Sales Funnel Template

Sales funnels are one of the most important tools a business can use to increase sales and revenue. However, many people don’t know how to create a sales funnel template that actually works.

In this article, we will go through the significance of an effective sales funnel and how you can build your own sales funnel template in 9 simple steps!

What is a Sales Funnel?

A sales funnel is a process that takes potential customers and turns them into paying customers. The typical sales funnel template has several steps, which we will discuss below. The sales funnel is designed to convert as many people as possible into paying customers.

It is a tool that allows businesses to see how effective each step of the sales process is, allowing them to make adjustments as needed. This helps guarantee that time and sales resources are properly utilized in all stages of the customer’s sale journey.

Pushing consumers through the sales funnel also provides a business with useful information that can be used for marketing.

The AIDA Model

AIDA is a sales process acronym for the four stages of a sales funnel: Awareness, Interest, Decision, and Action.

By understanding this framework, you, as the one who wants to make business with a prospect, should be able to understand what hooks your customer’s mind, how you can facilitate the customer-brand interaction, and what’s going to make them continue to want more.

As the one engineering the sales process, you should know how to take a different approach in each stage in a way you don’t turn off a prospect who is yet to feel 100% about your product or service.

This framework will help you woo your prospect by taking well-thought actions that will guide them to gain more awareness, cultivate more interest, grow desire, and inspire action towards your brand or offer.

The Different Stages of a Sales Funnel – A Closer Look

Sales Funnel Template - How to Build a Funnel in 9 Steps - GrowPredictably

If you search for graphics or images of a sales funnel template, what you’ll see is a design that resembles a ‘cone.’ Typically, this visual is divided into different sales funnel stages. The sales funnel template usually is divided into four different sections that signal a movement from top to bottom.

At the very top: awareness, and at the very bottom: action. In between these, of course, is where you can find the interest and decision/desire stage.

How many sections a sales funnel template has will depend on what business is making it. Some businesses gear towards having more detail in their sales process, thus, they break down their sales funnel process into more than four sections.

In general, no matter the goal, a typical sales funnel template always sports the four standard divisions that start with ‘awareness’ and end with ‘action.’

Awareness Stage

When you look at sales funnel templates, the first division that you’ll see will be either labeled ‘leads’ or ‘awareness.’ Usually taking the top most division, it is also the biggest section of the cone.

The goal of the awareness stage is to raise brand visibility through an effective lead generation. Because it is the starting phase of your sales pipeline, this is also where sales reps spend most time and resources making sure the system works. A system that works rewards high-quality leads.

You want to be sure that your sales reps are targeting the right potential customers from the very beginning. But since there are many possibilities during this stage, allowing the chance for a bigger audience won’t hurt either; again, the reason why this stage takes up the most space in sales funnel templates.

Because you’re increasing the awareness of your brand during this stage, you don’t have to worry about making or closing any sales right away. Save that for later. Right now, the goal is to put your name out there as much as you can.

You can build brand awareness through:

  • SEO
  • Collaboration
  • Guest posting or guest podcasting
  • Webinars
  • Videos
  • Infographics

Interest Stage

The interest stage is the second division in sales funnel templates. In this stage, you are trying to cultivate ‘prospects’ by getting potential customers to subscribe to your email list. Once a prospect or a lead has already gained awareness of what you have to offer, the opportunity for their interest to grow opens.

Here, you’ve captured a lead’s attention and as a result, they now want to know more about what they can get from your product or service or what you offer as a business.

Take note though, that at this stage your prospect is not yet ready to purchase anything from you, so it’s vital that you don’t rush them through your sales pipeline.

The focus now for your marketing and sales teams is on building a rapport with your new lead. By building rapport, you will find out more about them and they will also begin to learn more about you as a brand.

This stage should be cultivated properly as this is where you’ll learn lots about your prospect’s objectives that you can use to help your brand make a better and more natural connection.

If you want to build interest, it’s important to focus on your language. By making sure your brand voice and message are relatable to your prospects, you help your prospects connect with you more easily.

You can build interest through:

  • Email campaigns
  • Blogging
  • Lead magnets
  • Your social media presence
  • Providing your prospects with free services/products

Decision or Desire Stage

The decision stage is the third division in sales funnel templates. In this stage of your sales pipeline, you are trying to get potential customers to buy your product. You can do this by using a sales page that is designed to persuade people to buy your product or service. During this stage, sales reps should waste no chance.

The decision/desire stage is the phase where your sales team can fully consider your lead a “prospect,” because during this stage is where they are ready to make a judgment on your product/service. The only thing you’re waiting for is for them to decide.

Remember, they’re still making a decision, and they’re not yet 100% into the idea of buying.

Because they’re still in a state of 50-50, your prospects are not decided if your solution is right for them. They still want to know what makes you different and what kind of impact you’re going to make. This stage is the best time for your sales reps to persuade your prospect with all that you have to offer.

You can create desire through:

  • Statistics and data
  • Client reviews
  • Your pricing breakdown
  • Discount codes
  • Case studies

Action Stage

The action stage is the last and final stage in all sales funnel templates. This stage is where the ‘sales’ can be generated in your sales pipeline. If successful, this is where your efforts in cultivating a lead will fall—the part where they make the purchase.

If you’re an online shopper, the check-out cart is one example of a sales funnel’s ‘action’ stage.

Did you experience coming across a random ad before or a sponsored post of someone sharing a testimonial of a product that has been valuable to them, and it made you check out more about the offer? If you found yourself trying the product and actually making the purchase, take that as an example of a successful ‘action’ stage.

Going back, now that you have almost convinced your prospect to buy your product or service, it is important to help them be successful with it. Yes—it doesn’t end with the sale. One way to do this is to provide additional materials that will help them apply the product or service that they just bought.

You can inspire action through:

  • Demo videos
  • Insider tips and tricks
  • Free guides
  • Effective email campaigns

The 9 Steps to Building a Sales Funnel Template

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Now, we all have familiarized ourselves with the different stages that break down the average sales pipeline. But it doesn’t end there.

For you to truly be able to make your own sales funnel template, whether you have a personal brand or you own a small business, we need to find out what the average template includes.

The following are the steps to follow in order for you to make your own sales funnel template.

1. Determine the product-market fit

If you don’t know who your customer is, then it becomes very counterproductive to even begin thinking about selling anything to anyone. Without a solid idea of your market, marketing can become almost impossible to do.

For you to better understand how your product/service fits in the market, and where it fits in the market, you can begin by asking these questions:

  • What is the age range of my target customer?
  • Where are they located?
  • How much do they earn?
  • What problems are they dealing with?
  • What do they want to achieve?
  • How will my offer solve their problems?

2. Choose a traffic source

After you figure out who your target audience is, the next thing you need to deal with is finding where they are on the internet and how you can get a hold of them. By identifying a good place to start with, you are identifying the primary traffic source for the early stage of your lead generation.

This stage can be both fun and challenging as it will require you to really get to know where your target market is hanging around on the internet.

The internet is a huge place. And we have plenty of social media platforms today that millions of people are using. By having a clear view of who your target audience is, you should already have a safe hint of where they are on social media.

People on the internet like to play favorites, and by taking the time to find out your target market’s favorite online place to be, you’re a step closer to doing business with them.

Once you do find out, master this traffic source first. Juggling multiple traffic sources at once can work against you if you’re not well-rounded and if you don’t have a dedicated sales team.

3. Create a lead magnet

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Lead magnets are one of the most effective ways to generate leads. They are incentives that are used by sales reps to catch people’s attention and get them to sign up for an email list. Common lead magnets include eBooks, white papers, templates, cheat sheets, and more.

When you’re creating a lead magnet, always remember that you should provide your prospect a ‘quick win’ and that it helps solve a specific issue for them. The more detailed it is, the more your prospect is likely to show interest in how your offer fits them.

Other common examples of great lead magnets:

  • Training videos
  • Webinar
  • Guides
  • Checklists
  • Email Course
  • Product Samples or Trials

4. Offer an entry point offer

To put it simply, entry point offers are super-low ticket offers that are irresistible for most prospects. This will serve as a hook that will catch your lead’s attention. During this part, making a profit certainly shouldn’t be the goal, yet.

The point of offering entry point offers is to surprise your lead with a generous and super-accessible offer that will lead to your next offer, be that a product or a service. Greeting your lead with generosity helps set the relationship on the right foot.

5. Offer a core product

After a valuable lead magnet and a generous entry point offer, your lead or prospect will surely be more open to your next offer. That next offer is going to be your core product.

If there’s one thing that you definitely shouldn’t miss when crafting your core offer it is that it should be more valuable than your initial offers. The impact that your core product provides for your customer should be far better than what they got from your lead magnet and your EPO.

If your core product fails to continue the excitement for your lead, or your prospect, the tendency is they may end their journey in your sales funnel process right away. If your core product disappoints, it sends the message that there’s nothing more to look forward to in your offer or in your brand.

6. Offer a profit maximizer

Did you know that majority of the actual profit businesses and brands make from well-designed sales funnel templates come from this stage?

A profit maximizer is an offer that’s designed to increase the value that your prospect gets from your core product. It’s something that they can purchase to enhance their experience and get more out of what you’re selling.

In a sense, it’s an upsell offer that complements your core product in a way that makes it even more valuable to them. When done correctly, a profit maximizer can boost sales and help increase your bottom line.

Profit maximizers take the form of:

  • Immediate upsell
  • Cross-sell
  • Premium subscriptions

7. Build your landing page

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A landing page is a critical part of your sales funnel. It’s the first thing that your prospect sees when they visit your website, and it’s the place where you’ll capture their contact information in order to market to them later on.

Very often, how a landing page is designed can predict sales success in a way that the other previously mentioned elements can’t. This is how critical landing pages are.

Key elements to include on your landing page:

  • A headline that explains what the page is about
  • A brief description of what your product or service is
  • An image or video that explains what you’re offering
  • Below the fold opt-in form where prospects can provide their contact information

What does below-the-fold mean?

The “below the fold” is a term used in marketing to describe anything that’s located below the fold on a web page. This means that it’s hidden from view until the user scrolls down.

Since most users don’t bother to scroll down, anything below the fold is generally considered to be less important than what’s above the fold. This is why it’s essential to make sure that your most important information (like your sales pitch) is located above the fold.

How about upsell pages?

An upsell page is a sales page that’s designed to sell a higher-priced product or service to your current customers. Upsell pages are often used after a customer has already shown interest in a lower-priced product.

The goal of an upsell page is to convince the customer to buy the higher-priced product by highlighting the benefits and features that make it a better deal than the product they just purchased. Upsell pages can be very effective at increasing sales and profits.

Upsell pages generally include:

  • An engaging ‘thank you’ message
  • An overview of their purchase
  • An irresistible offer to upgrade a purchase

8. Solidify your landing page’s copy

A high-quality landing page copy is important because it can convince website visitors to provide their contact information in order to learn more about the product or service that you’re offering. The copy must be well-written and persuasive in order to achieve this goal.

If the copy is poorly written or difficult to understand, the tendency is that your lead may lose interest in your offer and may get turned off. In this stage of crafting your sales funnel, it’s really important to create copy that is well-structured. For some, hiring an expert copywriter does the job well no matter the cost.

What high-quality copy takes into account:

  • Strong headlines
  • The length of the copy
  • Visuals
  • Readability scores
  • The balance of oversharing
  • The tone of voice used
  • Easy to remember calls-to-action

9. Create a return path

A return path is a sales funnel that’s designed to recapture leads who have already shown interest in your product or service. It’s a way to get them back onto your sales funnel and convince them to buy your product or service.

The return path generally consists of a series of emails or web pages that are sent to the lead in order to remind them of your product or service and persuade them to buy it. It’s an effective way to increase sales and profits by recapturing leads who have already shown interest in your product.

Return paths usually take the form of:

  • Loyalty programs
  • Exit offers
  • Email marketing
  • Ad retargeting
  • Outbound sales calling

How Sales Funnels Give Businesses a Boost

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Source: SalesForce

Did you know that around 68% of businesses out there don’t have a defined sales funnel and 79% of leads don’t end up making any sales?

These businesses don’t understand the relevance of having a defined sales funnel, how to structure an effective funnel, and how to measure its results if ever they do have one.

If a business lacks a sales funnel, it will also lack the system that can help generate vital information to inform an effective sales journey design for the business’s prospects. Not having an effective sales funnel won’t get the business any closer to its target market either.

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Source: ReferralRock

Here’s one way that you can benefit from a sales funnel.

According to ReferralRock, 65% of your sales will come from existing customers. They also add that ‘the probability of getting a prospective customer to make their first purchase is 5-20%,’ while ‘the probability of selling to an existing one is 60-70%.’

If a business lacks an effective sales funnel that can manage leads and sales, the opportunity of selling more to existing customers can also go to waste.

Not having a defined sales funnel can affect the way you reach out, communicate, read, interact, persuade, and accommodate your target market.

Who Needs to Use Sales Funnels?

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“Whoever has a product or service online.” That’s the answer to the question, “who needs to use sales funnels?”

If you do not have a plan for your sales funnel, you may not get to the customers that you want your brand or business to reach.

In a general sense, many prospects don’t know they need your product or service until you show them why they need it. As somewhat of a guide for your leads, this is why sales funnels should be well-designed.

You want to make sure that your potential customers understand how important it is for them to buy your product or service by providing them with the right information and calls to action that is appropriate to the stage of the sales pipeline.

Also, it is always good to have a set sales funnel (or multiple sales funnels) so that you’re not always burdened about how your business can make the next ‘big deal’ happen from scratch.

In Summary

Sales funnels are an essential part of any digital marketing strategy. By understanding the different steps in the funnel and how customers move through it, as well as the different sales funnel stages, you can create a plan that guides them from awareness to sale.

A well-functioning sales funnel can create awareness for your brand, help ease up customers to your offers, and help you measure the success of the different approaches you’re taking in your customer’s sale journey.