A shared map of the steps that earn conversion
How we name, instrument, and review a self-serve funnel so product and growth share one trustworthy picture.
The Funnel Atlas is the working model behind our engagements. Walk it with your team, or book a briefing and we facilitate the first pass.
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Lock the conversion definition
Agree the one event that means a self-serve win — first paid invoice, activated workspace, or completed setup that unlocks value. Vanity captures stay off the north-star tile.
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Place activation checkpoints
Choose two or three upstream steps that historically predict conversion. Score each for actionability: if nobody can change course when it moves, it does not belong on the live map.
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Write the event contract
Dictionary entry per step: trigger, properties, uniqueness, owner. No funnel tile ships without a contract QA can verify on every release.
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Set review cadence
Weekly volume sanity checks, freeze rules when a series drifts, and a short drop-off review when a step collapses beyond its baseline window.
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Name the room
Facilitator, scribe, and escalation owner. The review ends with a written brief — not an open-ended debate over a flickering chart.
What this unlocks
Teams leave with a one-page funnel map, a clearer instrumentation backlog, and a calmer growth posture. When you are ready to implement, our Conversion Event Schema and Funnel Instrumentation Sprint engagements pick up from the atlas.