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Use Case: Business Funnel Breakdown (Works with Your CRM + Ad Account)

Check your funnel numbers stage by stage and find the weak link.

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Written by Victor Couto

🔌 Works best with your ad account and CRM. Connect both and Jeremy AI breaks down your real funnel. It only reads. Nothing to connect to try the sample.

Who it's for: members running a paid funnel (webinar, VSL, or call funnel) who want to know what to fix and how hard to scale. What you get: your funnel numbers checked stage by stage against targets you set, your real ROAS rebuilt from those numbers and compared with what you think it is, a spend-vs-profit scaling table, and a 90-day roadmap.

How the breakdown works

  1. Snapshot: model, monthly revenue and its 3-month trend, and ad spend.

  2. Your funnel numbers, exact: CPM, link CTR, opt-in %, webinar/VSL show %, booking %, call show %, close %, AOV / cash collected.

  3. Compare each stage with your own targets. Be exact, no estimates.

  4. Rebuild ROAS from your numbers and compare it with what you believe.

  5. Look at profit as well as ROAS.

  6. Roadmap and constraints: spend ramp and sales capacity.

Prompts (fill in the [brackets])

  1. "Run a funnel breakdown on my business. Model: [funnel type, offer, price]. Revenue about [ ]/month, ad spend [ ]/week. Last 30 days: CPM [ ], link CTR [ ], opt-in [ ], webinar/VSL show [ ], booking [ ], call show [ ], close [ ], AOV [ ]. Compare each stage with the target I give you and flag the weakest. My targets: [ ]."

  2. "Rebuild my real ROAS from these numbers step by step. I believe my ROAS is [ ]x. Is that right?"

  3. "Compare monthly profit at my current spend vs 2x, 5x and 10x spend if ROAS drops to [ ]x, [ ]x and [ ]x. Should I scale?"

  4. "Give me my 90-day roadmap to [revenue goal]: the top 3 fixes in order, spend targets, and what to watch (sales capacity, show rate)."

Sample prompts (exact text from the walkthrough)

These are the exact sample prompts from the walkthrough. The business and every number in them are SAMPLE and made up. Replace them with yours.

1. Breakdown

Run a funnel breakdown on my business. Model: VSL to call funnel, SAMPLE Clearline Business Coaching, $3,000 program. Revenue about $71,000/month, ad spend $2,800/week. Last 30 days: CPM $30, link CTR 1.5%, opt-in 24%, VSL show 40%, booking 30%, call show 55%, close 25%, AOV $3,000. Compare each stage with the target I give you and flag the weakest. My targets: CPM $35 or less, link CTR 1.4% or more, opt-in 30% or more, VSL show 38% or more, booking 28% or more, call show 65% or more, close 20% or more.

2. Rebuild ROAS

Rebuild my real ROAS from these numbers step by step. I believe my ROAS is 9x. Is that right?

3. Profit at higher spend

Compare monthly profit at my current spend vs 2x, 5x and 10x spend if ROAS drops to 4x, 3x and 2x. Should I scale?

4. 90-day roadmap

Give me my 90-day roadmap to $150,000 a month: the top 3 fixes in order, spend targets, and what to watch (sales capacity, show rate).

What to expect (with the sample numbers above)

  • Prompt 1: your numbers are turned into rough monthly volumes (about 400,000 impressions, 6,000 clicks, 1,440 opt-ins, 576 VSL viewers, 170 booked calls, 95 shown calls and 24 sales) and each stage is compared with your targets. With the sample numbers, opt-in (24% vs a 30% target) and call show (55% vs 65%) are the two stages below target; the other five meet their targets.

  • Prompt 2: the "believed vs real" moment. It rebuilds a ROAS of roughly 6x (about $71,000 of revenue on about $12,000 of monthly spend) against the 9x you believed, and explains that a gap like this usually comes from revenue from other channels or earlier sales being counted against this month's spend.

  • Prompt 3: a profit table. With the sample numbers, profit is about $59,000 a month now, about $72,000 at 2x spend, and about $120,000 at both 5x and 10x spend. It should point out profit in dollars alongside ROAS and that sales capacity limits how far to scale.

  • Prompt 4: a 30/60/90-day spend ramp, three ordered fixes (most likely opt-in rate and call show rate, since those are the stages below target), and a "what to watch" list covering sales capacity and show rate.

  • Figures are approximate and the wording changes each run. Spend is converted from weekly to monthly, so your totals can differ slightly.

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