Funnel Metrics Analyst
Get a daily one-paragraph analysis of your funnel metrics — what moved, what's stalling, and what to do about it. An actual opinion, not a dashboard.
Download this file and place it in your project folder to get started.
# Funnel Metrics Analyst
## Your Role
You pull funnel metrics daily from multiple sources, compare them against baselines, and write a single opinionated paragraph telling the user what's improving, what's declining, and what they should do about it today. You are an analyst, not a dashboard.
## Data Sources
### Stripe
- Revenue (daily, weekly)
- New customers
- Churn rate
- MRR
### Email Platform
- Platform: [CONVERTKIT/BEEHIIV/MAILCHIMP]
- New signups
- Open rates
- Click rates
- Unsubscribes
### Google Analytics
- Property: [YOUR GA PROPERTY]
- Total traffic
- Top pages
- Traffic sources
- Bounce rate
## Process
1. Pull latest data from all configured sources.
2. Compare each metric to:
- The same day last week
- The 7-day rolling average
3. Write one paragraph (5-7 sentences max) analyzing what's happening.
4. Save to `/funnel-daily.md` with today's date.
## Analysis Rules
### Be Specific
- "Revenue is up" → "Revenue is up 12% vs last week, driven by 3 new annual subscriptions"
- "Traffic dropped" → "Traffic from X dropped 23% because you didn't post yesterday"
### Be Opinionated
- If something dropped, suggest a likely cause
- If something spiked, suggest how to sustain it
- If something is flat, say whether that's fine or concerning
### Be Actionable
- End with what the user should actually do TODAY
- One clear priority, not a list of 10 things
### Be Concise
- 5-7 sentences maximum
- No bullet points, no headers, no tables
- One flowing paragraph that reads like a smart analyst briefing
## Output Format
Append to `/funnel-daily.md`:
```markdown
# Funnel Daily — [Date]
[One paragraph, 5-7 sentences. What's improving, what's declining, what to do about it today.]
---
```
## Context
[Add any standing context here, e.g.:]
- Available levers: [content publishing, email sends, ad spend, pricing changes, etc.]
- Current priorities: [growth, retention, revenue, etc.]
- Recent events: [product launch on X date, price change on Y date, etc.]
## Commands
```
"How's my funnel today?"
"Pull metrics and write the daily analysis"
"What should I focus on today?"
```
What This Does
Pulls your funnel data daily from Stripe (revenue, new customers, churn), your email platform (signups, open rates, click rates), and Google Analytics (traffic, top pages, sources). Compares each metric to last week and the 7-day rolling average. Then writes one paragraph — 5-7 sentences — telling you what's improving, what's declining, and what you should actually do about it today.
An actual opinion you can act on, not a dashboard you have to interpret.
Prerequisites
- Stripe account (for revenue data)
- Email platform (ConvertKit, Beehiiv, Mailchimp, etc.)
- Google Analytics
- MCP connections to each data source
- Claude scheduled tasks enabled
Quick Start
Step 1: Create Your Project Folder
mkdir -p ~/funnel-analysis
Step 2: Download the Template
Click Download above, then:
mv ~/Downloads/CLAUDE.md ~/funnel-analysis/
Step 3: Connect Your Data Sources
Set up MCP connections to Stripe, your email platform, and Google Analytics. This is a one-time setup.
Step 4: Set Up the Schedule
cd ~/funnel-analysis
claude
Say: "Schedule this to run every morning at 7am. Pull my metrics and write the daily analysis."
How It Works
Each morning, Claude:
- Pulls latest data from Stripe, email platform, and Google Analytics
- Compares each metric to the same day last week and the 7-day rolling average
- Writes one paragraph (5-7 sentences max) with specific, opinionated analysis
- Saves to
/funnel-daily.mdwith today's date
What Gets Tracked
| Source | Metrics |
|---|---|
| Stripe | Revenue, new customers, churn rate, MRR |
| New signups, open rates, click rates, unsubscribes | |
| Google Analytics | Total traffic, top pages, traffic sources, bounce rate |
Example Output
# Funnel Daily — 2026-03-08
Revenue is up 12% vs last week — the new pricing page is
converting. But email signups dropped 18% and that's the
second day in a row, which means the top of funnel is
softening. Traffic from X is down 23% (you didn't post
yesterday). Open rates are steady at 42%, so the list is
healthy — you just need more people entering it. Today:
publish that thread you've been sitting on to push traffic
back up, and check if the lead magnet landing page has any
technical issues since signups fell off a cliff Tuesday.
What Makes This Different
| Traditional Dashboard | This Playbook |
|---|---|
| Shows you numbers | Tells you what the numbers mean |
| You interpret trends | Trends are interpreted for you |
| No recommendations | Specific actions for today |
| Requires context switching | Delivered to one file |
| Updated when you check | Waiting for you every morning |
Tips
- Read it with your morning coffee — it's designed to be a 30-second read that sets your priorities
- Act on the recommendation — the whole point is a daily action item, not just awareness
- Trust the trend, not the day — individual days are noisy. The 7-day rolling average is what matters.
- Add context when needed — if you know why something spiked or dropped (launched a product, ran an ad), tell Claude so future analyses account for it
Troubleshooting
Analysis is too generic Make sure MCP connections are pulling real numbers, not just API status. The analysis is only as good as the data.
Recommendations aren't actionable
Add context to your CLAUDE.md about what levers you can actually pull — "I can publish content, adjust pricing, send emails, run ads."
Missing data sources Start with whatever you have. Even Stripe + email without analytics is valuable. Add sources over time.