6-Step Framework
Step 1: Define
Your answers will help us assess your core identity, messaging alignment, conversion flow, and user experience.
A clear brand statement sets the tone for everything else. If you can’t explain who you are and what you do in a single sentence, your audience won’t get it either.
2: What do you want visitors to feel or understand when they land on your website?
This shapes your design, copy, and layout decisions. If you’re not intentional about the user experience, your site won’t create the response you’re looking for.
3: What page(s) or funnel(s) are you currently using to capture or convert leads?
Knowing where the conversions are supposed to happen helps us assess what’s in place and what needs to be optimized or rebuilt.
4: What actions are you expecting visitors to take once they land on your site?
Clear calls to action are important. If it’s not obvious what the next step is, users won’t move forward, and your funnel breaks down.
5: What do you believe is working well about your brand or website right now?
Identifying the strengths lets us keep what’s effective while focusing attention on the real problem areas.
6: Where do you think potential customers are dropping off or losing interest?
Pinpointing the drop-off helps us identify friction points and gaps in your message, layout, or user flow.
7: How are you currently tracking performance across your website or funnel?
Without performance tracking, you’re guessing. Tools like analytics and heatmaps give us the data needed to make informed decisions.
8: Have you received any direct feedback about your website or messaging?
User feedback often highlights what metrics can’t. Whether it’s confusion, frustration, or praise, it’s valuable insight for optimization.
9: Do you currently run paid traffic or campaigns to your website or funnel?
Paid traffic increases urgency to fix broken funnels. If you’re spending money to send people into a weak system, you’re wasting your budget.
10: What do you want to improve most about your brand or site in the next 60–90 days?
A clear improvement goal helps us build a focused roadmap, whether it’s better conversions, stronger messaging, or a more professional user experience.
Step 2: Align
Before fixing flow or design, your brand must speak directly to the right person with the right tone, promise, and visuals.
- Revisit your ideal customer profile and their current buying mindset.
- Audit your logo, typography, and colors for emotional alignment.
- Review your homepage and hero message for clarity and fit.
- Make sure your tone of voice matches the audience’s expectations.
“We are a [business type] that serves [target audience]. Based on these answers, help us align our brand identity and messaging with the emotional and logical needs of our ideal customer.”
Step 3: Clarify
Users shouldn’t have to hunt for what you do or why they should care, friction kills conversion and weakens trust.
- Rewrite your value proposition to say who it’s for, what it helps them do, and why it is important to them.
- Remove jargon and overly clever phrases that confuse visitors.
- Check for too many CTAs or conflicting paths on key pages.
- Tighten navigation and reduce visual clutter.
“We are a [business type] that serves [target audience]. Help us clarify our website and funnel messaging so it’s obvious what we do, who it’s for, and what action visitors should take.”
Step 4: Evaluate
The audit doesn’t stop at design. We evaluate load speed, mobile layout, CTAs, lead forms, trust signals, and more.
- Run heatmaps or behavior analytics on landing pages.
- Test page load times and mobile responsiveness.
- Ensure forms, buttons, and links are simple and functional.
- Check for testimonials, case studies, and social proof in the right places.
“We are a [business type] that serves [target audience]. Help us evaluate the full user journey across our website and funnel, including trust signals, mobile experience, and lead conversion points.”
Step 5: Diagnose
Now that the evaluation is complete, it’s time to isolate the weak links and friction points that are costing you growth.
- Compare actual visitor behavior to your intended path.
- Flag design or layout elements causing drop-offs or confusion.
- Identify messaging gaps or disconnects between pages.
- Review page-by-page funnel analytics to spot conversion leaks.
“We are a [business type] that serves [target audience]. Based on our site and funnel audit, help us diagnose what elements are reducing trust or hurting our lead conversions.”
Step 6: Improve
Once we know what’s off, we turn the audit into action, with fixes that boost conversion, build trust, and guide visitors toward the right outcomes.
- Prioritize 3–5 core issues to address first.
- Plan for quick wins (copy changes, headline rewrites, visual tweaks).
- Set up A/B tests for key pages or funnel steps.
- Track metrics post-audit to validate improvements.
“We are a [business type] that serves [target audience]. Based on the audit, help us build a prioritized fix list to improve our website and funnel conversion without rebuilding everything from scratch.”
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