🧠5 Minute Buyer-Client Funnel Fix Audit
Answer each question honestly. There’s no right or wrong — this is simply to see how well your business systems are supporting you behind the scenes.
First Name
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Last Name
*
Business Name
*
Business Website/Social Media
*
Best Email Address
*
Best Contact Number
*
What services do you offer?
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Event Planner
Wedding Planner
Photographer/Videographer
Celebrant/MC
Other
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Next
Lead Capture & Sales
When someone enquires, do you collect event date, location, budget, and service type automatically in one place?
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Yes, it’s all in one location
Some of it, but not consistently
No, it’s scattered across emails or DMs
Can you easily see if a lead is even a good fit and if you're available for their event date, before spending time on them?
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Yes, it’s obvious straight away
Sometimes, but I still waste time
No, I take almost every enquiry
Do you have a clear lead pipeline so you know exactly where every enquiry is sitting?
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Yes, I always know the status
Kind of, but I still have to check manually
No, I track this in my head or inbox
Is there an automated next-steps email sent immediately after an enquiry?
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Yes
Sometimes
No
Do leads book sales calls using an automated booking link with reminders?
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Yes, fully set up
I send a link but no reminders
No, it’s all manual
Are proposals automatically created with the correct client, service, and price?
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Yes, everything pulls through automatically
I have a template, but I have to update the client details manually
No, I manually enter everything
Can clients accept your proposal, sign the contract, and pay in one smooth flow?
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Yes, it all happens together
Kind of, but it’s not seamless
No, I send contracts and invoices separately
Do clients pay a deposit or full amount immediately upon signing?
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Yes, it all happens together
Sometimes, depending on the client
No, I chase payments manually
Are invoices automatically generated when a proposal is accepted or a contract is signed?
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Yes, invoices are created automatically
Sometimes, but not consistently
No, I manually create invoices
Do you have automated payment reminders for unpaid or overdue invoices?
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Yes, reminders are fully automated
Some reminders, but not all
No, I have to remember to follow up
Are lead payment statuses (paid, pending, overdue) clearly visible to you?
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Yes, at a glance
Somewhat, but not reliable
No, I track this separately
Once payment is received, does the client automatically move to the next step in your workflow?
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Yes
Not really
No
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Client Onboarding
Do new clients receive a welcome email explaining what happens next without you sending it manually?
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Yes
Sometimes
No
Is all client information (vision, budget, event details)Â captured via one structured questionnaire?
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Yes
Mostly, but its spread across docs/emails
No
Are incomplete onboarding forms automatically followed up?
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Yes, reminders are automated
Sometimes, but I chase manually
No, I just wait or remind myself
Are client contracts, invoices, and onboarding documents stored in one place?
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Yes, everything lives in the client profile
Some documents, but others are elsewhere
No, they’re scattered across tools
Does your onboarding process feel the same for every client, regardless of how busy you are?
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Yes, it’s consistent every time
Mostly, but it slips when I’m busy
No, it varies a lot
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Service Delivery Process
Do you have a repeatable project plan templates for every service package you offer?
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Yes
Kind of
No
Are tasks and timelines automatically created when a client starts?
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Yes
Some tasks
No
Can you easily see what stage each client is at without digging through emails?
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Yes
Sometimes
No
Are client communications (meetings, notes, decisions)Â stored in one location?
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Yes
Some of it
No
Are supplier invoices stored and tracked for the client to make payments?
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Yes
Somewhat
No
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Client Off-Boarding & Retention
Do clients automatically move into an off-boarding process once the event is complete?
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Yes
Kind of
No
Is a thank-you and wrap-up email sent without you remembering to do it?
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Yes
Sometimes
No
Do you automatically request feedback and testimonials?
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Yes
Occasionally
No
Are past clients tagged and nurtured for referrals or repeat work?
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Yes
Sometimes
No
Total point is
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