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Funnel Analysis

Funnel Analysis

Funnel Analysis reads conversion and leakage across the full lifecycle, from audience through engagement, meetings, opportunities, wins, customers, and renewals, against the funnel, ICP, persona, messaging, campaign, and process logic that was actually running. It returns the likely cause, its confidence, and the specific change worth testing.

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Marketing

Prospecting

Funnel Analysis·1 cohort traced, 1 test proposed this quarter
Reviewing this quarter’s funnel stage movement…
TriggerSchedule - quarterly funnel review register, this quarter’s stage movement across the funnel
Deploy agentDeploying Funnel Analysis agent on this quarter’s stage movement
Use skillLoading skills · Attribution & Funnel Logic · Persona · Messaging
Reference memoryReading memory · Stage Movement · Wins & Losses · Decision Traces
ReasoningVP RevOps persona cohort converts well through engagement and meetings, then drops sharply at meeting-to-opportunity while every other persona holds - the evidence proposes a test at that stage
ActionCompose funnel diagnosis with affected cohort, cause and proposed test → surface in Marketing Weekly Review for RevOps and Leaders to validate
Traced in 6 seconds
Surfaces inMarketing Weekly ReviewviaSlackTeams
Revenue LabsAPP7:20 AM LIVE
Marketing Weekly Review: Marketing Team - Week ending 16 Aug 2026
7 marketers · 2 managers · Monday 17 Aug 2026, 7:20 AM
WHAT CHANGED
Stage movement: meeting-to-opportunity conversion held flat across the funnel this quarter, one persona cohort diverging
Win movement: opportunity-to-win rate unchanged this quarter, no funnel-wide cause found
EXCEPTIONS
FUNNEL ANALYSIS
VP RevOps persona cohort · converts well early, drops at meeting-to-opportunity
Proposed: stage-specific messaging test, this quarter
Open Weekly ReviewReview Upgrade QueueAsk Agent

Where is the funnel actually breaking, and why?

You can see the funnel move in any of the three columns. The real test is whether the read stops at the number that changed or actually reaches the cohort, the version and the layer of decision that caused it.

01 | The Current Way

02 | AI Added On

03 | AI-Native

The weekly or monthly review

Dashboards, then debate

Someone assembles funnel numbers from the CRM, marketing automation, BI and spreadsheets, and the room argues attribution before the meeting ends.

Faster chart, same debate

It summarises the same dashboards quicker and flags what moved, but the room still has to argue out why, same as before.

Cause, named before the debate

It checks state transitions, cohorts, and which version of the funnel, ICP, persona, and messaging logic was actually live, and names the likely cause before the review even starts.

When a stage's conversion moves materially

Nobody notices till the review

A stage's conversion can drift for weeks before anyone outside the next scheduled review even sees that it moved.

An alert with no reason

It flags the drop the day it happens, but the anomaly alert still can't say whether ICP, message, routing or state quality caused it.

Traced to the moved layer

It checks which cohort, and which version of that logic, was running against it, and names the layer that actually moved, before the next scheduled review even starts.

Quarterly planning

Whoever argues loudest

Planning splits budget and attention between channels and stages based on whoever's read of the data is most convincing that quarter.

A dashboard, still unranked

A cleaner summary makes the debate faster, but it still doesn't rank which constraint is costing the most before the room decides.

Ranked by commercial cost

It ranks the stage-level constraints by their cost to conversion, so planning starts from what's actually limiting growth.

Proposing and testing a change

Change first, check never

A team changes a message, a stage gate, or a routing rule on instinct, then rarely goes back to test whether it actually worked.

Same suggestion, no test

A generic recommendation to "optimise messaging" arrives, but nothing in it proposes a specific test or says how to check whether it held.

A tested change, approved first

It proposes the specific piece of logic or state to test, a person approves it, and it runs as a cohort or canary before it's adopted everywhere.

After the intervention runs

The fix is never revisited

Once a change ships, nobody schedules the follow-up that would confirm it actually fixed the conversion problem it targeted.

Same weighting, next quarter

A bolted-on summary reports the new numbers next quarter without connecting them back to the specific change meant to explain them.

The test becomes the lesson

The outcome feeds back into the logic itself, sharpening what the organisation believes actually drives conversion, with RevOps setting the update as automatic or reviewed.

It reads Account State against the company's funnel, ICP, persona, messaging, campaign, and sales-process logic, and returns the affected cohort, likely cause, confidence, and a proposed upgrade, delivered to leaders as the decision, with Ops able to trace the reasoning behind it.

It speeds up allocation decisions and cuts the analyst and meeting time spent reconciling dashboards, and lifts conversion by fixing the actual systemic constraint instead of adding more campaign activity on top of it.

BUILT USING THE WORKSPACE
What other system architects are building today.
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The Platform

One system that understands, decides, acts and learns.

Every GTM signal flows through an AI-native operating layer into a system that runs on the surfaces your team already uses.

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Output
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Frequently Asked Questions

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How does Funnel Analysis avoid mistaking correlation for cause?

Funnel Analysis names its confidence alongside every cause it proposes, so a weak or coincidental read shows up as low confidence rather than a firm verdict. It checks which cohort, and which version of the funnel and messaging logic, was actually live when a stage moved before naming that as the driver, and a person approves the causal read before any material system change follows.

What happens when Funnel Analysis traces a problem to a different department?

Funnel Analysis names the layer where the leak actually sits, whether that's ICP, messaging, routing, qualification, or a customer success process, rather than stopping at the observation that conversion fell. Because it reads account, prospect, deal and customer state together, the diagnosis follows the funnel across Marketing, Prospecting, Sales, and Customer Success, and a person in the owning team still approves and tests the specific change before it applies.

How current is a Funnel Analysis diagnosis?

Funnel Analysis reads the funnel's condition as it stands now. It checks Account State plus the version of funnel, ICP, persona, and messaging logic that was actually running against each cohort, so a persona's conversion drop shows up against the campaign or process version that produced it.

Does Funnel Analysis's diagnosis get better after each intervention?

Funnel Analysis's diagnosis does improve, because every tested change becomes another observed experiment that feeds back into how it reads cause next time. When a fix that looked right doesn't move conversion, or a change nobody expected to matter turns out to explain most of it, that evidence sharpens the organisation's funnel and attribution logic, and RevOps sets that upgrade as automatic or held for review before it applies to the next diagnosis.

How can AI find funnel leakage?

Finding funnel leakage means locating exactly which stage and which cohort is losing more than it should. A dip in the overall conversion number doesn't say where the leak actually is: Funnel Analysis compares stage-to-stage movement by segment against the state and logic versions that were live at the time, and returns the affected cohort, the likely cause, and a confidence level rather than a single blended funnel number.

How do you diagnose why conversion changed?

Diagnosing why conversion changed means checking which cohort moved and which version of the process or messaging logic was actually running against it. Funnel Analysis compares the affected segment against the logic that was live during that window, states its confidence in the likely cause, and proposes the specific change to test before anyone acts on it.