Unified Funnel Metrics

A proven customer journey 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.​




Unified Funnel Metrics is a systematic approach

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

Not all sales funnels are created alike

Our marketing 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

How many potential prospects are in your target audiences? 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.

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You can’t sell something to someone 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 signal that they’re interested. We need to figure out the fight attraction signsl 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 it be better?! Do you have enough 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 satisfaction. (Really!)

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Repeat Purchase

If your customers aren’t satisfied the first time, and you don’t know (or never asked) why not, the chances of a second purchase 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

UFM mirrors the client experience, forcing data, processes, departments to conform to the client’s journey.

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Get Customers. Retain Customers. HPZ Marketing

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