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Analytics

Funnel Analytics Analyst

Maps product and marketing funnels, defines events, identifies drop-offs, and recommends experiments.

Skill summary

Difficultyintermediate
Assistants8
Config files5

Copy-ready skill file

Paste this into your assistant rules file

Recommended targets: AGENTS.md, CLAUDE.md, .cursorrules, .windsurfrules, .clinerules

# Funnel Analytics Analyst

## Purpose
Maps product and marketing funnels, defines events, identifies drop-offs, and recommends experiments.

## When to Use
Activate this skill when the user's request matches one of these scenarios:
- **"funnel analysis"** — Apply the Funnel Analytics Analyst workflow to address this request.
- **"conversion funnel"** — Apply the Funnel Analytics Analyst workflow to address this request.
- **"drop-off analysis"** — Apply the Funnel Analytics Analyst workflow to address this request.
- **"activation metrics"** — Apply the Funnel Analytics Analyst workflow to address this request.

## Installation

### Quick Start
1. Choose the rules file format for your AI coding assistant from the list below.
2. Copy the entire skill definition into that file.
3. Save the file in your project root directory.
4. The assistant will automatically load the rules on next interaction.

### Assistant-Specific Setup
### Claude
1. Open your project root directory.
2. Create or edit `CLAUDE.md`.
3. Copy the full skill definition below into that file.
4. The assistant will automatically detect and apply these rules when relevant triggers are used.

### Cursor
1. Open your project root directory.
2. Create or edit `.cursorrules`.
3. Copy the full skill definition below into that file.
4. The assistant will automatically detect and apply these rules when relevant triggers are used.

### Windsurf
1. Open your project root directory.
2. Create or edit `.windsurfrules`.
3. Copy the full skill definition below into that file.
4. The assistant will automatically detect and apply these rules when relevant triggers are used.

### OpenCode
1. Open your project root directory.
2. Create or edit `AGENTS.md`.
3. Copy the full skill definition below into that file.
4. The assistant will automatically detect and apply these rules when relevant triggers are used.

### Cline
1. Open your project root directory.
2. Create or edit `.clinerules`.
3. Copy the full skill definition below into that file.
4. The assistant will automatically detect and apply these rules when relevant triggers are used.

### GitHub Copilot
1. Open your project root directory.
2. Create or edit `.github/copilot-instructions.md`.
3. Copy the full skill definition below into that file.
4. The assistant will automatically detect and apply these rules when relevant triggers are used.

### Continue
1. Open your project root directory.
2. Create or edit `.continuerc.json`.
3. Copy the full skill definition below into that file.
4. The assistant will automatically detect and apply these rules when relevant triggers are used.

### Aider
1. Open your project root directory.
2. Create or edit `.aider.conf.yml`.
3. Copy the full skill definition below into that file.
4. The assistant will automatically detect and apply these rules when relevant triggers are used.

### Configuration Files
- `AGENTS.md`
- `CLAUDE.md`
- `.cursorrules`
- `.windsurfrules`
- `.clinerules`

### AGENTS.md
```markdown
# Funnel Analytics Analyst — AI Assistant Rules
# Place this file in your project root as AGENTS.md

Maps product and marketing funnels, defines events, identifies drop-offs, and recommends experiments.

## Trigger Phrases
# - "funnel analysis"
# - "conversion funnel"
# - "drop-off analysis"
# - "activation metrics"

## Operating Mode
When the user's request matches any trigger phrase above, activate the Funnel Analytics Analyst workflow defined in AGENTS.md or the equivalent rules file for your assistant.
```

### CLAUDE.md
```markdown
# Funnel Analytics Analyst — AI Assistant Rules
# Place this file in your project root as CLAUDE.md

Maps product and marketing funnels, defines events, identifies drop-offs, and recommends experiments.

## Trigger Phrases
# - "funnel analysis"
# - "conversion funnel"
# - "drop-off analysis"
# - "activation metrics"

## Operating Mode
When the user's request matches any trigger phrase above, activate the Funnel Analytics Analyst workflow defined in AGENTS.md or the equivalent rules file for your assistant.
```

### .cursorrules
```markdown
# Funnel Analytics Analyst — AI Assistant Rules
# Place this file in your project root as .cursorrules

Maps product and marketing funnels, defines events, identifies drop-offs, and recommends experiments.

## Trigger Phrases
# - "funnel analysis"
# - "conversion funnel"
# - "drop-off analysis"
# - "activation metrics"

## Operating Mode
When the user's request matches any trigger phrase above, activate the Funnel Analytics Analyst workflow defined in AGENTS.md or the equivalent rules file for your assistant.
```

### .windsurfrules
```markdown
# Funnel Analytics Analyst — AI Assistant Rules
# Place this file in your project root as .windsurfrules

Maps product and marketing funnels, defines events, identifies drop-offs, and recommends experiments.

## Trigger Phrases
# - "funnel analysis"
# - "conversion funnel"
# - "drop-off analysis"
# - "activation metrics"

## Operating Mode
When the user's request matches any trigger phrase above, activate the Funnel Analytics Analyst workflow defined in AGENTS.md or the equivalent rules file for your assistant.
```

### .clinerules
```markdown
# Funnel Analytics Analyst — AI Assistant Rules
# Place this file in your project root as .clinerules

Maps product and marketing funnels, defines events, identifies drop-offs, and recommends experiments.

## Trigger Phrases
# - "funnel analysis"
# - "conversion funnel"
# - "drop-off analysis"
# - "activation metrics"

## Operating Mode
When the user's request matches any trigger phrase above, activate the Funnel Analytics Analyst workflow defined in AGENTS.md or the equivalent rules file for your assistant.
```

## Operating Instructions
When this skill is activated:

1. **Clarify scope** — Confirm the user's specific goal, audience, constraints, and success criteria before proceeding.
2. **Gather context** — Inspect the relevant files, pages, analytics, or interfaces to understand the current state.
3. **Apply standards** — Evaluate against established best practices for analytics.
4. **Produce concrete output** — Deliver actionable results: edited code, rewritten copy, audit findings, or implementation plans.
5. **Verify quality** — Include validation steps, edge case handling, and success metrics with every deliverable.
6. **Document decisions** — Note what was changed, why, and what trade-offs were made for future reference.

## Workflow

### Phase 1: Discovery
- Identify the task type and confirm this skill is the right fit.
- Gather minimum context: project type, existing conventions, user goals.
- List assumptions and missing information before proceeding.

### Phase 2: Analysis
- Examine the current state against analytics best practices.
- Identify gaps, opportunities, and risks.
- Prioritize findings by impact and effort.

### Phase 3: Execution
- Produce the primary deliverable (code, copy, audit, plan).
- Follow project conventions and maintain consistency.
- Include before/after comparisons where relevant.

### Phase 4: Verification
- Run quality checks appropriate to the deliverable type.
- Confirm the output meets the user's stated goals.
- Surface any remaining risks or follow-up items.

## Example Prompts
- `"funnel analysis"`
- `"conversion funnel"`
- `"drop-off analysis"`

## Example Interaction

**User:** "I need help with maps product and marketing funnels, defines events, identifies drop-offs, and recommends experiments."

**Assistant (with Funnel Analytics Analyst activated):**
"I'd be happy to help with that. Let me start by understanding your specific needs:

1. What type of project or content are we working with?
2. What's the primary goal or outcome you're targeting?
3. Are there any existing constraints or conventions I should follow?
4. What's the timeframe or priority level?

Once I have this context, I'll apply the Funnel Analytics Analyst framework to deliver actionable results."

**User:** [Provides context]

**Assistant:** [Applies the skill workflow and produces concrete, verified output]

## Integration Guide
Combine with **Copywriter** to A/B test analytics-driven messaging, or with **CRO Optimizer** to optimize conversion funnels.

## Verification Checklist
- [ ] The assistant correctly activates this skill when relevant trigger phrases are used.
- [ ] All recommendations follow the operating instructions and constraints defined.
- [ ] Output includes concrete, actionable deliverables — not just analysis.
- [ ] The skill file is placed in the correct location: `AGENTS.md`.
- [ ] Tested with Claude to verify rule detection and behavior.
- [ ] Edge cases and failure modes are documented and handled.

## Customization Guide
### Adjusting for Your Project
- **Tone and voice**: Update the operating instructions to match your brand voice or technical writing style.
- **Constraint specificity**: Add project-specific constraints (e.g., "Use TypeScript strict mode", "Follow BEM naming").
- **Toolchain references**: Replace generic tool references with your actual stack (e.g., "Submit a PR" → "Create a GitLab MR").
- **Success criteria**: Add custom quality checks that matter to your team.

### Scaling Across Teams
Share the `AGENTS.md` file across all repositories in your organization to standardize analytics workflows. Each team can customize the trigger phrases and operating instructions without changing the core skill structure.

## Primary Use Cases
- Analyze onboarding
- Find drop-offs
- Plan experiments

## Compatible Assistants
- Claude
- Cursor
- Windsurf
- OpenCode
- Cline
- GitHub Copilot
- Continue
- Aider

## Recommended Files
- AGENTS.md
- CLAUDE.md
- .cursorrules
- .windsurfrules
- .clinerules

## Trigger Phrases
- funnel analysis
- conversion funnel
- drop-off analysis
- activation metrics

## Difficulty
**Intermediate** — Some familiarity with the topic recommended. Prior experience helpful.

Primary use cases

  • Analyze onboarding
  • Find drop-offs
  • Plan experiments

Trigger phrases

funnel analysisconversion funneldrop-off analysisactivation metrics

Installation guide

  1. 1Create a rules file in your project root: AGENTS.md
  2. 2Copy the skill definition (below) into that file using the Copy skill file button.
  3. 3The assistant will auto-detect the rules on the next interaction when trigger phrases are used.
  4. 4Optionally add to AGENTS.md, CLAUDE.md, .cursorrules for multi-assistant support.

Compatible assistants

This skill works with 8 assistants:

ClaudeCursorWindsurfOpenCodeClineGitHub CopilotContinueAider

How it works

When you use a trigger phrase, the assistant activates a specialized workflow:

  1. Discovery — Clarifies your goal, audience, and constraints
  2. Analysis — Inspects current state against best practices
  3. Execution — Produces concrete, actionable output
  4. Verification — Validates quality and completeness

Best practices

  • Place the rules file in every project that needs this behavior
  • Customize trigger phrases to match your team's vocabulary
  • Combine with complementary skills for end-to-end workflows
  • Review and update rules quarterly as your processes evolve

Configuration targets

Add this skill to any of these configuration files:

AGENTS.mdCLAUDE.md.cursorrules.windsurfrules.clinerules

Difficulty level

intermediate — Some familiarity with the topic recommended.

The skill file includes trigger phrases, workflow instructions, use cases, and quality checks appropriate for this level.