funnel-strategy — research skill
Infer and structure your sales funnel based on your GTM motion. Reads ICP + positioning (if locked) and your website signals to produce pre-close + post-close stages with qualification criteria per stage. Output: marketing/funnel/funnel-strategy.md.
When to use
- Early in the engagement, after ICP research is in place — defines the stages every downstream skill assumes
- When the GTM motion is shifting (e.g., PLG → Hybrid as enterprise deals start landing)
- Quarterly refresh if win/loss data suggests stages are misaligned with reality
When NOT to use
- For lead scoring logic per account — use
/lead-scoringafter this is locked - For lifecycle email campaign design — use
/lifecycle-marketingafter this is locked - If you already have a documented funnel that the team trusts — skip this; it's already done
Inputs
- Recommended:
marketing/icp/ICP.md(the champion + economic buyer help identify stage transitions) - Recommended:
marketing/positioning/positioning.md(status-quo alternatives often map to closed-lost re-entry signals) - Your company website URL (Exa fetches + reads it)
What it produces
marketing/funnel/funnel-strategy.md with these sections:
- GTM motion classification — PLG / SLG / Hybrid, with evidence from website + ICP signals
- Pre-close stages — typically 4–6 stages (Aware → Engaged → Qualified → Discovery → Evaluation → Closed-Won)
- Post-close stages — Onboarding → Activated → Habitual → Expansion (or Churn-Risk → Recovered)
- Per-stage definitions — what triggers entry, what defines progression, what qualification criteria gate the next stage
- FETE mapping — Fit / Engagement / Tier / Eligibility signals per stage
- Closed-lost re-entry paths — how leads that dropped out get back in
Example run
In your terminal: /funnel-strategy
Claude reads your ICP + positioning files + fetches your website, then walks you through the GTM motion classification. Edits the draft with you, then writes the final to marketing/funnel/funnel-strategy.md.
For the format: see ../../../pulse-analytics-example/funnel/funnel-strategy.md — fully populated example for the fictional PulseAnalytics B2B SaaS analytics company.