Free Shopify Marketing Audit Template: Download Now
Identify the biggest growth opportunities for your Shopify store. Our free, comprehensive marketing audit template walks you through a step-by-step analysis of your entire marketing funnel, from acquisition to retention.
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By Joris van Huët, Founder & CEOUpdated 2 min read
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Find the Leaks in Your Marketing Funnel
Your Shopify store is getting traffic and making sales, but you know it could be doing better. You have a feeling there are leaks in your funnel, but you are not sure where to look. A complete marketing audit is the answer, but hiring an agency to do one can cost thousands of euros.
Download it now and start plugging the leaks.
What Is Inside the Template
Acquisition Audit: Analyze the performance of your paid and organic channels. Are you acquiring customers profitably? Where are the opportunities to scale?
Conversion Rate Audit: Examine your store's user experience, from landing page to checkout. Where are visitors dropping off? How can you improve your conversion rate?
Retention Audit: Evaluate your email marketing, customer loyalty programs, and post-purchase flows. Are you turning one-time buyers into lifelong fans?
Attribution Audit: Assess the accuracy of your current marketing attribution model. Are you making budget decisions based on reliable data?
For each section, the template provides clear instructions, formulas for key metrics, and space to document your findings and action items.
From Audit to Action
An audit is only useful if it leads to action. Once you have completed the template, you will have a prioritized list of growth opportunities. You will know exactly where to focus your efforts to have the biggest impact on your bottom line. This template is the first step to building a more systematic, data-driven approach to growth.
Ready to find your hidden growth levers?
Related Resources
Marketing Budget Template for Shopify Brands: Free Download
Frequently asked questions
What format is the template in?
The template is a Google Sheets file. You can make a copy to your own Google Drive and start using it immediately. It is fully editable and customizable to fit your specific needs.How long does it take to complete the audit?
A thorough audit will likely take a few days to complete. It requires gathering data from various sources (Google Analytics, Shopify, your ad platforms, etc.) and analyzing it carefully.Do I need to be a data expert to use this template?
No, the template is designed to be user-friendly for marketers of all technical skill levels. It includes clear instructions and pre-built formulas for all the key metrics. However, a basic understanding of marketing analytics is helpful. For a more hands-off approach, consider our pricing plans.
Go deeper: Causal attribution, explained.
Sixty-second versions of these ideas: Causality Engine on YouTube Shorts.
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Terms in this article
- AttributionAttribution identifies user actions that contribute to a desired outcome and assigns value to each. It reveals which marketing touchpoints drive conversions.
- Attribution AuditAn attribution audit checks that the tracking, tags and reports behind your marketing budget still measure what they claim to, best run each quarter.
- ConversionConversion is a specific, desired action a user takes in response to a marketing message, such as a purchase or a sign-up.
- Conversion rateConversion Rate is the percentage of website visitors who complete a desired action out of the total number of visitors.
- Email MarketingEmail Marketing is sending commercial messages to a group of people using email. Every email sent to a potential or current customer constitutes email marketing.
- Landing PageLanding Page: A single web page that appears after clicking a search result, marketing promotion, email, or online advertisement.
- Marketing AttributionMarketing attribution assigns credit to marketing touchpoints that contribute to a conversion or sale. Causal inference enhances attribution models by identifying true cause-effect relationships.
- MetricsMetrics are quantifiable measures that track and assess business process status. They evaluate campaign performance and inform attribution analysis.