Funnel Audit & Conversion Plan (Test Project, Senior Input)

Brief job for a senior-level funnel strategist: we need a sharp set of eyes on our current funnel structure, with actionable notes on how to improve conversion flow. This is a test project—if it works well, more work likely follows. The funnel covers both lead gen and post-purchase upsell paths, but we’re starting small here: just want a concise audit and a prioritised list of quick-win changes.

We expect you to review our existing journey, spot friction points, and recommend a handful of practical tweaks (not a full rebuild at this stage). Experience with customer journey mapping and conversion planning is a must. If you’ve optimised DTC or SaaS funnels before, that’s a bonus. Timeline and feedback loop are flexible, but a focused, senior perspective is what we’re after.

Reason for this: prepping for a bigger Q3 push and want to clean up any obvious leaks before scaling ad spend. If your notes get us a lift, we’ll talk about a more involved engagement.

Let me know if you’ve done similar micro-audits before. Thanks!