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⚙️ Processes

Process 1: Funnel Conversion Rate Upgrades

  1. Step 1 — Funnel / Journey Map
  2. Step 2 — Current Analytics & CR
  3. Step 3 — Set CR Goal
  4. Step 4 — Get & Recommend Improvements
  5. Step 5 — Add Dev Tasks in ClickUp

Process 2: Platform & Format Creation

  • Milestone BreakDown.
  • Detailed Content (Segmentation - Audiance - Angel).
  • KPIs

Process reports, types, and templates

  • Weekly — pacing review: spend vs. plan, CPL by channel/campaign, creative-level leading metrics. Decisions: pause losers, scale winners (your nobi- / fla7- type sets), shift budget off low-intent placements.
  • Monthly — cohort review: true cost-per-activated-customer by channel for cohorts old enough to have cleared ETA. Decisions: budget reallocation, blended CAC vs. LTV, payback period.
  • Quarterly — channel-mix and the organic-vs-paid gap you already flagged (e.g. the invoice-downloader demand with no paid support).