Valentina Akpan: Founder of Rellatech, providing administrative and operations support to executives, founders, business owners and teams. Her background combines technical support, customer success, administration and operations.
A funnel can look fine from the outside and still lose leads at the form, the checkout or the follow-up. These are the signs I look for when a client tells me their funnel gets visitors but not the leads or sales they expect.
You can check each one yourself with a test contact and your own phone.
1. Visitors arrive but form submissions are low
Compare the page views in your funnel stats with the number of form submissions. If many people visit but few submit, fill in the form yourself on a phone and on a computer. Look for a form that is hard to find, a button that does not respond, a required field that is not needed, or a page that loads slowly on mobile data.
2. Submissions do not match the contacts in your CRM
Count the form submissions for a week and compare them with the new contacts in your CRM for the same week. If the numbers do not match, the form may not be connected to the CRM, an automation between them may have stopped, or contacts may be merging with older records because of a shared email or phone number.
3. The follow-up email or text does not arrive
Submit the form as a test contact and wait for the follow-up. If nothing arrives, check the workflow or automation that should send it, the sending domain for emails, and the texting registration for texts. Check your spam folder too, because a follow-up that lands in spam is the same as one that never sends. My article on GoHighLevel workflows not sending texts goes through the text checks in order.
4. Leads and buyers have the same tags
Open a few contacts who bought and a few who only opted in. If they have the same tags or sit in the same pipeline stage, your follow-up cannot tell them apart. Buyers keep getting sales emails for something they already own, and leads who did not buy may never get the reminder that would help them decide.
5. The checkout fails or drops people
Buy your own offer with a test card or a small real payment. Check that the order form loads, that the payment goes through, that order bumps and upsells add the right amount, and that the thank-you page and receipt appear. A checkout that works on a computer can still fail on a phone, so test both.
6. You cannot tell where leads came from
If every new contact has a blank source, you cannot tell which ad, post or email brought them in. Check that the form passes the page or campaign source into a field on the contact, and that your ad pixel or conversion tracking fires on the thank-you page, not on page load.
7. Booked calls do not show up
If your funnel ends with a booking, check that the confirmation and reminders send, that the calendar shows the right time zone, and that the meeting link is in the confirmation. Missing reminders are a common reason booked calls do not show up.
8. Links and pages are out of date
Click every button and link in the funnel and in the follow-up emails. Old funnels often point to a retired offer, an expired coupon or a page that was moved. Check the dates, prices and offer names on each page against what you sell today.
What to do next
If one of these checks fails, fix that step first and test it again with a new test contact. If you would rather have someone go through the whole funnel for you, I build and fix funnels in GoHighLevel, ClickFunnels, Kartra and Systeme.io, and I test every path before I hand it back. You can read more on my sales funnel builder page.
FAQ
Want your funnel checked?
Send me the funnel link and what it should do after someone opts in or buys. I will go through it and tell you what I find. You can also read about how I build and fix funnels.
Book a free callChoose a time that suits you on the booking page. On the call, tell me what needs attention and which tools you use. Any detailed audit or implementation is scoped separately.
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