How to find out where your business's funnel is stuck and what to do about it
See which stage of the funnel loses more people than normal, ask Izy for the explanation with actions, and find the missing channels to cover the customer.
2 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
The Strategy counts how many people pass through each stage, from exposure to sale, and compares each transition with your industry's benchmark. The transition furthest below the benchmark is the bottleneck: where an improvement yields the most sales. The Gaps tab shows which channels and stages your business still isn't present in.
Where to find it in Cognizy
Before you start
- The bottleneck appears when there are at least 20 people in the base, within the chosen period.
- Izy's explanation uses 1 AI credit.
Step by step
- Step 1:
Open , Bottleneck tab. Choose the period at the top. The funnel shows how many people reached each stage, from Interest (new contacts) to Decision (closed sale).
- Step 2:
At the top of the tab, Izy points out the bottleneck: the transition furthest below your industry's benchmark, along with what you'd gain if it returned to normal.
- Step 3:
To understand why, click Explain the bottleneck. Izy reads the numbers and conversations and writes out the causes and actions.
- Step 4:
The explanation brings the reasoning, the causes, and the actions, each with the responsible team and urgency level. Click Create task to send the action to the task board.
- Step 5:
Open the Gaps tab. The grid crosses channel types (paid, owned media, earned media, experiences) with the journey stages and shows where your business is already present.
- Step 6:
Under To open now, see the empty cells, from the cheapest to the most expensive, and click the button for each one (for example, Open Campaigns) to get started.
How to know it worked
You know which stage of the funnel loses the most sales, have the week's actions on the task board, and know the next channels to cover for the customer.
If something goes wrong
The Bottleneck tab says there isn't enough data.
The bottleneck is only identified with at least 20 people in the base. Choose a longer period (90 days) or wait for more contacts.
Exposure and Attention show as Not measured.
Connect Instagram, your Facebook Page, your ad account, or Google My Business so Cognizy can count reach and clicks.
Next step
Build your 90-day plan based on the bottleneck and the gaps.
Sign in with your Cognizy account to save your progress.
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