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📣 Marketing & Lead Gen

Free Growth Lever Prioritization Assessment

Rate every growth lever on impact, confidence and ease — the AI report returns an ICE-ranked roadmap: the two levers to fund now, the one to test cheaply, and the ones to stop debating every quarter.

9 levers
~15 min
ICE ranking
AI PDF Report
Live Preview

Quick answer

Nine revenue levers — acquisition, conversion rate, average order value, activation, retention, referral, pricing, expansion and cost per acquisition — each scored on impact, confidence and ease. Because confidence must cite a number or a prior test, the ranking punishes fashionable ideas with no evidence and rewards boring fixes with proof. The AI report funds the top two, proposes a cheap test for the third and defers the rest with reasons you can read aloud in the planning meeting.

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About this template

Quarterly plans fail for a familiar reason: nine plausible initiatives, three people's worth of capacity, and a decision made by whoever spoke last. This assessment turns that argument into arithmetic. Every lever gets three scores, the confidence term carries a demand for evidence, and ease is re-weighted automatically when the executor is a single person or a two-person team. The output is not a backlog — the report explicitly funds two levers, proposes one low-cost test and lists what is being deferred and why, which is the part planning meetings usually skip.

Run it after you know where the machine leaks: pair it with the Funnel Leak Check to locate the weak stage, then use this to decide which intervention at that stage gets budget. If the constraint looks structural rather than sequential — a wrong price, wrong channel, wrong process — score the mix first with the Marketing Mix Diagnostic.

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Live Preview

Sample form and AI report preview (fillable once the app is published).

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Fill it in to see how responses flow.
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Sample AI report with the ranked matrix, funded levers and deferrals.
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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 rank the quarter's work.

1

Nine scored levers

Edit or rename them to match how your business actually grows.

2

Impact × confidence × ease

Three ratings per lever, with evidence required on confidence.

3

Capacity re-weighting

Founder-led teams get ease weighted heavier than staffed teams.

4

Fund / test / defer call

The roadmap names two funded levers, one cheap test and the deferrals.

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How It Works

From copy to a decided roadmap in four steps.

1

Copy the template

Import the form, ICE scoring and report settings — free.

2

List your real levers

Keep the nine defaults or rename them to your business model.

3

Score impact, confidence, ease

Confidence must cite a number or a test; opinions score lower on purpose.

4

Fund the top two only

Publish the AI roadmap, assign owners and re-rank next quarter.

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Who Is This For

Pick your role — see how it fits your workflow.

1

Heads of growth

Turn a wish-list into a ranked queue with a stated reason for every deferral.

2

Founders without a team

Stop running seven initiatives at 20% effort each — ease does the deciding.

3

Agency planners

Bring a defensible sequencing proposal to the client budget conversation.

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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. Acquisition: if new-visitor volume rose 30%, what would revenue actually do? (impact 1–5)
  2. Conversion rate: what change would you make first, and what evidence supports it? (confidence 1–5 + open)
  3. Average order value: are bundles, upsells or minimums proven here yet? (1–5 + open)
  4. Activation: how long from signup to first value, and can you shorten it? (1–5)
  5. Retention: what does the 90-day cohort curve say about churn headroom? (1–5 + open)
  6. Referral: is there a mechanism, or only a hope? (1–5)
  7. Pricing: when was the last price test, and what happened? (open)
  8. How many hours per week can your team genuinely give this? (number)
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Frequently Asked Questions

What is a growth lever prioritization assessment?
A scoring exercise listing the levers that can move revenue — acquisition, conversion, order value, activation, retention, referral, pricing, expansion — each rated on impact, confidence and ease. The combined score ranks the queue so the roadmap is decided by arithmetic rather than the loudest voice.
What is ICE scoring and why use it?
ICE is Impact, Confidence, Ease combined into one priority number. Raw impact rankings favour big ideas with no evidence; the confidence term punishes "SEO will fix everything" when nobody has data, and ease punishes projects with no owner and no hours.
How many levers should be scored?
Between six and twelve. Below six you are choosing from a list someone already pre-decided; above twelve the ranking becomes a backlog nobody reads. The lever labels are editable, so add the one your business actually depends on.
Does this work for a one-person business?
It works better, because ease carries almost all the weight when there is no team. The report re-weights ease automatically when you answer that you are the only executor.
How is this different from a marketing maturity assessment?
Maturity tells you what the team can reliably do today; prioritization tells you what to do next with limited budget and attention. Teams usually run prioritization quarterly and maturity annually.
Is it free?
Yes. One click copies the form, ICE scoring and report template into your FormLM workspace at no cost.

Stop debating, start ranking

Nine levers, three scores each, two funded — free.