Login
Login

Training Resource Center

  • KILL ACTIVE WASTE

    Find and pause leaking spend in minutes.

    KILL ACTIVE WASTE

     

    Outcome:  Stop Waste

    Runtime:  4:40 (1.25x playback)

    Level:  Starter

    Value:

    Find and pause leaking spend in minutes—no digging or spreadsheets.

    You’ll get:

    • A ranked view of wasteful campaigns/ad sets
    • Fast filters for timeframe and outliers
    • A simple pause/reallocate workflow

     

    Do it now:

    1. Open FunnelVision → KILL Active Waste → Open in Wicked
    2. Filter to Last 14/30 days, sort by Cost; flag zero/low conversion outliers.
    3. Pause or Chill offenders and reallocate budget to proven winners.

    Success criteria:

    2+ wasteful entities paused
    Budget reallocated to at least 1 proven winner

    Related:

    SCALE/CHILL Opportunities

    Diagnose & Improve

    Weekly Review

  • SCALE/CHILL OPPORTUNITIES

    See what to lean into vs hold today.

    SCALE/CHILL OPPORTUNITIES

     

    Outcome:  Scale Winners

    Runtime:  4:54 (1.25x playback)

    Level:  Starter

    Value:

    See where to lean in, hold steady, or pause—without second-guessing.

    You’ll get:

    • A pre-sorted list of scale candidates
    • 1-minute KPI customization so the view “speaks” your business

     

    Do it now:

    1. Open FunnelVision → Go to SCALE/CHILL Active Opportunities view
    2. Customize KPIs (margin, window), then filter by Intention.
    3. Increase budget 10-20% on SCALE opportunities

    Success criteria:

    1+ Campaigns Budget Increased
    At least one CHILL item with a concrete next step

    Related:

    KILL Active Waste

    Diagnose & Improve

    AI: Strategic Analysis

  • DIAGNOSE & IMPROVE

    Pinpoint if the issue is Traffic, Budget, or Creative.

    DIAGNOSE & IMPROVE

     

    Outcome: Diagnose

    Runtime: 4:18 (1.25x playback)

    Level: Intermediate

    Value:

    Pinpoint whether the issue is Traffic, Budget, or Creative—and fix the right thing first.

    You’ll get:

    • Attribution-agnostic sanity checks
    • Clear read on bottleneck area (Traffic/Budget/Creative)
    • A prioritized fix list

     

    Do it now:

    1. Open FunnelVision → go to KILL Active Waste
    2. Run the Diagnose & Improve Process on campaigns in the KILL zone.
    3. Log one fix in your workflow tool and set a review date.

    Success criteria:

    Primary bottleneck identified
    One tactical fix scheduled and owned

    Related:

    SCALE/CHILL Opportunities

    Weekly Review

    Benchmarks Report

  • WEEKLY REVIEW

    A 20-minute process your team trusts.

    WEEKLY REVIEW

     

    Outcome: Trust & Rhythm

    Runtime: 7:24 (1.25x playback)

    Level: Starter

    Value:

    A 20-minute weekly loop your team trusts to align on wins, leaks, and next actions.

    You’ll get:

    • A compact board for the week’s key views
    • A repeatable SOP for decisions and ownership

     

    Do it now:

    1. Open FunnelVision - > go to Weekly Review view
    2. Follow process in video.
    3. Post the summary to your team channel.

    Success criteria:

    Weekly session completed
    3+ actions assigned with owners/dates

    Related:

    KILL Active Waste

    SCALE/CHILL Opportunities

    AI: Strategic Analysis

  • ADVANCED SIGNAL FB CAPI

    Acquire more new customers, less retargeting waste.

    ADVANCED SIGNAL FB CAPI

     

    Outcome: New Customer Growth

    Runtime: 8:25 (1.25x playback)

    Level: Intermediate

    Value:

    Acquire more net-new buyers and reduce retargeting waste by feeding Meta the right signals.

    You’ll get:

    • New-customer purchase events for Meta
    • Reduced spend on re-acquiring past buyers
    • Product-level signals for pinpoint optimization

     

    Do it now:

    1. Activate Advanced Signal
    2. Enable new vs repeat events; tag hero SKUs as “new-customer” signals.
    3. Create a new customer acquisition campaign in Meta using the new customer purchase event from Advanced Signal

    Success criteria:

    Advanced Signal enabled
    New-customer share up; retargeting share down
    Meta nCAC is lower.Downloads

    Related:

    Product Purchase Cohort

    SCALE/CHILL Opportunities

    AI: Strategic Analysis

  • 5 FORCES AI: SETTING INTENTIONS

    Tell the AI your goal so it optimizes on what actually matters.

    5 FORCES AI: SETTING INTENTIONS

     

    Outcome: Alignment

    Runtime: 2:14 (1.25x playback)

    Level: Starter

    Value:

    Tell the AI your goal (Prospecting, Retargeting, LTV) so it optimizes on what actually matters.

    You’ll get:

    • Strategy ↔ measurement alignment
    • Auto-selected models/metrics per intention when 5Forces AI is enabled.
    • Cleaner, faster AI recommendations

     

    Do it now:

    1. Go to FunnelVision and drill down to campaigns."
    2. Assign an intention to each active campaign.
    3. Confirm nCAC, aCAC, and ROAS CHILL zones.
    4. Save and refresh AI recommendations.

    Success criteria:

    100% of active entities tagged with an intention

    Related:

    AI: Scale/Chill/Kill Zones

    AI: Strategic Analysis

    Advanced Settings for FunnelVision

  • 5 FORCES AI: SCALE/CHILL/KILL ZONES

    Set decision zones so AI calls are fast, consistent, and aligned to your margins.

    5 FORCES AI: SCALE/CHILL/KILL ZONES

     

    Outcome: Consistent Decisions

    Runtime: 4:12 (1.25x playback)

    Level: Intermediate

    Value:

    Replace single-number targets with decision zones so AI calls are obvious and margin-aware.

    You’ll get:

    • Clear SCALE/CHILL/KILL thresholds by intention
    • Less whiplash, more stable learning
    • Guardrails for more intelligent AI decisioning.

     

    Do it now:

    1. Open 5 Forces AI Analysis
    2. Set SCALE/CHILL/KILL thresholds for each intention.
    3. Save and review AI recommendations.

    Success criteria:

    Zones saved for all active intentions

    Related:

    AI: Setting Intentions

    AI: Strategic Analysis

    SCALE/CHILL Opportunities

  • 5 FORCES AI: NIGHTLY STRATEGIC ANALYSIS

    Scale/Chill/Kill picks + tactical fixes.

    5 FORCES AI: NIGHTLY STRATEGIC ANALYSIS

     

    Outcome: Speed to Insight

    Runtime: 4:22 (1.25x playback)

    Level: Starter

    Value:

    Wake up to ~2 hours of analysis—AI surfaces Scale picks and gives tactical CHILL fixes.

    You’ll get:

    • Daily Scale/Chill/Kill recommendations
    • Budget-shift opportunities
    • Tactical guidance (Traffic/Budget/Creative)

     

    Do it now:

    1. Open 5 Forces Analysis
    2. Shift 10–20% budget to Scale picks.
    3. Use data-driven recommendations to fix any KILL zone campaigns.

    Success criteria:

    Budget shifted to at least one Scale pick
    One KILL fix implemented

    Related:

    SCALE/CHILL Opportunities

    Diagnose & Improve

    Weekly Review

  • NEW CUSTOMER PRODUCT PURCHASE COHORT

    See what new customers buy first—and what they buy second—to craft winning offers and upsells.

    NEW CUSTOMER PRODUCT PURCHASE COHORT

     

    Outcome: Scale Winners

    Runtime: 3:34 (1.25x playback)

    Level: Intermediate

    Value:

    Identify best first-buy products and the most profitable second-buy journeys.

    You’ll get:

    • Top entry products that convert
    • Most common/valuable second purchases
    • Playbooks for offers and upsells

     

    Do it now:

    1. Open New Customer Product Purchase Cohort Report
    2. Find the top products for acquiring new customers.
    3. Optimize new customer acquisition campaigns by offering only the top products listed on this report.
    4. Launch an upsell for the top first→second pair.

    Success criteria:

    One hero offer chosen for prospecting
    One automated upsell journey live

    Related:

    Advanced Signal FB CAPI

    Benchmarks Report

    SCALE/CHILL Opportunities

  • PINNED VIEWS

    Shared scorecards that save time and give focus.

    PINNED VIEWS

     

    Outcome: Speed to Action

    Runtime: 3:34 (1.25x playback)

    Level: Starter

    Value:

    Keep your most important FunnelVision views one click away—so your team acts faster and never hunts for dashboards.

    You’ll get:

    • A clean, prioritized pin bar of your go-to views (SCALE/CHILL, KILL, Diagnose, Weekly Review)
    • Team-wide consistency with shared, named pins
    • Fewer clicks, faster decisions, zero “where is that view?” DMs

     

    Do it now:

    1. Open FunnelVision and navigate to your top views → Open in Wicked
    2. Click ⋯ → Pin to toolbar (name it clearly, e.g., “Prospecting — SCALE/CHILL”).
    3. Reorder pins by priority (drag) and Share with your team/role.
    4. (Optional) Add filters + date presets to the pinned view before saving.

    Success criteria:

    4–6 views pinned (SCALE/CHILL, KILL, Diagnose, Weekly Review, Reconciliation, Benchmarks)
    Shared pin set adopted by team; weekly usage confirmed

    Related:

    Weekly Review

    SCALE/CHILL Opportunities

    KILL Active Waste

  • Advanced Settings for FunnelVision

    Customize TOF tracking, define KPIs, and mix attribution models to match how your brand grows.

    Advanced Settings for FunnelVision

     

    Outcome: Diagnose / Scale Winners

    Runtime: 6:33 (1.25x playback)

    Level: Advanced

    Value:

    Turn FunnelVision into your source of truth with custom KPIs, filters, and model mixes.

    You’ll get:

    • Know how to toggle attributed conversions by click date vs order date
    • Customize your TOF attribution windows.
    • Deep advanced filtering to get precise answers and insights.

     

    Do it now:

    1. Open FunnelVision → Advanced Settings
    2. Use Advanced Settings to Customize your Time Windows and see the impact of Click Date mode.
    3. Create a 30 day LTV view from the filter and share it.

    Success criteria:

    Prospecting view saved and shared
    Team aligned on default evaluation settings

    Related:

    AI: Setting Intentions

    Benchmarks Report

    SCALE/CHILL Opportunities