Free template

B2B free offer funnel template

A B2B free offer funnel gives away a quick assessment in exchange for contact details. The visitor answers five short questions, gets a score with what to fix first, and books a call to go over it.

  • Free plan, for good
  • No card required
  • Unlimited leads
Shieldline

Find the gaps in your business before a hacker does.

For businesses with 5 to 50 staff

Find the gaps in your business before a hacker does.

Score your risk in 60 seconds with five yes or no questions. Then get a free security check and a plain English report in 48 hours.

Free · No signup to start · 60 seconds

A sample security check scoring ten areas red, amber or green
$1,500
check, free for new clients
48 hrs
to your report
0
changes to your systems

Checked this year

Harbor DentalPinewood AccountingCrestline HomesBluecrest LawLumen Fitness

What the score checks

Five doors attackers try first.

Two-step login

Without it, one leaked password opens every inbox.

Backups you've tested

A backup nobody has restored is a hope, not a plan.

Fake invoices

Most break-ins start with one convincing email.

Old accounts

Staff who left last year can often still log in.

Laptops

Unpatched, unlocked devices are the easiest way in.

Five questions. Your score, free.

Who runs your check

Ava Brennan, founder of Shieldline, in her office
“Small businesses are not too small to target. They are just easier to get into. Our job is to make you harder.”
Ava Brennan, founder of Shieldline
  • Read only, from outside your network
  • Nothing installed, nothing changed
  • A report your insurer will understand
The owner of a small accounting firm at his desk, relieved, with two colleagues behind him
The report found two old staff accounts that still worked. We closed them that afternoon.
Sam K, practice owner
Plain English, no scare tactics. We fixed the three red items in a week and our insurer noticed.
Elena R, operations manager

Questions

Know where you stand before someone else finds out.

Free · 60 seconds

What it asks

The questions, one per screen

The visitor gets a high, medium or low score with what to fix first, leaves their details and books a 15 minute call.

  1. 1

    How many people work at your business?

    • 1 to 4
    • 5 to 20
    • 21 to 50
    • More than 50
  2. 2

    Does everyone use two-step login for email?

    • Yes, everyone
    • Some people
    • No
    • Not sure
  3. 3

    Have you restored a backup in the last six months?

    • Yes, and it worked
    • We back up, never tested
    • No backups that I know of
    • Not sure
  4. 4

    Would your team spot a fake invoice email?

    • Yes, we train for it
    • Most of them, probably
    • I doubt it
    • Not sure
  5. 5

    When someone leaves, are their accounts closed that day?

    • Always, the same day
    • Usually within a week
    • Not really
    • Not sure
  6. 6

    Do laptops update and lock themselves automatically?

    • Yes, all of them
    • Some of them
    • No, people manage their own
    • Not sure

Why it is built this way

  1. 01

    The offer is the first screen

    Busy buyers decide in seconds. The free check is named in the headline, not three scrolls down.

  2. 02

    A score people want to see

    Questions each buyer can answer in a tap add up to a result worth an email address.

  3. 03

    The call is about their answers

    The sales call starts from the score, so it feels like help, not a pitch.

Made for b2b and saas and agencies.

Built for paid ads

  • Leads tied to the ad

    Every lead arrives with the ad that sent it, and the report shows where people stop.

  • Your own AI can build it

    Connect Claude, ChatGPT or Codex and ask it to change the template for your business. On every plan.

  • Free to start

    One live funnel on an Unfunnel link, unlimited leads, no card.

Questions

Is this only for IT security?

No. The example is a security check, but the same shape works for any free audit: SEO, tax, insurance or operations.

How is the score worked out?

Answer rules send each visitor to a high, medium or low page. You choose which answers lead where.

Can unqualified leads skip the call?

Yes. Add a rule on team size or any answer to send small accounts to a resource page instead of the calendar.

Start from this template. Make it yours in minutes.

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