Workflow Templates: Sales Funnel Checklist

Identify target audience and buyer personas

Create compelling lead magnets (e.g., eBooks, whitepapers)

Implement multi-channel marketing strategies (e.g., social media, email marketing)

Optimize website for lead capture (e.g., sign-up forms, landing pages)

Track and analyze lead generation metrics (e.g., conversion rates, cost per lead)

Develop a content marketing strategy (e.g., blog posts, videos)

Set up automated email sequences to nurture leads

Segment leads based on behavior and interests

Engage with leads through personalized communication

Monitor and analyze lead engagement (e.g., email open rates, click-through rates)

Optimize product pages for conversions (e.g., clear CTAs, high-quality images)

Utilize A/B testing to improve website elements

Simplify the checkout process to reduce cart abandonment

Implement retargeting campaigns for cart abandoners

Analyze conversion metrics (e.g., conversion rate, average order value)

Create a customer loyalty program

Send personalized follow-up emails after purchase

Offer exclusive deals and discounts to repeat customers

Solicit customer feedback and reviews

Analyze customer retention metrics (e.g., repeat purchase rate, customer lifetime value)

Sales Funnel Checklist