How to Build a Sales Funnel

A practical step-by-step process for building a funnel around one audience, offer and outcome.

1. Choose one audience and outcome

Define who the funnel serves and the action that makes it successful.

2. Clarify the offer

State what the visitor receives, why it matters and what commitment is required.

3. Map the minimum useful steps

Use as few steps as needed to move from entry to conversion.

4. Plan confirmation and follow-up

The journey often continues after the form or checkout.

5. Choose software last

Once the journey is clear, compare tools based on the pages, checkout, automation, CRM and integrations required.

Use our software guide when you reach that step.