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.
Here’s an example. To create your prospect experience in the Awareness stage, think about and articulate what you will do or say to your prospects when you first meet them. Then think about how your interaction will make them feel. Consider your prospects and their needs as you’re doing this. Then, document your actions and your prospect’s experience for this stage. Repeat this throughout the entire sales funnel.

A sales funnel is a marketing system. It’s the “ideal” process you intend your customers to experience as they go from Prospect to Lead to Customer to Repeat Buyer. Sales funnels have been around much longer than web marketing, but the online world is the best thing to ever happen to sales funnels because websites and email marketing make sales funnels easier to build.

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.


As you can see in the video above, ClickFunnels has a completely brand new interface you can take advantage of. It’s beautiful and stunning so you’ll be able to design even nicer looking landing pages. The first thing you’ll notice about the new interface is the toolbar across the top of the editor and revised looking toolbar alongside the right of the editor.

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Lead nurturing is the process of actively engaging with leads via email campaigns. By interacting with leads, whether top, middle or bottom, with relevant nurturing campaigns you keep them interested and groom them into paying customers. With CRM software, you can utilize tools like sales campaigns to be in contact with leads from the time they enter your funnel to when they make a purchase. Send out scheduled emails based on lead’s behavior, use templates, and track the performance of every campaign in the CRM to turn your prospects into customers.

Here’s an example. To create your prospect experience in the Awareness stage, think about and articulate what you will do or say to your prospects when you first meet them. Then think about how your interaction will make them feel. Consider your prospects and their needs as you’re doing this. Then, document your actions and your prospect’s experience for this stage. Repeat this throughout the entire sales funnel.
The metaphor of the funnel is used because people drop away at each stage of a long sales process: for example, many of your unqualified prospects may have existing suppliers with whom they're very satisfied. Others may have needs which other competitors are better-placed to satisfy. Still, others may love your products, but not have the budget to buy them.
Actionetics is ClickFunnels‘ email automation application which is native to ClickFunnels. Creating emails and messages are made easy with the email builder which has an almost similar characteristic to the funnel builder. Another cool thing about Actionetics is its Action Funnels feature. Action Funnels let you hyper-segment contacts to trigger certain actions whether it is internal or external. Internal actions include being removed to an email list, added to email list, etc. External actions include being able to receive email sequences.
You can change the name to your company name or your product name or say 'hi' to your prospect, whatever it is. The rest of the stuff is very useful. The page description and keywords, very useful in SEO, if you are paying attention to SEO, but most people using ClickFunnels aren't overly concerned with SEO because they're driving traffic with either JV, Joint Venture Partners or affiliate partners who have email lists, or they're driving traffic with Google AdWords or Facebook Ads, something like that.
Prospecting and marketing are all the things you do to get people into the first of your sales funnel stages. Note that stages are broken into two or more steps wherever possible. A demo could be called a single stage, but in real life it involves a lot of things: contacting the customer, sending reminders, doing the demo, and then following up. Whatever your own sales stages look like, the support you need in managing them will be the same.
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