The Ultimate Sales Funnel Checklist: What to Include

A sales funnel is a crucial aspect of any business, as it helps to convert leads into customers and ultimately drive revenue. A well-designed sales funnel should be able to guide a potential customer through the various stages of the purchasing process, from awareness to decision-making.

However, creating an effective sales funnel can be challenging, as there are many elements that need to be considered. To help you get started, here is a checklist of what to include in your ultimate sales funnel:

A clear and compelling value proposition: This is a statement that clearly communicates the unique benefits and value of your product or service. Your value proposition should be the foundation of your sales funnel, as it will help to attract the right leads and convince them to take action.

Landing pages

These are standalone web pages that are specifically designed to capture a visitor’s attention and convert them into a lead. Your landing pages should be focused on a specific product or service and should include a clear call-to-action (CTA) that encourages the visitor to take the next step.

Lead magnets

A lead magnet is an incentive that is offered in exchange for a visitor’s contact information. This could be a free download, a discount code, or access to exclusive content. Lead magnets are a great way to collect valuable information about your potential customers and nurture them through the sales funnel.

Email marketing

Email marketing is a powerful tool in the science behind creating sales funnels. It can help to nurture leads and guide them through the sales funnel. This can be done through a series of automated emails that provide valuable information, such as product demos, case studies, and testimonials.

Social media marketing

Social media platforms are great for promoting your business and engaging with potential customers. By regularly posting engaging and informative content, you can attract leads and drive them to your landing pages and lead magnets.


Advertising can be a powerful way to reach a targeted audience and drive traffic to your sales funnel. This can be done through pay-per-click (PPC) advertising, display ads, or social media ads.

Sales calls

While many sales processes are now automated, it’s still important to have a human element in the mix. Sales calls allow you to connect with potential customers on a personal level and address any questions or concerns they may have.

Upsells and cross-sells

Upsells and cross-sells are a great way to increase the value of each customer transaction. By offering complementary products or services, you can increase the overall value of each sale and improve your customer’s experience.

Customer support

Providing excellent customer support is essential for building trust and maintaining customer loyalty. This can be done through email, phone, or live chat, and should include helpful information, timely responses, and a friendly and helpful attitude.

Complete the Sales Funnel Checklist

By including all of these elements in your sales funnel, you can create a seamless and effective process for converting leads into customers. Keep in mind that it’s also important to regularly review and optimize your sales funnel to ensure that it’s meeting the needs of your business and your customers. Or you can outsource the work to a sales funnel agency with proven methods to make the ultimate sales funnels for you. Schedule a call with us today to know more.