Unified Funnel Metrics

A proven sales funnel method

Unified Funnel Metrics is a sticky-note simple method to see results and the opportunities for the entire customer journey in one place.​



5 sales metrics that matterCustomer-based budgeting

Unified Funnel Metrics is a systematic approach

You’ve heard it before: you can’t improve what you don’t measure.

But what are the right funnel metrics to track? What are the actual marketing efforts that generate a sale? How do you  know where to invest your time and money for maximum ROI?

We define laser-focused metrics and activities. We test. We measure. Then invest where ROI is proven to deliver revenue.

We start by defining the market opportunity – who your ideal customer is, what they need and want, and how you can reach them.

How do you know if your sales and marketing are working? It’s something that every business struggles with at some point.

We test everything, measure constantly, and invest only in what delivers results. Trust us, your sales team will love this!

Not all sales funnels are created alike

Our marketing metrics method centers around customers.

Get customers. Retain customers.

We solve it as a marketing math problem aligning outcomes with budget and revenue, entirely focused on the customer journey.

The sales funnel explained in 7 steps


Unified Funnel Metrics for Market Demand stage showing multiple people icon

Market Demand

What are the total number of potential prospects in your target audience? Do you really know how many customers are out there – and that you can realistically capture? If you don’t, you have no way of knowing if you’re successful or not.

Unified Funnel Metrics for awareness stage showing audio icon


You can’t sell something to a prospect who just met you. To buy from you, people need to trust you. To trust you, they need to know you first. It’s the first critical marketing step. You likely already excel at this!

Unified Funnel Metrics for Interest stage showing person contemplating icon


Expressions of interest come in plenty of forms, but if you don’t recognize the signs, it’s hard to improve. Prospects give lots of signals that they’re interested. We need to figure out the right attraction signals for YOU.

Unified Funnel Metrics forCustomer stage showing two people shaking hands icon


You’re not in business if you can’t do this, so take heart. You’re probably good at it. But could your win rate be better?! Do you have enough sales activity opportunities to be good at it?

Unified Funnel Metrics for Satisfaction stage showing happy and sad face icon


Most companies are so happy with the sale that they forget to ask how it’s going or regularly monitor customer satisfaction. (Really!)

Unified Funnel Metrics for Repeat purchase stage showing dollar signs icon

Repeat Purchase

If your existing customers aren’t satisfied the first time, and you don’t know (or never asked) why not, the chances of recurring revenue drop dramatically.
Unified Funnel Metrics for Advocate stage showing thumbs up icon


Advocates are GOLD. You may know who they are, but let’s be honest, do you take them for granted? Could you be doing more?


3 ways Unified Funnel Metrics makes you effective

The number 1! | HPZ marketing

Keep & Retain Customers

UFM supports both customer acquisition & customer retention. You cannot focus on just one. Customers are the same in both cases!
The number 2! | HPZ marketing

Focus on Customer Needs

UFM focuses attention on customer needs for each stage of their journey, creating focused metrics tied to business objectives.

The number 3! | HPZ marketing

Internal Team Alignment

The sales activity mirrors the client experience, forcing data, processes, departments to conform to the client’s journey.

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Need to boost your sales process and sales funnel ASAP?

Our remote location is anywhere you are!
+1 612 512 1595

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Get Customers. Retain Customers. HPZ Marketing