Funnel Analysis Toolkit

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Coordinate Funnel Analysis: own your brand Look And Feel and have full oversight over all creative efforts.

More Uses of the Funnel Analysis Toolkit:

  • Develop and implement regular reporting of key Performance Metrics as forecasting, Funnel Analysis, and addressable Market Segmentation.

  • Govern Funnel Analysis: work closely with the product, supply, and investor Development Teams to share learnings and build an optimized investor funnel using email and other touch points.

  • Fill the funnel create and drive a comprehensive suite of campaigns to drive awareness, nurture prospects, fill the top of funnel, and engage mid funnel to help drive to your monthly and annual Lead Generation goals.

  • Supervise Funnel Analysis: work closely with your counterpart on the content team to concept and develop content at every level of the funnel and buyers journey.

  • Govern Funnel Analysis: design and execute end to end visibility and measurement strategy for funnel creation activities, evaluating roi and determining Best Practices for various offers.

  • Manage the conversion funnel and leverage customer Behavior Analytics to achievE Business goals and objectives.

  • Identify ways to develop, improve, and automate the way you analyze how changes to the product impact thE Business, especially beyond the bottom of the funnel purchases.

  • Formulate Funnel Analysis: work closely with your counterpart on the content team to concept and develop content at every level of the funnel and buyers journey.

  • Systematize Funnel Analysis: own end to end sales funnel for the client, right from the initial introduction to doing demos, use case identification and agreement closure.

  • Devise Funnel Analysis: strategic deployment/x matrix, Value Stream Mapping, Visual Management/5S, Standard Work, metric boards, gemba, stand up meetings and project funnel development.

  • Manage work on e mail marketing, SEO of web and digital content, management of valuable content for users, conversion optimization, paid advertising, and funnel management.

  • Ensure you understand sales funnel and partner with the sales leadership to provide grounded insights into sales force targets to drive the right linkages between output metrics and input/activity metrics for the sales force.

  • Govern Funnel Analysis: own full funnel customer acquisition and collaborate with channel managers on strategy, planning, and execution of growth initiatives.

  • Be accountable for priming the sales funnel and enhancing pre qualified Lead Generation effort across a geographically defined, sales territory.

  • Optimize the visit to lead to Customer Conversion and retention rates and increase funnel marketing efficiencies.

  • Head Funnel Analysis: plan and execute end to end demand generation campaigns to address the entire funnel from awareness to revenue conversion.

  • Organize Funnel Analysis: design and execute end to end visibility and measurement strategy for funnel creation activities, evaluating roi and determining Best Practices for various offers.

  • Fill the funnel create and execute account specific strategies in order to move accounts through the sales funnel and meet Inbound Marketing goals.

  • Establish and reach territory specific funnel targets for all start terms in coordination with Enrollment Management leadership Team.

  • Pilot Funnel Analysis: monitor and meet the established sales goals and provide for client follow up process to funnel sales leads.

  • Be accountable for defining the Product Strategy, curating a funnel of potential market opportunities, crafting a roadmap and managing execution.

  • Manage Funnel Analysis: own a full funnel Channel Marketing program that drive new partner acquisition, generates awareness with your current channel partners, and encourages overall product adoption.

  • Lead Funnel Analysis: own end to end sales funnel for the client, right from the initial introduction to doing demos, use case identification and agreement closure.

  • Develop Funnel Analysis: work closely with marketing and organization to ensure that top to bottom of the funnel digital tactics are aligned.

  • Make sure that your organization owns the development and implementation of recruitment strategies, in partnership with Talent Acquisition department, having a focus on expanding top of funnel recruiting efforts through community partnerships, emerging and industry talent, professional associations, etc.

  • Identify Funnel Analysis: design, launch, test and optimize campaigns to grow key channels ensuring that content reaches the right markets at the right part of the sales funnel at the right time.

  • Manage lead lifecycle, user journey, and funnel metrics, providing stakeholders across your organization with key insights and information about your customers.

  • Maintain timely and accurate reporting of the sales funnel progress, account plans and regional Territory Management activities.

  • Serve as a key contributor in thE Business Performance Management Process by providing financial transparency on Business Activities, insightful analysis and targets, predictions, or models on future Business Development.

  • Manage advanced Problem Solving and systematic Root Cause Analysis to lead a cross functional team in the identification of potential root causes and the development of Corrective Actions to permanently resolve the contamination issue.

  • Solidify expertise in Data Security solutions, especially Data Loss Prevention, Data Classification, Data Security governance, enterprise digital rights management, Data Masking.

 

Save time, empower your teams and effectively upgrade your processes with access to this practical Funnel Analysis Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Funnel Analysis related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Funnel Analysis specific requirements:


STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Funnel Analysis Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...


STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Funnel Analysis improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How are you verifying it?

  2. Why do the measurements/indicators matter?

  3. Are there regulatory / compliance issues?

  4. What are you attempting to measure/monitor?

  5. What trouble can you get into?

  6. What is the problem or issue?

  7. What is your BATNA (best alternative to a negotiated agreement)?

  8. Who should receive measurement reports?

  9. How is the Funnel Analysis Value Stream Mapping managed?

  10. What management system do you use to leverage the Funnel Analysis experience, ideas, and concerns of the people closest to the work to be done?


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Funnel Analysis book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Funnel Analysis self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Funnel Analysis Self-Assessment and Scorecard you will develop a clear picture of which Funnel Analysis areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Funnel Analysis Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Funnel Analysis projects with the 62 implementation resources:

  • 62 step-by-step Funnel Analysis Project Management Form Templates covering over 1500 Funnel Analysis project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Funnel Analysis project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Funnel Analysis Project Team have enough people to execute the Funnel Analysis project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Funnel Analysis project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

 
Step-by-step and complete Funnel Analysis Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


2.0 Planning Process Group:

  • 2.1 Funnel Analysis Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Funnel Analysis project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Funnel Analysis project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan


3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:

  • 4.1 Funnel Analysis project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance


5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Funnel Analysis project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Funnel Analysis project with this in-depth Funnel Analysis Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Funnel Analysis projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based Best Practice strategies aligned with overall goals
  • Integrate recent advances in Funnel Analysis and put Process Design strategies into practice according to Best Practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Funnel Analysis investments work better.

This Funnel Analysis All-Inclusive Toolkit enables You to be that person.

 

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.