Funnel Optimization
Analyze SaaS signup funnels, e-commerce checkout abandonment, and mobile app onboarding drop-offs in under 2 minutes
Overview
Diagnose conversion bottlenecks in multi-stage funnels for SaaS signup flows, e-commerce checkout processes, mobile app onboarding, and lead generation campaigns. Get stage-by-stage drop-off analysis, device and traffic source segment comparisons, and prioritized A/B test recommendations in under 2 minutes.
Built for growth teams, product managers, and data analysts who need fast funnel diagnostics without building dashboards, writing SQL queries, or configuring analytics tools. Answers questions like “which funnel stage should I fix first” and “how much will improving checkout conversion impact revenue” with actual impact calculations.
Use Cases
- Diagnose SaaS free trial conversion drops from sign-up to activation
- Fix e-commerce checkout abandonment in multi-step purchase flows
- Optimize mobile app onboarding sequences from install to first action
- Analyze lead gen funnels across different traffic sources (organic, paid, referral)
- Compare conversion performance between user segments (free vs paid, mobile vs desktop)
- Identify which funnel stage causes the biggest revenue loss
Template
Analyze conversion funnel for:
Funnel name: {{funnelName}}
Funnel stages: {{stages}}
Current conversion rates:
{{currentRates}}
Goal: {{goal}}
Data period: {{dataPeriod}}
Include:
- Stage-by-stage drop-off analysis
- Bottleneck identification
- Segment performance comparison
- Time-to-convert analysis
- Device/channel breakdown
- Optimization recommendations
- A/B test suggestions
- Expected impact estimates
User segments to analyze: {{segments}}
Properties
- funnelName: Single-line Text (default:
Name of conversion funnel (e.g., 'Sign-up flow', 'Purchase journey')) - stages: Multi-line Text (default:
List funnel stages (e.g., 'Landing page → Sign-up form → Email verification → Onboarding → First action')) - currentRates: Multi-line Text (default:
Current conversion rates at each stage (e.g., 'Landing to Sign-up: 15%, Sign-up to Verified: 70%')) - goal: Single Selection (default:
Increase overall conversion)- Options: Increase overall conversion, Reduce specific drop-off, Improve time-to-convert, Segment optimization
- dataPeriod: Single Selection (default:
Last 90 days)- Options: Last 7 days, Last 30 days, Last 90 days, Last 6 months, Last 12 months
- segments (optional): Multiple Selection (default:
New vs returning users)- Options: New vs returning users, Device type (Mobile/Desktop/Tablet), Traffic source (Organic/Paid/Direct/Referral), Geographic location, User plan (Free/Paid)
Benefits
Skip the dashboard setup Get funnel analysis in 2 minutes instead of spending 2 hours configuring analytics tools, building pivot tables, or writing SQL queries.
Prioritize fixes with confidence Know exactly which funnel stage to fix first based on impact analysis, not gut feeling. Each recommendation includes expected conversion lift.
Compare segments automatically See how mobile vs desktop, organic vs paid, or new vs returning users perform at each stage without manual segmentation.
A/B test ideas included Get 3-5 testable hypotheses with each analysis, complete with expected impact estimates and implementation difficulty.
Spot hidden patterns fast Identify time-to-convert issues, device-specific bottlenecks, and traffic source performance gaps that basic analytics miss.
Example Output
Using this template with a SaaS sign-up funnel produces analysis like this:
Key Takeaways
Focus Areas (in order):
1. Fix mobile experience on landing page
2. Simplify onboarding to <5 minutes
3. Reduce signup form friction
4. Add email verification nudges
5. Implement project templates
Biggest Opportunities:
- 55% of users who complete onboarding don't create a project (activation crisis)
- 88% bounce from landing page (awareness/trust gap)
- Mobile underperforms by 63% (device optimization needed)
Quick Math:
- Every 1pp improvement in landing conversion = +83 signups
- Every 1pp improvement in onboarding completion = +15 activated users
- Combined optimization could double overall conversion rate
Start with mobile landing page optimization and onboarding simplification
for fastest ROI.
The output prioritizes fixes by impact, quantifies opportunities, and tells you exactly where to start.
Common Mistakes This Solves
Optimizing the wrong stage Most teams fix the easiest stage, not the highest-impact one. This template calculates which stage improvements will drive the most overall conversion lift.
Ignoring segment differences A 50% overall conversion rate might hide that mobile users convert at 20% while desktop hits 80%. Segment analysis catches these performance gaps.
Guessing at A/B tests Running random experiments wastes time. Get test suggestions based on actual drop-off patterns and segment behavior.
Missing compound effects Improving stage 2 by 5% matters more if stage 1 has high volume. The template accounts for upstream traffic when ranking optimization opportunities.
Treating all drop-offs equally A 10% drop at high-intent stages (like checkout) hurts revenue more than 30% drop at awareness stages. Impact analysis considers stage positioning.
Frequently Used With
- Cohort Analysis - Compare how different user groups progress through your funnel over time
- A/B Test Analysis - Validate which funnel changes actually improved conversion
- User Feedback Analysis - Understand why users drop off at specific stages
- Success Metrics - Define what conversion success looks like for your product
- Marketing Campaign - Optimize campaigns driving traffic into your funnel