The 7-Question Pipeline Audit
If you're spending $20K-$100K+/mo on ads and your CPL is creeping up, this audit shows you where the leak is.
Pulled from insights across $50M+ in audited client ad spend. At the end you'll see your personalized diagnosis, your spend tier, your trap, and the one next step that matters most.
No email required to start. You'll get your full results on screen — drop your email at the end if you want the PDF version too.
Which trap fits you today?
Most owners spending six figures or more on ads each year are stuck in one of two traps. Naming which one is the first move out of it.
How much are you spending on paid ads each month?
The audit works for any tier, but the diagnosis at the end is sharper when you've named yours.
Is your CPL creeping up — and do you know WHY?
- Has your CPL increased 20%+ over the last 12 months?
- Same ads, same audience, fewer responses?
- Have you refreshed creative or audience pool in the last 90 days?
YES looks like: CPL is stable or improving. When it climbs you have a planned response — refresh audience, rotate creative, test new offer.
NO looks like: CPL keeps climbing. Agency says "spend more." You have no clear answer for why.
How fast does a fresh lead get a real call?
- From form fill to first call — what's the median time?
- Do you have a written response-time SLA?
- What % of high-intent leads get a call within 5 minutes?
YES looks like: Under 5 minutes for high-intent forms. Written SLA. Monitored daily.
NO looks like: "Same day" or worse. No SLA. The call happens when the rep gets to it.
What's your LTV-to-CAC ratio — actually?
- Do you know the average lifetime value of a customer?
- Do you know your cost per ACQUIRED customer (not per lead)?
- Is LTV at least 3x CAC?
YES looks like: You know both numbers cold. LTV-to-CAC is 3:1 or better. You can pull them up on demand.
NO looks like: You know CPL. You don't know CAC. You haven't calculated LTV.
Can you attribute your last 10 closed deals to specific channels?
- For your last 10 closed customers — which channel brought each one?
- Do you have closed-loop attribution (last-touch + multi-touch)?
- Or is "attribution" a guess based on the rep's memory?
YES looks like: Last-touch + multi-touch attribution running. You can point at every closed deal and say which channels touched it.
NO looks like: "Mostly online." "The reps know." "Probably Google." Nothing systematic.
What % of your cold leads do you re-engage?
- How many leads from 6+ months ago have you contacted in the last 30 days?
- Is there an automated re-engagement sequence running?
- Or does the cold list just sit?
YES looks like: 10-15% of cold leads re-engaged each month. 1-3% convert. Paid for by the ad budget you already spent.
NO looks like: 0% re-engaged. Cold list = dead weight in your CRM.
After a discovery call that didn't close — what happens next?
- Is there a structured nurture for "not now" prospects?
- Does the rep follow up themselves, or does automation carry it?
- When does that prospect re-enter the pipeline?
YES looks like: Documented nurture kicks in automatically. The prospect re-enters the pipeline within 60-90 days.
NO looks like: "Not now" = "never." The rep takes a note and moves on.
Would your business survive a 30% spend cut for 90 days?
- If you cut paid spend 30% tomorrow, does pipeline survive 90 days?
- What % of revenue comes from non-paid sources (organic, database, referral)?
- How much of the business is "ad-dependent" vs "asset-driven"?
YES looks like: 40%+ of pipeline from non-paid sources. You'd survive a 30% cut and find it forces a better business.
NO looks like: Cut paid 30% → ~30 days of pipeline left. Everything in the door has a price tag attached.
Here's where you stand.
Your highest-leverage next step
Get the PDF + your diagnosis emailed.
You already have your result on screen. Drop your name + email and I'll send the 12-page PDF audit with your diagnosis baked in.
Check your inbox in the next 5 minutes.
Your personalized diagnosis + the 12-page PDF audit are on the way. If you want to move faster, book the 15-minute audit conversation now.
Or hit reply when the email lands. I read every one.