Our comprehensive approach

Our comprehensive approach

A proven approach to building a strong data foundation for funnel optimization.

6 Step Approach

FunnelExec is more than a platform—it’s a reliable solution for building a strong data foundation, driving smarter, data-informed investments in your marketing and sales funnel.

Identify Marketing Tactics

Inventory and assess all marketing initiatives, including tagging, targeting strategies, and desired outcomes, to ensure alignment with your business goals.

Assess Capture Mechanisms

Evaluate customer engagement channels—such as web forms, shopping carts, and chat agents—to understand how prospects express interest and make purchasing decisions.

Analyze Information Systems

Analyze information systems, including ad platforms, CRMs, and ERPs, to map out data related to the customer journey.

Map and Audit Customer Journeys

Map, simulate, and audit customer journeys to identify attribution gaps, integration issues, and data capture challenges that would impede seamless visualization and optimization.

Address Audit Findings

Implement strategic system and process enhancements, refining ad platforms, tagging strategies, web properties, and data integrations to address audit findings and establish a scalable foundation.

Implement Solutions

Deploy the FunnelExec suite to connect, visualize, and optimize your unique funnel, turning insights into actionable strategies.

“FunnelExec is an innovative solution providing essential insights that power our marketing and digital lending efforts. They have been an invaluable extension of our team for 5+ years.”

MONEEK LANGSTON
Vice President of Digital & Strategic Marketing
Mortgage Investors Group

Ready to learn more?

Interested in learning more about FunnelExec? We’d love to talk with you! Schedule a free, quick demo with one of our friendly team members and we will take you on a tour of our product. You can expect a low-pressure experience where we give you the information and let you decide.

Schedule a free demo!