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Fiverr Pro
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USD
I will audit your CRM funnel for gaps and lead drop offs
Marketing Data Analyst: Excel, CRM, Funnel Reports
Startups and agencies hire me when their data is a mess and their reports aren't telling them anything useful. I've supported campaigns generating $200K+ in revenue through funnel optimization and ana...
About this Gig
Do you have CRM or lead data but limited visibility into where leads are dropping off or which opportunities deserve attention?
I help businesses analyze CRM and funnel data to identify lead drop-offs, segmentation opportunities, engagement patterns, and pipeline improvement areas.
This gig is ideal for startups, agencies, service businesses, and marketing teams looking for better visibility into lead quality, funnel performance, and re-engagement opportunities.
I can help with:
- CRM and lead analysis
- Funnel drop-off analysis
- Lead segmentation
- Pipeline reporting
- Re-engagement opportunity identification
- KPI tracking and summaries
- Funnel trend reporting
- Excel dashboards and summaries
- Business insights and recommendations
I recently completed a CRM and funnel analysis case study focused on lead prioritization, data-quality gaps, re-engagement campaigns, and pipeline recovery recommendations.
Please message me before placing an order so I can understand your CRM structure and business goals.
Other Data Analytics Services I Offer
FAQ
What CRM data formats can you work with?
I can work with Excel exports, CSV files, CRM reports, lead sheets, funnel reports, and structured sales or marketing datasets.
Will you manage or update my CRM system?
No. This gig focuses on analysis, reporting, funnel insights, and recommendations only. I do not directly manage, update, or configure your CRM system.
What insights can I expect?
You can expect lead-quality observations, funnel drop-off analysis, segmentation insights, KPI summaries, and business-focused recommendations.
Can you identify re-engagement opportunities?
Yes. I can help identify inactive, stalled, or under-engaged lead segments that may deserve follow-up attention.
Can you create charts or visual summaries?
Yes. Standard and Premium packages can include visual summaries, funnel charts, dashboard-style views, and executive-ready insights.
