Sales funnel templates to use in your CRM

Need help organizing your leads? Sales funnels let you track leads through all the stages of the sales process.
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The sales funnel starts with potential customers’ first awareness of your product. If you continue to impress them, you’ll gain their interest and lead them to seriously consider your product. Ideally, the sales funnel ends with a decision to purchase your product!

Creating a customized sales funnel template is a great way to stay on top of your sales leads and make sure potential customers aren’t overlooked.

To create a customized sales funnel template that works for you, start by thinking about your workflow:

  • What is the first action you take when you get a new lead?
  • How do you follow up with customers after you make a sale?
  • What are the key steps in your process that keep your business running smoothly?

Make note of everything you do and anything you want to start doing to increase sales.

Once you write down the steps in your process, you’ll probably realize that there is a lot to keep in mind, especially if you have hundreds or thousands of prospects. Keeping track of your process on paper or in a spreadsheet can be cumbersome and ineffective. Using a CRM helps you easily organize and track leads through your sales funnel.

LACRM offers sales funnel templates for you to use if you want to get started adding your leads to a pipeline right away. However, if you’d like a more tailored approach, LACRM lets you make a fully customized pipeline from scratch that you can use to move your leads along your sales funnel.

Below are three example sales funnel templates based on three different sample businesses.

Cold Calling Leads

If your business uses cold calling to reach potential customers, a custom sales funnel template like the one below would be a great option.

For the example above, let’s say you are a manager who supervises a sales team. You need to track your team’s progress cold calling leads. With the pipeline above, you’ll immediately see whenever one of your employees moves someone from the awareness stage to the consideration stage of the sales funnel.

All of your leads will start out as prospects when they’re in the awareness stage.

When salespeople move leads to the “contact made” status, you’ll instantly know how many potential customers are not just aware of, but are actually interested in your product.

With the “sale won,” “not interested,” and “on hold” statuses, you’ll be able to easily assess how often your team is convincing leads to ultimately make a decision and buy your product or service.  

You can learn more about accessing reports of your sales teams’ activity here. After looking at your teams’ reports, you can determine what improvements can be made to ensure more leads are moved successfully through the funnel.

If you yourself are a salesperson making cold calls, you can also use this process to make sure you aren’t missing any potential customers.

Online Orders

What if you want to track online orders? You can also design a sales funnel template to help you follow up with customers once they purchase your product online.

For this example, let’s imagine you’re a small business owner that is doing a great job making sales but struggles to fulfill orders in a timely manner once they’re placed. For this business, focusing on what happens after the decision stage of the sales funnel would be most helpful.

While the decision stage is covered by the “purchased” status, this hypothetical business could improve by clarifying their process after a purchase is made.

Creating statuses like “confirmed,” “prepped,” “shipped,” “received” and “thank you sent” will help your business refine their follow-up process.

Following up with leads after they move through the decision stage of the process could lead to better reviews and more word-of-mouth sales. And creating these custom sales pipeline statuses means no order will be misplaced.

New Clients

What if your business doesn’t make one-time sales, but recruits ongoing clients instead? You can still create a personalized sales funnel template that works for you.

For this funnel, you’re starting off with an “expressed interest” status when someone reaches out to you to make sure you’re tracking every single potential client.

The “contacted” and “scheduled call” statuses help make sure you speak to every lead who is interested and considering becoming a client.

The “call completed” and “contract sent” statuses will ensure that you aren’t leaving leads in the considering stage but instead are following up with them until they reach a decision.

Stages like “contract approved” and “current client” helps you stay organized after a decision is reached. You can even make a custom status like “on hold,” to make make it easy to export a list of leads you’ll need to reach out to again at a future date.

These are just three possible examples - sales funnel templates in LACRM are endlessly customizable to suit your needs. If you need help setting up any of these pipelines on your account, just contact us!

Start a LACRM 30-day free trial here if you’d like to try making your own unique sales pipeline!

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