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Forget the Funnel Book book cover
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Forget the Funnel Book

by Georgiana Laudi & Claire Suellentrop

The Problem with Traditional Marketing

Most marketing teams operate in a haphazard way, flinging ideas around like spaghetti to see what sticks. They obsess over typical metrics like traffic and leads, yet revenue growth remains lumpy, slow, and inconsistent. The fundamental issue? You’re guessing.

Many teams believe the solution lies in copying what other successful companies have done or listening to marketing experts. But what worked for someone else, at another company, with different customers isn’t automatically relevant to your business. This approach leads to chaos and uninformed experiments rather than sustainable growth.

The Customer-Led Solution

The real insight comes from one place: inside your best customers’ heads. Rather than following industry trends or expert advice, the most effective marketing strategies emerge from deeply understanding your ideal customers’ journeys.

You need to understand:

  • What life was like before they discovered your solution
  • The moment they realized their old approach wasn’t working
  • Their search process and why they chose you over alternatives
  • The specific value they experienced that convinced them to pay
  • What they’re now able to accomplish that wasn’t possible before
  • How they’ve changed and grown as your customer

Once you have this knowledge, you’ll know exactly what to say in your marketing campaigns, which channels to use, and which product features to highlight—resulting in reaching more right-fit customers and generating consistent growth.

The Customer-Led Growth Framework

The book presents a three-phase process:

1. Learn from Your Customers: Extract their struggles, anxieties, motivations, “aha” moments, and desired outcomes through research.

2. Map and Measure Your Customer’s Experience: Understand the actions, touchpoints, motivations, and objections throughout their entire relationship with you.

3. Find Your Biggest Levers for Growth: Identify success gaps, clarify how to bridge them, and execute aligned strategies.

Why Forget the Traditional Funnel?

Traditional marketing funnels only account for customers searching for and purchasing a new solution. However, recurring revenue businesses like SaaS succeed by keeping customers paying month after month, year after year. The funnel concept ignores retention, expansion, and the ongoing customer lifecycle—critical components of sustainable growth.

Researching Your Ideal Customers

Identifying Your Best Customers

Focus on “pry it from my hands” customers who:

  • Understand and have struggled with the problem your product solves
  • Pay for value without hesitation
  • Have an ongoing need (not a one-off use case)
  • Have achieved “value realization” (clearly solved their problem)
  • Recently began paying (ideally 3-6 months ago) so they remember their previous experience

Surveys vs. Interviews

If you have 500+ ideal customers, start with surveys (expect 10-15% response rates). For fewer than 500 customers or limited resources, choose interviews to gather richer insights.

What to Ask

Ask open-ended questions that capture the raw language and reasoning behind customer decisions. Key questions include:

  • How are you using the product day-to-day?
  • What were you using before, and why wasn’t it working?
  • What made you realize you needed something different?
  • Where did you look for solutions, and what did you try?
  • Why did you choose us over alternatives?
  • What’s the #1 thing you can do now that you couldn’t before?
  • What do you wish we did that we don’t?

Avoid asking customers for solutions—ask them to describe their problems and current approaches.

The Jobs-to-be-Done Framework

Rather than demographic segmentation, identify the “Jobs-to-be-Done” (JTBD) your customers hire your solution for. A complete job statement includes:

  1. The Struggle – The pain that motivated them
  2. The Motivation – Why they wanted to solve it
  3. The Desired Outcome – What success looks like

For example: “When I need a way to automate my marketing content, help me manage it in a simple but strategic way so I can feel more confident and organized.”

Identify common themes from your research, then prioritize which job to focus on based on:

  • Urgency to solve the struggle
  • Willingness to pay
  • Lower sales burden
  • High retention potential
  • Expansion opportunities
  • Ability to target and reach them

Mapping Customer Experience

Unlike generic buyer journey maps, customer experience mapping focuses on your unique customer’s real journey. Map three phases:

  1. Struggle – The period before they realize they need a solution
  2. Evaluation – When they’re actively considering options
  3. Growth – After they’ve become your customer and are realizing value

For each phase, identify what the customer is thinking, doing, and feeling. This reveals opportunities for messaging, product improvements, and feature prioritization.

Measuring the Right Things

Define leading indicators (metrics you can act on) at key milestones:

  • First Visit: When ideal customers discover you
  • Value Realization: When everything clicks and they feel the product’s value
  • Continued Value: Sustained usage patterns indicating long-term satisfaction
  • Growth Actions: Upgrades, referrals, or expansions

Bridging Success Gaps

A success gap is a disconnect between what customers need and what your experience provides. Identify gaps by noting where many customers reach one milestone but few progress to the next. Then:

  1. Choose the gap where improvement would create outsized revenue impact
  2. Brainstorm solutions that directly address it
  3. Execute with cross-functional alignment
  4. Measure and iterate

For example, SparkToro doubled their free-to-paid conversions by launching an in-app checklist and onboarding email series based on customer insights.

Implementation

Build a cross-functional Customer-Led Growth team with clear roles:

  • Primary Stakeholder – Accountable for overall success
  • Champion – Responsible for execution
  • Contributors – Play supporting roles
  • Facilitator – Optional project coordination

Rather than providing a toolbox, this framework gives you a blueprint for growth tailored to your company, customers, and context. By anchoring every decision in customer data rather than industry trends, you move from guessing to knowing—transforming chaotic, inconsistent growth into predictable, sustainable revenue expansion.