Sales Funnel Building Checklist PDF Free Download
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Sales Funnel Building Checklist
carows.com
Dene what you want your funnel to achieve (e.g., leads,
sales, bookings)
Identify your target audience and their pain points
Choose a product or service to promote in the funnel
1. Set Clear Funnel Goals
Awareness (top of funnel): How will people discover you?
Interest/Consideration (middle): How will you nurture
interest?
Decision/Action (bottom): How will you convert leads
into customers?
2. Plan Your Funnel Stages
Lead generation funnel
Sales funnel (single product or multi-step)
Webinar or consultation funnel
Free trial or freemium funnel
Application funnel (for services or high-ticket)
Tripwire funnel
3
. Choose a Funnel
Typ
e
Decide on the o
er (e.g., checklist, e
B
ook,
P
DF,
discount, free trial)
Create the downloadable asset
Design an opt-in form or landing page
4
. Create Your
L
ead
M
agnet
(
i
f
a
pp
lica
b
le
)
Landing
P
age (with clear o
er and CTA)
Sales
P
age (with product info, social proof, CTA)
Checkout
P
age (optimi
z
ed for conversion)
U
psell/Downsell
P
ages (optional but recommended)
O
rder Conrmation
P
age
Thank
Y
ou
P
age (conrmation
+
ne
x
t steps)
5
. Build Funnel Pages
Landing
P
age (with clear o
er and CTA)
Sales
P
age (with product info, social proof, CTA)
Checkout
P
age (optimi
z
ed for conversion)
U
psell/Downsell
P
ages (optional but recommended)
O
rder Conrmation
P
age
Thank
Y
ou
P
age (conrmation
+
ne
x
t steps)
5
. Build Funnel Pages
Welcome email after signup
N
urture se
q
uence (educational/value-driven)
Sales se
q
uence (o
er, scarcity, testimonials)
Abandoned cart emails (if selling a product)
6
. Set
U
p
Em
ail Se
q
uences
Install
G
oogle Analytics /
G
A
4
Set up conversion goals
Add Facebook
P
i
x
el / other ad tracking
U
se
U
T
M
parameters for link tracking
7
.
A
dd
T
racking
&
A
nal
y
tics
E
mail marketing platform (e.g.,
M
ailchimp,
Convert
K
it)
P
ayment gateway (e.g., Stripe,
P
ay
P
al)
C
R
M
or lead management tool
Funnel builder (e.g., CartFlows)
Set cart abandonment recovery strategy
(
U
se CartFlows
’
Cart Abandonment)
8
.
I
ntegrate
T
ools
Test all links and buttons
R
un through the funnel as a user
E
nsure emails are triggered properly
9
.
T
est the Funnel
Announce via email, socials, and website
R
un ads if budget allows
M
onitor performance daily for the rst week
1
0
.
L
aunch
&
Pro
m
ote
Identify drop-o
points
Improve copy, design, or o
ers
Split-test landing or checkout pages
K
eep nurturing your leads with ongoing content
11.
O
p
ti
m
i
z
e
&
I
m
p
ro
v
e
