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Ale Cabrera

SHIPPED · ZAPIER

Signup Conversion Tracking and Insights

Unified conflicting funnel definitions across teams into one tracking model, adopted by both sales and marketing.

Timeline

  1. Phase 0
    Kickoff: conflicting funnel reporting across teams
  2. Phase 1
    Discovery: interviewed business owners, PMs, POs on definitions
  3. Phase 2
    Ship v1: tracking fixes shipped, unified funnel definitions live
  4. Phase 2
    Feedback: web and paid-advertiser flows needed separate validation
  5. Next
    Ship v2: unified marketing reports adopted by sales and marketing

From conflicting numbers to one definition

  1. Conflicting funnel numbers
  2. Cross-team interviews
  3. Unified definition
  4. Unified marketing reports

The risk, and what happened

RiskHow it was handledResult
Business viability. Conflicting funnel reporting meant sales and marketing were making decisions off different numbers.Interviewed business owners, PMs, and POs before defining anything. Validated web and paid-advertiser flows separately.A unified conversion metric adopted by both sales and marketing.

My role. Owned the cross-team interviews, the funnel definition, and the unified reporting rollout.

With engineering. Tested tracking across all devices, requested and confirmed fixes with engineering.

Product leader with a data scientist past · Zapier, Clearbit, HubSpot

Product doc: ale-cabrera.com/portfolio/signup-conversion-tracking