GET A FREE SHOPIFY FUNNEL PROFIT AUDIT
3-Minute Diagnostic – So We Can Show You Exactly Where Your Brand Is Leaking Profit
Answer quick questions across email, site, and Paid Ads.
We'll use your answers to prepare a personalised Funnel Profit Audit with real dollar figures – no access needed, no obligation.
The more accurate your responses, the more precise your audit.
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What's Your Company Role?
Founder / CEO / Owner
CMO / VP of Marketing
Head of Growth / Growth Lead
Performance Marketing Manager / Media Buyer
Marketing Manager / Brand Manager
Assistant / Coordinator / Intern
Custom Variant
Who is currently on your marketing and operations team?
Check all that apply:
CMO / VP of Marketing (strategic marketing lead)
Marketing Manager / Brand Manager (executes marketing strategy)
Performance Marketing Manager (manages paid channels overall)
Meta Ads Specialist / Media Buyer (manages Meta specifically)
Google Ads Specialist / PPC Manager (manages Google specifically)
TikTok Ads Specialist (manages TikTok specifically)
Email / SMS Marketing Specialist (manages Klaviyo / Omnisend)
Marketing Analyst / Data Specialist (handles analytics and attribution)
CRO Specialist (handles site optimization and A/B testing)
Graphic Designer (creates static ads, banners, visuals)
Video Editor / Content Creator (creates video ads, UGC, reels)
SMM Manager / Community Manager (manages organic social content)
Influencer Marketing Manager (manages barter / paid collaborations)
Customer Support Manager (handles returns, customer inquiries, reviews)
Fulfillment / Logistics Manager (handles shipping, returns, inventory)
We dont have a formal marketing team – the founder manages everything
Custom Variant
*Select one or more options
What’s Your Current Growth Challenge?
Check all that apply:
Revenue is flat or declining, despite steady ad spend
Ads are working, but profit isn’t growing (ROAS up, margin down)
Multiple agencies / freelancers in silos – no one sees the full picture
We have a new brand / new Shopify store and need to build from scratch
We have the budget and team, but lack a senior strategist to own the P&L
We tried cheaper agencies and didn’t get results – need a partner, not a vendor
We’re preparing for investment / exit and need investor-grade reporting and predictable growth
Your custom variant
*Select one or more options
What’s your Current Online Store Website Situation?
Check all that apply:
No one is formally responsible for site optimization – it’s done occasionally
I (Founder/CMO) manage site changes myself
We have an in-house developer / designer who makes changes when requested
We work with an agency / freelancer for site updates
We have an CRO Specialist (handles site optimization and A/B testing)
We don’t know our site conversion rate
Site conversion rate is below 1%
Site conversion rate is 1,1–2%
Site conversion rate is above 2%
We don’t run A/B tests on the site
We run A/B tests occasionally, but not systematically
We have a systematic A/B testing process (dedicated CRO program)
We regularly analyze heatmaps / session recordings / user behavior
*Select one or more options
What's Your Сurrent Email / SMS marketing situation?
Check all that apply. Skip if it's difficult to answer
We dont use Email / SMS marketing at all
I (Founder/CMO) handle it myself
We have an in-house specialist or work with an agency / freelancer
Subscriber base: less than 5,000 contacts
Subscriber base: more than 5,000 contacts
0–1 automated flows are set up and active (Welcome / Abandon Cart / Post-Purchase / etc.)
2+ automated flows are set up and active
Monthly revenue from Email / SMS: less than 15%
Monthly revenue from Email / SMS: 15–35% (market standard) or more than 35%
We regularly send campaigns / newsletters
We use SMS as a channel
We segment our list, track metrics (Open Rate / CTR / Conversion), and know LTV / CAC from email
*Select one or more options
Who manages your Meta Ads and how is the process organized?
Check all that apply:
We dont run Meta Ads
No one is formally responsible – Meta Ads are managed occasionally or not at all
I (Founder/CMO) manage Meta Ads myself
We have an in-house media buyer / performance marketer
We work with an agency / freelancer
We have a clear process with weekly performance reviews and structured optimization
We dont have a clear process – changes are made reactively when performance drops
Your custom variant
*Select one or more options
How is your creative process organized for Meta Ads?
Check all that apply. Skip if it's difficult to answer
We dont run structured creative tests – we launch ads and hope they work
We run creative tests occasionally, but not systematically
We have a systematic creative testing process (structured tests, clear kill/scale criteria)
Creative fatigue hits within 2–3 weeks – we constantly run out of fresh creatives
We have a steady pipeline of fresh creatives – we never run out of tests
We use AI-generated UGC-style ads (AI avatars, AI voiceovers, synthetic testimonials)
We work with real UGC creators / influencers to produce authentic content
Your custom variant
*Select one or more options
What's your current Meta Ads performance and payback situation?
Check all that apply. Skip if it's difficult to answer
We optimize based on platform ROAS only – we dont know our true contribution margin
We track CAC (Customer Acquisition Cost) but dont know our payback period
We know our CAC payback period – its less than 6 months
We know our CAC payback period – its 6–12 months
We know our CAC payback period – its more than 12 months
We track LTV:CAC ratio – its above 3:1
We track LTV:CAC ratio – its below 3:1
We dont track LTV:CAC ratio at all
We have no visibility into which campaigns actually drive profitable new customers
We have a clear view of new customer acquisition cost vs. returning customer profitability
Your custom variant
*Select one or more options
Who manages your Google Ads and how is the process organized?
Check all that apply:
We dont run Google Ads
No one is formally responsible – Google Ads are managed occasionally or not at all
I (Founder/CMO) manage Google Ads myself
We have an in-house media buyer / performance marketer
We work with an agency / freelancer
We have a clear process with weekly performance reviews and structured optimization
We dont have a clear process – changes are made reactively when performance drops
Your custom variant
*Select one or more options
What's Your Google Ads Campaign Structure and which campaign types are you running?
Check all that apply. Skip if it's difficult to answer
We run Shopping / Performance Max campaigns (product-based ads)
We run Search campaigns (text ads for keyword searches)
We run Branded Search campaigns (protecting our brand name)
We run Non-Branded Search campaigns (capturing category / intent-based traffic)
We run Retargeting / Display campaigns
We dont have a clear campaign structure – everything is mixed together
We have a structured account with clear separation between campaign types and goals
We dont know what our best-performing campaign type is
We know exactly which campaign types drive the most profitable revenue
*Select one or more options
What's your Google Ads performance and efficiency situation?
Check all that apply. Skip if it's difficult to answer
We have conversion tracking set up correctly and trust the data
Were not sure if conversion tracking is set up correctly
We optimise based on platform ROAS only – we dont know our true contribution margin from Google
We track CAC (Customer Acquisition Cost) from Google but dont know our payback period
We know our CAC payback period from Google – its less than 6 months
We know our CAC payback period from Google – its 6–12 months
We know our CAC payback period from Google – its more than 12 months
We have no visibility into which Google campaigns actually drive profitable new customers
We have a clear view of new customer acquisition cost vs. returning customer profitability in Google
Google Shopping feed is not optimised (poor titles, missing attributes, disapproved products)
Google Shopping feed is fully optimised (structured titles, complete attributes, regular updates)
*Select one or more options
What's your current TikTok Ads situation?
Check all that apply:
We dont run TikTok Ads
I (Founder/CMO) manage TikTok Ads myself
We have an in-house TikTok / paid social specialist
We work with an agency / freelancer
We run TikTok Ads but dont have a clear testing process
We have a systematic creative testing process for TikTok
We use AI-generated UGC-style ads for TikTok
We work with real UGC creators / influencers for authentic TikTok content
We dont know our true CAC or payback period from TikTok
We track CAC payback from TikTok – its less than 3 months
We track CAC payback from TikTok – its 3–6 months
We track CAC payback from TikTok – its more than 6 months
We know exactly which TikTok campaigns drive profitable new customers
Your custom variant
*Select one or more options
What's your current analytics and attribution situation?
Check all that apply. Skip if it's difficult to answer
We rely on platform reports only (Meta / Google / TikTok dashboards)
We use third-party attribution tools (Triple Whale / Northbeam / Hyros / others)
We use server-to-server tracking (or server-side GTM) for more accurate data
We dont use server-to-server tracking – we rely on browser-based pixels only
We track MER (Marketing Efficiency Ratio) and contribution margin, not just platform ROAS
We optimise based on platform ROAS only – we dont track real profitability per channel
We have a single dashboard showing all marketing metrics (revenue, CAC, payback, MER) in one place
We dont have a single source of truth – data is scattered across multiple platforms
We track customer acquisition cost (CAC) and payback period per channel
We track LTV:CAC ratio and can attribute revenue across multiple touchpoints (e.g., first click Meta, last click email)
We have clear visibility into which channels drive new customers vs. returning customers
We know the true profit contribution of each channel after product costs and ad spend
Your custom variant
*Select one or more options
What’s Your Average Monthly Revenue (USD)?
Less than $10,000
$10,000 – $50,000
$50,000 – $150,000
$150,000 – $500,000
$500,000– $1,000,000
$1,000,000-$5,000,000
$5,000,000+
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