Get the full version of this
You Exec provides business resources that move framework and access our library
your career forward. Access our full library of
presentations, spreadsheet models, and business
of hundreds of other business
book summaries. We do the work, you take the
resources.
credit.
Join You Exec Plus today and take your
Errors & Omissions Liability (E&O): You Exec career to new heights. Receive premium
makes no guarantee that the statements, analysis, business resources in your inbox every
projections, estimates, graphs, reports, numbers, week.
and any derivatives sourced from this presentation
are free of errors and omissions. You Exec assumes
no liability for erroneous outcomes derived from this Start today
presentation.
Found an error, have suggestions? Feedback
Sales Funnel Infographic 2
CONNECT
Foster connections by being genuine,
SELL approachable, and responsive.
Close deals with personalized,
ENGAGE customer-focused sales strategies
Build lasting relationships through
consistent, meaningful interactions
CONVERT
Turn interest into action with clear,
persuasive calls-to-action.
ATTRACT
Capture attention with compelling,
eye-catching content and visuals.
Funnel Analysis 3
Step 1 Step 2 Step 3 Step 4
Lead Contacted Demo Client
.
275 175 97 63
21% 26% 37% 17%
Dropoff Dropoff Dropoff Conversion
Sales Report 4
Weekly Monthly Quarterly Yearly
$2,197 (↑19.6%) $8,903 (↑19%) $21,945 (↑18%) $98,134 (↑20%)
Compared to $1,340 last week Compared to $5,441 last week Compared to $17,658 last week Compared to $76,330 last week
21,988 21,988 21,988
21,988 21,988 21,988
Los Angeles $20,030 $50,331 $270,120
New York $18,782 $40,795 $210,650
Canada $14,221 $30,123 $200,080
SaaS Sales Funnel 5
Lead Magnet Engage Assisted Close Referrals
Drive Traffic Nurture Develop Onboarding Upsales
6
Become the gateway for digital
services to reach under-penetrated
markets
Text here Text here
Text here Text here
Text here Text here
Text here Text here Text here Text here
Conversion
Text here Text here
Text here Text here
Text here Text here
Text here Text here
PROCESS PART 1 PROCESS PART 2
Campaign Sales Funnel 7
IDENTIFIED CONTACTED DISCUSSION WON
Stage Prospect Lost Unqualified
Identified 250 20 9
100% 60% 40% 6%
Contacted 150 15
250 150 100 15
Discussion 100 35
Won 40
Website Visitors
No registration Register with email
75% Blog articles
YouTube videos
•
•
• E-books•
Interviews
• Templates
Audio files •
• Whitepapers
• Guides KNOW
Are looking for Podcasts • • Reports • Resources
Information
Social media • • Demos
23%
About us • • Trials
Testimonials • • Webinars
FAQs • • Endorsements LIKE
Are comparing
2%
• Contact us
• Enquire
• Buy now
TRUST
Are ready to
take action
CUSTOMER
Sales Progression 9
Calls total Agreed for a call They believe that it Have free funds Do not prefer Agreed to open
is not on time another bank the product
76.07 30.23 20.96
52,9 46,061 87.05% 52,911 % 36,908 69.75% 52,911 % 52,911 %
55k
11
44k Leads
Shopping Progressions
Abandonments
33k
22k
87.05% 87.37% 91.70% 43.33% 69.35%
11k
0k
Abandoned Calls Disagree for Right time Don’t have free funds Prefer another bank Agreed to open
conversation customers the product
30.23 20.96
6,850 12.62% 5,814 12.62% 52,911 76.07% 36,908 69.75% 52,911 % 52,911 %
User Funnel Analysis 1
0
Visitors Highest Dropoff, Step 1 Conversion Rate
264 26.14% (69) 61.74%
Step 1 Step 2 Step 3
Buy/Upgrade Package Pay Now Button Thank you page
Visitors Dropoff Visitors Dropoff Conversion Rate
264 100% 69 26.14% 195 73.86% 32 16.41% 264 61.74%
Leads Acquisition 1
1
50
Added
6% 3 Won
Qualify 50 10%
2% 3 Lost
Leads 5 closed
2% 3 Cancelled
80% (45)
Advanced
10% 5 Won
Pitch 40 40%
22% 11 Lost
Leads 20 closed
8% 4 Cancelled
50% (20)
Advanced
24% 12 Won
Close 20 30%
6% 3 Lost
Leads 15 closed
0% 0 Cancelled
Related
The following resources are
related to this framework and
can save you hours of work.
If you’re a free or paid
Data Visualization
member, log into You Exec Sales Funnels
(Part 1)
first for a better download
experience.
Data Visualization Process Flow
(Part 2) Diagrams