Analyze Customer Funnel
Requirements
CSV file with funnel stage column and volume/count column
1
If the CSV path was not already provided, ask the user for it.
Common sources: Product analytics, marketing funnel exports, CRM stage reports.
Establish for the subtask:
- Output path:
Parsed Executive Data
- Column types to detect: stages/steps, counts/volumes, conversion rates
5
Analyze the funnel data:
- Identify the stage/step column and arrange in logical sequence
- If stage order is unclear, ask the user for the correct sequence
- Calculate conversion rate between each sequential stage
- Calculate cumulative conversion from first to last stage
- Identify the largest drop-off points (absolute and percentage)
- Estimate revenue impact at each drop-off if possible
Present results following the Customer Journey Analysis template.
Include the full funnel table with actual numbers.
6
For each critical drop-off point (top 2-3):
- Hypothesize why customers leave at this stage
- Estimate the business impact (customers lost, potential revenue)
- Suggest a specific investigation or improvement
Prioritize recommendations by potential impact.
To run this task you must have the following required information:
> CSV file with funnel stage column and volume/count column
If you don't have all of this information, exit here and respond asking for any extra information you require, and instructions to run this task again with ALL required information.
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You MUST use a todo list to complete these steps in order. Never move on to one step if you haven't completed the previous step. If you have multiple read steps in a row, read them all at once (in parallel).
Add all steps to your todo list now and begin executing.
## Steps
1. If the CSV path was not already provided, ask the user for it.
Common sources: Product analytics, marketing funnel exports, CRM stage reports.
Establish for the subtask:
- Output path: `./documents/tmp/executive-data.json`
- Column types to detect: stages/steps, counts/volumes, conversion rates
2. [Gather Requirements for Parse and Interpret CSV] The next step has the following requirements: "CSV file path to parse. Column type hints (e.g., "scores, customers, dates, categories"). Output file path for the interpreted data.". Search the user's data for this information or ask them directly if needed. Do not proceed until you have this information.
3. [Execute Parse and Interpret CSV Task]: Spawn a subagent and provide it with the requirements gathered above and instructions to read `./skills/sauna/[skill_id]/references/recipes/stdlib.csv.interpret.md` for its task list
4. [Read Parsed Executive Data]: Read the file at `./documents/tmp/executive-data.json` and analyze its contents (Load the parsed and interpreted CSV data)
5. [Read Executive Analytics Guide]: Read the documentation in: `./skills/sauna/[skill_id]/references/executive.analytics.guide.md` (Customer funnel analysis output format)
6. Analyze the funnel data:
1. Identify the stage/step column and arrange in logical sequence
2. If stage order is unclear, ask the user for the correct sequence
3. Calculate conversion rate between each sequential stage
4. Calculate cumulative conversion from first to last stage
5. Identify the largest drop-off points (absolute and percentage)
6. Estimate revenue impact at each drop-off if possible
Present results following the Customer Journey Analysis template.
Include the full funnel table with actual numbers.
7. For each critical drop-off point (top 2-3):
- Hypothesize why customers leave at this stage
- Estimate the business impact (customers lost, potential revenue)
- Suggest a specific investigation or improvement
Prioritize recommendations by potential impact.