!

↓ Download the PDF!

 

  • 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
  • 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
  • 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
  • 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

↓ Download the PDF!