Pick one template you are considering. What should a visitor be able to do with your version?
Write that answer before inspecting the design. Your task here is to finish a short evaluation: what you can keep, what needs changing and what you still need to check. You can then decide whether this candidate deserves more work.
Work through the fictional template below, then fill in the scorecard for your own candidate. This exercise evaluates one page structure. It does not compare AI with templates or assume that a particular template is available in ClickFunnels AI.
Give the candidate a specific job
Imagine North Window Studio, a fictional photography business. It wants retail teams to enquire about a private product photography workshop for four to ten colleagues.
The page needs to explain the workshop, collect the team's goal, approximate group size, preferred dates and reply email, then pass the enquiry to a coordinator. A coordinator reviews the request before discussing availability and price. Sending it must not imply a reserved date or a payment.
Write the task in one sentence:
Help a retail team request a private workshop discussion, with enough information for the coordinator to decide the next step.
For this exercise, those are requirements. They are not observations about a working studio or a configured system.
Inspect the candidate in front of you
Here is Single Seat Workshop, an original fictional text wireframe. It describes a template aimed at an individual buying a place in a public session. It is not a real template listing, screenshot or tested page. The price and seat count are invented copy for the exercise.
SINGLE SEAT WORKSHOP — FICTIONAL CANDIDATE
A HERO
Product photos in one afternoon
Learn alongside other independent shop owners.
[Reserve my seat]
B AGENDA
Prepare one product / Set up the scene / Review the photos
C SESSION CARD
Saturday afternoon / $59 per seat / 8 seats left
D IMAGE AREA
[SAMPLE PHOTO — source and reuse permission not supplied]
E PROOF AREA
[TESTIMONIAL PLACEHOLDER — no approved quote supplied]
F FORM AND ACTION
Your name / Email
[Pay $59 and book]
G CONFIRMATION COPY
You're booked! We'll see you on Saturday.
The labels A–G give you places to point to. “Change the offer” becomes “Change A and C because this is a private team enquiry.” That is a task another person can understand.
This wireframe lets you inspect wording and structure. It cannot establish whether anything is editable, where a form goes or what happens after pressing a button.
Question 1: Does the page describe the right visitor and offer?
Read A, B and C against the one-sentence task. The photography topic fits, and B's three-part agenda may be useful. A addresses individual shop owners, while C sells separate seats. Neither explains a private team session.
Example disposition: Change. Retain the agenda structure for review. Rewrite the audience and offer, and replace the fixed-session card with information relevant to a private enquiry.
A proposed replacement for A could be:
Plan a product photography workshop for your retail team. Tell us what your team wants to practise, your approximate group size and your preferred dates.
That is proposed copy for this fictional brief. It does not establish that the studio has accepted those dates or can run the session.
For your candidate, point to the first block that answers the wrong customer's question. Write the smallest change that would make it useful.
Question 2: Does the main action promise the right next step?
Follow A's button through F to G. “Reserve my seat,” “Pay $59 and book” and “You're booked” all describe a commitment the private enquiry is not meant to make.
Example disposition: Change. The intended action is “Send workshop enquiry.” The intended confirmation should describe a received request and the next review step. Only show a received confirmation after the actual system confirms receipt.
The GOV.UK Design System's button guidance recommends wording that describes what the action does. Apply that narrow principle here: a payment label and an enquiry label make different promises.
Changing button text alone does not change its destination or behavior. Record the required flow change separately. A working payment or booking process would not become an enquiry process because its label changed.
For your candidate, finish this sentence: “After this action, the visitor has actually ______.” Keep the answer unresolved if you have only seen a preview.
Question 3: Which sample content must be replaced or removed?
D has a sample photo without a supplied source or permission. E has a testimonial placeholder without an approved quotation. C includes an invented seat count and price that do not belong to the new offer.
Example disposition: Change. Remove the unsuitable seat count and price. Replace the photo only with an image you are authorized to use for the intended purpose. Omit the testimonial area until there is relevant, approved material for it.
The current status of the photo's reuse permission is unknown. Appearance in a preview is not evidence that you can reuse it. Record what the source actually permits and any unresolved conditions; do not assume the page and every asset have identical terms.
For your candidate, list the sample claims, images and quotes separately from the layout. A useful section shape does not make its example content yours.
Question 4: Can a visitor complete the intended task?
F shows only name and email. The private-workshop brief also needs the team's goal, approximate group size and preferred dates. The wireframe shows no error message, keyboard behavior or confirmed destination.
Example disposition: Unknown. The missing fields are a visible content gap. Whether they can be added, used and delivered correctly remains unverified.
On a real candidate you are permitted to inspect, check the relevant steps in an allowed test setup. Can someone read the page when text is enlarged? Reach the controls with a keyboard and see focus? Understand labels and correct a required-field error? Can the intended recipient locate the test enquiry?
The W3C's Easy Checks covers initial accessibility checks such as keyboard access, text resizing and forms. It explicitly does not provide a complete accessibility evaluation. A static wireframe cannot pass those checks on behalf of a working page.
For your candidate, choose one essential behavior you cannot yet verify. Write the evidence needed to resolve it. Do not use real customer details or submit into someone else's production workflow for this exercise.
Question 5: Can the owner make and maintain the required changes?
The wireframe does not tell you whether an owner can remove the payment action, add the enquiry fields or change the confirmation. It also does not supply access terms for an editable copy.
Example disposition: Unknown. Before choosing a real candidate, establish permission to adapt it and inspect the relevant editable version. Ask the future maintainer to make one required change in an authorized copy, then check that the change survives save and reload.
Keep the request specific: “Show where the workshop button's destination is set” is easier to resolve than “Is everything customizable?” Record which candidate version and access level the answer applies to.
If an essential change is unavailable, that is a reason to set this candidate aside. A different color scheme will not resolve it.
Turn the five answers into a decision
Use four dispositions in the scorecard:
- Keep: this specific inspected aspect fits the requirement; record the evidence and its limits.
- Change: a known mismatch needs an explicit adaptation.
- Unknown: you lack evidence for a requirement; record the next check.
- Reject: evidence establishes that an essential requirement cannot be met within the project's constraints.
These are notes for a decision, not points to average. An essential unknown remains open even when several visual details fit.
Scroll horizontally to compare all columns.
| Question | Fictional evidence | Disposition | Next check or change |
|---|---|---|---|
| Visitor and offer | A and C describe individual seats | Change | Rewrite for private teams; retain B's agenda structure for review |
| Main action | A, F and G imply payment and booking | Change | Establish an enquiry flow before changing its labels |
| Sample content | C, D and E contain unsuitable or unsupported material | Change | Replace or remove it; resolve asset permission separately |
| Visitor completion | F lacks required details; no behavior is demonstrated | Unknown | Inspect the permitted editable version and test the intended journey |
| Owner control | No editable version or access terms are supplied | Unknown | Verify adaptation permission and one required saved edit |
The fictional decision is hold for an editable-copy check. The agenda is worth retaining as an idea. The candidate has not earned a recommendation for use. If its payment flow cannot be replaced with the required enquiry, reject it for this task.
Download the template evaluation scorecard (CSV). It includes five filled fictional rows and five blank rows with the same questions. Use the blank rows for your candidate; keep the fictional example separate. Record the candidate's exact reference, review date, evidence, owner and next action.
If you are preparing a ClickFunnels AI project, use the agent guide for the broader workflow. This exercise does not establish access to a CFAI template or a working integration.
You now have a bounded next task: resolve the candidate's most important unknown. That answer can tell you whether to adapt this structure or inspect another one.