--- name: funnel-map description: Map complete funnel from ad to conversion, documenting each step, identifying metrics at each stage, calculating stage-to-stage conversion rates, and highlighting biggest drop-off points. Use for funnel optimization, diagnosing conversion issues, or documenting funnel architecture. --- # Funnel Map Document and analyze complete conversion funnels. ## Process ### Step 1: Document Each Funnel Step **Standard Funnel Elements:** 1. Ad (Creative) 2. Landing Page / Pre-sell 3. Quiz (if applicable) 4. Sales Page / VSL 5. Checkout / Lead Form 6. Upsells (if applicable) 7. Thank You / Confirmation **For Each Step Document:** - URL/asset name - Purpose in funnel - Key message - Primary CTA - Technical requirements ### Step 2: Identify Metrics at Each Stage **Ad Level:** - Impressions - Clicks - CTR - CPC - CPM **Landing/Quiz Level:** - Page views - Time on page - Scroll depth - Quiz completion rate - Exit rate **Conversion Level:** - Add to cart / Initiate checkout - Form submissions - Purchase/conversion - Upsell acceptance rate ### Step 3: Calculate Stage-to-Stage Rates **Conversion Rate Formula:** Stage N Conversion = (Stage N Actions / Stage N-1 Actions) × 100 **Example Flow:** ``` 1000 Ad Clicks → 800 Land on Page (80% click-to-land) → 400 Start Quiz (50% page-to-quiz) → 280 Complete Quiz (70% quiz completion) → 140 View Offer (50% quiz-to-offer) → 28 Purchase (20% offer-to-purchase) Overall: 28/1000 = 2.8% click-to-purchase ``` ### Step 4: Highlight Drop-off Points **Identify Biggest Leaks:** - Which stage has lowest conversion rate? - Which stage loses most absolute volume? - Which stage is below industry benchmark? **Prioritize by Impact:** Impact = Volume at stage × Potential improvement % ### Step 5: Output Funnel Visualization ``` ## FUNNEL MAP: [Offer/Campaign Name] ### FUNNEL OVERVIEW **Type:** [Lead Gen / E-commerce / VSL / Quiz] **Total Steps:** [#] **End Goal:** [Purchase / Lead / Call] --- ### FUNNEL VISUALIZATION ``` ┌─────────────────┐ │ AD CREATIVE │ Impressions: [X] │ CTR: X% │ Clicks: [X] └────────┬────────┘ │ [X%] click-to-land ▼ ┌─────────────────┐ │ LANDING PAGE │ Views: [X] │ Time: Xs │ Bounce: [X%] └────────┬────────┘ │ [X%] page-to-next ▼ ┌─────────────────┐ │ QUIZ │ Starts: [X] │ Complete: X% │ Completes: [X] └────────┬────────┘ │ [X%] quiz-to-offer ▼ ┌─────────────────┐ │ SALES PAGE │ Views: [X] │ VSL: X% │ Watch: [X%] └────────┬────────┘ │ [X%] page-to-checkout ▼ ┌─────────────────┐ │ CHECKOUT │ Initiates: [X] │ │ Completes: [X] └────────┬────────┘ │ [X%] checkout completion ▼ ┌─────────────────┐ │ CONVERSION │ Total: [X] │ CPA: $X │ Revenue: $[X] └─────────────────┘ ``` --- ### METRICS BY STAGE | Stage | In | Out | Rate | Benchmark | Status | |-------|-----|-----|------|-----------|--------| | Ad → Click | [X] imp | [X] click | [X%] CTR | [X%] | [G/Y/R] | | Click → Land | [X] click | [X] land | [X%] | 90%+ | [G/Y/R] | | Land → Quiz | [X] land | [X] start | [X%] | 50%+ | [G/Y/R] | | Quiz Completion | [X] start | [X] done | [X%] | 70%+ | [G/Y/R] | | Quiz → Offer | [X] done | [X] view | [X%] | 80%+ | [G/Y/R] | | Offer → Checkout | [X] view | [X] init | [X%] | 10-20% | [G/Y/R] | | Checkout Complete | [X] init | [X] buy | [X%] | 30%+ | [G/Y/R] | **Overall Funnel:** - Click to Conversion: [X%] - Cost Per Conversion: $[X] - Revenue Per Click: $[X] --- ### DROP-OFF ANALYSIS **Biggest Leak:** [Stage Name] - Current rate: [X%] - Benchmark: [X%] - Gap: [X points] - Volume lost: [X potential conversions] - Revenue impact: $[X] **Root Cause Analysis:** - [Possible reason 1] - [Possible reason 2] - [Possible reason 3] --- ### STAGE DETAILS **STAGE 1: Ad Creative** - Asset: [Description] - Metrics: CTR [X%], CPC $[X] - Status: [Working/Needs work] - Notes: [Observations] **STAGE 2: Landing Page** - URL: [Link] - Purpose: [What it does] - Metrics: [Key stats] - Status: [Working/Needs work] - Issues: [If any] **STAGE 3: [Next Stage]** ... --- ### OPTIMIZATION PRIORITIES **Priority 1: [Stage with biggest impact]** - Current: [X%] - Target: [X%] - Actions: 1. [Specific improvement] 2. [Specific improvement] - Expected lift: [X%] - Revenue impact: $[X] **Priority 2: [Next biggest opportunity]** ... --- ### A/B TEST ROADMAP | Stage | Test | Control | Variant | Hypothesis | |-------|------|---------|---------|------------| | [Stage] | [Element] | [Current] | [New] | [Expected] | --- ### BENCHMARK COMPARISON | Metric | Our Funnel | Industry | Gap | |--------|------------|----------|-----| | CTR | [X%] | [X%] | [+/-] | | Land-to-Lead | [X%] | [X%] | [+/-] | | Checkout Rate | [X%] | [X%] | [+/-] | | Overall CVR | [X%] | [X%] | [+/-] | --- ### FUNNEL HEALTH SCORE | Factor | Score | Weight | Weighted | |--------|-------|--------|----------| | Traffic Quality | X/10 | 20% | X | | Page Performance | X/10 | 25% | X | | Offer Strength | X/10 | 30% | X | | Checkout Flow | X/10 | 25% | X | | **TOTAL** | | | X/10 | --- ### ACTION ITEMS **Immediate:** 1. [ ] [Action] 2. [ ] [Action] **This Week:** 1. [ ] [Action] **This Month:** 1. [ ] [Action] ``` ## Funnel Optimization Principles **Fix Biggest Leaks First:** - Largest volume × lowest rate = priority - Small improvements at scale = big impact **Test One Variable at a Time:** - Isolate changes - Measure impact clearly - Build on winners **Metrics Hierarchy (Jason K):** - Initiate checkout = 3x purchase data - Use leading indicators for faster decisions Source: Jason K, general funnel optimization