Define Leading vs. Lagging Metrics Across the Freight Funnel

Define Leading vs. Lagging Metrics Across the Freight Funnel

📄 Prompt Template

Map success metrics by stage for [CampaignName] addressing the full shipper journey: Awareness → Consideration → Quote → Booked Load → Repeat → Expansion. Identify 5–8 leading indicators (e.g., Qualified Routing Guide Adds, RFP Invitations, Slot Confirmation Time) and 5–8 lagging outcomes (e.g., Margin per Load, 90-day Retention, NPS). For each, set stage owners and action triggers.
Output format:
Funnel metric matrix: Stage, Metric, Type (Leading/Lagging), Target ([Timeframe]), Triggered Action, Owner ([MarketingRole]/[SalesRole]/[OpsRole]).
Two short playbooks (≤100 words each) describing what to do if a leading indicator underperforms vs. if a lagging outcome misses.

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