Core Workflow Funnel template
Measure start, step completion, drop-off, time-to-complete, and downstream retention for a critical product workflow.
Start
Step
Complete
Improve
Template blueprint
What this template contains
Audience
PMs diagnosing signup, setup, creation, checkout, or publishing flows
Entry trigger
Workflow starts, conversion dips, or release changes a key path
Primary metric
Workflow completion rate
Launch status
A practical pattern customers can launch in Userorbit.
Included assets
The parts you can build
Step funnel
Drop-off paths
Time per step
Segment comparison
Follow-up prompt
Starter copy
Copy and launch steps
Most teams leave after the integration permissions step. Add a short explainer and ask drop-offs what was unclear.
Pick the matching audience or account segment.
Install the assets and copy into the right Userorbit surfaces.
Publish the experience, then review the metric and follow-up queue.
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