Resource kit
Find where your store loses the sale: the audit template.
A do-it-yourself version of the framework we use in our own audits: the worksheet, the prioritization matrix, and the readout template we use to find where the sale slips away.
Conversion Audit Template
- The framework we use to find where a store loses the sale
- A funnel + attribution audit worksheet
- A prioritization matrix for sequencing fixes
- A readout template to share findings with your team
The same framework we use on our own client engagements.
What's inside
What’s inside
The audit framework
How we structure a teardown of a store’s conversion and attribution path.
Funnel + attribution worksheet
Map where intent dies and where credit gets lost, step by step.
Prioritization matrix
Sequence the fixes by impact and effort, so you start where it pays.
Readout template
Package the findings into a clear readout your team, or just your boss, will act on.
Get it
Get the Conversion Audit Template
For any operator or consultant who wants to run a structured conversion audit themselves, whether you run a lean Shopify store on your own or a B2B store with a sales team. The framework fits direct-to-consumer and rep- or dealer-led models alike.
Contact information
Billing address
Payment
Complete your contact and billing details above to continue to payment.
Order summary
Conversion Audit Template
one-time
- The framework we use to find where a store loses the sale
- A funnel + attribution audit worksheet
- A prioritization matrix for sequencing fixes
- A readout template to share findings with your team
This is the complete framework, yours to keep and run on your own. If you’d rather we applied it to your store for you, a working session puts the same thinking to work on your store.
Yours to keep
A complete framework, not a teaser.
Everything you need to run it yourself is in the kit, with no gated upgrade and nothing held back. If you’d rather have us do it for you, our team applies the same methodology to your store.