To have a visual representation of how your funnel works.
Your visual representation of your sales funnel is easily understood by anyone and you’re able to share it with other people in your organization.
You need a Google Account.
It’s important to have a clear overview of how your business is currently generating clients in order to then assess where you might be losing customers, and how you could improve and make them better.
Where this is done:
In Google Drawings (optionally Google Analytics as well)
When is this done:
This template should be kept up to date with your current funnel.
The person responsible for marketing.
Environment setup
Make a copy of the Template 028 - Funnel Design Template (web version)
Get Familiar with your template
This template comes with 9 pre-built elements that should suit pretty much every business type, the elements are editable just in case you still make adjustments to them:
Adding elements to your funnel: You can drag and drop elements to the canvas as long as you click and hold the ‘Option’ key (Mac OS) on your keyboard while dragging. This will automatically create a copy of that element for you to use.
Editing elements: Double-clicking the element will allow you to edit it freely.
Connecting elements:
Click the line selection tool on the top, and select ‘Arrow’:
Connect all your elements as you see fit:
Collaborate: Take advantage of Google Suite’s collaboration features
Commenting: Right-click any element and select ‘Comment’:
Sharing: Click File → Share → Select your sharing option
Exporting: You can export to PDF, JPG, PNG or SVG
Note: Need more elements or features? Send a request to hello@clickminded.com ;
Use the template to draw your current funnel
From beginning to end, think about the main journeys that your customers are making throughout your funnel, that includes:
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Traffic Sources (organic, ads, email, etc): Which ads are shown to the customers at each stage, how are they finding you organically.
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Landing Pages: Which relevant pages are you sending your traffic with the intention of getting your traffic to perform an action.
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Offers: Which offers are you making to the customer at that stage.
Note: If you are unsure, many times you can use Google Analytics’ Reports to give you a few hints:
The Behavior Flow report to give you an initial overview:
The Goal Flow report to give you an idea of how your goals are getting hit:
Add the most relevant journeys to your template; it is possible that you might have multiple funnels on your website, it will also depend on the level of detail that you would like to get into.
Example:
High-level: Organic Traffic → Lead Magnet → Mini-Course → Purchase
Detailed: “Blog Post: Learning Spanish for beginners” → “Lead Magnet: Learn Spanish in 3 Days Checklist” → “Mini-Course: From Zero to Hero” → “Purchase: The complete Spanish proficiency course”
That’s it! In the end, you should be looking at how your funnels currently look like, you can use this document now to share it with your team-mates or contractors so that everyone understands how your funnel works, brainstorm how you can make it better, or, if you’re an agency, send it to your client.