Funnel Hacking Checklist

A practical checklist for documenting a competitor funnel and translating observations into original hypotheses.

Before entering the funnel

• Define the market and offer category.
• Choose direct competitors and audience-overlap competitors.
• Create a notes sheet for each funnel.

Capture the sequence

• Traffic or entry source
• Landing-page promise
• Lead capture
• Sales mechanism
• Checkout
• Order bump
• Upsell/downsell
• Follow-up email or SMS

Separate facts from hypotheses

“There is an upsell” is an observation. “The upsell increases average order value” is a hypothesis until you have your own data.

Build ethically

Reuse principles, not protected words, images, branding, customer data or code. See funnel hacking vs copying.