DIGITAL SOP 084: How to Outline Your Sales Funnel

Last Updated / Reviewed: March 25th, 2024

Execution Time: ~30 min

Goal: To have a visual representation of how your funnel works.

Ideal Outcome: 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.

Prerequisites or requirements: You need a Google Account.

Why this is important: 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 this is done: This template should be kept up to date with your current funnel.

Who does this: The person responsible for marketing.