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Walk a marketing funnel from unique leads to cost per closed deal
- For FP&A and financial analysts
- You practice Keeping the AI to your sources
- Time about 5 minutes
- Level Intermediate
About this exercise
You're reporting funnel efficiency to the CMO. Write a prompt for plain text with lines starting "Unique leads:", "MQLs:", "SQLs:", "Wins:" and "Cost per win:". Start from unique leads, not the raw count. Show the math on every line. Facts only. Under 90 words.
Common mistakes when you ask AI for this
- Starting from raw leads. The AI uses 3,000 and gets 30 wins. Try: Say: "Start from unique leads: 3,000 minus 500 duplicates."
- Skipping the stage math. The AI jumps to wins. Try: Add: "Show each stage as count x rate = result."
- Using the dashboard cost. The AI repeats $2,000. Try: Add: "Cost per win = spend / wins from the corrected funnel."
- Markdown extras. The AI adds bold labels, headings and a closing note. Try: Say: "Plain text, no bold. Output only the lines asked for."
- Trusting the AI to count words. AI is bad at counting and runs past word limits. Try: Ask for fewer words than the real cap and keep each part short.
What a strong prompt includes
- Names the five lines
- Removes duplicates
- Asks for rates
- Asks for math
- Caps length
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