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Funnel and Client Journey Questionnaire

Personal Message

This questionnaire is in one part.

Funnel and Client Journey

DM automation, landing pages, email sequences, call booking, and success metrics.  

(answer in plain text. include links and numbers where possible)

Start from a reel and end at the paid outcome. Include each step and the trigger at each step.

Describe how you capture people who are interested but not ready. Include email, retargeting, and any nurture sequence.

List the DM keywords you want to use, the first response message, the qualification questions, the handoff rules to human support, and the maximum response time you will commit to.

List every landing page currently used or planned. Provide links. For each page state its purpose, the single call to action, and the tracking events on that page.

List your lead magnets and how they will be delivered. Include file format, delivery channel, and what the next step is after delivery.

Describe your email capture method and the sequences you want. Include number of emails, timing, subject line style, and the primary conversion goal of the sequence.

If you use calls, describe the booking tool, qualification requirements, calendar availability, the pre call questionnaire, and the sales process for the call including close and follow up.

For each offer in your ladder, define the conversion event we track. Example DM keyword received, lead form submitted, booking completed, checkout completed, subscription started.

Provide current baseline metrics if known and target metrics for week four and week twelve. Include view to click, click to lead, lead to call or checkout, close rate, CAC, payback window, and LTV.

List the tools you use or want to use for DM automation, landing pages, email, CRM, calendar booking, and payments. Specify who owns each step, who approves changes, and how often we review funnel performance.

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