Growth System Audit Checklist
A structured audit to check whether your growth system is clear, measurable, and repeatable before you spend more on traffic.
Best for
Founders + Marketing leads
Estimated time
60–90 min
Level
Intermediate
Start here
Walk through each section and score it honestly. The goal is not a perfect system, it is an honest map of where growth leaks. Anything you cannot answer with evidence is a gap worth fixing before spending more.
Use this when
- Growth has stalled and you are not sure why
- You are about to increase ad spend
- You inherited a marketing system and need to understand it
- You want a repeatable weekly operating rhythm
After you finish
- Save the page as PDF so you can compare it to your next audit
- Turn the bottlenecks section into three prioritized next actions
- Book a recurring weekly review using the reporting section
Usage guide
How to use this resource.
Rules before you start
- Audit the system you actually run today, not the one you plan to build.
- Treat any section you cannot back with evidence as a gap, not a pass.
- Finish with a short list of prioritized next actions, not a long list of opinions.
Prepare these inputs
- Your current offer and positioning notes
- A simple map of your funnel stages
- Access to analytics, ad accounts, and your CRM or lead sheet
- Your last 4–8 weeks of reporting
- Recent content and distribution calendar
Interactive workbench
Run this checklist
Complete one checkpoint at a time. Tick each sub-check as you confirm it, then copy the checkpoint prompt and paste the AI result into the note. Checking every box and adding a note marks the checkpoint Passed automatically — you can still change the status manually if the result shows a fix or blocker. Your progress is saved in this browser only — nothing is sent anywhere.
Start checking items to calculate readiness.
0 of 6 checkpoints reviewed
0%
Complete
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Passed
0
Needs fix
0
Blockers
0
N/A
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Score
Growth setup
Fill these once.
Add the business context once. AI helpers will use it throughout this audit.
Advanced fields (optional)
Checkpoint 1 of 6
Offer & Positioning
Make sure the market understands what you sell, who it is for, and why it is the better choice.
What this covers
0 of 4 checks completeCheck every box above and add a note to mark this checkpoint Passed automatically — you can still override the status anytime.
Use AI helper
Use this prompt to review the whole Offer & Positioning checkpoint.
This prompt uses your Growth setup automatically.
Missing growth setup fields: Business name, Main offer, Target audience, Primary growth goal
Act as a positioning strategist doing a growth system audit. Review the offer and positioning against four checks: a one-sentence offer, a specific named audience, a clear reason to choose you over alternatives, and a promise that matches real delivery. Business name: [MISSING: BUSINESS NAME] Main offer: [MISSING: MAIN OFFER] Target audience: [MISSING: TARGET AUDIENCE] Primary growth goal: [MISSING: PRIMARY GROWTH GOAL] What you found about positioning, differentiation, and promise-versus-delivery: [POSITIONING NOTES] Return: Recommended status: Passed / Needs fix / Blocker / N/A Short answer: A concise finding for this checkpoint. Evidence: What supports the answer. Risks or missing inputs: What should be fixed. Recommended action: The next practical action.
Variables to replace by hand
- [POSITIONING NOTES] What you found about the offer sentence, the audience, the differentiator, and whether delivery matches the promise. e.g. Offer is one sentence and clear. Differentiator is written but generic. Delivery matches marketing.
Checkpoint 2 of 6
Funnel Structure
Map the path from first touch to customer and confirm each stage has a job.
What this covers
0 of 3 checks completeCheck every box above and add a note to mark this checkpoint Passed automatically — you can still override the status anytime.
Use AI helper
Use this prompt to review the whole Funnel Structure checkpoint.
This prompt uses your Growth setup automatically.
Missing growth setup fields: Business name, Main offer, Current main channel, Main growth problem, Target KPI
Act as a growth strategist doing a growth system audit. Review the funnel against three checks: stages are mapped from awareness to purchase, each stage has one clear next action, and the biggest drop-off point is identified. Business name: [MISSING: BUSINESS NAME] Main offer: [MISSING: MAIN OFFER] Current main channel: [MISSING: CURRENT MAIN CHANNEL] Main growth problem: [MISSING: MAIN GROWTH PROBLEM] Target KPI: [MISSING: TARGET KPI] Current funnel steps: [CURRENT FUNNEL] What you found about stage actions and the biggest drop-off: [FUNNEL NOTES] Return: Recommended status: Passed / Needs fix / Blocker / N/A Short answer: A concise finding for this checkpoint. Evidence: What supports the answer. Risks or missing inputs: What should be fixed. Recommended action: The next practical action.
Variables to replace by hand
- [CURRENT FUNNEL] Your funnel steps as they exist today. e.g. Ad → landing page → form → call → close
- [FUNNEL NOTES] What you found about each stage's next action and where the biggest drop-off happens. e.g. Every stage has one action. Biggest drop-off is form to booked call.
Checkpoint 3 of 6
Lead Capture & Handoff
Confirm leads and orders are captured cleanly and reach the person who acts on them fast.
What this covers
0 of 4 checks completeCheck every box above and add a note to mark this checkpoint Passed automatically — you can still override the status anytime.
Use AI helper
Use this prompt to review the whole Lead Capture & Handoff checkpoint.
This prompt uses your Growth setup automatically.
Missing growth setup fields: Business name
Act as a revenue operations specialist doing a growth system audit. Review lead capture and handoff against four checks: every capture point is tested end to end, each lead has a clear destination, response time to first contact is known, and no required field is blocking good leads. Business name: [MISSING: BUSINESS NAME] Lead destination: [LEAD DESTINATION] What you found from testing capture points, destinations, response time, and form fields: [CAPTURE NOTES] Return: Recommended status: Passed / Needs fix / Blocker / N/A Short answer: A concise finding for this checkpoint. Evidence: What supports the answer. Risks or missing inputs: What should be fixed. Recommended action: The next practical action.
Variables to replace by hand
- [LEAD DESTINATION] Where leads and orders should land. e.g. CRM pipeline or sales inbox
- [CAPTURE NOTES] What you found testing every form/checkout, tracing destinations, timing first response, and reviewing required fields. e.g. All capture points tested and working. Response time averages 6 hours. One form asks for too much detail.
Checkpoint 4 of 6
Content & Distribution Rhythm
Confirm content is produced and distributed on a dependable rhythm tied to the offer.
What this covers
0 of 4 checks completeCheck every box above and add a note to mark this checkpoint Passed automatically — you can still override the status anytime.
Use AI helper
Use this prompt to review the whole Content & Distribution Rhythm checkpoint.
This prompt uses your Growth setup automatically.
Missing growth setup fields: Business name, Target audience, Current main channel
Act as a content strategist doing a growth system audit. Review content and distribution against four checks: a repeatable cadence is followed, content pillars map to funnel stages, each channel has one clear role, and distribution does not depend on one person. Business name: [MISSING: BUSINESS NAME] Target audience: [MISSING: TARGET AUDIENCE] Current main channel: [MISSING: CURRENT MAIN CHANNEL] Current topics: [CURRENT TOPICS] What you found about cadence, pillar-to-funnel mapping, channel roles, and single-person dependency: [CADENCE NOTES] Return: Recommended status: Passed / Needs fix / Blocker / N/A Short answer: A concise finding for this checkpoint. Evidence: What supports the answer. Risks or missing inputs: What should be fixed. Recommended action: The next practical action.
Variables to replace by hand
- [CURRENT TOPICS] The content topics you currently publish. e.g. Shipping tips and company updates (optional)
- [CADENCE NOTES] What you found about the actual publishing cadence, pillar coverage, channel roles, and who runs distribution. e.g. Publishing weekly, matches plan. No conversion-stage content yet. One person runs all channels.
Checkpoint 5 of 6
Reporting & Weekly Review
Confirm numbers turn into decisions on a regular cadence.
What this covers
0 of 4 checks completeCheck every box above and add a note to mark this checkpoint Passed automatically — you can still override the status anytime.
Use AI helper
Use this prompt to review the whole Reporting & Weekly Review checkpoint.
This prompt uses your Growth setup automatically.
Missing growth setup fields: Business name, Target KPI, Review period, Growth owner
Act as a marketing operations analyst doing a growth system audit. Review reporting against four checks: one primary KPI is confirmed, a weekly review actually happens, reports end with decisions, and the data is trusted. Business name: [MISSING: BUSINESS NAME] Target KPI: [MISSING: TARGET KPI] Review period: [MISSING: REVIEW PERIOD] Growth owner: [MISSING: GROWTH OWNER] This week's numbers: [WEEKLY NUMBERS] What you found about the review cadence, decisions made, and data trust: [REPORTING NOTES] Return: Recommended status: Passed / Needs fix / Blocker / N/A Short answer: A concise finding for this checkpoint. Evidence: What supports the answer. Risks or missing inputs: What should be fixed. Recommended action: The next practical action.
Variables to replace by hand
- [WEEKLY NUMBERS] This week's key metrics, pasted in. e.g. Spend, leads, CPL, and conversion rate (optional)
- [REPORTING NOTES] What you found about whether the weekly review happens, whether it produces decisions, and whether the data is trusted. e.g. Weekly review happens most weeks but skipped twice last month. Last report had no clear decisions.
Checkpoint 6 of 6
Bottlenecks & Next Actions
Turn the audit into a short, honest list of what to fix first.
What this covers
0 of 3 checks completeCheck every box above and add a note to mark this checkpoint Passed automatically — you can still override the status anytime.
Use AI helper
Use this prompt to review the whole Bottlenecks & Next Actions checkpoint.
This prompt uses your Growth setup automatically.
Missing growth setup fields: Business name, Target KPI, Main growth problem
Act as a growth advisor doing a growth system audit. Review the bottleneck and action plan against three checks: the single biggest bottleneck is named, three next actions are prioritized, and each action has an owner and a date. Business name: [MISSING: BUSINESS NAME] Target KPI: [MISSING: TARGET KPI] Main growth problem: [MISSING: MAIN GROWTH PROBLEM] Funnel summary: [CURRENT FUNNEL] What you found: the named bottleneck, the three prioritized actions, and their owners/dates: [BOTTLENECK NOTES] Return: Recommended status: Passed / Needs fix / Blocker / N/A Short answer: A concise finding for this checkpoint. Evidence: What supports the answer. Risks or missing inputs: What should be fixed. Recommended action: The next practical action.
Variables to replace by hand
- [CURRENT FUNNEL] Your funnel steps as they exist today. e.g. Ad → landing page → form → call → close
- [BOTTLENECK NOTES] The bottleneck you named, the three prioritized actions, and who owns each with what deadline. e.g. Bottleneck: slow first response. Actions: 1) auto-assign leads, 2) SLA for first contact, 3) weekly response-time report. All owned by Sales Ops, due in 2 weeks.
Final review
Final go / no-go approval.
- The offer can be explained clearly in one sentence.
- The funnel is mapped and the biggest leak is identified.
- Every lead and order has a clear owner and follow-up path.
- A weekly review with a primary KPI is scheduled.
- Three prioritized next actions have owners and dates.
Approved by
Approval date