In this video, we break down the 4 funnel tracking methods we see and show you how to audit your own system to ensure you're getting accurate, actionable insights:

1️⃣ Siloed Method– Basic and straightforward, but are your systems talking to each other?

2️⃣ CRM-Joined Method – Combining data in your CRM can help, but is it enough?

3️⃣ BI-Joined Method – How Business Intelligence tools connect your funnel stages. Is it overcomplicating things?

4️⃣ Unified Method – The gold standard for a fully integrated, seamless funnel view.

We'll also guide you step-by-step on how to audit your funnel tracking process so you can identify gaps, ensure data accuracy, and optimize for better decision-making.