Benchmarking Cheat Sheet: Guided Demos & Playlists

Use this quick reference to benchmark Walnut demos and playlists, diagnose performance gaps, and choose the right optimization lever — without digging through every dashboard.


1️⃣ Before You Benchmark (Don’t Skip)

  • Start with purpose: Confirm why this asset exists (discovery, conversion, onboarding, expansion) and what “success” should drive (explore, book, trial, adopt).
  • Wait for processing: sessions finalize after inactivity; Insights refreshes periodically; CRM/MAP sync may lag.
  • Use a stable window: last 14–30 days
  • Segment before you compare: External vs Internal, Identified vs Anonymous (use Hide Bounced Sessions when diagnosing mid/late-funnel behavior).
  • Check identification coverage: aim for 70–80% identified sessions (use Uncover for company-level + forms/URL params for contact-level).

2️⃣ Core Benchmark KPIs (Use These Everywhere)

KPI What it tells you If it’s low…
Completion Rate Story quality & relevance Value arrives too late, flow is too long, or navigation is unclear
Bounce Rate Hook & gating effectiveness Opener is weak or gate appears too early
Median Time Spent Depth of attention (outlier-safe) Confusion, fatigue, or unclear “what’s next” momentum
CTA Conversion (FAB or other CTA) Intent to act CTA is too late, too generic, or not aligned to viewer stage
Engagement Score Overall asset health vs top performers Structural, pacing, or relevance issues
Identified vs Anonymous Attribution readiness You’re missing ROI signals and undercounting high-intent behavior
*CTA precedence:
If the asset includes a FAB or another explicit conversion CTA (e.g., Book a Meeting, Start Trial), benchmark conversion rate first and treat completion as a supporting signal.

3️⃣ Benchmarks Change by Funnel Stage

Funnel Stage Primary Benchmark Focus
Top of Funnel Bounce ↓, early value/early completion ↑, identification coverage ↑
Mid-Funnel Completion ↑, median time ↑, CTA conversion (FAB) ↑, engagement score ↑
Bottom of Funnel Return sessions ↑, CTA conversion (FAB) ↑, late-stage screens/sections viewed
Post-Sale Repeat sessions ↑, completion consistency ↑, playlist completion ↑

4️⃣ Which Tool to Use (Fast Diagnosis)

If you see… Use this tool To answer…
Low completion Guides Funnel / Screens Funnel Where does attention drop (step-by-step or screen-by-screen)?
High bounce Insights Summary + First Screen/First Step Is the opener, promise, or gate creating early exits?
High time, low completion Sessions Table + Session Journey Are viewers stuck, looping, or getting lost?
Low CTA conversion (FAB) Top Screens + Guides Funnel Is the CTA too late, unclear, or missing the peak value moment?
Playlist drop-off Playlist Item Insights Which item breaks momentum (or fails to earn continuation)?

5️⃣ Guided Demo vs Playlist Benchmarks

Asset Type Primary KPIs Optimization Focus
Guided Demo Guide completion (chapters), steps viewed, median time, bounce, CTA conversion (FAB) Narrative pacing, annotation length, gate placement, CTA timing/copy
Playlist Playlist completion, avg/median time, played %, item-level completion Sequencing, first-item strength, scope control (3–5 items), “recommended next” momentum

6️⃣ Common Fixes (Metric → Action)

  • Bounce high: strengthen the opener (clear promise + value fast); delay gating until after early value (often steps 3–5).
  • Completion low: move the “aha” earlier; shorten paths; trim/merge redundant guide steps.
  • Time high, completion low: simplify navigation; clarify “what’s next”; reduce modal/text friction.
  • CTA conversion (FAB) low: move CTA closer to the peak value moment; use action-driven copy (Book, Start, Unlock, Continue); offer more than one CTA moment (not only the end).
  • Playlist exits early: start with the most visual/fast-to-value item; rename items by outcome; limit to 3–5 items.

7️⃣ Advanced (Optional): ROI Benchmarks

  • Stage conversion (with vs without demo views)
  • Average sales cycle length by demo activity
  • Win / loss by demo engagement
  • Open opportunities with low engagement (re-activation targets)

Rule of thumb: Only use ROI benchmarks once identification coverage and integrations are solid (otherwise attribution will be incomplete).


Want the full framework?
Go deeper on benchmarks, KPI ranges, and optimization examples in
👉 Benchmarking Guided Demos: What “Good” Looks Like in Walnut
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