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You Need to Automate Your Sales Funnel

Creating a sales funnel is one of the most important things you can do for your business. Cold calling and prospecting is a valuable strategy, but it may not always be the most efficient allocation of your energy and resources. Sales Funnel automation will attract inbound leads so you can make your content work for you. If you can build and automate a successful sales funnel, you can get your prospecting process streamlined and add it into your marketing mix. 

What Is A Sales Funnel?

A sales funnel is a marketing model that allows you to plan and visualize a prospect’s journey through your sales process. Having a sales funnel and an understanding of the way your potential clients move through it will allow you to identify holes in your process and refine your inbound marketing strategy.

Imagine a physical funnel that you would use to pour liquid through. It is much wider at the top, and the liquid trickles through the bottom. Conceptually, this is exactly how clients move through your sales funnel. Prospects come in at the top of the funnel in high numbers and a much lower number of clients are converted through the bottom of the funnel. 

Sales Funnel Automation Graphic- Awareness, Interest, Decision, Action

There are four parts to the sales funnel: Awareness, Interest, Decision, and Action. 


This is where the prospect is still identifying and learning about their problem. They are very early on in the process, still discovering what their pain point is and trying to verbalize this. During the awareness part of the sales funnel, you should be providing informational content to your prospects, like videos and blog posts. 


At this point the prospect is interested in your company or product, but they are not quite ready to commit or speak with a salesperson. Continue the educational content during the interest stage. This is where trust is built. Identify people who are coming back to your website or revisiting content; these are your leads!


At the decision stage, the prospect has decided to purchase, they just are deciding who to purchase from. This is where you should make direct contact, and they are ready to speak to a salesperson. You could try offering a free trial or coupon, or set up a demonstration for the prospect at this point. 


Your prospect is now a client! Continue to support them. Use one on one help or more educational content on how to be successful while using your product or service.

Your work isn’t done once your prospect is converted into a client. You can gain valuable word-of-mouth advertising and referrals if you continue to delight your clients. If your product or service does what you promise, you will have clients flow through your funnel. When you keep in contact with your customers, they flow through the funnel with momentum and you will have a lifetime customer.

How Do I Create A Sales Funnel?

To build and automate a successful sales funnel, you first have to understand your audience. When you can define your target market and have an understanding of the way they act at each step of the sales process, you will be able to develop content to send to your prospects through each part of your funnel. 

Utilize social media, email marketing, blog posts, video content, podcasts, or get creative. Having an abundance of content in a variety of forms will help you reach different types of people and allow you to diversify on multiple platforms.

Once you have your content in place, make sure you are tracking conversions. If you can measure what is working, you will be able to better strategize and develop your plan to gain more clients in the future. 

How Can I Automate My Sales Funnel?

Automating your content can feel robotic but it doesn’t have to be. Get clear on your target market and your voice as a company. Use your brand’s voice in marketing materials and speak directly to the prospect or client. After you have created a content bank with a variety of informational materials, you can automate your posting with a content scheduler. Use a social media calendar on Buffer or Hootsuite for your socials, or add a blog scheduler plug-in to your website. This will allow you to set and forget your media, and not worry about it until you have to analyze your data. 

You can also create a landing page to track clicks from ads or media. If you use multiple landing pages, you can track which ones are working better than others and focus your resources on the successful campaigns. You can also pair your ads with a larger piece of educational content and a sign up form to get clients onto your email list. If they are enjoying your content, you can get it directly into their inboxes and also get them into your CRM system. 

Don’t forget to test and retest! Once you have found copy and content that is working, the hard work is done but not quite over. Continue to check in and make sure everything is working smoothly. Don’t be afraid to change something and retest a new set of content. 

How Can Software Harmonics, LLC Help?

Our team of automation experts will analyze your systems and develop a process to streamline your daily activities, so you can focus your attention on other important parts of business. We specialize in saving you time and money so you can work on growing your business. We would love to chat about how we can make your work day better!

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