
📣 Marketing, CRM & Support · Sankey
How visitors flow from marketing channels to sign-ups, trials and paying customers in a month, to see which channel brings buyers, not just traffic.
Drawing diagram…
Sankey of a SaaS marketing funnel for one month: organic search 20,000 visitors, paid ads 12,000, social 6,000, referrals 2,000. Of the 40,000 visitors, 36,000 leave and 4,000 sign up. Of sign-ups, 1,600 start a trial and 2,400 stay free. Of trials, 400 become paying customers and 1,200 do not convert.
sankey-beta Organic search,Website visitors,20000 Paid ads,Website visitors,12000 Social media,Website visitors,6000 Referrals,Website visitors,2000 Website visitors,Left without sign-up,36000 Website visitors,Signed up,4000 Signed up,Started trial,1600 Signed up,Stayed on free plan,2400 Started trial,Paying customers,400 Started trial,Did not convert,1200
A customer data platform that joins a customer's activity from website, app, store and support into one profile, and sends audiences to marketing tools.
The states of a customer support ticket, from creation through assignment, waiting on the customer, resolution and reopening.
How an incoming support call is routed: caller recognition, IVR menu, self-service options and routing to the right skilled agent queue.
How a marketing email campaign is sent: audience built, consent checked, emails personalised and sent in batches, and opens and clicks tracked.
Tables for a B2B sales CRM: accounts, contacts, leads, opportunities moving through stages, activities and quotes.
How a WhatsApp support bot answers common questions and hands the chat to a human agent, with the full conversation, when it can't help.