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.


Cons: My dislikes are more nit picky than complaints; setup of URLs can involve 2 separate screens, which makes it a little confusing at first. It is template driven and some of these are very Internet Marketing centric, so the look and style may not be a fit, but of course you can adapt and make these your own. A broader selection of templates will help, but they do have a community of developers adding to it daily, so this is likely a short term problem.
This is a great addition which Leadpages and ClickFunnels both offer to all their accounts. It makes lead magnets super easy to use and works a charm when you are using lots of them at once. The only issue I have with these is that you can’t use this with a double opt in. So you need to make sure that if you’re using this on one main list, that it’s a single opt in process.
By now, your customers trust you (as they should!). They’ve received all the benefits from the top of the funnel (the freebie they registered for on your website), and the middle of the funnel (be it emails with great content from you or otherwise), and they have some sense of who you are as a person. This is where you ask for the sale (hello, bottom of your funnel!). You want to continue to engage, of course, but you also want to offer something of even more value to your customers.
The number and name of each stage may vary based on business type and sales process. But what the sales funnel represents is straightforward. You start with a lot of prospects who know your business. Sales reps qualify those prospects, and out of those, only some will proceed to the next stage to have a conversation with you. As sales reps continue to nurture leads towards the close, they trickle down the funnel until you’re left with actual customers.

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Cons: There are some bugs in the software which can make the process of building out a page a bit annoying. For our use case uploading images can be bugged at times, and the membership site part of the process was a bit confusing with saving and naming pages and urls, but overall this is a great tool that does what we needed in empowering our team to do more without needing to learn the nuances of html and css.
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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).
Have been through many rounds of A/B testing. Testing and correction is how we learn and better ourselves. A/B testing your landing page (tweaking individual elements and seeing how they perform against the previous setup) is probably the most powerful tool in creating excellent landing pages. Not sure where to start? Signal vs. Noise provides a nice example of good A/B testing that’s an easy read. There are always things you can do to improve, so don’t ever stop testing!

Capturing leads is the first step to the sales process. Some CRMs have the capability to capture leads who visit your website, submit a form, email your company, etc. So it’s easier for sales reps to start working with leads instead of wasting time on data entry. CRM can also segment leads based on predefined criteria and assign them to the right sales reps.
You can expect this post to be updated quite regularly as I am really excited to see where this goes. Like I mentioned earlier, I’ll endeavour to keep this post updated as much as possible as new features and changes come up for both companies. I think the internet marketing space will be changing a fair bit in the coming 12-24 months as more people start new online platforms like these to compete for a slice of the pie. *(Also a note, that I am using affiliate links within this post, so if you do want to go purchase either of these two powerhouses, clicking a link will pass me off a little commission!)*

Let’s be clear—leads won’t automatically move down the funnel. Sales reps have to continue to do their part of selling and allow the CRM to update the lead’s stage in the funnel by completing certain actions. You can setup workflow automations in the CRM to change lead stages. For example, after you’ve contacted a lead, the CRM will automatically update the lead’s stage based on the last activity.
Very comprehensive review of funnel hacks. I’m glad to see that you actually have it and honestly review it. The cost is rather high, and I think it may not be the best for beginners. i think they may be overwhelmed with funnels if they are just starting out. However, if they have the cash and time to invest, I’m sure that it would benefit them greatly.
Become an authority in your industry and/or region. If you're known far and wide for being an industry expert, you'll have prospects seeking you out rather than the other way around. Consider planning lunch and learn sessions or organizing webinars on a regular basis. As your brand recognition grows, you may even attract inbound links to your site which will benefit your SEO.
With Clickfunnels, it is easy to create a marketing and sales funnel from the ground up as it incorporates all the core elements needed to have a functional and effective sales funnel. Traditional online funneling means you need to deal with website hosting, landing pages, email autoresponders, and more and have them all work in unison. It’s all hard work but traditional sales funnels are time intensive and very expensive.
Hello – at first looking at the Imbound plugins for landing pages – call-to-action -and Imbound forms- I thought “what a great system plugin for WordPress. However – after creating a landing page and then tring to utilize the call to action by placing the shortcode in the landing page – it does not show up.These are the most important function of them all! So then I created an Imbound form instead for Email and although it seems to work – I find out later when testing it does not send out any email when tested. I wondered why I did not get any responses – not even one! Not to my notification email or to the one who subscribes. Unfortunately I jumped the gun and advertised the landing page, and now I do not know whether I have gotten any responses or not. I tried to get support earlier on when attempting to use these plugins because the help videos just disappeared after navigating away one time. I cannot find any directions or videos – nor can I get any support response. So it seems to be a good idea gone bad to me. Mistakes and malfunctions can and do happen with a lot of plugins, but the worst thing in the world is not getting any support what-so-ever! So I suppose there is not a lot of “going Premium” with these plugins.
Overall: This software is a nice one-stop to create positive outcomes from (and for) visitors to our website. Before we tried ClickFunnels we were putting a lot of stress (i.e. asking a lot of) on our IT and web developer because every time we wanted to start a campaign we asked him to create a funnel using multiple software applications. With this software, it eliminates the need to bog down our web department as ClickFunnels allows one user to create, manage, and monitor a website funnel.
Then of course, when you're done you hit save and you exit. And opt-in funnels always have thank you pages, so that when people do opt-in the next page sets expectations, gives instruction, allows them to download the resource that you promised them. So, you can provide buttons, images. Inside the buttons you've always got a opportunity to provide a downloadable URL, which also you can host inside of ClickFunnels via your digital assets menu. And the digital assets menu is, of course, inside your account menu here. So much flexibility, so much power inside of ClickFunnels. It's really outrageous.
ClickFunnels alone massively reduces the amount of effort and money it normally takes to build a sales funnel from scratch, so with the complete Funnel Hacks bundle, you’ll save time and money, and you won’t have to worry about outsourcing the work to designers, writers or other marketers. With the information and resources provided in Funnel Hacks you’ll be able to build your own pages, create your own sales scripts, and before long you’ll be converting more visitors than ever before.
You must know by now that the sales funnel defies gravity. Not every lead who enters your funnel finds their way to the bottom. Sometimes, even all the qualified leads don’t reach the bottom of the funnel. This can be due to the negligence of sales reps to engage with the lead, or simply because the lead is not ready to take the next step. It’s important for sales reps not to perceive a qualified lead leaving the funnel at any point as a lost opportunity. CRM helps you win back lost opportunities through lead nurturing.
Creating effective landing pages isn’t a one-size-fits-all project. What works for one site might not work so well for another. Finding the most effective page design is a matter of trial and error in a lot of cases. It’s important to test the different versions of your landing page to find the one that works the best for your particular situation. Without doing so, you might be leaving a lot of potential conversions on the table.
Even if you spend thousands of dollars to drive qualified traffic to your website, it's unlikely that these visitors will be ready to buy your product or service right away. Rather than looking for the one marketing technique that will get you customers, instead think about how your marketing and sales efforts can work together to put your prospects on the right path. A sales funnel can accomplish just that.

Using activity schedulers is another way to manage prospects through a sales funnel. Activity schedulers allow you to schedule sales activities and incorporate them into your calendar. Doing this helps you focus on prospect engagement activities that are most likely to move them through the sales cycle. They are also a tool to help remember to carry out these activities.


Actionetics capitalizes on the power of follow-up marketing to maximize your return on investment. This all-in-one tool is meant to be a replacement for your email autoresponder, Facebook Messenger bot, desktop push notifications, and more. Simply put, Actionetics let’s you extend your funnel beyond your ClickFunnels pages in order to turn bounced visitors into conversions, and customers into repeat buyers.
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.”

other hand, does the same thing and much, much more. You can edit the template in any way that you wish; you can move things around with the click of a button, you can do webinars, you can do sales funnels, you can do membership sites. You have a shopping cart and an affiliate platform. Leadpages is like a calculator. It’s awesome in its own way, but in comparison, ClickFunnels is more like an iPhone.
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.
There’s a better solution: Build out an automated email follow-up campaign that speaks directly to this objection. Any time you encounter this problem, you can send that prospect information that seems designed just for them. A multi-month educational campaign may reduce their content anxiety and nurture them toward a sale. Yes, it’s work up front, but once finished, this campaign will work for you always.
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Clickfunnels: Review, Demo, Pricing and Features: