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Sales Funnel

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About this lesson

Learn how to create a simple sales funnel and turn your prospective clients into paying customers.

Exercise files

Download this lesson’s exercise file.

Sales Funnel
59.8 KB

Quick reference

Sales Funnel

Learn how to create a simple sales funnel and turn your prospective clients into paying customers.

When to use

To understand how Trello can be used to manage a sales pipeline process. To view an example of the various stages within a sales funnel.

Instructions

Trello is an excellent application for managing a process where a card moves from one step to another. Within a board, each list can represent a new step in the process as the card travels along its journey from left to right.

A sales funnel (also known as a sales pipeline) refers to the buying process that companies lead customers through when purchasing products or services. A sales funnel is divided into several steps, which differ depending on the particular sales model.

The different lists represented in this Sales Funnel example include:

Inquiry: This is where the customer begins their journey. They may have filled out a form on your website or contacted you directly.

Follow-Up: This list represents all of the potential customers which you have contacted and sent further information.

Meeting Scheduled: This list represents all potential customers who you have scheduled a meeting with.

Proposal Sent: This list includes all potential customers who have received a proposal of your services.

Decision Maker Buy-In: This list represents all potential customers who have shown interest from a key decision maker within their organization.

Closed - Won: This list includes all of the customers who have signed a contract and closed a deal.

Closed - Lost: This list includes all of the potential customers who did not complete the entire sales process.

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  • 00:04 Now that you have a firm understanding of the different features and
  • 00:08 functionality within the Trello application,
  • 00:11 let's take a look at some examples of how we can use Trello.
  • 00:14 Whether it's in your professional life or in your personal life,
  • 00:18 Trello is such a flexible tool to manage or organize almost anything.
  • 00:23 In the next few videos, I'm gonna show you how you can use Trello,
  • 00:27 either for personal projects, or for collaborating with a team.
  • 00:32 Let's start off by taking a look at the sales funnel, or
  • 00:36 sometimes referred to as a sales pipeline.
  • 00:39 A sales funnel is essential for any successful business.
  • 00:44 It begins with your clients first finding out about your product or services, and
  • 00:50 then taking them through a series of steps before you can close or complete a sale.
  • 00:57 So in this Sales Funnel board, I have set up several lists,
  • 01:01 each indicating or representing a different phase within the sales funnel.
  • 01:07 Here, we start with the Inquiry.
  • 01:09 And this is when someone is first finding out about your business,
  • 01:14 your product, or your service.
  • 01:16 And as we learned earlier by using the email capability, you could actually
  • 01:22 have your cards appear within this list, directly from an email form.
  • 01:27 For example, perhaps on your website,
  • 01:29 you have a form where potential customers can learn more.
  • 01:33 You could actually have that form redirect directly here, so
  • 01:38 that their information pre-populates right here within this list.
  • 01:42 Otherwise, you can just manually add your potential customers directly to this list,
  • 01:47 or forward from your own email client.
  • 01:51 Now, our goal of any any sales funnel or sales pipeline is to bring
  • 01:56 a customer from this first stage all the way to a sale at the end of the pipeline.
  • 02:02 But there are several steps that need to happen before that sale can be completed.
  • 02:08 Next, we have the Follow-Up.
  • 02:10 So once someone first reaches out or inquires about your services,
  • 02:14 you wanna make sure that you can follow-up with that customer either by email, or
  • 02:18 phone call, or some other communication method.
  • 02:22 Next, you may want to set up a meeting.
  • 02:25 And of course, we can add a due date,
  • 02:27 which in this case represents the date of that meeting with this particular client.
  • 02:33 Next in the process would be a proposal being sent.
  • 02:37 After you've met with this prospective customer,
  • 02:40 you have the opportunity to send them the proposal.
  • 02:43 And here, you can see, in these particular examples,
  • 02:46 I actually have the proposal attached directly to the card.
  • 02:50 Again, that's one of the great advantages of using Trello within a sales funnel or
  • 02:56 sales pipeline.
  • 02:57 You can keep that information, you can keep your documents, your attachments,
  • 03:03 your commitments such as these meeting dates directly with the card.
  • 03:08 Next on, we may want to transition this person into
  • 03:12 the Decision Maker Buy-In list.
  • 03:14 So have we reached out and have we identified and
  • 03:17 contacted the person who is going to be able to sign a contract or
  • 03:22 make that decision to purchase that particular service.
  • 03:26 And then our last step is one of two choices.
  • 03:30 You'll see here that I have two different lists, Closed- Won and Closed- Lost.
  • 03:37 Now, ideally, we hope to transition someone to the Closed- Won list.
  • 03:42 This means that they have purchased our product or service,
  • 03:45 that we have actually made a sale.
  • 03:48 But of course not everyone is going to make it into this particular list.
  • 03:52 And at different points along the sales funnel,
  • 03:55 you may want to transition them into the Closed- Lost area.
  • 03:59 This could be very helpful in case you want to circle back and
  • 04:03 reach out to this client in the future.
  • 04:06 Remember, they may have declined your product or services initially, but
  • 04:11 you may want to revisit them in a number of weeks or
  • 04:14 a number of months when they may be ready to purchase your services.
  • 04:19 So a sales funnel or a sales pipeline,
  • 04:22 an excellent way to use Trello to manage such an important business process.

Lesson notes are only available for subscribers.

Adding Card Repeater
03m:54s
Personal Projects and To-Do List
03m:21s
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