A sample of the Revenue-First Diagnostic

See how Shortlist evaluates marketing. Three sections deep.

A focused sample of our diagnostic methodology applied to three high-impact systems: how visitors find you, how they convert on your site, and how you keep them in your funnel.

3 sections, 5 questions each. CRO, Lead Capture, and AI Search Visibility (GEO). The systems where your top-of-funnel revenue is won or lost.
Specific evaluation per section. Grades, scores, and tailored feedback based on your answer pattern, not generic templates.
Real Priority Score math. Same Gap × ROI Potential calculation we use in the paid Revenue-First Diagnostic.
A taste of the methodology. Not a full diagnosis. The point is to show you how we think and what real feedback looks like.

An honest framing This scorecard covers 3 of 10 marketing systems. The 10 systems have dependencies on each other, so a partial picture isn't a complete diagnosis. If you want a real verdict on your business, you want the full Revenue-First Diagnostic. This is a sample.

Time

~6 minutes

Cost

Free

Output

3 deep evaluations

We'll email you a copy of your results and may follow up about the full Revenue-First Diagnostic. That's it — no list sharing, no spam, unsubscribe anytime.

Step 1 of 5 — Tell us about your business

A few details before we begin.

This helps us tailor the questions to your business model and send your results to the right place.

Your name *

Please enter your name.

Email *

We'll send you a copy of your results. No spam, no list rental, no sharing.

Please enter a valid email address.

Company website *

We'll use this to prepare context for your results and any follow-up conversation.

Please enter your company website.

Business type *

A few questions adjust based on this. Pick the closest fit.

SaaS / B2B

Subscription software, B2B services, recurring contracts.

eCommerce / DTC

Online product sales, direct-to-consumer, marketplaces.

Other

Agencies, consultancies, hybrid models.

Please pick your business type.

01 Section 1 of 3

0 of 5 answered

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Your Conversion & Visibility Scorecard

Here's what we found

Three sections, evaluated using the Revenue-First Diagnostic methodology.

Sections

3of 10

Tier 1 Gaps

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Avg Grade

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Important: This is a sample of the methodology, not a full diagnosis. The 10 marketing systems we evaluate have dependencies on each other. Conclusions drawn from 3 sections in isolation can be misleading. For a real verdict on your business, get the full Revenue-First Diagnostic.

Section-by-section evaluation

Sorted by Priority Score (Gap × ROI Potential). Each section includes a tailored evaluation based on your specific answer pattern.

The next step

You saw 3 sections out of 10. The Revenue-First Diagnostic covers all 10.

This scorecard showed you how Shortlist evaluates marketing. The full Revenue-First Diagnostic adds 7 more graded sections, uses your real data instead of self-assessment, and produces a 6-month roadmap with revenue projections.

What the Revenue-First Diagnostic adds

7 more sections graded: Revenue Alignment, Personas, SEO, Content, Email, Analytics, Competitive Positioning
Graded by us using your real data, not self-assessment
Revenue projection per gap in dollars per month
6-month roadmap with sequenced fixes by Priority Score
Live AI search testing across 20 buyer-relevant queries in ChatGPT, Perplexity, and Google AI Overviews
Competitor benchmark via Ahrefs across your top 3 competitors
Methodology session with Dave to walk through every score
Cost deducted from campaign if you sign a 6-month engagement after delivery

Book a consultation →

Save your results

A copy of your results has been saved. You can also download the static PDF version of the full 10-section scorecard if you want to assess offline or share with your team.

Download PDF | Restart the scorecard