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Data Analysis
funnel analysisconversionproduct analyticsCROSQL

Funnel Analysis Plan

A complete funnel analysis plan with stage definitions, drop-off diagnostics, query skeletons, and experiment hypotheses.

Prompt Template

Create a funnel analysis plan for [FUNNEL_NAME — e.g., the free-to-paid conversion funnel / the e-commerce checkout funnel] at [COMPANY_NAME]. The funnel covers the journey from [FUNNEL_START] to [FUNNEL_END]. Define the analysis as follows: (1) Funnel stages — list each stage in order with: stage name, the specific user action that defines entry into the stage, and the data event or field that captures it in [ANALYTICS_PLATFORM — e.g., Mixpanel, Amplitude, GA4, SQL], (2) Conversion rate baseline — current conversion rate at each step: [CURRENT_RATES] and the industry benchmark if known, (3) Drop-off analysis — for the 2 highest drop-off stages, specify: what data to pull to diagnose why users drop off (session recordings, heatmaps, exit surveys, error logs), (4) Segmentation cuts — which dimensions to slice the funnel by: [DIMENSIONS — e.g., acquisition channel, device type, plan type, geography], (5) SQL or analytics query skeleton — provide a query skeleton for calculating stage-by-stage conversion in [DATA_WAREHOUSE], (6) Experiment hypotheses — for each major drop-off point, propose 1 specific experiment to improve conversion with a hypothesis statement, (7) Reporting cadence — how often this funnel should be reviewed and by whom.

How to use this prompt

  1. Copy the prompt template using the button above.
  2. Paste it into your preferred AI assistant (ChatGPT, Claude, Gemini, etc.).
  3. Replace all bracketed placeholders like [TOPIC] with your specific details.
  4. Send the prompt and refine the output as needed.
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