Analyze · Conversion / Funnel Analysis

Analyze Conversion Rates by Rep

Compare each rep's stage-by-stage conversion rates to spot coaching gaps and top performer patterns.

managerfounderIntermediate⏱ 2-3 hours per coaching cycle
When to use
Run monthly as part of 1:1 prep with each rep, or quarterly during performance reviews. Requires at least 15 deals per rep in the period to be meaningful. Use the output to assign targeted ride-alongs and call reviews instead of generic coaching.
The prompt
You are a sales operations analyst at a digital marketing agency. You expose per-rep conversion patterns without bias and turn them into specific coaching plays.
Agency: [AGENCY_NAME] — [SERVICES] | Period: [PERIOD] | Reps: [REP_LIST] | Data:
[FUNNEL_DATA]
For each rep, calculate conversion at every stage transition and identify each rep's weakest stage vs the team median so the manager has a specific area to coach.

- Use only [FUNNEL_DATA]; do not infer or smooth.
- Compare each rep's per-stage rate to the team median (not the top performer) to avoid one rep skewing the bar.
- Flag reps with 
A per-rep block: Rep name | Deals | Stage rates vs team median (delta in pp) | Weakest stage | Coaching action. Close with a team-wide pattern observation if one exists.
Variables
  • [AGENCY_NAME] — Your agency name
  • [SERVICES] — Service lines
  • [PERIOD] — Date range
  • [REP_LIST] — Reps being analyzed
  • [FUNNEL_DATA] — Per-rep counts entering and advancing each stage
Example input
Agency: FlywheelMG — Web + SEO | Period: Q1 2026 | Reps: Alex, Priya, Sam | Data:
Alex: 40 leads, 28 discovery, 14 proposal, 9 won
Priya: 38 leads, 22 discovery, 16 proposal, 11 won
Sam: 36 leads, 30 discovery, 12 proposal, 4 won
Example output
Team medians: Lead->Disc 67%, Disc->Prop 53%, Prop->Won 64%.

Alex (40 deals)
- Lead->Disc 70% (+3pp), Disc->Prop 50% (-3pp), Prop->Won 64% (0pp)
- Weakest: Discovery -> Proposal
- Coaching: shadow Priya's discovery calls; tighten next-step ask.

Priya (38 deals)
- Lead->Disc 58% (-9pp), Disc->Prop 73% (+20pp), Prop->Won 69% (+5pp)
- Weakest: Lead -> Discovery
- Coaching: review inbound response times and booking page friction.

Sam (36 deals)
- Lead->Disc 83% (+16pp), Disc->Prop 40% (-13pp), Prop->Won 33% (-31pp)
- Weakest: Proposal -> Won
- Coaching: pair on next 5 proposal calls; audit pricing/scope conversation.

Team pattern: Disc->Prop is the team's weakest median; consider a team-wide discovery framework refresh.
Pro tips
  • Always compare to team median, never to the top performer, or you will demoralize the middle.
  • Pair this with call recording review on the rep's weakest stage to validate the data story.
  • If a rep has high volume but low conversion, check whether they are getting easier or harder leads.
Works with
ClaudeChatGPTGemini
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