Sales Funnel

Purpose: This document outlines the customer journey through various stages of a sales funnel, helping to visualize engagement levels, conversion points, and overall marketing effectiveness.

Overview

Prepared by: {preparedBy}

Date: {date}

Funnel Name: {funnelName}

Funnel Stages

This section maps out the different stages in the funnel along with user counts and conversion percentages.

Lead Sources

Breakdown of where leads originated from.

{#leadSources}

• {source}: {leadCount} leads

{/leadSources}

Stage-Wise Notes

Key observations and actions for each funnel stage.

{#notes}

• {stageName}: {note}

{/notes}

Overall Summary

Total Leads: {totalLeads}

Total Conversions: {totalConversions}

Overall Conversion Rate: {overallConversionRate}%

Recommended Next Actions

{#nextActions}

1. {action}

{/nextActions}

{#visualSummary}

Visual Summary

Attach or reference chart: {chartLink}

{/visualSummary}