Are you looking for ways to gain customers and invest in the growth of your business? 

To find what works best for your company, it is essential to look at how you can continue to reach potential customers and increase sales over time. It is vital to have goals in mind regarding your company, to know where you stand and what needs completion to advance in the future. 

But how will you ensure you consistently reach these goals and grow with your team?

It can be challenging to navigate the best plan for your team, but our sales funnel template can help you develop a stable, effective, and successful process for your company. 

This is an essential part of digital marketing and can be what sets you apart from other companies. The sales funnel you create using our template will be a business map to guide your team.  

By developing a trusted process, you will ensure that you create awareness of your brand and its available products or services. Through this, you can attract a wider audience and instill interest amongst new prospects you receive. A thorough process will result in an increase in traffic to your landing page and a new way to engage with potential clients

You will use new strategies to convince these prospects why they need your product/service and get them thinking about your brand. You must educate your audience and showcase the benefits of your product/service in a way that will stick with them. You should address their needs and reassure them you have a solution. 

Creating a reliable sales funnel for your team to guide potential clients is vital to this entire process. The sales funnel template and its effects will be what enables your brand to succeed. 


What is a sales funnel template? 

A sales funnel template is a layout that provides a strategic journey to create awareness towards your brand, broaden your audience, and generate traffic to your company resulting in an influx in customers and an increase in sales. 

When using a sales funnel template, you can display your company’s ideas, strategies, and goals—planning a way to reach lead generation.  

The goal is to drive an audience towards your landing page, establish communication with potential customers and end with a sale. All the steps you need to complete this process will be included in your sales funnel template. 

In essence, you are creating a strategic path to guide your potential customers, which will eventually lead to a sale. This path will be filled with stepping stones that will guide your team and provide them with the proper strategies to build success over time, gain customers, and increase sales simultaneously.  Using a sales funnel template is the first step in this journey.


How do I create a sales funnel? 

sales team working together over a desk

To start, you must understand the audience you wish to reach with the sales funnel you are developing. Identify who your potential clients are and how you can cultivate lead generation for your company. Focus on their needs and goals as customers, and demonstrate how they can benefit from the product or service you offer.

Be sure these prospects are qualified to be your clients by understanding their needs and what your team can provide. Do the necessary research through surveys or polls to determine what product or service can benefit your future customers most. 

Show that you have their best interest in mind by listening to them and developing your brand accordingly. 

Utilize various marketing tools to reach your potential customers and generate a flow of traffic to your landing page. You can use social media platforms, blog posts, or PPC advertisements to help bring in new clients online. 

See which strategies work best to grasp your audience and implement them into the plan you are devising. 

Create a sales funnel that will best benefit your company and work to meet your clients’ ever-changing needs. Keep in mind what they are looking for and provide those needs through your brand. 

Your overall goal is to increase sales and gain customers on a steady and robust basis.

By taking the necessary steps to complete the ideal sales funnel catered to your team, you will create a plan to fall back on and alter as goals change to ensure the process you follow is flawless each time.

You will create a sales process for your team to follow to ensure you are gaining potential customers and converting them into paying customers by the end of the journey. 


3 parts of a sales funnel.

Any sales funnel can be broken down into three parts, the top, the middle, and the bottom. This flow of the funnel helps you understand the importance of each section as you go through the process of designing the most fitting sales funnel for your company. 


The top of the sales funnel. 

Also known as the “exploratory page” or the client stage, it is crucial to develop a base of potential customers and engage with them appropriately. During the top funnel, you create brand awareness and present ways your company can meet clients’ needs. It is crucial to have a base of communication established with future clients and understand how your sales team can best grab their attention. Your sales funnel template will help you gain a better understanding of this.


The middle of the sales funnel.

This is the beginning of converting potential customers into leads. During this time, it is important to generate interest in your product or service and inform your audience about your company’s goals. A sales funnel template will help develop communication between your team and the leads, making them feel comfortable while gaining trust in your brand. 


The bottom of the sales funnel. 

The final stage will involve using specific selling techniques to persuade potential clients into making a purchase decision. You want clients to be researching your product and deciding if they can use and benefit from it. At the bottom of the funnel, you want to convince your audience that they need your product or service one last time and allow them to make a decision. 

Once their decision is made, you will convert your leads to paying customers. Lead conversion is a determining factor for a successful sales funnel. 


Components of a sales funnel template.

sales team working at desk on sales funnel

In a sales funnel, there are multiple steps you will take to create a guide for members of your sales team to follow. Each step will help your company create more sales as you adapt to your customers’ needs and provide solutions through your plan, utilizing strategic tools along the way. 

These stepping stones will lead your potential customers down a path towards becoming a paying customer, ending in a sale. 


Awareness, the first component of the sales funnel.

Bring awareness to your brand by using different marketing tactics to reach your targeted audience. Awareness is at the top of the funnel because it is the first step to engage with potential customers and find the audience you seek. 

This step uses marketing tactics to identify the lead generation to best benefit your team. 


The interest stage of the sales funnel.

In this stage, you will ensure you keep your potential clients interested by showcasing products they can use. Make sure you understand the needs/wants of your clients and the products they can benefit from purchasing. 

To find more information on this, you may need to conduct research to figure out the components of your clients’ needs and develop a proper solution. This allows potential customers to understand that you have their needs in mind, and you will always work towards providing products that your clients can utilize. 


Consideration within the sales funnel.

The consideration phase is when you will want to educate potential customers on the products you have available and any information regarding the goals and milestones you have for your team. Help guide your clients in making the best decision that takes all of their individual needs into consideration. 

Show that your company has what it takes to continuously provide solutions to your customers’ needs, even as they change. 


Intent the middle of the funnel stages.

In this middle stage, you want to be sure you understand your company’s entire focus and the goals you are trying to reach. 

Make sure your intentions are in the right place, and the customer is the top priority throughout this entire process. Their satisfaction is key to building success continuously throughout your company. 


The evaluation stage of the funnel.

The evaluation stage is where you will evaluate the process, develop an understanding of the customer and the purchase they are getting closer to making as you guide them through your sales funnel. A sales funnel template can help you improve and streamline this process.

During this time, you want to address any customer’s concerns or answer any questions regarding your product or service. It can be informative and ensure your lead generation is successful. 

You may upsell or downsell where you see fit during this stage, understanding your customers’ needs after you have gotten to know them. Upselling or downselling can help ensure you make a final sale while meeting your customer’s financial needs. 


The sales funnel’s last stage, the purchase. 

The purchase is the final, and most significant stage in your sales funnel. During the purchase phase, you finalize the purchase decision and transform your potential client into a paying customer. You want to guarantee your clients are satisfied and you have met every one of their needs with the product or service you provide. 

Make sure these clients remain in contact with your company, providing feedback about their experience working with your brand and how you met their needs. Insist they bring in potential clients they may meet who can benefit from your brand, and most importantly, use marketing strategies to keep in touch. 

Many companies implement a loyalty system or an email base that paying customers can be a part of. This system will allow clients to receive benefits from your company and stay in touch through email alerts and rewards. The overall result ends in new ways to advertise upcoming products and share any changing goals for your team. 

The sales funnel you develop can be a continuous cycle to see growth within your company. This process will analyze new ways to reach your targeted audience, increase traffic to your landing page and bring awareness to your company. The sales funnel you curate for your team will ensure authenticity regarding your brand leading to more customers and increased sales as a result. 


Perfecting your sales funnel. 

two men shaking hands

Creating the perfect sales funnel is one that you are confident in and will help your company succeed. A sales funnel template is a simple way to create the process you’ve been striving for.

Address your audience, spark interest in your brand and educate potential clients about what your company offers. Show that you can adjust to changing needs and always keep the customer at the top of your priorities. Finalize the sale, resulting in a satisfied customer and positive feedback for your team. 

Use your sales funnel to develop a flow of curious customers, turn them into leads and generate traffic to your brand. Show that your strategies have the best chance at lead generation and prove your company can flourish at a consistent rate. 

Show that your brand has what it takes to gain customers and increase sales steadily. 

Podium can help your business communicate and manage leads through modern channels such as SMS. You can even get started with Podium for free today.

Free Sales Funnel Template: Download Here

Logan Wooden
Logan Wooden Product Marketing Manager, Retail

Logan Wooden is a Product Marketing and Retail professional at Podium, the premiere messaging platform that connects local businesses with their customers.

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