SOP - Daily Survey Funnel Report

Gather data and stats from Survey to Appointment Funnel

SOP - Daily Survey Stats Update

Reference Links:

KPI Sheet

Ads Manager

Divorce Funnel Tracking
Survey Meeting Sheet
TypeForm Survey Funnel

• Step 1: Copying Data from Divorce Funnel Tracking

• Open KPI Sheet
  • Open Survey Appointments Tab
• Open Funnel Tracking Sheet
• Copy Data from Sheet for previous day
  • Scheduled
  • Attended
  • Sales
  • Revenue
• Additionally Meeting information is tracked on THIS SHEET
  • Count the appointments for the previous day
    • Check notes to determine if they attended the call
  • Count Sales (Highlighted Green)

• Step 2: Copying Spend from Ads Manager

• Open Ads Manager
• Set date to yesterday
• Locate Survey Ad Spend
• Copy to KPI sheet

• Step 3: Copying Submissions from TypeForm

• Open TypeForm
• Open Survey(s) that have new submissions in the last day
• Go to Results
• Change date to Yesterday
• Copy submissions to the ‘Leads’ Column on the KPI sheet

• Post Stats to Editorial

• Daily Survey Results
  • Spent
  • Sales
  • Revenue
  • CAC
  • Leads/Submissions
  • MTD Sales
  • MTD Leads
  • MTD Spend
  • MTD CAC
  • MTD Revenue