The first stage in setting up sales funnel reporting is to understand your sales process fully (perhaps using a technique like flowcharting). While sales processes are often quite similar from company-to-company, there can be points of difference depending, for example, on the size of the order and the consequences to the client of making the wrong purchase decision.
Workflow automation tools can help you manage prospects through a sales funnel by helping you complete repetitive tasks in your sales process that are triggered by certain actions. For instance, in the Awareness stage, you may want your prospect to feel important after you’ve first met, so you send a “Nice to Meet You” email. You can automate this task in your CRM. For email template ideas, see our article on Sales Email Templates.
Hello Sunil.. thank you for your feedback, it’s great to hear that you are finding this article useful. Re your question: yes, it makes sense to follow-up as often as you need to to reach the decision-maker. At the early stage of cold calling / emailing / SMS you may have to follow-up 6-12 times with a combination of cold calls and cold emails before you get to kick-started with your prospective customer. Obviously if they unsubscribe or say no then you have to respect this. At later stages, non-response would indicate that your prospective customer no longer sees (or has doubts) about the potential value of the solution you are selling. After following-up 2 times at a later stage, I would make it easy for your prospect to voice their concerns by communicating something like: “I’m struggling to reach you, perhaps we could hop on a call for 5 minutes as I’d like to understand your current thoughts rather than assume you are no longer interested in progressing.”
However, the best part about this, and the most powerful route that entrepreneurs take to scale their businesses, is that if you know that sending 100 people to your site costs you $200, for example, but you get two people to convert at $300 each, then you have a $600 return on $200 invested (300 percent). When you know that, that's when the entire game changes and you can infinitely scale your offers.
I’m using both Leadpages and Clickfunnels. I really like click funnel because I can create the entire funnel including one time offers and the really nice order form. One thing I’m really struggling with is that there membership function is so basic it’s almost unusable for me, and there’s no way to integrate with a more sophisticated membership site plug-in or system.
Cons: I've tried out the product after being slammed with 3-4 emails per day. Funny thing is I did a 14-day trial and was already planning on sticking around, not sure why I needed to get so many emails every day that was a bit annoying. After I upgraded I realized that all the best funnels were additional fees, and also the email automation was additional fees as well. The cost insist cheap for this software. I see some value if you really are focused on your business, this is not for a passive user as the fees add up quickly.
If you really want to learn more about Clickfunnels and the magic sauce behind how online funnels work, I strongly recommend reading Russel Brunson’s work — even if you don’t end up getting Clickfunnels for your business, this book is a must-read. It is jam-packed full of best practices, insider tips and more on how Brunson (the Founder of Clickfunnels) built his multi-million dollar funnel empire. I strongly recommend it.
In the previous section, I listed the 5 steps of nurturing your prospects. The ultimate goal of that process is to create Lifetime Customers. As you can imagine, those lifetime customers will be major contributors to the long-term growth of your business. This is where a lot of businesses fail. It’s a lot easier to sell lots of your best products and/or services to a small group of raving fans than it is to sell just one item to masses of new customers.
Sales reps further qualify leads for sales opportunity by setting up a call, meeting or demo. It is this stage that’s crucial for sales teams to impress a lead to convert. Here the lead discovers more about the your services and the benefits of working with you. If they determine you’re right for their needs, they proceed to the next stage, and considered an opportunity.
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You could create a much simpler one, like say an email opt-in page (perfect if you just want to build an email list in exchange for something like a free downloadable checklist) in a couple days. But I decided to get ambitious and try selling a health supplement product right off the bat. That ended up being quite the endeavor as I hired someone to create a Facebook ad campaign for me to actually drive traffic TO the funnel. Ah yes, this is a very important part of what happens AFTER your funnel is complete. But you’ll get there.
My research into funnels and recent experience with ClickFunnels gave me some clues. I needed five pages for my WordPress funnel. Opt-in, confirmation, thank you, quote request, and download. The first issue I ran into was that WordPress pages contain a sidebar on the right by default. If I put links there it takes this squeeze out of the squeeze page, and if I leave it blank it looks weird.
Since, in this example, my main business is booking travel, my ultimate goal is to convert newsletter subscribers into travel bookings. But if I develop a more sophisticated sales funnel, I can start to segment my list and target my marketing even more carefully to my “hot leads” and my most active subscribers. This way, I can begin to learn more about my list to offer well targeted new products and services.
Thank you for this well-researched and very informative review. With the price point being so high, it’s very helpful to have an unbiased opinion of it before making a purchase. Just curious, how long did it take you two break even after your purchase of the program ? It seems like you could make your money back, and more, pretty quickly if you follow it.

Are fast as Ferraris. Speed is essential, as loading times have a tremendous affect on bounce rates. An excellent landing page is built like a bullet, so get out your stop watch and get your landing page moving at a healthy clip. Reduce load times by not making your images files any larger than they have to be, using cache tools, and using a speedy web host (some are a lot faster than other).


Like many of the other landing pages in this post, Shopify's trial landing page keeps it simple. The user-oriented headline is just a few words, for example, and the page relies on simple bullets, not paragraphs, to communicate the trial's details and benefits. There are only a few fields you need to fill out before you get started. All of this makes it easier for you to get to the point: selling online with their tool.
Steps in Sales Funnel – This lays out for you, point-by-point, each page and step the customer goes through on their way to making a purchase. In some cases, it also works to point out some of the follow-up steps and “if-then” scenarios. For instance, how does the funnel respond “intelligently” to get prospects who didn’t buy to come back to the website?
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Clickfunnels: Review, Demo, Pricing and Features: