So you got inspired yesterday and created an awesome naming convention right! And made everyone swear a blood oath to obey the convention. Good on you. So now what?

You still don’t have great reports and you’re probably asking yourself questions like “if I added 4k people to my super awesome sales…”

Thus Begins Step 2…

Using tags in a way that actually signals to your dashboard (don’t worry we’ll get to dashboards around step 9) enables you to see where people are on any given day and what they did or didn’t do. In other words, you’ll finally have the answers you’ve been missing.

It’s actually a lot easier than you think. Every funnel has a beginning – the point where you added leads by tagging them or they opted in using a form. Now ask yourself, “Do I want to know the difference in those two groups”? If the answer is yes, then you’ll need to add a new tag to anyone who filled out the form. Now you’ll have two specific groups you can pull reports on. Easy peasy right!

Your funnel, in most cases, has something going on between the beginning and the end, perhaps an email sequence (think anticipation and offers), and you’ll probably want to know when a person enters or exits those sequences. Simply add a tag like “Begin Sequence A” at the start of each sequence. Assuming the person meets a goal and moves to the next step, you’ll want to remove the “Begin Sequence A” tag and apply a “Begin Sequence B”.

The next step is probably the most often overlooked…

If the lead doesn’t meet the goal you need remove the “Begin Sequence A” tag and apply one that identifies them a “stalled” or “non-buyer”. Do this for each sequence in your funnel, this really is the gold mine of information you’ve been missing. Why you ask? Over time you’ll start to see a pattern of stalls emerge. This is where the real work begins … now that you know where most people are falling out you have to make some decisions on how to improve your funnel content or product offerings.

Next, we’ll discuss Step Three – Form Submissions

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