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.

In addition to using your sales funnel for strategic planning, you can use CRM software like Pipedrive to help you save time and focus on moving more customers to the end of your sales funnel with automation tools and activity reminders. For instance, the Smart Contact Data feature can decrease prospect research time and email templates can save time spent on drafting emails from scratch.
“Andrew Chen’s site is minimalist in nature; he knows the focus of the site is on content, social proof, and of course to get people to sign up for his newsletter which is the main conversion goal. However, the layout is not making use of the real estate above the fold as it should be. Elements like narrow text margin, a lack of vertical alignment, unclear

’s, and misuse of whitespace can harm conversion rates if used incorrectly.”
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.
Imagine an autoresponder that doesn't just send emails, but allows you to track which channels your visitors are coming from, segment them based on actions they take and who they are (what they do in your funnels, how socially connected they are, what they purchase and more!), create custom follow up sequences (email, text messages and more!) for each visitor and FINALLY see the TRUE Lifetime Value of each of your customers!
A sales funnel illustrates your customer’s journey and works by increasing the level of engagement and trust in each interaction with your prospect. It typically contains six stages, starting with awareness and ending with loyal customers. Each stage has more meaningful activities than the last. While not all prospects will reach the end of the funnel, those who do are actively engaged and therefore more serious about buying your product or service.
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.
Actionetics is ClickFunnels’ email automation software, designed to be used in conjunction with ClickFunnels. When it comes to Actionetics, you are spoiled for choice when it comes to functions. For example, you can use Actionetics to create an autoresponder, to create email lists, to make email sequences, to segment/organize contacts with tags, and to construct action funnels following certain internal/external triggers.
This is also kind of a starting block, if you will, for my ClickFunnels affiliate sales. I do reviews, I also offer bonuses, which I'll go ahead and show you here real quick. I have several preexisting pre-built funnels, a perfect webinar funnel, if you're selling real stuff, like in an eCommerce platform, if you're trying to do a product launch. A couple of my clients currently, that I'm building funnels for, is in the middle a product launch. If you're in an MLM or a network marketing situation, I've got a funnel for you. I've got a fishbowl funnel. I've got best selling book funnels for authors, and, as you can see, a ton more. If you tell me what you're into, once you can sign up using my ClickFunnels affiliate link, I'll be happy to give you maybe an even more relevant funnel to your particular niche or vertical that you're in.
Activity reminders also help you manage prospects through your sales funnel by not letting important sales activities slip through the cracks. Most CRMs come with activity reminders that can help you stay on top things. Pipedrive’s activity reminder and notification features remind you of important prospect-related activities. You can create sales funnel activities and then create reminders or notifications related to those activities.
Whimsical isn't usually the first word that comes to mind when you think of HR software, but Teambit's illustration-heavy landing page is exactly that. A simple, one-field form is accompanied by a delightful office full of animal characters -- all of whom are very pleased with Teambit, in case you were wondering. An animal cartoon appears beside each informational section of the landing page, keeping visitors scrolling down to learn more.

Creating and updating leads in your various apps is a thing of the past when you connect Leadpages with Zapier. Zapier will automatically send your Leadpages data to the software you use every day, so you can focus on your core product or service. With Leadpages and Zapier, you can make the most of your digital marketing with the least amount of effort.
This is also kind of a starting block, if you will, for my ClickFunnels affiliate sales. I do reviews, I also offer bonuses, which I'll go ahead and show you here real quick. I have several preexisting pre-built funnels, a perfect webinar funnel, if you're selling real stuff, like in an eCommerce platform, if you're trying to do a product launch. A couple of my clients currently, that I'm building funnels for, is in the middle a product launch. If you're in an MLM or a network marketing situation, I've got a funnel for you. I've got a fishbowl funnel. I've got best selling book funnels for authors, and, as you can see, a ton more. If you tell me what you're into, once you can sign up using my ClickFunnels affiliate link, I'll be happy to give you maybe an even more relevant funnel to your particular niche or vertical that you're in.
This metric denotes the time it takes to convert a lead from the first contact to purchase. In other words, it tells you how long a sales rep spends to close an opportunity. Drilling into this critical metric reveals the effectiveness of your sales team, and helps you identify any barriers in your sales process. After all, the shorter the sales cycle length, the faster your revenue stream.
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 image on the left is one that I created in Photoshop — it’s a graphic button. When clicked, the image on the right pops up and visitors can subscribe in order to receive my free content upgrade. Not only does it look pretty neat and professional, but it means that you can easily collect subscribers without needing to insert clunky subscription forms into your posts.
“On my first pass, I actually missed the logos near the top. Then going back, I didn’t actually know why the logos were there – social proof works when connected, so I’d add a title like ‘As featured on’ or whatever is relevant.Also consider using the brand colors – believe it or not the mind connects the color before the form – so seeing the McDonalds arches, the yellow hits your retained memory faster than the shape…
Pros: Clickfunnels is one of the market leaders when it comes to setting up a sales funnel quickly. They have a proven model of a low-priced introductory offer, then an order bump, up-sell or down-sell. They also integrate with a lot of different software, so you can build a solid email and buyer list. If you're looking to set up a funnel quickly (to test an idea, for example), Clickfunnels is for you.
Sales teams are almost always urged to qualify leads before fully pursuing them. Qualifying leads accurately in this stage establishes an effective sales process. Reps use the BANT technique to determine if leads have the budget, need, authority and timeline to purchase. Only leads that meet the qualification criteria become potential opportunities and trickle down. Pushing leads without proper qualification into the sales funnel will clog your sales cycle, and won’t necessarily lead to revenue.
This is a very important part in measuring conversion and will play a big role in how widespread the templates are used so they don’t become saturated. Personally, one of the only drawbacks (if you could even call it a drawback) to LeadPages is that they were so good, that now most well known (and even novice) internet marketers are using the platform for Facebook Ads left right and center.
Generally speaking, the more competitive your industry, the more effective and customized your landing page needs to be. You have to set yourself apart from the competition and a template usually won’t cut it. If you know you need a focused, conversion-optimized page to make your online marketing profitable, Instapage probably isn’t your best option.

It’s also an e-commerce platform that allows you to sell subscription products, build membership sites (for your online course or whatever), opt-in pages, or e-commerce sites. It’s brilliant for multi-level sales pages, because it has upsells, downsells, cross-sells, offer pages, and offer bumps that are automatically built in with its sales funnel templates.
At the top of the funnel, no one knows who you are — sure, maybe your mom and a few potential customers know you, but the point of this stage is to get your name out there. You want to create buzz around your product or simply credibility around your brand. This is where you want to spend some time thinking about your personal brand. I’ve helped countless entrepreneurs go from bland to brand on the Internet, and let me tell you, it’s a game of followers, social media influence, and massive online publishing (be it articles like this one and otherwise). Some have even brought on our publicist as a way to get TV placements.
In particular, if someone makes it through to the end of your landing page, you have a final opportunity to convince them to convert (incidentally, this is a good place for another CTA). With your closing argument/reinforcing statement, you should summarize everything you covered in the rest of your landing page and then throw in any additional selling points you think might seal the deal.
To learn more about funnel hack system, you can register for Funnel Hacks webinar totally free of charge, and find out what a funnel that’s currently generating $17,947 per day for Russell Brunson looks like? And, what if you could Fairly (And ethically) knock-off this SAME funnel, within just 10 minutes (Making use of web-based tools)? Now, this funnel is in supplement niche, but you can use the framework to develop million dollar funnels selling info products, coaching program, local products and services and more…
OK, ok…that said, it may take you awhile to get acquainted and comfortable with all the Clickfunnels features — there are a lot of details you’ll have to figure out once your sales funnel is built. Things like what domain you’re going to assign it to (you can buy one for an easy $20 through Clickfunnels or attach it to an existing domain), your SEO data, if you’re going to integrate it with your email platform, creating split test pages, testing your live funnel, etc, etc.

Chris, thank you so very much for that. I am new to all of this and feel so overwhelmed in trying to figure out what system to use and how to put it all together. I have written 3 ebooks and have a course to go with one. One is a free give-away. I didn’t know where to start, but wanted to just do the free give-away in exchange for the emails. Later on, I thought I’d offer the course that goes with that book. What do you recommend? Do you think I should just stick with Leadpages and collect the emails and then when I’m ready to offer the course, use ClickFunnels? Can the names collected in LeadPages be integrated into ClickFunnels? I’m still trying to work this all out. Thanks for any help/guidance you can give.

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.
Because the pages are part of your overall site architecture, you can use robust site testing tools like Optimizely or VWO to really improve your page/site performance. Unfortunately, while most landing page tools have built-in A/B testing features, they typically lack the options and level of detail available from more dedicated site testing tools.
Once you choose your opt-in template then you're ready to customize, which is what I've done over here with my client's opt-in funnel. The other thing that you do, and if you've learned anything about marketing online or any kind of marketing for that matter, is A/B split testing, is very important so that you can know what works and what doesn't and you can make your campaigns better and better, smarter and smarter and more and more effective. So, there's a little preview window and once you've run enough traffic to these A and B variance then you can actually declare a winner, and then allow that to be your control or your control variant. To edit these pages you simply click on at page and it takes you into the page editor or the webpage editor.

Actionetics is ClickFunnels’ email automation software, designed to be used in conjunction with ClickFunnels. When it comes to Actionetics, you are spoiled for choice when it comes to functions. For example, you can use Actionetics to create an autoresponder, to create email lists, to make email sequences, to segment/organize contacts with tags, and to construct action funnels following certain internal/external triggers.


It’s super refreshing to see a platform with some new pages, kind of reminds me of Unbounce. As you can see in the image above, their range of page designs are quite vast (this is only for Opt Ins) and can be used in a number of ways. While they may not look as sexy as LeadPages landing pages right off the bat, at the end of the day all that matters is the conversion rates.
This is the stage where growth hacking, not to be confused with funnel hacking, comes into play. The purpose of the refinement or growth hacking stage is to analyze funnel results at each impression point to determine where you're losing customers. You will find customers dropping off at multiple points. Recognize the most critical points, prioritize and attack there first. Make changes and move forward, continuing to observe and accept that this stage has no end game. The quest for improved conversions requires continual analysis, refinement and experimentation.
For content based on Niche website, I’ve been able to setup a membership site for my contractors so they can login and see what I expect out of them when they work on my sites. It’s a crucial part of my business. While I could setup a password protected page for them on my site if I chose, I personally like having a separate site that provides easy to use instructions that cover ALL of my online properties, and not just one specific website.
A sales funnel illustrates your customer’s journey and works by increasing the level of engagement and trust in each interaction with your prospect. It typically contains six stages, starting with awareness and ending with loyal customers. Each stage has more meaningful activities than the last. While not all prospects will reach the end of the funnel, those who do are actively engaged and therefore more serious about buying your product or service.
This funnel occupies a strange niche, yet you can use its core framework to build million-dollar funnels which sell various things such as coaching programs, local services, info products, and much more. If you’re interested in earning $17,947 per day with an effective FunnelHacks marketing funnel, then read on for our review of this interesting system.
There are email warming sequences that include things like personalized value-driven stories, tutorials and even soft pushes to webinars, and of course product suggestions that happen over days or even weeks. The truth is that most prospects won't buy from your website at first glance, especially if they're only just becoming aware of you today. It takes time. Thus, the funnel is a multi-modality process, as there are a variety of relationship-building experiences and "touches" that occur through several stages. 
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