As the title suggests, I am looking to track where users are in a sales cycle.
Currently, I am attempting to use the revenue model function as a means to go about this.
The application is B-to-C and we would like to be to track to a fairly specific level.
To give a little more context, the stages have been defined as follows:
2) Mail Address Acquired
If the consumer is looking to purchase within one year or above, start at stage 3:
(If purchasing within 3 months, skip to 7.)
3) Added to "long-cycle" mailing list
4) "Long-cycle score" reaches 40 (as a result of e-mail opens and clicks)
5) Visits LP for campaign aimed at "long-cycle" prospects
6) Applies for campaign aimed at "long-cycle" prospects
Users that apply for the "long-cycle" campaign will be moved to the "short-cycle" mailing list.
7) Added to "short-cycle" mailing list
4b) "Short-cycle score" reaches 40 (as a result of e-mail opens and clicks)
5b) Visits LP for campaign aimed at "short-cycle" prospects
6b) Applies for campaign aimed at "short-cycle" prospects
7) Visits LP for face-to-face consultation
8) Books consultation
While I'd like to know how many people are at each stage, the revenue model seems to assume that previous steps have all been completed rather than allowing users to "skip".
For example, there will be some users who don't apply to any campaign and will skip straight to booking a consultation.
In this case, I'd like those users to skip other stages and be counted in (8).
Adding arrows to the model to account for every single possible route would soon get pretty ridiculous. Is there a better way to go about this?
Any help would be greatly appreciated.