A good practice when managing your sales funnel in a CRM is to be consistent in updating the lead stage. As leads progress down the funnel, you must be able to analyze the number of leads by stage in order to ensure your funnel is always full to the brim with leads. It’s also important to know what stage each lead is at to know what to do next. So once the lead has been contacted, move the lead from new to contacted stage. Actually, the CRM can move it down the funnel automatically.
The version 3 upgrade changed the structure of how we store pages. Bugs in previous versions made this a difficult transition. New pages store all their data in a much more reliable format. Pages created before this had to be upgraded, but all the data we want for them might not have been present. You may need to edit and resave old pages to get them working again.
Businesses built around one or two customers that aren’t looking expand should focus on building out the loyalty phase of the sales funnel. However, a CRM is best for managing the customer’s journey for businesses that want to create the best possible experience during each stage of the process in order to increase your number of sales, as they provide tools to help you automate and scale your sales funnel activities.
Sales funnels are important so that you stay focused on carrying out the right sales activities at the right time in the prospect relationship. If you’re in the Awareness phase, you are engaging in prospecting or lead generation activities. If you’re in the Evaluation phase, you are sending your customers quotes or proposals so they can evaluate their options and ultimately make a purchase. Sales funnels serve as reminders of what needs to be done and when.

You gain the prospects interest through an email sequence. You begin to relate stories to them that tie into who you are and how you've arrived to this point in your life. Brunson, in his book, Expert Secrets, calls this the Attractive Character. Are you the reluctant hero whose journey happened almost by mistake, but you feel like you owe it to yourself and the world to convey something of great value?
Re-target website visitors who don't convert the first time. You won't be able to capture lead information for all of your website visitors, but that doesn't mean you should give up on the visitors who don't convert. Consider running a retargeting campaign so you can display advertisements on popular websites which will display only to people who visited your website. This will give you another chance to draw them back in.
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.

Hello Mark, I absolutely loved this article. It’s very thorough. I wanted to ask in Step 3 that is “Defining the Criteria for Each Stage” in each sub-step if the customer is not responding to sales call we are sending them back to the previous sub-step. In between each sub-step, can we put one more stage where we are approaching the customer one more time through Email or SMS where in we give them a last chance to move forward and if they don’t reply to it, then we put them back in the previous sub-step?
Basically, the man and legend Russell Brunson asked 100 Clickfunnels millionaires (what he calls his 2 Comma Club winners because they made a million dollars off a single funnel) what they would do if…they lost EVERYTHING and had to start over from scratch in just 30 days. So yeah, that means they had NO product, NO email list, NO money, and no reputation. What Clickfunnel would they build and why?

For example, let’s say your goal is $1,000,000 in annual revenue. If your Lifetime Customer ANNUAL value is $1,000 per year, then you only need to do $1,000 in sales every year to 1,000 customers. If you can keep those 1,000 customers around for 3 to 5 years, then your only job every year is to keep those 1,000 spots filled with nurtured prospects.

The penultimate stage of the sales process is working out the fine details and establishing a commitment to the deal. Once the lead is ready to make a purchase, sales reps present proposal, terms of contract, and other agreements to successfully win their business. The outcome of the opportunity may sway either way— win or loss—depending on the prospect’s interests at this stage. Although sales reps set the table for success, when it comes to closing—win rates are quite unpredictable.
Cons: The only con that I can come up with for this product is that it is on the expensive side of things. If you are truly looking to build your empire, than this is the tool for you. If you are looking to play around with a tool and not use it on an every day platform, then I would stay away. You get your bang for your buck if you use this software.
Testing can be conducted sequentially or in parallel. In sequential testing, often the easiest to implement, the various versions of the webpages are made available online for a specified time period. In parallel (split) testing, both versions are made available, and the traffic is divided between the two. The results of sequential split testing can be skewed by differing time periods and traffic patterns in which the different tests are run.
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So after about a day of work, I had my five basic pages set up and ready to go. Or so I thought. When you’re doing everything yourself, it is easy to miss the little details. One of the positive points of WordPress is that it’s SEO friendly. Your pages get indexed in Google very easily. The problem is that there are some pages you do not want to be indexed, especially download and thank you pages. I caught the mistake before doing too much damage. After a little more research I was able to remove the pages from my site index. It took a few days before they stopped appearing in Google searches.
Again, that's just my quick tour through ClickFunnels for you. Showed you a couple of things obviously, there's hours and hours and hours of progress that you have whenever you dive in the ClickFunnels. I hope this was helpful. If you have any questions please make a comment or email me, let me know what they are. I'm happy to pull the kimono back, show you around, answer your questions and even help you with strategic marketing advice. If you're still watching this video and you sign up for ClickFunnels with my link, just make sure you click the link below and start a 14 day free trial, then email me, Josh@GroovyMarketing.biz, and I'll make sure that I send you everything that you get with becoming an affiliate under me, which is simply starting your account, and I'll send you six of my highest converting funnels absolutely free, so that you can get going on production and not just architecture.
Pros: Funnels involve many moving parts, pages, and pieces. Having designed these for years myself, I expected Clickfunnels to be another newbie tool, but it's so so much more. You can easily set up funnels for specific markets, tying them together and tracking in a way that's visual (not Kanban, but close) and easy to understand. Instead of complex interfaces, you have an easy step by step way to get things going quickly. As an experienced user, I was impressed by the value this delivers for people regardless of skill set. There's so many smart elements - for example, preview your page and it shows you the version regardless of cache, so you're not stuck emptying your browser. Few years ago this would have cost you thousands to set up individually, and left you needing tech assistance. Clickfunnels eliminates that and makes it so even a beginner can use this tool.
For instance, you may be in a local business or you might be trying to do SEO or something like that. I have a local lead generation business where I build local websites for limo services and plastic surgeons and moving companies, garage door repair, you name it, and they act as great websites for those folks as well. So, I can give you a head start, but I wanted to show you kind of an opt-in funnel that I've been building for one of my author clients. She's an author. She's super smart, super successful, but she's always had the majority of her business offline and she's wanted to move her sales funnel online and specifically she wanted to use ClickFunnels. So, she signed up for ClickFunnels under my account, but then she also said, "Hey Josh, I need you to go ahead and help me build this, since this is kind of a must first crack at online distribution and sales."
With ClickFunnels, users are treated to a a variety of pre-built sales funnels and all they have to do is choose the one that matches their business requirements. Selling a subscription and peddling an e-book may be similar in terms of them trying to make a sale, but they need to be handled differently. ClickFunnels saves you the time and effort to start organizing your sales funnels from scratch and speeds up your sales funnel setup.

Freshsales is a full-fledged CRM software designed for sales teams to manage leads from start to close. It handles every step of the sales funnel allowing you to focus on the right leads at the right time. You get complete visibility into your funnel—from real-time insights on lead behavior to how quickly your team converts leads to sales. Freshsales comes with built-in phone, email and reporting. This means all of your customer data is accessible in one place. To add to that, you can automate tasks, create your sales pipeline, and schedule sales campaigns. Every tool you need to advance leads in your sales funnel is already in Freshsales! Get your free 30-day trial, and discover new ways to convert more leads into customers.
Thanks Matt, yes that’s right. Regarding leads it’s both really! I certainly want to generate more of the right niche/ quality prospects. In short there are 2 distinctly areas; general enquiries which I have a good process for ( but could be improved) the biggest challenge is taking colder leads through the funnel. The sales process can sometimes be quite long, so whilst a well placed offer can work to get someone over line. It’s not very strong for those who are researching etc, hence I need advice about funnel building for regular front of mind contact plus education and industry authority. Does that make sense? Thanks Pete
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Clickfunnels: Review, Demo, Pricing and Features: