Inquiry-to-Client Funnel Diagnostic Kit
See where inquiry records need a closer look.
Review one dated group of coaching inquiries through a chosen cutoff. Read booking, attendance and client-acceptance counts with their matching denominators, check missing evidence and record one practical process test.
Digital download. $19 USD. One-time purchase. Any applicable tax is shown at checkout.
Explore what’s included ↓What is inside
One editable XLSX workbook with eight tabs: Start Here, Dashboard, Inquiry Data, Cohort Build, Review and Test, Worked Cases, Example Data, and Data Dictionary.
100 blank inquiry-record slots, an inquiry-date cohort and observation cutoff, five stage counts, four step rates, an overall accepted-client rate and six status shares.
Visible record-level checks for duplicate IDs, missing or invalid dates, stage order and conflicting status. Rates are withheld when an unresolved invalid record may belong to the cohort.
Three fictional reviews with 24 example records in total: booking delays, missed calls and unresolved decisions. Editable operational-definition fields and a structured observation, evidence and next-test record are included.
How to use it
Define your inquiry and acceptance rules. Choose the first and last inquiry dates and an observation cutoff on or after the last inquiry date. Enter neutral inquiry IDs and verified completion dates, then resolve record issues before interpreting the rates.
Each stage counts only when it was completed by the cutoff. Read sample size, pending and unknown records, and available follow-up time alongside the rates. Use Review and Test to check alternative explanations and define one small change to investigate.
Who it is for
For coaches whose inquiry journey follows an ordered pre-client conversation path: inquiry, qualification, booking, attendance and accepted engagement. Booked and Attended refer to a pre-client conversation such as a discovery call, not paid coaching delivery.
Files and software
Use a desktop spreadsheet app with automatic calculation and a larger screen. Recalculation and input-change checks were run in LibreOfficeDev 26.8. Microsoft Excel and Google Sheets were not separately tested. Recheck a known example in your own app before relying on the results. There are no macros or external data connections.
The customer download is one XLSX file with instructions inside. The working controls and 100 input rows are blank; fictional examples are isolated. Stay within rows 7–106 of Inquiry Data. Save a prior copy before changing a historical cutoff and print only the populated ranges you need.
Common questions
Can I use it for direct purchases or a journey that skips stages? Those paths need a separate review. Do not force them into this ordered model or invent earlier stage dates.
How are pending, unknown and cancelled inquiries handled? They remain in the relevant reached-stage denominators. A dated acceptance completed by cutoff counts as Accepted. Other statuses must have a status-as-of date matching the cutoff or they become Unknown.
Does the smallest step rate identify the cause? No. Missing evidence, sample size, fit, timing and follow-up time can change the picture. The kit gives no conversion benchmark or causal diagnosis.
How is this different from the free inquiry tracker? The free tracker supports day-to-day follow-up. This kit reviews a defined inquiry-date cohort with dated stage observations, explicit denominator logic and a documented next test.
Scope and delivery
One digital XLSX file delivered electronically after successful payment. No physical item is shipped. This self-guided review tool does not connect a CRM, retrieve records or send follow-ups. Software and managed services are separate.
Keep names, contact details, health information and private coaching notes out of the workbook. Use neutral IDs and your existing secure records for evidence. All examples are fictional. No revenue forecast or improvement in conversion, bookings or sales is promised.
License and returns
For use in your own business or personal use under Marketing PMP’s personal, non-exclusive, non-transferable license. You may share completed worksheets, briefs and other customized outputs with your own team and clients for use in your business. Reusable templates, blank master files and source products may not be redistributed, resold or sublicensed. Do not use the materials to create competing products or services for sale. Read the full terms and conditions: https://www.marketingpmp.com/terms-and-conditions.
All sales are final once a digital download has been accessed or delivered, except where required by law. If a technical issue prevents access, contact kingstadcompanies@gmail.com within 7 days of purchase. See the full terms for the existing technical-failure policy: https://www.marketingpmp.com/terms-and-conditions.
Terms, license and refund details · Questions before buying?
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