A simple sales funnel method
Connect Your Marketing and Sales Processes to Achieve Growth
Quickly know what’s working in your sales funnel—and what’s not.
If your business growth feels stuck, it’s often because marketing and sales activities aren’t aligned—or worse, they’re being measured in silos. When every team is tracking different data points, it’s nearly impossible to know which efforts are driving real results.
My sales and marketing funnel methodology helps you connect the dots across your customer journey, so you can stop guessing and start making informed decisions. With a single, simplified scorecard, you’ll get visibility into the marketing and sales activities that lead to measurable growth.
My step-by-step framework for sales funnel success
You’ve heard it before: you can’t improve what you don’t measure.
But what are the right funnel metrics to track? What are the actual marketing efforts that generate a sale? How do you know where to invest your time and money for maximum ROI?
I define laser-focused metrics and activities aligned to your business objectives. Then we invest where ROI is proven to deliver revenue.
I start by defining the market opportunity – who your ideal customer is, what they need and want, and how you can reach them.
How do you know if your sales and marketing are working? It’s something that every business struggles with at some point.
I test everything, measure constantly, and invest only in what delivers results. Trust me, your sales team will love this!
Not all sales funnels are created alike
My methodology centers around customers.
Get customers. Retain customers.
I solve it as a marketing math problem aligning outcomes with budget and revenue, entirely focused on the customer journey.
Why Small Business CEOs Prefer My Simple Sales Funnel Process
As a CEO, you’re not asking for vanity metrics. You need a clear line of sight into how marketing supports revenue—and whether it’s paying off. With my sales and marketing funnel metrics, I help small business leaders like you:
- Identify where leads are stalling (and fix it)
- Connect marketing activity to sales outcomes
- Spot wasted spend before it drains your budget
- Build trust between marketing and sales by using shared success measures
- Focus efforts on the metrics that actually move your business forward
This framework is ideal for businesses that want to get serious about marketing ROI but don’t have time for dashboards full of noise. Together, we’ll track the right data—not all the data—and ensure your growth strategy is grounded in facts, not assumptions.
What You’ll Walk Away With
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A custom funnel metrics map aligned to your business goals
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A simplified reporting framework that works even if you don’t have a full team
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Insights into your most effective customer acquisition channels
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A clear picture of how each funnel stage supports revenue—awareness, interest, conversion, and retention
How it Works
Unified Funnel Metrics is typically delivered as part of my Fractional CMO engagements, but can also be scoped as a standalone project if you’re just looking to get clarity fast.
I will audit what’s currently being tracked—across platforms and teams
I’ll build a unified, plain-English scorecard tied to your customer journey
We’ll set up a monthly or quarterly rhythm for reviewing and acting on those insights
You don’t need complicated dashboards to grow—just the right numbers in front of the right people.
My Sales Funnel Methodology Explained in 7 steps
Market Demand
What are the total number of potential prospects in your target audience? Do you really know how many customers are out there – and that you can realistically capture? If you don’t, you have no way of knowing if you’re successful or not.
Awareness
You can’t sell something to a prospect who just met you. To buy from you, people need to trust you. To trust you, they need to know you first. It’s the first critical marketing step. You likely already excel at this-but you’ll need to stay visible
Interest
Expressions of interest (aka leads) come in plenty of forms, but if you don’t recognize the signs, it’s hard to improve. Prospects give lots of signals that they’re interested. We need to figure out the right attraction signals for YOU.
Sales
Sales are the beating heart of every business. You’re probably skilled at closing deals—but could your win rate be higher? Are you generating enough sales opportunities to keep your pipeline strong?
Satisfaction
Most companies are so happy with the sale that they forget to ask how it’s going or regularly monitor customer satisfaction. (Really!)
Repeat Purchase
Advocates
3 Reasons This Simple Funnel Gets Results
Keep Your Customers Coming Back
Build Around What Customers Actually Need
Align Your Team Around the Customer Journey
Results You Can Expect
✅ Clear understanding of where leads drop off
✅ Confidence in where to invest next
✅ Improved alignment between sales and marketing
✅ Better ROI visibility from your campaigns
More Resources
5 metrics that matter
Stop guessing on your funnel. Start tracking what actually fuels growth: impressions, leads, satisfaction, repeat purchases, and reviews.
Customer budgeting
Build a smarter budget—that aligns with how your customers buy. This 4-step process helps fund what matters across the funnel.
3 marketing practices
Good marketing is critical. These three steps help strengthen relationships, clean up your digital presence, and utilize free Google tools.
Reach Me
Need to boost your sales process and sales funnel ASAP?
My remote location is anywhere you are!
+1 612 512 1595
info(at)HPZmarketing.com
Need Sales Funnel Help?
Talk to me about improving your sales funnel
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