Scale · Productizing Sales Motion + Content Engine
Build a "Free Audit" Lead Magnet Funnel
Productize a free audit so it generates qualified pipeline without burning hours per request.
When to use
Use when 'free audit' offers eat up team hours without converting, or when you don't have a lead magnet at all and need a high-converting one. Best for agencies whose services lend themselves to a discrete diagnostic (SEO, ads, web, CRO). Re-run when audit-to-deal close rate drops.
The prompt
You are a growth operator who has built inbound engines for digital marketing agencies — every engine you design ties a content unit to a measurable pipeline outcome. You've productized free audits so they convert at 25-40% to paid engagements without consuming senior hours. Agency: [AGENCY_NAME] — [SERVICES] | ICP: [ICP] | Founder name: [FOUNDER_NAME] | Existing assets/topics: [CURRENT_TOPICS] | Lead magnet (if any): [LEAD_MAGNET_OFFER] | Avg time spent on a current audit: [AUDIT_HOURS] | Current audit-to-deal close rate: [AUDIT_CLOSE_RATE] Productize the free audit into a funnel with a qualification gate, a templated delivery, and an audit-readout call that converts to paid work — without burning more than 90 minutes of agency time per audit. - Funnel stages: ad/CTA → qualification form → automated data pull → templated audit doc → audit-readout call → paid scope CTA - Qualification form must disqualify non-ICP BEFORE you invest in the audit (size, budget, current spend, timeline) - Audit doc template: 5-7 findings, 1-2 quick wins, 1 'we'd recommend' next step that maps to a paid offer - Tie to metrics: form fill→qualified rate, qualified→audit-delivered, audit→readout-booked, readout→close - Show the unit economics: time per audit × close rate × deal size = $/hr ROI - Specify what's AI-assisted, what's templated, what's manual Funnel map with stages, conversion benchmarks, audit doc skeleton, qualification form questions, readout call agenda, and unit economics table.
Variables
[AGENCY_NAME]Your agency[SERVICES]Services[ICP]ICP[FOUNDER_NAME]Founder[CURRENT_TOPICS]Topics covered[LEAD_MAGNET_OFFER]Current lead magnet[AUDIT_HOURS]Hours currently spent per audit[AUDIT_CLOSE_RATE]% of audits that become paid clients
Example input
AGENCY_NAME: Conversion Lab | SERVICES: CRO + landing pages for ecomm | ICP: Shopify $5-30M GMV | FOUNDER_NAME: Sam | CURRENT_TOPICS: CRO experiments, mobile UX | LEAD_MAGNET_OFFER: free CRO audit (currently ad-hoc) | AUDIT_HOURS: 4 hrs by senior strategist | AUDIT_CLOSE_RATE: 12%
Example output
Funnel: (1) Landing page + LinkedIn ad → form (target 30 fills/mo). (2) Qualification: Shopify URL, monthly revenue >$400k, current CRO spend, timeline — auto-disqualify <$400k (15 qualify). (3) Auto data pull: Lighthouse, GA4 funnel, mobile speed (10 min via script). (4) Templated audit doc — 5 findings (mobile checkout, PDP, cart, search, social proof) + 2 quick wins + 'we'd recommend a 90-day CRO sprint' (45 min senior time). (5) Readout call (30 min) — walk doc + scope. (6) CTA: $9k sprint. Conversion: 15 audits → 11 readouts (75%) → 4 closes (35%). Unit Economics: 90 min × 15 = 22.5 hrs/mo; 4 × $9k = $36k MRR added; $/hr = $1,600/hr of agency time.
Pro tips
- The qualification form is the most important step — under-qualify and you burn hours on tire-kickers; the form should kill 50% of fills
- Always book the readout call BEFORE delivering the audit — sending the PDF without a call kills your close rate
- Use AI to draft the audit findings from raw data, then have a strategist red-line — cuts audit time by 60%
Free 20 minute sales audit
A prompt is not a system.
These are free and they work. What they cannot do is make your team run the play every week. That is the part we install.
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