FUNNEL HELP-REQUEST WORKSHEET
Companion: Prepare a useful help request when a funnel task gets stuck

Purpose: describe one obstacle and the next useful question without guessing the
cause or sharing unnecessary data. Preparing this packet sends nothing, grants
no access and makes no support-response or repair promise.

WORKED EXAMPLE — FICTIONAL, NOT A REPORTED CFAI DEFECT

Summary: Garden-layout page opens worksheet v2 while promising v3.
Task: Open the current worksheet from the main resource link.
Page reference: G3, an invented page draft.
Environment: agreed review environment in this fictional scenario.
Browser / operating system versions: unknown; obtain if needed for a real report.
Occurrence: October 10, 2026, 10:15 America/Chicago (invented).
Starting state: G3 introduction open; no form, checkout or account action involved.

Steps represented:
1. Read text beside "Open the layout worksheet."
2. Activate that link.
3. Read the version identifier on the opened file.

Expected: version 3.
Expectation basis: page promise plus content owner's intended v3 file, both
assumptions in this example.
Fictional actual observation: opened file identifies itself as version 2.
Repeat history: one represented occurrence; second attempt not checked.
Other browsers / editor / public page: NOT CHECKED.
Cause: UNKNOWN.
Affected visitors or lost enquiries: UNKNOWN.
Narrow impact: reviewer cannot confirm intended worksheet destination.
Proposed evidence: crop of link and nearby promise; file's visible version label.
Actual example attachments: NONE. No PDF or screenshot was created.
Requested next step: page owner checks intended file target and identifies the
page/file version for a later recheck.
Real product runtime verified: NO.
Later recheck: NOT RUN.

ILLUSTRATIVE INTERMITTENT VARIATION — NOT AN ADDITIONAL EXECUTED TEST
First attempt opens v2; later permitted attempt opens v3.
Conditions that changed: UNKNOWN.
Repeatable sequence: NOT ESTABLISHED.
Conclusion: retain both observations; do not claim fixed, always broken, a cause
or a reliability percentage. No second attempt was performed for this example.

YOUR REQUEST — ONE OBSTACLE
Summary:
Visitor/creator task:
Product and relevant host:
Exact private project/page reference (retain only in appropriate work area):
Shareable neutral label or redacted address:
Page/file version:
Editor / preview / public page / other:
Browser version:
Operating system version:
Occurrence date, time and time zone:
Starting state:
Step 1:
Step 2:
Step 3:
Expected result:
Expectation source (page promise / agreed brief / current docs / unknown):
Actual observation:
Exact relevant wording or file identifier:
What remains unknown:
Attempts already made and individual results:
Last known working observation, if any (otherwise UNKNOWN):
Narrow impact actually observed:
Wider impact not established:

BEFORE ANOTHER ATTEMPT
What could another attempt change, submit, send, charge or publish?:
Permission and controlled setting:
Decision (permitted recheck / stop before action / ask owner):
Reason:
Do not repeat a live side effect merely to fill in a missing result.

EVIDENCE LIST — COPY FOR EACH ITEM
Item:
Which statement does it support?:
Original location and access owner:
Shareable copy, if appropriate:
Sensitive or unrelated values removed:
Does the filename, content or address still reveal unnecessary information?:
If URL was redacted, has that limitation been labeled?:
Who may receive this copy, through which established channel?:
What necessary detail remains unavailable?:
No actual artifact? Write PROPOSED ONLY; do not label it attached.

BEFORE SHARING
[ ] No password, token, secret key, session identifier or unreviewed log.
[ ] No unnecessary customer information or complete customer list.
[ ] Final attachment opened and checked, not merely renamed.
[ ] Product, host and environment are stated or explicitly unknown.
[ ] Expected result and its source are distinct from actual observation.
[ ] Unknown cause or wider impact has not become a diagnosis.
[ ] Intended recipient/channel is established; this worksheet does not send.
[ ] Account access follows the existing authorized process.

NEXT STEP
Question or decision requested:
Intended owner:
Current request status (prepared / sent under separate authority / reply received):
Response actually received:
Proposed change or instruction:
Changed version:
Permitted recheck and scope:
Recheck result: NOT RUN
Date / evidence after actual recheck:
Remaining issue or uncertainty:
Next owner/action:

Primary reading:
https://bugzilla.mozilla.org/page.cgi?id=bug-writing.html
https://cheatsheetseries.owasp.org/cheatsheets/Logging_Cheat_Sheet.html#data-to-exclude
Product identity:
https://www.clickfunnels.ai/learn/choose-clickfunnels-product-and-ai-connection
CFAI workflow and access owner: https://www.clickfunnels.ai/agents