Funnel Analysis

Plan or interpret funnel analyses for activation, conversion, checkout, onboarding, sales, support, or product flows. Use when Codex is asked to define funnel steps, drop-off, conversion rates, segments, instrumentation, or funnel improvement memos.

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Funnel Analysis

Core Workflow

  1. Identify funnel goal, start/end events, ordered steps, user/account grain, time window, and segments.
  2. Define conversion, drop-off, re-entry, timeout, deduplication, and exclusion rules.
  3. Check instrumentation quality and whether each step is observable.
  4. Compare segments and time periods without assuming causality.
  5. Identify biggest drop-offs, confidence, and likely follow-up questions.
  6. Recommend experiments, UX checks, or instrumentation fixes.

Safety Rules

  • Do not invent event names, volumes, conversion rates, or causal drivers.
  • Do not recommend high-risk pricing, billing, or user-flow changes without human review.
  • Flag funnels with missing or inconsistent tracking.

Deliverable Shape

For funnel analyses, provide:

  • Funnel goal and steps
  • Metric definitions and rules
  • Segment and time window
  • Instrumentation quality notes
  • Drop-off and conversion summary
  • Caveats and confidence
  • Recommended next actions

References

  • Read references/funnel-analysis-checklist.md when planning or reviewing a funnel analysis.

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