Fix My Funnel - Step-by-Step Play

Phase 1: Map and Diagnose Your Funnel (1 hour)

Step 1: Open Averi AI and ask: "Map my current conversion funnel from first touch to closed customer. Stages: [Awareness → Interest → Consideration → Intent → Purchase]. Current conversion rates: [provide data at each stage]."

Step 2: Share your funnel data with Averi:

• Traffic volume by source (organic, paid, referral, direct)

• Landing page visitors and conversion rate to lead

• Lead-to-MQL conversion rate

• MQL-to-SQL conversion rate

• SQL-to-opportunity conversion rate

• Opportunity-to-customer close rate

• Average deal size and sales cycle length

Step 3: Ask Averi: "Calculate where my biggest drop-offs are. For each stage, calculate: absolute drop-off (how many lost), percentage drop-off (what % don't advance), revenue impact (value of lost opportunities), quick-win potential (ease of improvement)."

Step 4: Averi generates your funnel diagnostic report identifying:

• Traffic quality problem: High bounce rate, low engagement, wrong audience

• Conversion problem: Landing page not converting, weak value prop, form friction

• Nurture problem: Email opens/clicks low, leads going cold, long time-to-convert

• Sales problem: Low demo show rate, poor close rate, long sales cycle

• Follow-up problem: No retargeting, abandoned carts/trials, lost warm leads

Step 5: Ask Averi: "Prioritize my funnel fixes by impact. Which 3 optimizations will give me the biggest revenue lift?"

Phase 2: Build Your Funnel Fix-It Plan (1 hour)

Step 6: Open Create Mode → Ask Averi: "Create a comprehensive funnel optimization roadmap. For my top 3 issues [list from diagnosis], build: problem statement, root cause analysis, proposed solution, expected impact, implementation steps, success metrics."

Step 7: For each major issue, Averi structures your fix:

Awareness/Traffic Problem:

• Audience targeting framework (ICP definition, exclusion lists)

• Channel strategy (where to focus spend)

• Content themes that attract quality traffic

Conversion/Landing Page Problem:

• Value prop clarity (headline formulas)

• Trust signals strategy (social proof, guarantees)

• Form optimization (fields, placement, progressive profiling)

• CTA copy and design recommendations

Nurture/Engagement Problem:

• Email sequence architecture (cadence, content themes)

• Segmentation strategy (buyer stage, engagement level)

• Re-engagement tactics for cold leads

Sales/Closing Problem:

• Demo structure and positioning

• Objection handling framework

• Sales enablement asset needs

• Deal velocity accelerators

Follow-Up/Retargeting Problem:

• Retargeting audience segmentation

• Creative messaging by funnel stage

• Channel mix (email, ads, outreach)

Step 8: Ask Averi: "Create a 60-day implementation timeline. Phase 1 (Days 1-20): [Quick wins]. Phase 2 (Days 21-40): [Medium lifts]. Phase 3 (Days 41-60): [Long-term fixes]."

Step 9: Save your funnel fix-it plan → Asset Management → Folder: "Funnel Optimization - Master Plan"

Phase 3: Fix Awareness & Traffic Quality (Days 1-10)

Step 10: Ask Averi: "Create detailed ICP (Ideal Customer Profile) and buyer persona documents. Include: demographics, company attributes, pain points, buying triggers, disqualifying factors, where they hang out online."

Step 11: Ask Averi: "Build audience targeting frameworks for each channel: Google Ads (intent keywords, negative keywords), Meta Ads (detailed targeting, lookalikes, exclusions), LinkedIn Ads (job titles, company size, industries), SEO (content topics, keyword clusters)."

Step 12: Ask Averi: "Analyze my current traffic sources. Which channels bring highest-quality leads (best conversion rates, shortest sales cycle, highest LTV)? Recommend budget reallocation."

Step 13: Save audience targeting frameworks → Asset Management → Folder: "Funnel Optimization - Audience & Traffic"

Phase 4: Fix Conversion & Landing Pages (Days 11-25)

Step 14: Ask Averi: "Audit my current landing page. Identify: value prop clarity issues, headline weakness, missing trust signals, form friction, weak CTAs, page speed problems, mobile issues."

Step 15: Open Create Mode → Ask: "Rebuild my landing page with optimized: Headline (outcome-focused, specific), Subheadline (reinforce benefit, address objection), Value props (3-5 clear benefits with icons), Social proof (testimonials, logos, stats, case studies), Form (minimal fields, clear privacy, strong submit CTA), Secondary CTA (lower commitment option)."

Step 16: Ask Averi: "Generate landing page copy following conversion best practices: Above-the-fold clarity test (5-second rule), Objection handling throughout, Benefit-focused language (not feature-focused), Urgency and scarcity elements where authentic, Trust builders (security badges, guarantees, reviews)."

Step 17: Ask Averi: "Create 2 landing page variations for A/B testing: Variation A (short form, video, benefit-focused), Variation B (long form, detailed case study, outcome-focused). Generate JSON for each."

Step 18: Ask Averi: "Optimize form strategy. Current: [X fields]. Recommend: which fields are essential, which to remove (reduce friction), which to ask progressively, autocomplete opportunities, error message copy."

Step 19: Save landing page variations and optimization guide → Asset Management → Folder: "Funnel Optimization - Landing Pages"

Phase 5: Fix Nurture & Engagement (Days 26-40)

Step 20: Ask Averi: "Design email nurture sequences for each funnel stage: Early-stage leads (awareness, education) - 5 emails over 21 days, Mid-stage leads (consideration, evaluation) - 4 emails over 14 days, Late-stage leads (decision, comparison) - 3 emails over 7 days."

Step 21: Open Create Mode → For each sequence, generate:

• Subject lines testing curiosity, benefit, urgency

• Email body addressing specific objections at that stage

• Content mix (education 40%, social proof 30%, offers 30%)

• Progressive CTAs (soft → medium → hard)

• Re-engagement triggers for non-openers

Step 22: Ask Averi: "Create lead scoring model: Engagement signals (email opens, clicks, website visits), Behavioral signals (pricing page, case studies, comparison content), Demographic fit (matches ICP criteria), Intent signals (demo request, trial signup, contact form)."

Step 23: Ask Averi: "Build segmentation strategy: By buyer stage (awareness, consideration, decision), By engagement level (hot, warm, cold, dormant), By product interest (if multiple offerings), By company size/vertical (for personalization)."

Step 24: Ask Averi: "Design re-engagement campaign for cold leads (60+ days inactive): Email 1: 'Have we lost you?' with value reminder, Email 2: Customer success story relevant to their use case, Email 3: Exclusive offer or new feature announcement, Email 4: Preference center or unsubscribe (clean list)."

Step 25: Save all email sequences and segmentation strategy → Asset Management → Folder: "Funnel Optimization - Email Nurture"

Phase 6: Fix Sales & Closing (Days 41-50)

Step 26: Ask Averi: "Create sales enablement assets: Demo script and positioning framework, Discovery call question bank, Objection handling battlecards, Competitive positioning one-pagers, ROI calculator or business case template, Proposal/quote templates with social proof built in."

Step 27: Open Create Mode → For objection handling, ask: "Build battlecards for common objections: 'Too expensive' - ROI and value reframe, 'Not the right time' - cost of waiting and opportunity loss, 'Need to think about it' - specific concerns discovery, 'Comparing other options' - differentiation talking points, 'Need more buy-in' - stakeholder engagement strategies."

Step 28: Ask Averi: "Optimize demo/trial experience: Pre-demo email sequence (set expectations, gather context), Demo structure (problem → solution → proof → next steps), Post-demo follow-up (recap, address concerns, clear CTA), Trial onboarding (quick wins, engagement milestones, timely outreach)."

Step 29: Ask Averi: "Create deal velocity accelerators: Shorten sales cycle with async videos, Automate proposal generation, Build urgency with limited-time offers, Reduce friction with e-signature, Create mutual action plans with buyers."

Step 30: Save sales enablement assets → Asset Management → Folder: "Funnel Optimization - Sales Enablement"

Phase 7: Fix Follow-Up & Retargeting (Days 51-60)

Step 31: Ask Averi: "Build retargeting strategy by funnel stage: Awareness stage (visited site, didn't convert) - educational content, social proof, Late-stage consideration (pricing page, case studies) - comparison content, demos, objection handling, Abandoned action (started form, left demo) - urgency, incentive, simplify path."

Step 32: Open Create Mode → Generate retargeting ad creative: "Create 5 retargeting ad variations: Ad 1: Social proof ('Join 5,000+ companies'), Ad 2: Objection handling ('No credit card required'), Ad 3: FOMO ('Limited spots for Q1'), Ad 4: Value reinforcement ('See results in 30 days'), Ad 5: Simplicity ('Get started in 5 minutes')."

Step 33: Ask Averi: "Design multi-channel follow-up sequences: Email retargeting (automated based on behavior), Ad retargeting (Facebook, LinkedIn, Google Display), Sales outreach (personalized based on engagement), SMS (if opted in, for high-intent actions)."

Step 34: Ask Averi: "Create abandoned action recovery campaigns: Abandoned form (immediate email, simplify form, offer help), Abandoned demo booking (remove friction, offer alternative times), Abandoned trial (identify blockers, offer onboarding help), Abandoned proposal (address concerns, create urgency)."

Step 35: Save retargeting strategy and follow-up playbooks → Asset Management → Folder: "Funnel Optimization - Retargeting & Follow-Up"

Phase 8: Activate Specialist Team (Week 2-3)

Step 36: Type /intro → Request: "Match me with a funnel strategist or fractional CRO to validate my diagnosis and prioritization."

Step 37: Activate funnel strategist → Share your diagnostic report and fix-it plan: "Review my funnel analysis and optimization roadmap. Validate priorities, spot gaps, recommend adjustments, help sequence implementation."

Step 38: Type /intro → Request: "Match me with a conversion copywriter to optimize all funnel messaging."

Step 39: Activate copywriter → Share: "Rewrite landing pages, email sequences, and retargeting ads for maximum persuasion. Apply conversion copywriting frameworks, A/B test headlines, strengthen CTAs."

Step 40: Type /intro → Request: "Match me with a CRO specialist for technical implementation."

Step 41: Activate CRO specialist → Share: "Implement landing page tests, optimize forms, improve page speed, fix mobile experience, set up proper conversion tracking."

Step 42: (Optional) Type /intro → Request: "Match me with a marketing ops person for tracking and attribution setup."

Phase 9: Implement, Measure, Iterate (Ongoing)

Step 43: Ask Averi: "Create a funnel health dashboard tracking: Traffic by source and quality score, Conversion rate at each stage (visitor→lead→MQL→SQL→opp→customer), Time-to-convert by stage, Deal velocity (days from lead to close), Revenue by channel and campaign, Drop-off points and trends."

Step 44: Implement changes in phases. Week 1-2: audience targeting and traffic quality. Week 3-4: landing page optimizations. Week 5-6: email nurture sequences. Week 7-8: sales enablement and closing. Week 9+: retargeting and follow-up.

Step 45: Weekly analysis with Averi. Ask: "Review this week's funnel performance: What improved? What declined? Which stage needs attention now? What should we test next?"

Step 46: Calculate impact. Ask Averi: "Compare before/after funnel metrics: Stage-by-stage conversion rate improvements, Overall funnel efficiency gain, Revenue impact of optimizations, CAC changes by channel."

Step 47: Identify next optimizations. Ask: "Based on current performance, where's the next biggest opportunity? What's limiting our funnel now? What should we optimize in next 30 days?"

Step 48: Document learnings. Ask Averi: "Create a 'Funnel Optimization Playbook' documenting: What worked (winning landing pages, email sequences, sales tactics), What didn't work (failed tests, lessons learned), Best practices by funnel stage, Benchmarks to maintain."

Step 49: Monthly funnel review. Ask Averi: "Generate monthly funnel health report: Conversion rates by stage vs. last month, Revenue impact of optimizations, Key wins and challenges, Priorities for next month."

Step 50: Save all performance data and learnings → Asset Management → Folder: "Funnel Optimization - Performance & Playbooks"

What You'll Have

✅ Week 1: Complete funnel diagnosis identifying biggest leaks
✅ Week 2-3: Comprehensive fix-it plan and specialist team activated
✅ Week 4-6: Traffic quality and landing page optimizations live
✅ Week 7-9: Email nurture and sales enablement implemented
✅ Week 10-12: Retargeting and follow-up systems active
✅ Month 3+: Measurable funnel improvements with documented playbook
✅ Ongoing: Repeatable optimization system that compounds over time