Marketing funnel

A marketing funnel is the path a person takes from first hearing about you to becoming a customer, usually split into stages such as visitor, lead, qualified lead, proposal and customer. A funnel feature lets you define those stages in the tool and see how many people are at each one. A coaching business, for instance, might track how many website visitors book a call and how many calls turn into clients. Compound Growth OS is one tool in the library that lists this feature.

A funnel turns a vague sense that sales are slow into a specific question, such as whether too few people enquire or too few enquiries convert. Without it, effort goes into whichever stage feels most urgent instead of the one that is leaking most. You need it once you have steady traffic or enquiries to measure. You do not need it when you close a handful of large deals a year, because a simple list of open deals tells you the same thing.

• Ask whether you can rename and reorder the stages to match how you actually sell.
• Test whether people move between stages automatically or only when someone updates them by hand.
• Check that the tool shows conversion between stages, not only counts at each one.
• Find out whether the funnel can be split by channel or campaign so you can compare sources.