How to Build a Sales Funnel: A Simple 6-Step Process

A simple process for planning and building a sales funnel without overcomplicating the software.

1. Choose one conversion goal. Start with the action that matters most.
2. Define the traffic source. Search, ads, email and social traffic arrive with different expectations.
3. Create the entry page. Match the promise to the traffic source.
4. Capture or convert. Ask only for what the next step requires.
5. Automate follow-up. Use email or workflow rules where they genuinely save manual work.
6. Measure the weak step. Improve the point where qualified prospects drop out.