Natalie Becker

It’s a common misconception that automation is a "set it and forget it" kind of thing. Over the past few days, I’ve been deep in the setup for a large-scale online event where the data flow between Typeform, OneDrive (Excel), and Slack felt more like an obstacle course at first.

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Looking at funnels from the outside often reveals issues. But there’s another layer that’s less visible. There’s a specific kind of issue I keep running into when reviewing funnels.

Not the obvious ones. The ones that technically work — but lead to the wrong outcome.

For...

I went through a full purchase flow just recently before our webinar launch — sales page, checkout, upsell, emails, the whole flow.

At first glance, nothing looked off.

But going through it like an actual user, a few things started to surface.

In one path, the upsell linked to the...