1. Goal
To build end-to-end analytics in the information business so that we can:
see the full customer journey from the first touch to the sale
understand where each person came from
link all actions to one user
analyze the effectiveness of advertising, the bot, webinars, and sales
output analytics to Looker Studio (Google Data Studio)
We ask you to propose solutions and technical implementation.
2. Overall Customer Journey (AS IS)
Targeted Advertising
Website
Chatbot (SendPulse)
Telegram Channel
WebinarStars
Application
Sale
CRM (custom-built) — recording all stages
3. Detailed Customer Journey from an Analytics Perspective
Step 1. Advertising → Website
The user transitions from the advertisement to the website.
We want to understand:
Step 2. Website → Chatbot (SendPulse)
The user transitions from the website to the chatbot.
We want:
to identify this user
to save information about the traffic source
to continue working with the same person, not with “separate events”
Step 3. Chatbot → Telegram Channel
In the bot, the user transitions to the Telegram channel.
We want:
Step 4. Chatbot → WebinarStars
Registration for the webinar occurs through the chatbot.
Important:
the user registers for the webinar not directly, but through the bot
after registration, they simply transition to the webinar room
We want to see:
Step 5. WebinarStars → Application
During or after the webinar, the user leaves an application.
We want:
Step 6. Application → Sale
After the application, a sale occurs (or does not occur).
We want:
to see which applications reach payment
to track revenue by sources
to understand the effectiveness of each stage of the funnel
Step 7. CRM (custom-built)
CRM is the central point where all data should converge.
In the CRM, the following is stored:
one user
their journey
their actions
application
sale
There is a technical specialist who can assist with refining the CRM and integrations.
4. Analytics and Visualization
We have been recommended to use Looker Studio (Google Data Studio).
It is necessary to:
We want to see as a result:
the customer journey by stages
conversions between stages
advertising effectiveness
webinar effectiveness
revenue
Please propose the cost of work and time for completion