Analyze · Conversion / Funnel Analysis
Identify Conversion Gains From Recent Changes
Quantify which recent sales-process changes actually moved conversion vs which were noise.
foundermanagerAdvanced⏱ 4-6 hours of A/B reasoning
When to use
Run 30-60 days after any sales change goes live: new proposal template, new SDR script, new pricing page, new discovery flow. Best when you have a clean before/after window with similar lead volume. Use to decide what to keep, kill, or roll out wider.
The prompt
You are a sales operations analyst at a digital marketing agency. You isolate the impact of sales-process changes from noise and seasonality. Agency: [AGENCY_NAME] — [SERVICES] | Baseline Period: [BASELINE] | Test Period: [PERIOD] | Changes Made: [CHANGE_LIST] | Data: [FUNNEL_DATA] For each change, compare stage conversion rate(s) it was supposed to influence in [BASELINE] vs [PERIOD], call out the lift (or drop), and assess whether the change should be kept, killed, or extended. - Compare matched stages only; do not mix funnels. - Show absolute and relative change (pp and %). - Flag any comparison with One block per change: Change | Stage(s) impacted | Baseline rate | New rate | Delta (pp / %) | Confounders | Verdict. End with one-line meta-takeaway.
Variables
- [AGENCY_NAME] — Your agency name
- [SERVICES] — Service lines
- [BASELINE] — Baseline period before changes
- [PERIOD] — Period after changes were implemented
- [CHANGE_LIST] — Specific changes shipped (template, script, page, flow)
- [FUNNEL_DATA] — Per-stage conversion data for both periods
Example input
Agency: RudderShop Digital — SEO + Web | Baseline: Q4 2025 | Test: Q1 2026 | Changes: (1) new discovery script with 4 qualifier questions, (2) one-pager proposal template, (3) calendar booking added to website | Data: Q4: Lead->Disc 55% (n=120), Disc->Prop 48% (n=66), Prop->Won 41% (n=32) Q1: Lead->Disc 71% (n=140), Disc->Prop 44% (n=99), Prop->Won 58% (n=44)
Example output
Change 1: New discovery script Stage: Disc -> Prop | Baseline 48% -> New 44% | Delta -4pp / -8% Confounders: Q1 inbound volume up 17%; possibly more low-fit leads. Verdict: INCONCLUSIVE — rerun after lead source mix is stable. Change 2: One-pager proposal template Stage: Prop -> Won | Baseline 41% -> New 58% | Delta +17pp / +41% Confounders: none identified; sample (n=44) acceptable. Verdict: KEEP and EXTEND — roll out as standard template. Change 3: Website calendar booking Stage: Lead -> Disc | Baseline 55% -> New 71% | Delta +16pp / +29% Confounders: same period as Change 1 lead-volume spike, but conversion still rose. Verdict: KEEP. Meta-takeaway: Two of three changes earned their keep; total funnel produced 1.8x more wins (~13 vs 26) on similar effort.
Pro tips
- Hold lead source mix constant when comparing periods, or your verdict reflects sourcing, not your change.
- Use absolute pp change AND relative % — a 4pp lift means very different things at 10% vs 60%.
- If sample is thin, extend the test period rather than rushing a verdict.
Works with
ClaudeChatGPTGemini
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