Prompt library
Sales
Marketing

Lead Conversion Analysis

Diagnose and optimize lead conversion performance across sources, segments, and reps to boost pipeline efficiency and ROI.
Table of contents
Prompt
Follow-up Prompts
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applicable Roles
Sales Manager
Sales Ops
VP of Sales
Regional Sales Leader
Marketing Manager
Prompt
Copy

Petavue, please review our lead conversion performance over the past 12 months:

1. Conversion Rates:

    • Lead → Opportunity and Lead → Closed
    • Breakdowns by Lead Source (Inbound, Outbound, Partner, Events), Segment (SMB, Mid-Market, Enterprise), and by Rep

2. Time to Convert:

    • Average days from Lead → Opportunity and Lead → Closed, by Source and Segment

3. Under-performing Sources:

    • Top 10 high-volume sources with conversion rates below benchmark
    • Recommendations to optimize campaigns or reallocate spend

4. Top Rep Insights:

    • Identify reps exceeding average conversion performance
    • Summarize their key behaviors and tactics driving success

Please deliver clear tables and actionable recommendations.

Follow-up Prompts
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  • Which reps consistently convert leads better than peers? What are they doing differently (speed to follow-up, messaging, multi-threading)?
  • Are reps slower to follow up on certain lead types? How does response time impact conversion?
  • Do conversion rates differ significantly by industry, deal size, or territory?
  • Where are the biggest drop-offs in the funnel (MQL → SQL, SQL → Opp)? What’s driving them?
Action Prompt

What This Prompt Does

This prompt analyzes lead conversion performance across sources, segments, and reps over the past 12 months. It measures lead-to-opportunity and lead-to-close conversion rates, highlights top and underperforming lead sources, and flags funnel drop-offs by stage. The output also identifies reps with strong conversion performance, pinpoints what tactics they use, and surfaces optimization opportunities for low-yield channels.

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Strategic Impact

Lead conversion data enables GTM teams to focus on quality over volume and replicate what works. This prompt gives both Marketing and Sales leaders the visibility to tune channel strategy, improve handoffs, and coach for better conversion.

Business outcomes:

 → Increases ROI by reallocating budget away from low-converting lead sources

 → Boosts pipeline efficiency by addressing funnel drop-offs and slow follow-up

 → Enables targeted coaching based on conversion patterns across reps

 → Aligns teams around conversion benchmarks that drive qualified pipeline