Audit Existing Materials and Select Funnel Template
The founder gathers all current conversion data, customer journey maps, and sales collateral before selecting the standard conversion funnel framework. They audit existing analytics and historical lead logs to avoid duplicating effort and ensure existing commercial realities inform the funnel design.
Completing this action establishes an accurate baseline of existing commercial materials and selects an appropriate structural framework. It prevents redundant effort and ensures the funnel architecture is grounded in real historical interactions rather than purely theoretical assumptions.
The founder must produce a consolidated inventory of existing go-to-market collateral alongside a selected, populated master template framework. Evidence includes historical conversion figures, lead capture logs, or current pipeline analytics exported from CRM or marketing tools.
Five questions an expert would ask when reviewing your output
Use these to challenge assumptions, pressure-test your logic, and check the quality of this action's output in the context of the parent task and wider venture development.
- 1
What historical conversion data have you audited to justify using this specific funnel framework?
- 2
How do your current lead acquisition sources align with the entry points defined in this baseline template?
- 3
Why did you select this specific framework over a non-linear or product-led growth acquisition model?
- 4
Where do your existing analytics fail to capture user progression through the early touchpoints?
- 5
How does this starting template reflect the actual buying behaviour observed in your recent customer discovery calls?