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5 strategies and tactics for Sales Funnel

What is Sales Funnel strategy?

Every great achievement starts with a well-thought-out plan. It can be the launch of a new product, expanding into new markets, or just trying to increase efficiency. You'll need a delicate combination of strategies and tactics to ensure that the journey is smooth and effective.

Identifying the optimal Sales Funnel strategy can be challenging, especially when everyday tasks consume your time. To help you, we've assembled a list of examples to ignite your creativity.

Copy these examples into your preferred app, or you can also use Tability to keep yourself accountable.

How to write your own Sales Funnel strategy with AI

While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI generator below or our more complete goal-setting system to generate your own strategies.

Sales Funnel strategy examples

We've added many examples of Sales Funnel tactics, including a series of action items. We hope that this will make these examples as practical and useful as possible.

Strategies and tactics for creating a Sales Strategy

  • ⛳️ Strategy 1: Enhance customer engagement

    • Develop personalised communication plans for top customers
    • Implement a customer loyalty programme to reward repeat purchases
    • Conduct regular feedback surveys to understand customer needs
    • Offer tailored solutions and products based on customer feedback
    • Utilise CRM software to track customer interactions and preferences
    • Host regular webinars and live product demonstrations
    • Engage with customers on social media platforms
    • Offer exclusive promotions for loyal customers
    • Regularly update the company blog with relevant content
    • Create a referral programme to encourage word-of-mouth marketing

  • ⛳️ Strategy 2: Optimise sales funnel

    • Analyse the current sales funnel to identify bottlenecks
    • Implement lead scoring to prioritise prospects
    • Automate follow-up emails to nurture leads
    • Ensure a seamless customer journey from awareness to purchase
    • Utilise data analytics to target specific customer segments
    • Review and optimise landing pages for better conversions
    • Provide training for the sales team on funnel strategies
    • Regularly review and refine the sales funnel process
    • Test different call-to-action messages to improve click-through rates
    • Ensure a consistent sales message across all channels

  • ⛳️ Strategy 3: Expand market reach

    • Identify and research potential new markets for expansion
    • Develop partnerships with local distributors in new markets
    • Localise marketing materials to suit different demographics
    • Attend industry trade shows and networking events
    • Invest in digital advertising targeting new regions
    • Analyse competitors in the new markets for insights
    • Implement a multilingual customer support system
    • Utilise social media targeting to reach new audiences
    • Create region-specific offers to attract new customers
    • Monitor and evaluate performance in new markets regularly
customer-engagementsales-funnelsales-managermarketing-specialistcustomer-success-teammarket-research-team
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Strategies and tactics for determining Sales Funnel Metrics to Achieve Monthly Revenue Goals

  • ⛳️ Strategy 1: Calculate funnel metrics

    • Determine the number of $2,000 and $20,000 course sales needed to achieve $1 million revenue per month
    • Calculate average daily revenue targets
    • Estimate total number of required sales per month for each course
    • Assess current conversion rates from freebie to sales page
    • Identify daily visitors needed to the sales page to meet sales targets
    • Factor in current email open and click rates to convert subscribers into sales
    • Calculate required daily new subscribers to achieve desired click rates
    • Set daily lead acquisition targets based on required funnel visits
    • Analyse engagement on social media platforms to drive traffic to freebies
    • Refine metrics based on ongoing data analysis and adjustments

  • ⛳️ Strategy 2: Optimise freebie offerings and sales funnel

    • Develop high-converting lead magnets like PDFs or free webinars
    • Promote freebies across social media platforms including IG, FB, Pinterest, TikTok
    • Enhance website and blog content to drive organic traffic to freebies
    • Optimise email marketing strategies to increase open and click rates
    • Create compelling sales pages for $2k and $20k courses
    • Implement automated email sequences to nurture leads
    • A/B test different freebie offerings to maximise conversion rates
    • Offer value-driven content that addresses pain points of target audience
    • Run targeted ad campaigns to drive traffic to freebie signups
    • Monitor and analyse funnel performance consistently for improvements

  • ⛳️ Strategy 3: Increase booking of sales calls

    • Develop a compelling webinar to introduce $20k course
    • Utilise landing pages to promote webinar registrations
    • Follow up with webinar attendees with personalised email sequences
    • Set up a scheduling system for booking sales calls directly from emails and webinars
    • Provide testimonials and case studies to build trust during webinars
    • Utilise social proof and urgency tactics to encourage call bookings
    • Train sales team to handle objections and close high-ticket sales
    • Implement retargeting ads to re-engage interested leads
    • Utilise influencer partnerships to promote sales calls
    • Continuously optimise sales call scripts based on performance feedback
funnel-metricslead-generationsales-managermarketing-strategistsales-teammarketing-team
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Strategies and tactics for developing a virtual assistant for salespeople

  • ⛳️ Strategy 1: Develop a comprehensive AI framework

    • Identify key components and functionalities needed for the AI model
    • Assess current AI technologies to incorporate generative AI, rule-based systems, and analytical tools
    • Develop scenarios for what-if analysis to anticipate market conditions and other variable factors
    • Create algorithms and systems for predictive analysis based on historical company data
    • Integrate benchmarking components to identify successful sales personas
    • Implement a monitoring system to track performance metrics for each salesperson
    • Collaborate with sales managers to define success metrics for each role
    • Design a system to provide real-time qualitative feedback
    • Develop a call monitoring and qualitative evaluation feature
    • Draft a framework to represent the workflow diagrammatically

  • ⛳️ Strategy 2: Streamline sales onboarding and upskilling

    • Develop a dynamic onboarding process using AI guidance
    • Use AI to automatically generate training materials and assessments for new hires
    • Create a personal development plan for each new hire using AI recommendations
    • Design interactive AI-driven modules for continuous learning and upskilling
    • Incorporate performance benchmarks to identify areas for improvement
    • Facilitate role-specific AI coaching sessions for new hires and existing staff
    • Enable AI-powered simulations to practice sales scenarios
    • Construct an evaluation system to measure learning progress
    • Generate targeted feedback using AI analysis of performance data
    • Implement regular updates to training content based on real-time data

  • ⛳️ Strategy 3: Enhance decision-making processes with AI analytics

    • Utilise AI analytics to assess and predict market conditions
    • Integrate weather and environmental data into AI systems to consider acts of god
    • Enable AI to leverage historical data to inform strategic decisions
    • Use AI to generate comprehensive reports on individual and team performance
    • Create a platform for comparative analysis of sales performance across different timelines
    • Develop an AI feature for generating insights and recommendations from sales trends
    • Include an AI-based decision support system for scenario planning
    • Implement a tool for conducting qualitative assessments of sales interactions
    • Facilitate the AI in conducting real-time SWOT analysis
    • Employ sentiment analysis for sales interactions through AI insights
virtual-assistantai-technologiessales-managerai-developersales-teamai-analytics-team
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Strategies and tactics for crafting a 360° Inside Sales Marketing Project for 9series

  • ⛳️ Strategy 1: Initiate foundational setup and identify quick wins

    • Define ICP and develop detailed buyer personas across key industries
    • Deploy CRM and marketing automation tools, such as HubSpot or Zoho
    • Procure enriched lead databases and refine email contact lists
    • Create and align pitch decks and brand assets with company objectives
    • Conduct an SEO audit and optimise LinkedIn profiles and website landing pages
    • Develop a content calendar including blogs, whitepapers, and case studies
    • Implement short-term lead generation campaigns targeting early results
    • Evaluate current tools and identify necessary upgrades or replacements
    • Optimise for quick lead conversion by improving messaging and offers
    • Set up tracking and reporting mechanisms for MQLs, meetings, and engagement metrics

  • ⛳️ Strategy 2: Build consistent campaign execution for early lead generation

    • Launch ongoing cold outbound campaigns via email and LinkedIn sequences
    • Execute inbound content marketing strategies focusing on blogs and SEO
    • Schedule monthly newsletters and drip campaigns for continuous engagement
    • Plan and execute webinars and virtual roundtables to showcase expertise
    • Develop a comprehensive social media calendar focused on thought leadership
    • Enhance company presence on B2B platforms like Clutch and Good Firms
    • Identify and establish partnerships and directory listings for broader reach
    • Review and refine marketing metrics to assess MQL generation effectiveness
    • Optimise campaigns based on initial metrics and adjust strategies regularly
    • Ensure alignment of marketing activities with 9series' core capabilities and services

  • ⛳️ Strategy 3: Scale operations and ensure self-sustaining pipeline

    • Expand data-driven scaling of marketing operations and lead nurturing programs
    • Refine and mature the content engine to include advanced assets like e-books
    • Introduce account-based marketing (ABM) strategies tailored for key prospects
    • Foster brand visibility through targeted PR and partner collaborations
    • Utilise analytics to continually improve and predict marketing campaign outcomes
    • Build a network of advocates and testimonials to bolster reputational credibility
    • Optimise lead scoring and qualification processes to improve sales alignment
    • Regularly review and update the strategy based on market changes and results
    • Expand target market based on successful outcomes and initial results
    • Collaborate with cross-functional teams to achieve shared objectives and KPIs
demand-generationpipeline-buildingmarketersales-strategistmarketing-teamsales-team
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Strategies and tactics for implementing a Marketing Strategy for a Christian Memoir Book

  • ⛳️ Strategy 1: Optimise Amazon presence

    • Research and identify high-ranking keywords relevant to your book
    • Update the book title and description with selected keywords
    • Enhance book cover and images to improve visual appeal
    • Gather customer reviews to enhance book credibility
    • Utilise Amazon's 'Frequently Bought Together' feature for book bundling
    • Encourage readers to use Amazon's 'Look Inside' feature
    • Use promotional tools like Kindle Countdown Deals
    • Monitor and adjust book pricing for competitive advantages
    • Analyse sales data to refine keyword strategy
    • Engage in author events on Amazon to boost visibility

  • ⛳️ Strategy 2: Launch targeted advertising campaigns

    • Identify target audience demographics for niche marketing
    • Create compelling and relevant ad content for Facebook and Amazon
    • Set a budget and schedule for ad campaigns
    • Monitor ad performance using analytics tools
    • A/B test ads to improve click-through rates
    • Adjust targeting parameters based on campaign data
    • Analyse ROI and adjust ad spend as necessary
    • Collaborate with designers to create visually appealing ads
    • Utilise retargeting methods for engaged audiences
    • Regularly update ad content to avoid ad fatigue

  • ⛳️ Strategy 3: Engage in influencer and podcast outreach

    • Research and compile a list of relevant Christian influencers and podcasts
    • Craft personalised outreach messages for each influencer or podcast
    • Offer free book copies for reviews or promotions
    • Set up interviews or guest appearances on targeted podcasts
    • Create shareable content for influencers to use on their platforms
    • Track engagement rates and outreach effectiveness
    • Build long-term relationships with influencers for ongoing promotion
    • Analyse and summarise feedback from influencer and podcast appearances
    • Follow-up with influencers for potential collaborations
    • Leverage social proof from influencer endorsements on marketing materials
book-marketingsales-strategymarketing-specialistdigital-advertiseradvertising-teaminfluencer-outreach-team
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How to track your Sales Funnel strategies and tactics

Having a plan is one thing, sticking to it is another.

Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to keep your strategy agile – otherwise this is nothing more than a reporting exercise.

A tool like Tability can also help you by combining AI and goal-setting to keep you on track.

More strategies recently published

We have more templates to help you draft your team goals and OKRs.

Planning resources

OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:

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