Specification · 05
Funnel design
The stages from first contact to customer, with the criteria and handoffs between them.
When this is useful
Teams may use the same stage name for different things. A useful funnel needs a defined population and observable conditions for movement.
My contribution
I clarify the states, transition rules, data and handoffs between systems and teams.
A 1,000-case cohort has defined stage criteria and cumulative reach; 420 qualified handoffs reconcile to 300 accepted, 70 rejected and 50 pending, of which 12 meet the seven-day limit.
What it covers
- Stage order and entry and exit conditions
- Automatic and manual stage changes
- Time limits, backward movement and records with no stage
- Handoffs between marketing and sales
- Conversion and elapsed time between stages
The output
A stage specification and the definitions needed to measure movement through it.
For an enquiry, describe the question and the systems involved.
contact@fiftystork.com ↗