Custom Sales Funnel Plan - PDF Templates

What is a sales funnel? How does it work? These are some of the questions that I had prior to understanding funnels.

Let me explain. A sales funnel is a sequence of necessary steps towards the purchase of a good or service. For example, for a person to buy a car they have to see the car, go to the car lot, write up a bill of sale, and pay for the car. Other things can occur in between those steps, but the concern is only in regards to the necessary steps.

There are many types of sales funnels. For example, lead generation, sales, marketing, and discovery funnel to name a few. Try not to get overwhelmed by the various types of funnels.

The type of funnel is usually decided based on the goal that you want to achieve and there is no set rule for funnels. You can customize, combine, or even use several types at once.

In this plan, we will focus on a simple basic sales funnel. A sales funnel is structured to convert people as they go through the steps needed to get to the purchasing stage. A convert occurs when a person (visitor) responds to a call-to-action (CTA). The response is the action that converts the person from a simple visitor to a lead or customer. A CTA does not always have to lead to a purchase. It could lead a customer to download free material, watch a video, listen to audio material, or subscribe to a newsletter. A CTA is an indicator that a lead has moved down the sales funnel. Very few visitors are ready to buy as soon as they land on a website, so the CTA helps to get them to your goal.

The Basic Sales Funnel

This simple basic sales funnel is structured with four stages. Each stage is a step that the customer makes in the funnel. The customer starts at number one (the top) and then goes through the steps within each stage until they reach number four (the bottom) which is the sales stage.

This is basically any marketing activities you do to make your website visible.

People show interest when they visit your website. You can track and collect visit data then use that data for marketing strategies.

After a customer gains interest in your products, they make a decision. This is where they decide to addd items to the cart.

This is where customers make purchases.

The Data You Provided

Your monthly revenue goal = $1696
The average cost of your products = $1696
You are are directing traffic to your website through Maecenas tincidunt lacus at velit. Vivamus vel nulla eget eros elementum pellentesque..
Average number of people who add items to the cart each month = 1696
Average number of people who check out each month = 1696
Average number of people who visit your website each month = 1696

Assumptions

Dear Andra,

A lot of factors impact sales. I made some assumptions since I don't know every detail regarding the website and customer acquisition process for Maecenas tincidunt lacus at velit. Vivamus vel nulla eget eros elementum pellentesque.. Please take this into account as you develop your sales funnel. Some of the things that could impact sales through your website are: search engine optimization, traffic source, product type and cost, device (mobile, tablet, or pc), platform (windows, Mac, iOS, Android, etc.), reviews, delivery options, and location. This sales funnel plan is based on a perfect world assuming that you have no website issues, no abandoned carts, a global customer base, and so on. I assumed that about 4.4% (the standard benchmark) of visitors would actually add an item to the cart. I also assumed that at least half of the customers who add items to the cart will actually checkout since a lot of people add items and never checkout. Lastly, the targets that I provide are estimates.

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You need 1696 people to view your ad in order to reach your visit target.

You need 1696 visitors to your website in order to reach your add to cart target.

You need 1696 people to put an item in their cart in order to reach your sales target.

You need 1696 sales at $1696 per sale in order to make $1696 per month.

Targets: Review your targets.
- Views 1696
- Visits 1696
- Add to Cart 1696
- Sales 1696
Chart Your Course
- Create a Map - This can be a flowchart or simple outline of the process a customer goes through when making a purchase starting with viewing your ad to purchasing your product.
- Fill Your Tank - Add content to your map.
- Enjoy the Ride - Setup an automated system for each action within the map.
Measurement System: Ensure that you have a method for collecting data for each stage of the funnel. This is a very important step, because this data will help you to understand what is happening with customers as they progress through the funnel.
Review and Adjust: Review your data and adjust/expand your funnel so that it takes into account any impacts that I mentioned in the assumptions section. Also, you can add more levels to the funnel and setup your measurement system to track more details which will allow you to get more precise data about the customers visiting your website.
Support Group: Implementing a sales funnel can be a scary and daunting task, but getting it right will get you conversions and sales. It's just a matter of restructuring, tweaking, and recording it so that you can manage it with ease. The Fierce Women Inspire Network for Entrepreneurs (Fierce.WIN) facebook group will help you get your sales funnel in top shape and grow your business. This is a free group for women who are determined to grow their business so that they wake up to sales notifications every day. Women in this group inspire and help each other to succeed in business. I also share tips, free templates, and other information to help you grow your business. This is the last step in this plan. Good luck to you and happy sales!!