Sales Funnel Builder: Optimize Your Marketing Strategy with Customerly


As a SaaS business owner, you understand the importance of attracting and engaging customers to drive growth. However, with so many marketing strategies and tools available, creating an effective plan that drives conversions can be challenging. That’s where marketing funnel templates come in. These templates provide a blueprint for guiding potential customers through every stage of the buying process, from awareness to purchase. In this blog post, we will explore the essentials of marketing funnel templates, discuss their benefits and challenges, and explain how to optimize your marketing and sales funnels for improved results. We will also introduce Customerly, our powerful sales funnel builder that can help streamline the process and drive growth for your business.

What is a Marketing Funnel?

A marketing funnel is a strategic framework that outlines the different stages potential customers go through before purchasing, guiding them toward becoming paying customers. It generates awareness and interest in your product or service, and then focuses on converting leads into customers. The two funnels are closely related and often overlap, providing a structured approach to guide potential customers from initial awareness to becoming loyal brand advocates.

Let’s dive into each stage of the marketing funnel and explore how to optimize them for maximum success.

Awareness Stage

In the awareness stage, potential customers become aware of your brand’s existence. This can be through various marketing channels such as social media, advertising, or search engines. Your goal in this stage is to create a solid first impression and make potential customers aware of your brand. You can use effective scheduling tools to maintain consistency and save time.

Interest Stage

Once you’ve created awareness, the next stage is to generate interest. In this stage, potential customers consider your brand a possible solution to their problem or need. You must provide them with valuable, informative content that resonates with their needs and pain points. This can be in the form of blog posts, videos, webinars, or other educational content.

Consideration Stage

In the consideration stage, potential customers are interested in your product or service and are evaluating it against other options in the market. You must provide them with more in-depth information about your product or service, highlighting its unique selling points and benefits. This can include case studies, customer testimonials, and other evidence to demonstrate your credibility and value.

Intent Stage

In the intent stage, potential customers want to purchase your product or service. They are ready to take action and make a decision. You can leverage tactics like lead magnets, free trials, or demos to encourage them to take the final step. At this stage, it’s crucial to provide social proof, reviews, testimonials, and other evidence to demonstrate your credibility and value.

Purchase Stage

In the purchase stage, potential customers become paying customers. You must ensure the buying process is seamless, secure, and optimized for conversion. This includes providing clear pricing information, easy payment options, and a smooth checkout experience.

Loyalty Stage

In the loyalty stage, you can build long-term customer relationships. It’s important to provide exceptional customer service, personalized experiences, and ongoing value to encourage customers to stay loyal to your brand. This can include conducting surveys and gathering feedback to understand customer sentiment and continuously improve your products or services.

Advocacy Stage

At the advocacy stage, your customers become brand advocates and promote your brand to others through word of mouth, social media, and other channels. You need to provide them with incentives, rewards, and recognition to encourage them to continue advocating for your brand.

By optimizing each stage of the marketing funnel, you can increase your chances of success and drive growth for your business.

What are Marketing Funnel Templates?

Marketing funnel templates are pre-designed frameworks that map out the stages of a customer’s journey, from awareness to purchase. These templates save you time and provide an optimal structure for your marketing efforts. They outline the various stages of the funnel, the goals and metrics for each step, and the strategies and tactics you can use to move customers from one stage to another. By using a marketing funnel template, you can quickly identify areas where potential customers may drop off and address any issues preventing them from moving through the funnel. This helps optimize the customer journey, increase the conversion rate, and drive more sales.

Benefits of Using Marketing Funnel Templates

Using marketing funnel templates offers several benefits for your business:

  1. Time and Resource Savings: By using a pre-designed template, you don’t have to start from scratch but can instead focus on executing your strategy.

  2. Targeted Marketing: Templates help you effectively identify and target potential customers by understanding your buyer personas and personalizing your marketing messages.

  3. Guided Buying Process: Templates help guide potential customers through the buying process by providing relevant and timely information at each stage. This increases the chances of conversion and improves the customer experience.

  4. Customer Retention: Templates can also help engage and retain existing customers by providing personalized content, offers, and incentives. Optimizing your marketing efforts and improving customer retention can result in increased sales and revenue.

  5. Data-Driven Optimization: Templates help you identify areas where you can improve and implement changes that lead to increased conversions. By continuously testing and optimizing your marketing efforts, you can achieve better results and drive revenue growth.

In today’s highly competitive SaaS landscape, marketing funnel templates are a necessity for businesses looking to stay ahead of the curve.

Challenges of Creating Marketing Funnel Templates

While marketing funnel templates offer numerous benefits, there are also challenges you might face when creating them:

  1. Developing Buyer Personas: Creating buyer personas requires a deep understanding of your target audience’s needs, preferences, and behaviors. This can be time-consuming and challenging without the necessary research and analysis.

  2. Limited Budgets: Developing a comprehensive marketing and sales funnel requires resources, including time, money, and expertise. Limited budgets can make it challenging to create effective funnels and achieve desired results.

  3. Continuous Testing and Optimization: Once you create a marketing funnel template, the work is not done. You must continuously test and optimize your templates to improve performance and achieve maximum results. This requires a systematic approach to testing and data analysis, which can be challenging without the necessary resources and expertise.

  4. Technical Considerations: Implementing marketing funnel templates often involves technical considerations, such as data tracking and reporting, integration with CRM software, and compatibility with different devices and platforms. These technical considerations can be challenging for businesses without the necessary expertise.

How to Build an Effective Marketing Funnel with Customerly

Building an effective marketing funnel doesn’t have to be a daunting task. With the right tools and software, such as Customerly, you can simplify the process and see outstanding results. Here are the steps you can take to build an effective marketing funnel with Customerly:

  1. Define Your Goal: Start by defining your marketing funnel goal. What do you want to achieve with your funnel? Is it to generate leads, increase sales, or improve customer retention? Defining your goal will help you create a targeted and effective funnel.

  2. Create an Email Template: Once you’ve defined your goal, create an email template specifically designed for that purpose. This will help you deliver the right message to your target audience and guide them through the funnel.

  3. Filter Your Audience: Next, filter your user base and create a list of contacts that meet your target customer criteria. This will ensure that you target the right people and increase engagement and conversions.

  4. Automate Emails: Decide what type of emails or chat messages to automate in your marketing funnel. Customerly allows you to easily create workflows that send automated emails to engage and nurture your audience.

  5. Use the Workflow Feature: Customerly’s workflow feature allows you to send automated emails based on customer data and behavior. This means there is no manual effort in maintaining contact with your existing and future connections and guiding them through your marketing funnel.

  6. Design Your Workflow: Customerly’s visual builder provides an easy-to-use interface for creating workflows tailored to your business needs. Use the available actions and categories to build your workflow and logically connect the steps from entry to exit.

  7. Test and Optimize: Once your marketing funnel is set up, continuously test and optimize your templates to achieve better results. Use analytics and data to identify areas for improvement and experiment to find what works best for your target audience.

By following these steps and using Customerly, you can build an effective marketing funnel that drives results for your business.

Five Marketing Funnel Templates to Boost Conversions

Customerly offers five marketing funnel templates that you can use immediately to increase your conversions. Here’s a brief overview of each template:

  1. Onboarding Funnel Template: This template helps new users navigate the initial steps of using your product. It guides them through your product’s key features and benefits to create a positive customer experience and increase user engagement.

  2. Happy Customer Review Template: This template helps you gather positive reviews from satisfied customers. By sending automated emails to your happiest customers, you can ask them to leave a review on third-party review sites. This helps improve your online reputation and increase brand trust.

  3. Customer Feedback Template: This template helps you gather information about where your customers first heard about your product. By sending a survey to your customers, you can ask them how they learned about your product and use that information to improve your marketing efforts. This helps optimize your marketing spend and focus on the most effective channels.

  4. App Store Review Template: This template is specifically designed for mobile apps. It helps you ask your most satisfied app users to leave a review on the app store by sending automated in-app messages. This template helps you improve your app’s rating and increase downloads.

  5. Churn Recovery Template: This template helps you win back customers who have canceled their subscriptions. By sending automated emails offering discounts or other incentives, you can entice these customers to return to your product. This template helps reduce churn and increase revenue.

These templates, along with Customerly’s features and powerful workflow builder, can help you quickly implement effective marketing funnels to acquire new customers, retain existing ones, and grow your SaaS business.

Tips to Improve Your Marketing Funnel Performance

Building a sales and marketing funnel is just the beginning. To achieve maximum results, you must continuously optimize and refine your marketing efforts. Here are seven tips to improve your marketing funnel performance:

  1. Define Buyer Personas: Develop comprehensive buyer personas to tailor your marketing messaging and content to meet your target audience’s needs.

  2. Unique Value Proposition: Clearly define your unique value proposition (UVP) and use it to create compelling content that attracts your target customers.

  3. Alignment Between Sales and Marketing: Ensure that your sales and marketing teams work together and have a clear understanding of the objectives, funnel stages, and action plan.

  4. Content Alignment: Align your content with each step in the customer journey. Use content that educates, informs, and solves your target audience’s problems.

  5. Personalization: Use personalized messaging based on customer data and behavior to increase engagement and conversions.

  6. Track and Analyze: Keep track of your funnel’s performance and use analytics and data to identify areas for improvement.

  7. Test and Experiment: Test different variables, including messaging, content, and offers, to find what works best for your target audience. Continuously experiment and optimize your funnel to improve results.

By following these tips, you can enhance your marketing and sales efforts, drive revenue growth, and achieve success for your SaaS business.


Marketing funnel templates are an excellent way to improve your sales and marketing efforts. They provide a structured framework for guiding potential customers through the buying process and optimizing your marketing strategy. When combined with the right software, such as Customerly, creating and implementing these templates becomes even easier. Customerly offers a user-friendly platform, powerful features, and expert support to help you build and optimize your marketing funnel. If you’re looking to enhance your marketing and sales efforts, don’t hesitate to start using Customerly today. Explore all the features Customerly has to offer and start building an optimized marketing funnel for your business.

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