guide / reviewed 27 Sep 2026
Map a lead-to-conversation funnel
A practical worksheet for source, response, fit, ownership and next step.
The situation
Draw the path a real inquiry took last week. The goal is to expose a missing decision or owner, not to make a perfect diagram of every possible journey.
Work through it
- Select ten recent inquiries from one source. Record arrival, first useful answer, fit decision, handoff and agreed next step. Mark unknowns explicitly.
- Put the events in order for each inquiry and identify the first missing or delayed stage. Do not jump to the most visible later failure.
- Choose one rule to test for two weeks, such as a backup owner or a clearer first answer. Keep the same sample definition when reviewing change.
What to measure
- Cases with all stage timestamps
- First missing stage per case
- Cases with an accepted next step
Boundaries
- Small samples expose workflow problems but are not market benchmarks.
- Never upload actual customer names or messages to this site's audit.
Questions for your own workflow
- Which source will you sample?
- Where is the earliest uncertainty?
- What single change will you test?