AM Training · Funnels & Offers RecapIf you remember four things…
01
Match funnel to contract
Mismatch is the #1 recurring problem. Flag it the moment you see it.
02
Affiliate = hands off
Flag to your manager immediately with proof.
03
B2B for builders, Website for impatient
Sales-call comfort → B2B. “Just make it work” → Website.
04
Quiz funnel is legacy
Phasing out. Migrate clients to B2B or Website when you see it.
Internal — Account Managers18 / 19