Lead Generation Funnel Example

A lead generation funnel is a marketing framework used to acquire and nurture potential customers, known as “leads,” with the ultimate goal of converting them into paying customers. This process involves several stages that guide prospects through a series of steps, from initial awareness of a product or service to making a purchase decision. In this article, we will provide you with a step-by-step guide and ready-to-use templates to help you create an effective lead generation funnel.

1. Use a Welcome Survey to Build Your Buyer Persona

To determine the buyer persona, you need to analyze your current customer base. This can be done manually by sitting down with your sales team and asking them questions about the buyers. The questions you ask will depend on your product and the insights you want to gather. You can also use tools like HubSpot’s free buyer persona creator to streamline the process.

At funnelpreneurs.com, we use a Welcome Survey to gather information about our new users. This helps us understand their needs and create relevant content for them. We ask about demographics, industry, and how they plan to use our product. This data is thoroughly analyzed in every meeting to make informed decisions about product development and marketing strategies.

You can customize involve.me’s template to create your own welcome survey that will help you get to know your customers better. Don’t forget to use involve.me’s AI Insights feature to receive a comprehensive report that includes all key findings and recommendations.

2. Collect Leads With a Magnet

Once you have a clear understanding of your target audience, you can create an enticing lead magnet to collect their contact information. Here are some industry-specific ideas along with customizable templates:


Downloadable e-books are still effective for B2B lead generation. You can embed the e-book form into your blog, landing pages, or even your homepage. Craft a personalized email using involve.me that includes the e-book and can be automatically sent to your leads in return for their email address.

Personality Quiz

During the awareness stage, focus on addressing your audience’s needs rather than promoting your products. A personality quiz used as a lead magnet can help you achieve this goal. Customize one of involve.me’s templates to create a branded quiz that will serve multiple purposes: driving organic traffic, generating leads, educating, and gathering valuable data about your target audience.

Interactive Contest

Contests have the potential to go viral and can be valuable assets at the top of your lead generation funnel. With involve.me, you can design a form and conduct a lead generation social media contest. Craft an interactive pop-up that includes your contest form to maximize engagement.

Price Quote Calculator

If you offer custom solutions or sell products or services in batches, having a price quote calculator is essential. It not only makes your pricing more transparent but can also serve as a lead magnet. Design a custom calculator with involve.me’s builder and ask visitors for their contact information before providing the price.

ROI Calculator

In the decision-making stage, an ROI Calculator helps potential customers quantify the potential returns on their investment. Check out involve.me’s ROI calculator template and consider including a link to your sales team’s calendar or social media buttons for sharing.

3. Promote Your Lead Magnet

Now that you have crafted an excellent lead magnet for your target audience, consider the channels to use for its promotion. Here are some suggestions:

Build a Landing Page

When building a landing page to promote your lead magnet, use search engine optimization (SEO) tips to improve its visibility. Choose a long-tail keyword with an informational search intent and low keyword difficulty. Integrate your lead magnet directly into the landing page and focus on the design. Include an FAQ section to address relevant questions and use SEO tools to optimize your landing page copy.

Run Google Ads

Adding a landing page with a lead magnet as a sitelink to your Google Ads campaign is a smart strategy for continuously generating new leads. Include a direct link to your lead magnet on the ad to provide a seamless way for interested users to access valuable content and share their contact information.

Use Your Email List

If you already have an email list, re-engage inactive contacts and leads in the Marketing Qualified (MQ) stage by sharing your lead magnet via a link. Conduct A/B testing to experiment with different email subject lines, content, and CTAs to determine what resonates best with your audience.

Share on Social Media

Share announcements about your lead magnet on your social media platforms, guiding your contacts to the landing page. Consider using involve.me’s pop-up feature to share your lead magnet as a form, quiz, or calculator on certain pages of your website.

By following these steps and utilizing involve.me’s templates and features, you can create an effective lead generation funnel that attracts and nurtures potential customers. Remember to continuously analyze and optimize your funnel based on the insights and data you gather from your audience.

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