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This workflow provides a comprehensive audit of your client acquisition funnel—from Meta ads to closed deals—with specific fixes, priority-ranked leaks, and rewritten copy for underperforming stages.

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MCPs used

  • Google Sheets (optional) — Pulls funnel performance metrics if available
  • Google Docs (optional) — Creates a shareable audit report
This is primarily a conversational workflow where Claudio guides you through the audit process.

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How to trigger

claude -p "Audita mi funnel de ventas"

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What it does

1

Gathers inputs

Claudio asks for your niche/offer, target audience, language preference, current metrics, and all funnel assets (ads, landing pages, emails, etc.).
2

Audits each stage

Evaluates 10 funnel stages with a 1-10 score, diagnosis, and specific fixes for each.
3

Ranks revenue leaks

Identifies which stages are losing the most revenue and prioritizes them by impact.
4

Provides rewrites

For any stage scoring below 7/10, delivers side-by-side comparisons of original vs. improved copy.
5

Delivers optimized funnel map

Shows the recommended architecture and flow for maximum conversion.

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Funnel stages audited

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1. Meta ad (hook + script)

Benchmark: 30%+ 3-second hook rate, CTR above 1.5% Audit criteria:
  • 5-second rule (WHO, WHAT, WHAT’S IN IT)
  • Hook quality and pattern interrupt
  • 5th-7th grade reading level
  • PAS-A structure (Problem > Agitate > Solution > Action)
  • Benefits vs features
  • New opportunity positioning
  • CTA selling the click, not the product

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2. Lead form / opt-in

Benchmark: 30%+ conversion rate from click to lead Audit criteria:
  • Headline clarity on outcome
  • Friction balance (3-5 questions ideal)
  • Disqualifying questions to filter tire-kickers
  • Integrity tie-down (“Are you committed to showing up?”)
  • Mobile-optimized design (4:5 aspect ratio)

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3. VSL / VSSL page

Benchmark: 40%+ watch at least 50% of video Audited against the 5-minute VSL structure:
  1. Big promise / hook
  2. Social proof and transformation stories
  3. Twist the knife (address pain points)
  4. Introduce the solution
  5. Imagine this (visualization)
  6. First CTA with demo of next steps
  7. Second CTA (congratulations framing)
  8. Outro with clear call-to-action

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4. Book-a-call / application page

Benchmark: 30%+ lead-to-booked-appointment rate Audit criteria:
  • 3-5 qualifying questions
  • Limited scheduling window (3-5 days)
  • Sufficient time slot availability
  • Value-reinforcing headline
  • Social proof elements

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5. Thank you / confirmation page

Benchmark: Reinforce commitment and build trust Audit criteria:
  • Indoctrination video explaining what to expect
  • Clear next steps
  • Undeniable proof (case studies, testimonials)
  • PHE framework: Perception + Hopefulness + Excitement

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6. Lead nurture — SMS/WhatsApp

Benchmark: 42%+ lead-to-appointment conversion Audited against proven schedule:
  • Day 1: 2-3 messages (intro, verify interest, value add)
  • Days 2-5: 1/day (value adds, engagement)
  • Days 7, 9, 12, 15: Strategic check-ins
Key principles:
  • Speed to lead is critical (respond within 5 minutes)
  • Make at least 6 contact attempts
  • Phone calls convert better than SMS alone

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7. Lead nurture — email

Benchmark: 20%+ open rate Audited against proven schedule:
  • Days 1-5: Soap Opera Sequence (story-driven)
  • Days 7, 9, 11, 14, 21, 28: Mini-Story emails (Seinfeld-style)
Emails must build the 4 Core Beliefs:
  1. Belief in the Solution
  2. Belief in the Product/Offer
  3. Belief in the Company
  4. Belief in Themselves

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8. Lead nurture — call schedule

Benchmark: 6+ call attempts per lead Audited against:
  • Day 1: 3 calls + voicemail
  • Day 2: 2 calls + voicemail
  • Days 3-4: 1 call each
  • Day 6: 2 calls + voicemail
  • Days 8, 11, 14: Strategic final attempts

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9. Booking reminders / show-up optimization

Benchmark: 60-80% show-up rate 3-stage show-up system: Technical elements (quick fixes):
  • Immediate confirmation (email + SMS)
  • Personal booking message 16 minutes after
  • Calendar confirmation prompt
  • 48-hour, 24-hour, 4-hour, 15-minute reminders
  • Fake forward email
  • 3-5 day scheduling window
Human elements (quick fixes):
  • Confirm tie-down on booking call
  • 5-minute post-booking phone call
  • Pre-call engagement (get them to respond)
  • Personal reminder messages (not automated-looking)
  • Cancellation warning if not confirmed
Value elements (root cause fix):
  • Create Perception (clear expectations)
  • Create Hopefulness (what they’ll discover)
  • Create Excitement (transformation awaiting)
  • Add value TO the call itself
  • Incentives as last resort

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10. Sales call / close

Benchmark: 20%+ close rate Audit criteria:
  • Pre-call content consumption (7 hours / 11 touchpoints / 4 mediums ideal)
  • 4 Core Beliefs installed before call
  • Proper discovery to tailor the pitch
  • Desire creation through comparison technique
  • Discovery > Pitch > Close structure
  • Pre-handled objections through marketing

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Process Communication Model

Claudio evaluates which personality types your funnel speaks to:
TypePerceives ThroughTechnique
ThinkersThoughts, facts, dataDetailed, structured info with logic
PersistersOpinions, trust, beliefsSpeak to values and ideals
HarmonizersEmotions, relationshipsStories that develop compassion
ImaginersInaction, analysis, feelingsVisuals and storytelling
RebelsReactions, spontaneityPlayful, creative, humorous
PromotersActions, directnessExciting, action-oriented
The audit identifies which types you’re missing and how to reach them.

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Output format

You’ll receive a structured audit: 
=== FUNNEL AUDIT SUMMARY ===
Overall Score: X/10
Estimated Revenue Leak: [description]

=== STAGE-BY-STAGE AUDIT ===
[Each stage with score, diagnosis, fixes]

=== PRIORITY-RANKED LEAKS ===
[Biggest to smallest impact]

=== SIDE-BY-SIDE REWRITES ===
[Original vs. Improved for weak stages]

=== OPTIMIZED FUNNEL MAP ===
[Recommended flow + architecture]

=== QUICK WINS (Implement Today) ===
[3-5 immediate fixes for instant improvement]

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Key metrics tracked

StageKPITarget
Meta Ad3-sec hook rate30%+
Meta AdCTR1.5%+
Opt-inClick-to-lead rate30%+
VSL50%+ watch rate40%+
ApplicationLead-to-booked rate30%+
Show-upBooked-to-showed rate60-80%
CloseShowed-to-closed rate20%+

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Copy rewrite rules

All rewrites follow these principles:
  • 5th-7th grade reading level — Simple words, short sentences
  • Benefits > Features — Sell outcomes, not attributes
  • Cocktail Party Test — If you wouldn’t say it face-to-face, don’t write it
  • Outcome Clarity — Be specific (“double your sales in 30 days” not “revolutionize your business”)
  • New Opportunity — Position as fresh and different
  • Performance > Branding — Conversion over polish
  • Simple scales, complex fails — Don’t over-complicate
  • Story format — Use narratives in VSLs, emails, and ads
The audit is conversational—Claudio asks follow-up questions to understand your specific context and provides tailored recommendations.

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Use cases

  • Launching a new product and building the funnel from scratch
  • Diagnosing why conversion rates dropped
  • Optimizing an existing funnel before scaling ad spend
  • Training a new marketing hire on funnel best practices
  • Conducting quarterly funnel health checks
This workflow is based on the Funnel Master framework documented in docs/workflows/revenue/funnel-master.md. It incorporates direct-response marketing principles and proven conversion optimization techniques.

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