Max MorrishThe Playbook

Who, chapter one

Intent rises as people move

The sale Awarenessbe noticed Interestanswer questions Decisionremove the doubt Actionmake it easy Onboardinga first win, fast Expansionthe next thing Referraleasy to tell A billboard by the station A podcast sponsorship A grind-size guide A retargeting ad A review site A demo request A free trial, no card needed A “your cart is waiting” email A setup call in week one A quarterly check-in on their numbers More seats when they add crews A referral credit Before the sale: the funnel. After it: the other half of the bow tie.

Tactics still to place

Place a tactic to see whether it fits.

Tactics in a stage where they do their job 0 of 8
Where each tactic does its job
TacticStageIts job there
A billboard by the stationAwarenessBe noticed
A podcast sponsorshipAwarenessBe noticed
A grind-size guideInterestAnswer the questions people have
A retargeting adInterest or decisionPick up where a visitor left off
A review siteDecisionRemove the doubt
A demo requestDecisionRemove the doubt
A free trial, no card neededDecision or actionMake starting easy
A “your cart is waiting” emailActionMake finishing easy
A setup call in week oneOnboarding (bow tie)A first win, fast
A quarterly check-in on their numbersExpansion (bow tie)Show the next thing they need
More seats when they add crewsExpansion (bow tie)Show the next thing they need
A referral creditReferral (bow tie)Make it easy to tell someone
The intent river. People come in at the top as light; fewer of them go further down, but the ones who do want what you sell more, so the light gets brighter. Drag each tactic into the stage where it does its job, or focus it, press Enter, choose a stage with the arrow keys and press Enter again. A tactic in the right stage glows as brightly as the intent it serves, and one in the wrong stage says why. Switch on the bow tie to keep going after the sale. The tactics belong to Kiln, an invented coffee roaster, and Ledgerline, invented accounts software for contractors. The brightness is an ordering, not a measurement.

Hope and heat is not an effective distribution tactic.

From my essay draft, 7 June 2026.

The idea

A funnel is the plan that replaces hope. I think of it as a map of how much a person wants what you sell, not a list of channels. At the top someone barely knows you exist. At the bottom they're ready to pay. Each step down gives you a different job: awareness has to be noticed, interest has to answer the questions people actually have, decision has to remove the doubt, and action has to be easy.

The commonest mistake, I think, is a tactic doing the wrong job. A billboard gets asked to close a sale, or a hard offer lands on someone who has never heard of you. In B2B the shape doesn't stop at the sale either. The customer still has to get set up, grow into the product and tell someone else about it, which is why some teams draw it as a bow tie instead of a funnel.

Where I used it

  • A spec launch for Lululemon. Members got early access by email before the public launch, so the people who already wanted the brand most went first. Spec work. Not commissioned by Lululemon.
  • The UVA Food Assist web redesign. I treated the volunteer-to-leader ladder as a funnel for people, from noticing the group to leading a shift, and the site laid it out as a five-step pathway with one main call to action. Group work, my section.
  • Second State Records, the studio and label I co-founded. I set up one pipeline from the first enquiry and booking, through the paperwork and production, to release. It's a funnel for artists: each step asks a little more commitment than the one before. Solo

What I'd do now

Rebuild the Food Assist funnel as a worked example, with Northfield Food Bank standing in, since the real site carries students' personal details. Northfield is an invented student-run food rescue. Its funnel isn't for buyers. It's for volunteers, and the jobs are the same ones: get noticed, answer the questions, take away the doubt, make the first step easy, then keep people once they're in.

Hears about itA table in the dining hall at dinner. Tries one shiftA one-minute sign-up for one Saturday. Comes backA text the night before; the same crew. Leads a shiftAn invitation after a few shifts. Brings someoneLeaders recruit next term’s crew.
Northfield’s volunteer funnel: hears about it, tries one shift, comes back, leads a shift, brings someone. Fewer people reach each step, and each one who does is worth more to the food bank. Northfield and its steps are invented.

AIDA is E. St. Elmo Lewis’s, from around 1898. The bow tie is Winning by Design’s. Funnel stages as taught in a digital marketing program, 2026.