Difficulties in integrating online and offline data, low conversion rates for scheduled on-site visits, insufficient customer trust in online payments, and complexity in multi-platform data attribution.

Difficulties in integrating online and offline data, low conversion rates for scheduled on-site visits, insufficient customer trust in online payments, and complexity in multi-platform data attribution.

Funnel Details Introduction
Industry types suitable for this funnel level
Education and training, professional services, medical appointments, and high-ticket item or course sales.
Browse and Interact
Inquiry Rate
Data Source
FAQ
In the 'Browse and Interact' stage, what is the consumer doing?
Consumers are clicking website buttons, exploring content, and learning about product or service information.
In the 'Browse and Interact' stage, what are the merchant's tasks? (Refers to high-income human-driven tasks, excluding automated systems)
Designing attractive content and button copy, and analyzing user interaction data to optimize the experience.
What are the common optimization methods for 'Browse and Interact'?
Optimize website navigation and button design, and perform A/B testing to increase user engagement.
Browse and Interact
Quote Inquiry and Registration
Successful Registration Rate
Data Source
FAQ
In the 'Quote Inquiry and Registration' stage, what is the consumer doing?
Consumers express interest and submit registration details through contact forms or instant messaging.
In the 'Quote Inquiry and Registration' stage, what are the merchant's tasks? (Refers to high-income human-driven tasks, excluding automated systems)
Responding instantly to inquiries, providing professional quotes and guidance, and optimizing form designs.
What are the common optimization methods for 'Quote Inquiry and Registration'?
Simplify registration forms, set up automated replies, and integrate multi-channel customer service systems.
Quote Inquiry and Registration
Successful Registration
Successful Closing Rate
Data Source
FAQ
In the 'Successful Registration' stage, what is the consumer doing?
The consumer completes the booking or registration process, becoming a qualified lead.
In the 'Successful Registration' stage, what are the merchant's tasks? (Refers to high-income human-driven tasks, excluding automated systems)
Proactively following up with leads, confirming booking details, and providing personalized service suggestions.
What are the common optimization methods for 'Successful Registration'?
Establish automated follow-up processes, set up reminder mechanisms, and provide booking confirmation guarantees.
Successful Registration
Successful Closing
Data Source
FAQ
In the 'Successful Closing' stage, what is the consumer doing?
The consumer completes the final purchase or contract signing, converting into a paying customer.
In the 'Successful Closing' stage, what are the merchant's tasks? (Refers to high-income human-driven tasks, excluding automated systems)
Conducting sales negotiations, processing contracts and payments, and providing after-sales service commitments.
What are the common optimization methods for 'Successful Closing'?
Provide diverse payment plans, optimize contract processes, and build a library of customer success cases.
Successful Closing
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Date: 2025-12-08