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
| Dimension | V1: Speed Start | V2: Deep Commitment | V3: Pain Path | V4: ROI Reveal | V5: Peer Proof |
|---|---|---|---|---|---|
| Funnel type | Ultra-short personalization quiz | Extended investment quiz with interstitials | Segmented multi-path quiz | Quantified outcome calculator | Peer-led social validation quiz |
| Key strategic bet | Speed and low friction win mobile cold traffic | Deep investment = deep commitment = high activation | Targeted messaging per pain point converts better than generic | Concrete numbers persuade rational professionals | Clinicians adopt what peers adopt |
| Steps to signup | 8 (5Q + results/signup + ejection + /new) | 20 (13Q + 3 interstitials + loading + results/signup + ejection + /new) | 11 per path (7Q + interstitial + results/signup + ejection + /new) | 13 (9Q + loading + results/signup + ejection + /new) | 11 (7Q with peer data + loading + results/signup + ejection + /new) |
| Est. completion time | 90 sec to signup | 4-5 min to signup | 2-3 min to signup | 3 min to signup | 2-3 min to signup |
| Credit card timing | Not required — free trial | Not required — free trial | Not required — free trial | Not required — free trial | Not required — free trial |
| Phone number collection | Optional ("Add for setup reminder") | Optional ("Add for session reminder") | Optional (segment-appropriate framing) | Optional ("Add for session reminder") | Optional ("Peer tip reminder") |
| FB browser ejection strategy | Both A (session-based) and B (magic link) specced. Rec: Option A | Both A and B specced. Rec: Option A | Both A and B specced. Rec: Option A. Session carries segment ID. | Both A and B specced. Rec: Option A | Both A and B specced. Rec: Option A |
| Onboarding steps kept | None — quiz replaces all | None — quiz replaces all | None — quiz replaces all | None — quiz replaces all | None — quiz replaces all |
| Onboarding steps removed | Welcome, Name (→signup), Specialty (→Q1), Practice Size (→deferred), Note Prefs (→smart defaults) | Welcome, Name (→signup), Specialty (→Q1), Practice Size (→Q2), Note Prefs (→Q8-Q9 smart defaults) | Welcome, Name (→signup), Specialty (→Q2), Practice Size (→deferred), Note Prefs (→Q6 smart defaults) | Welcome, Name (→signup), Specialty (→Q1), Practice Size (→inferred), Note Prefs (→Q6 smart defaults) | Welcome, Name (→signup), Specialty (→Q1), Practice Size (→Q2), Note Prefs (→Q5 smart defaults) |
| NUX dialog handling | Replaced: 3-option guided first action (record/dictate/sample) | Replaced: preference-based CTA from Q10 answer | Replaced: segment-specific guided first action | Replaced: ROI-anchored savings tracker CTA | Replaced: peer-guided first action with usage percentages |
| Post-onboarding /new page treatment | Personalized welcome + 3 options + template pre-selected | Deeply personalized with full setup summary + preferred method highlighted | Segment-specific emotional arc continues on /new | Savings tracker with progress bar + time-per-note goal | Peer community guided: "How [specialty] providers start" |
| /new page personalization depth | Medium — 5 quiz data points customize template, modality, messaging | Deep — 13 data points customize everything including CTA type and aspirational messaging | Medium-Deep — segment drives emotional arc; role/format customize setup | Deep (quantitative) — savings target, per-note time estimate, ROI-anchored messaging | Medium-Deep — specialty-specific peer stats, usage percentages, peer quotes |
| First-action guidance approach | 3 equal options (record/dictate/sample) — no skip | Single preferred method highlighted (from Q10) + 2 alternatives | Segment-specific single CTA with emotional framing + 2 alternatives | Savings tracker gamification: "Save Your First [X] Minutes" | Peer-percentage guided: "72% start this way" + alternatives with usage % |
| Expected /new → first recording rate | 55-65% | 65-75% | 60-70% | 60-70% | 60-70% |
| Quiz questions | 5 | 13 (+ 3 interstitials) | 7 per path (4 branching paths) | 9 | 7 (each with peer data reveal) |
| Personalization depth | Medium | Deep | Medium-Deep (segment-driven) | Deep (quantitative) | Medium-Deep (peer/community-driven) |
| Content variations provided | 3 headline, 2 subheadline, 3 CTA, 2 /new page | 3 headline, 3 CTA, 2 /new page per method (×4 methods) | 2 headline × 4 segments, 2 CTA × 4, /new page × 4 | 3 headline, 3 CTA, 2 /new page | 3 headline, 3 CTA, 2 /new page |
| Primary psych principle | Simplicity/Fluency + Personalization Effect | Sunk Cost + Commitment Escalation | Message Match + Empathy Mirroring | Quantification Bias + Loss Aversion (Financial) | Social Proof (Bandwagon) + In-Group Identity |
| Design direction | Clean centered cards, auto-advance, minimal | Phased quiz with interstitial breaks, richer results | 4 segment-specific paths with tailored emotional arcs | Data-dashboard results page, savings tracker on /new | Two-phase screens (question → peer reveal), community aesthetic |
| Technical complexity | Low-Medium | Medium | Medium-High (4× content paths) | Medium (ROI calc + savings tracker) | Medium-High (specialty-specific data pipeline) |
| Content requirements | Low (5 questions, 1 testimonial) | Medium (13 questions, interstitial content, per-method /new variants) | High (28 questions across 4 paths, 4× results/testimonials) | Medium (9 questions, ROI methodology, savings tracker) | High (7 questions × specialty peer data, per-specialty testimonials) |
| Expected signup rate | 35-45% | 25-35% | 30-40% | 30-40% | 35-45% |
| Expected activation rate | 55-65% | 65-75% | 60-70% | 60-70% | 60-70% |
| Best for audience | Impatient mobile users, high-intent from strong ad, busy clinicians who value speed | Hesitant or skeptical clinicians, practice owners evaluating carefully, low-intent cold traffic that needs warming | Clinicians with a clear primary pain point, well-segmented FB ad audiences | Analytically-minded clinicians, practice owners making ROI decisions, switchers comparing tools | Peer-influenced clinicians, those who adopt based on colleague recommendations, community-oriented providers |
| Key risk | Quiz too short for sunk cost; shallow personalization may not differentiate from generic | High drop-off from quiz length; higher CAC | 4× content/creative effort; wrong segment landing; forced single-pain-point choice | Hourly rate question may feel intrusive; calculation skepticism; cold for emotional buyers | Specialty-specific data accuracy; thin data for niche specialties; peer stat repetition fatigue |