Research

Comparison Matrix

outputs/agent-5-funnel-specs/comparison-matrix.md

TLDR

  • Side-by-side comparison of 5 approaches: funnel type, steps, CC timing, phone collection, expected metrics
  • Approach 5 (Hybrid) has highest revenue per click ($4.07-$8.58) despite moderate signup; Approach 1 has most signups but lowest revenue
  • Internal ideas integration: phone optional (1,3) vs required (2,4,5); payment-first in 2, 4 (Growth), 5
  • Testing priority: 1→3→5→2→4; Approach 4 deferred until data reveals winning pain segments
  • Decision framework: choose by traffic intent, build effort tolerance, and revenue vs volume trade-off

Funnel Variation Comparison Matrix

Overview

DimensionV1: Speed Start v2V2: Instant ValueV3: Pain PathV4: ROI CalculatorV5: Peer Proof
Funnel typeShort quiz (5Q)Zero-quiz (3-card config)Segmented quiz (4 paths × 5Q)Data-gathering quiz (7Q)Social proof quiz (6Q)
Strategic betFastest path winsQuizzes are friction, not warmthAd-to-funnel message match liftsConcrete ROI > emotional appealPeer validation > marketing claims
Steps to signup8 (5Q + loading + results/signup + ejection)5 (3 config + preview/signup + ejection)8 (entry + 5Q + loading + results/signup + ejection)10 (7Q + 2 interstitials + loading + results/signup + ejection)9 (6Q with reveals + loading + results/signup + ejection)
Completion time~90 seconds~45 seconds~90 seconds~2.5 minutes~2 minutes
Credit card timingNot at signup. Free trial, no CC requiredNot at signup. Free trial, no CC requiredNot at signup. Free trial, no CC requiredNot at signup. Free trial, no CC requiredNot at signup. Free trial, no CC required
Phone collectionNot collected at signup. Optional in-app laterNot collected at signup. Optional in-app laterNot collected at signup. Optional in-app laterNot collected at signup. Optional in-app laterNot collected at signup. Optional in-app later
In-app browser ejectionSignup-first: email+password in in-app → auto-eject on signup click → /new in system browserSignup-first: email+password in in-app → auto-eject → /new in system browserSignup-first: email+password in in-app → auto-eject → /new in system browserSignup-first: email+password in in-app → auto-eject → /new in system browserSignup-first: email+password in in-app → auto-eject → /new in system browser
Onboarding steps keptRemove Welcome/Name. Keep Specialty (collected in quiz). Skip Note Prefs (collected in quiz)Remove all (collected in config)Remove Welcome/Name. Keep Specialty (in quiz). Skip Note Prefs (in quiz)Remove Welcome/Name. Keep Specialty (in quiz). Skip Note Prefs (in quiz)Remove Welcome/Name. Keep Specialty (in quiz). Skip Note Prefs (in quiz)
NUX handlingReplace with guided linear flow: single "Record your first note" CTA on /newReplace with guided flow: "Try it — record a note"Replace with path-specific guided flowReplace with savings tracker: "Start saving — record your first note"Replace with peer-guided flow: "Here's what other [role]s do first"
/new page treatmentPre-loaded template from quiz. Hero: "Your [format] workspace is ready." Single "Capture Conversation" CTA. Subtle "not ready?" link belowPre-loaded template from config. Same as V1 but adds note preview reminderPath-specific messaging and hero. Template pre-loaded. Pain-matched CTASavings tracker progress bar. "0 of X hours saved this week." Template pre-loadedPeer benchmark. "3,200 therapists recorded their first note in under 2 minutes." Template pre-loaded
/new page personalizationTemplate + format from Q5, modality from Q3Template + format from config, modality from configTemplate from quiz + pain-specific hero messaging and CTATemplate + savings tracker initialized from quiz dataTemplate + specialty peer stats and "what your peers do" guidance
First-action guidanceGuided linear: "Record your first session" with mic permission inline, 1-2-3 step overlayGuided linear: same as V1Path-specific CTA: Time→"Record now, note in 30s", Burnout→"Record today's last session", etc.Savings-framed: "Record a note to start your savings clock"Peer-framed: "Join 3,200 therapists — record your first note"
Quiz questions5: Role, Motivation, Modality, Note Timing, Format0 (3-card config: Role, Format, Modality)5 per path: Role + 4 pain-specific7: Role, Sessions/week, Doc time, Note timing, Format, Modality, Priority6: Role, Motivation, Modality, Note timing, Format, Doc time
Personalization depthMedium: template, format, modality, motivation-matched headlineLight: template, format, modality, note previewDeep: all of medium + pain-specific messaging, results, activationDeep: all of medium + calculated ROI metrics, savings trackerDeep: all of medium + specialty peer stats, community benchmarks
Content variations3 headlines, 2 subheadlines, 3 CTAs per touchpoint3 headlines, 2 subheadlines, 3 CTAs4 path-specific variations × key touchpoints3 headlines, 2 subheadlines, interstitial variants3 headlines, 2 subheadlines, peer reveal variants
Primary psych principleCommitment & consistency (progressive micro-yeses)IKEA effect (configured it = I own it) + endowmentConfirmation bias (funnel confirms ad pain) + message matchAnchoring (big number reveal) + loss aversion (quantified waste)Social proof (peer data) + bandwagon effect
Design directionCentered card, gradient pill options, warm cream bg, fade transitions, dot progressSplit-screen config+preview, interactive cards, real-time updates, clean/modernPath-specific accent color, pain-matched imagery, consistent structureDark data cards, count-up animations, gradient metric tiles, calculator feelPurple/blue community gradient, peer reveal slide-ups, community snapshot
Technical complexityLow — evolution of deployed V1Medium — note preview generation, real-time config updatesMedium — 4 quiz paths, ad routing logic, path-specific contentMedium — calculation engine, animated counters, savings trackerMedium — peer data API, specialty-specific stats, reveal animations
Expected quiz completion45-48% (up from 43% via Q1 optimization)N/A (no quiz — config completion ~70%)45-50% (shorter per-path, but entry step adds friction)35-40% (longer quiz reduces completion)40-45% (peer reveals maintain engagement but 6Q is longer)
Expected signup rate14-16% of completers10-13% of page visitors14-17% of completers (higher message match)15-18% of completers (ROI creates urgency)14-16% of completers
Expected activation rate8-10% (guided flow on /new)7-9% (less quiz investment = less commitment)9-12% (pain-matched activation messaging)9-11% (savings tracker creates ongoing motivation)8-10% (peer pressure to activate)
Best audienceAll cold FB/IG traffic — the defaultHigh-intent traffic, re-engagement, time-pressed usersSegmented ad campaigns with pain-specific creativeAnalytically-minded clinicians, practice owners, comparison shoppersPeer-influenced clinicians, those who've "tried others"
Key riskIncremental improvement only — may not beat V1 by enough to matterZero quiz investment = zero sunk cost = easier to abandon4 paths = 4x content/testing complexity, requires ad coordinationLonger quiz = more drop-off. May not offset with higher signup/activationPeer data must feel authentic, not fabricated. Requires real data pipeline
DimensionV1: Speed Start v2V2: Instant ValueV3: Pain PathV4: ROI CalculatorV5: Peer Proof
Quiz for Google?NoNoNoNo (optional ROI calculator widget)No
Google entry pointExisting /lp/_ and /specialties/_ pages/lp/* pages with embedded note preview/lp/* pages (keyword = implicit path)/lp/* pages with ROI calculator widget/lp/* pages with peer stats/testimonials
Google signup flowDirect CTA → signup page with Google SSO firstDirect CTA → signup with Google SSODirect CTA → signup with Google SSODirect CTA → signup with Google SSODirect CTA → signup with Google SSO
Google-specific elementsNone — standard content pagesNote preview embedded on landing pagePain-matched headlines per ad groupSimplified ROI calculator on pageSpecialty-specific peer counts on page
Shared with FB flowPost-signup onboarding, /new page, activationPost-signup onboarding, /new page, activationPost-signup onboarding, /new page, activationPost-signup onboarding, /new page, savings trackerPost-signup onboarding, /new page, peer-guided activation
Technical Google reqsSSR, semantic HTML, meta tags (already done)SSR + note preview componentSSR + headline variants per ad groupSSR + calculator widgetSSR + peer data API for landing pages