12 Tips How to Build a Sales Funnel

6 Mins read

A sales funnel is an essential tool for building sales for your small business. It can help you identify and eliminate points of customer loss, as well as improve sales numbers. It can help you identify your most valuable customers and how to sell more to them. It can also help you determine ways to build revenue and develop new products or services.

1. Create a Plan

Before you create a sales funnel, you need to have a plan in place. This plan should outline your sales funnel goal, your target audience, and the steps you will take to reach them.

You should also take the time to research your competitors and see what they are doing. This will help you identify any potential roadblocks and come up with a plan to overcome them.

2. Build a Landing Page

Landing pages are standalone web pages that are designed to be used in conjunction with marketing campaigns. The goal of a landing page is to capture your audience’s information in exchange for a valuable offer, such as an ebook, a whitepaper, a coupon code, etc.

Landing pages are a crucial part of the lead generation process. When a prospect clicks on a call-to-action (CTA) or a link to a landing page, they are prompted to enter their information in order to access the offer. After they enter their information, the lead is funneled into your lead management system.

3. Create a Lead Magnet

The next step in the sales funnel is sending your leads to a sales page. This is a special page that is designed to convert them into a customer.

The sales page is where you provide more information about your product or service. You can also use this page to answer any questions that they may have and to overcome any objections that they may have to making a purchase.

The main goal of a sales page is to convince your leads that they need your product or service and that they should make a purchase right away. To enhance the effectiveness of your sales funnel, consider incorporating various lead generation ideas to attract and engage potential customers.

4. Create an Email Drip Campaign

If a lead comes to your website, and then they leave without making a purchase, how are you going to get them back?

This is where an email drip campaign comes in. If you have a lead’s email address, you can send them a series of emails over a period of time to encourage them to come back to your site and make a purchase.

The key to a successful email drip campaign is to provide value in each email, such as offering insights from a recent team-building workshop to engage and educate your leads. You don’t want to come off as too pushy or salesy. Instead, focus on building a relationship with your leads and providing them with helpful information that will make them want to come back to your site.

5. Build Trust With Your Email Subscribers

When someone gives you their email address, they’re giving you personal information. That’s a big deal. You need to earn their trust.

There are a few ways to make sure you’re building trust with your email subscribers:

Make your customers feel safe on your website by using an SSL certificate. You can get a free SSL certificate through Let’s Encrypt or website builders like Wix.

• Use social proof to build your credibility. An SSL certificate on your website shows that you take your customers’ security seriously. It’s a must-have for any website.

• Make sure your email copy is authentic and personal.

6. Nurture Your Leads

Not every lead that comes through your funnel is going to be ready to make a purchase. Some might be at the very beginning, while others may have educated themselves and are almost ready to close.

Either way, it’s crucial that you keep in touch with your leads and provide them as much value as you can. This can be in the form of content, email, social media, and more.

The goal here is to keep your brand top of mind and to nurture your leads so that they move through your sales funnel and close when they’re ready.

7. Make an Offer

When you’ve figured out your sales funnel stages, it’s time to make an offer.

An offer is something valuable that you’ll give away for free to help you build relationships. This can take the form of a free ebook, a free webinar, a free trial for your product, or whatever you’d like.

You need to make your offer something your ideal customer will value.

8. Turn Leads Into Clients

Now that you have a steady stream of leads, you need to turn those leads into paying clients.

You do this through a process called nurturing.

Nurturing is where you build a relationship with your leads and help them understand how your product or service can solve their problem.

This is where your email list comes in handy. You can use your email list to send targeted messages to your leads and help them along the way.

Nurturing is an ongoing process, and it’s important that you continue to build relationships with your leads even after they become clients.

This will help you to increase customer loyalty and get repeat business.

Client management software will allow you to manage these relationships efficiently. 

9. Create a Sales Sequence

Now that you have a sales funnel, it’s time to create a sales sequence to guide your prospects through the funnel. A sales sequence is a series of emails, phone calls, or other types of outreach designed to move a prospect closer to a sale.

In the awareness stage, you might send a prospect an email with a link to a blog post that addresses a problem they’re having. In the consideration stage, you might send them a case study that shows how your product or service has helped a customer with a similar problem. Create compelling, professional case studies using an AI case study generator.

In the decision stage, you might send them a demo video or an email with a link to a landing page where they can sign up for a free trial.

You can also use sales sequences to re-engage prospects who have fallen out of your funnel. For example, you might send a prospect who has been inactive for a while an email with a link to a new piece of content or a special offer.

10. Create a Referral Program

If you’re not already asking your customers for referrals, you’re missing out on a huge opportunity.

People are much more likely to buy from a company that was referred to them by a friend or family member. That’s why word-of-mouth marketing is so powerful.

Create a referral program that rewards your existing customers for referring new customers to your business. This can be as simple as offering them a discount on their next purchase or giving them a free gift.

You can also create a more formal referral program that offers cash rewards for referrals. Whatever you decide to do, make sure you’re actively asking your customers for referrals.

11. Analyze Your Sales Funnel

Your sales funnel is a living, breathing entity. It’s constantly evolving and changing as new prospects come into the funnel and old ones drop out.

That’s why it’s so important to analyze your sales funnel on a regular basis. You need to know what’s working and what’s not so you can make the necessary adjustments.

Start by looking at the data. How many leads are coming into your funnel? What percentage of those leads are converting into customers? What is the average customer value?

These are all important metrics to track. If you don’t know the answers, you can’t possibly know how to improve your funnel.

You should also be talking to your sales team. They are on the front lines of your funnel and can provide valuable insights. Ask them what they think is working well and what could be improved.

By analyzing your sales funnel and making the necessary adjustments, you can ensure that you are always getting the best results possible.

12. Automate Your Sales Funnel

You can use a CRM to automate your sales funnel. The best recruitment CRM will help you organize, track, and manage your leads and customers. It will also help you automate your marketing and sales processes.

There are many different CRMs available, so you’ll want to choose one that best fits your business needs. Some of the most popular CRMs include HubSpot, Salesforce, and ActiveCampaign.

Integrating your CRM with your website, your proposal creator,  and other marketing tools will help you automate your sales funnel and save time. It will also help you improve your lead generation and conversion rates.


The last step is to take your sales data and analyze it to see how you can improve your next funnel!


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