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🏢 Business & Strategy

Free Channel Effectiveness Scorecard Template

Score every channel on reach, acquisition cost, conversion quality, attribution and scalability, with an AI ranking of where spend should move.

~10 min
5 weighted dimensions
AI PDF Report
AI Consultant
Live Preview

Quick answer

Score every channel on reach, acquisition cost, conversion quality, attribution and scalability, with an AI ranking of where spend should move.

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About this template

Budget gets allocated by historical comfort, not measured fit — while the cheapest qualified lead comes from a channel nobody funds. This scorecard evaluates each active channel on five comparable axes, so mix decisions follow arithmetic. The AI report ranks channels by quality-adjusted potential, flags attribution you cannot trust yet, and states plainly where spend should shift. Honest numbers required; channel scores flatter their champions.

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Template at a Glance

TemplateChannel Effectiveness Scorecard
CategoryBusiness & Strategy
FormatWeighted 1–5 assessment with personalized AI PDF report
Time to completeAbout 10 minutes per response
What you getA personalized AI report (printable PDF) per response, plus the raw answers
Best forMarketing leads · Founders · Growth teams
CostFree to copy and customize on FormLM
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What This Assessment Measures

Five dimensions, scored 1–5 and weighted into one result.

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Live Preview

Sample form and AI report preview — fill it in to see live scoring and the report.

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Fill it in to see how responses flow.
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Sample AI report with scoring visuals and recommendations, printable as a PDF.
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Scan the QR on the report to start an AI consultant chat.
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What's Included

Everything you need to run this template.

1

Five weighted dimensions

Reach & fit, Acquisition cost, Conversion quality, Attribution reliability, Scalability — each scored 1–5.

2

Weighted composite score

A defensible overall view that keeps dimensions separate.

3

Personalized AI PDF report

The weakest dimension, what it caps, and a prioritized fix list.

4

QR into an AI consultant chat

Every report links a chat trained on this topic for follow-ups.

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How It Works

From copy to deliverable in four steps.

1

Use This Template

Copy the assessment, scoring and report settings into your FormLM workspace — free.

2

Customize

Adjust dimensions and weights to match how your business runs.

3

Share and collect

Send the link or QR; each response is scored automatically.

4

Review and act

Open the personalized AI PDF report and share it with stakeholders.

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Who Is This For

Pick your role — see how it fits your workflow.

1

Marketing leads

Shift spend on evidence.

2

Founders

Kill habit-funded channels.

3

Growth teams

A shared channel language.

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Key Features

What makes this template work as a professional deliverable.

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Sample Questions Inside

A preview of real questions — the full version adds scoring and a personalized report per respondent.

  1. This channel's audience genuinely overlaps our buyers (1–5)
  2. True cost per qualified lead is measured, not estimated (1–5)
  3. Leads from here close at acceptable rates (1–5)
  4. Our attribution here withstands honest scrutiny (1–5)
  5. Scaling this channel's spend keeps its economics (1–5)
  6. Which channel is funded mostly by habit? (open)
  7. Where would double budget actually work? (open)
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Frequently Asked Questions

What are the five channel axes?
Audience reach and fit, true acquisition cost, conversion quality, attribution reliability and scalability — every channel scored identically.
Do small businesses need channel scoring?
Especially — with thin budgets, one misfunded channel is existential; the scorecard's simplicity is the point.
What if my attribution is weak?
Score it honestly on the reliability axis; the report recommends measurement fixes before spend shifts on numbers you can't trust.
Is this for marketing channels only?
Sales motion channels (partners, outbound, inbound marketplaces) score the same way; the axes are channel-agnostic.
What does the AI report output?
A quality-adjusted channel ranking, the shift recommendation and the one measurement upgrade that would sharpen it.
Is it free to use?
Yes. Click Use This Template to copy the form, scoring and report configuration into your FormLM workspace for free, then customize and share it.
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Run the Channel Effectiveness Scorecard this quarter

A 5-dimension scored check with a personalized AI report — free to copy and customize.