Deal sourcing: Funnel metrics
by a searcher from INSEAD in Toronto, ON, Canada
Searchers seem to run their deal sourcing funnels quite differently. So, I’m hoping to learn from other searchers on how they approach deal sourcing; specifically what volumes & conversion rates searchers like to see in their own funnel.
(note: I haven’t found a good source on funnel metrics & KPIs for deal sourcing in search funds but if they exist, please share!)
If you are currently running a search, I would really appreciate hearing your approach on...
- How do you define the stages of your deal funnel?
- What are the monthly volumes you typically see / create at each stage of the funnel?
- Is your search strategy primarily to A) drive higher top of funnel volumes, B) drive higher conversion through the funnel, C) a combo of both
If easier, you can share in this sheet: https://docs.google.com/spreadsheets/d/10CCx1xXWC96E7hF_YUwrVGEbX0eDrmaKNDQGk3plKS0/edit?usp=sharing