The Art of Business Growth: Expert Funding Solutions for Your Business
Do you need assistance getting financing for your business? Contact us for help! We can assist from advising which lenders to submit to all the way through to developing & submitting a complete business loan package and anything in between. Contact us now for a free evaluation.
Business Podcasts: Listen to audio summaries of our Ultimate Guide book series. Be sure to come back and read the full guides.
JOIN our private BUSINESS RESOURCE VAULT: Access 21+ Business Books! Get weekly LOAN opportunities!
Sales Funnel & Customer Acquisition Checklist
A sales funnel guides potential customers from awareness to purchase, while customer acquisition focuses on attracting and converting them. Here’s a step-by-step checklist to optimize both:
1. Awareness (Top of Funnel – TOFU)
Define your target audience: Create buyer personas (demographics, pain points, interests).
Build a brand presence:
Professional website (clear messaging, mobile-friendly).
Active social media profiles (choose platforms your audience uses).
Content marketing:
Blog posts, videos, or podcasts addressing customer problems.
SEO optimization (keyword research, meta descriptions).
Paid ads (optional):
Test Facebook/Instagram, Google Ads, or LinkedIn ads.
Start with a small budget and track ROI.
2. Interest (Middle of Funnel – MOFU)
Lead magnets: Offer free value to capture emails (e.g., eBooks, checklists, webinars).
Email marketing:
Set up an email sequence (welcome series, educational content).
Use tools like Mailchimp or ConvertKit.
Retargeting ads: Target website visitors who didn’t convert.
Engagement:
Respond to comments/DMs promptly.
Host live Q&As or polls on social media.
3. Decision (Bottom of Funnel – BOFU)
Sales page optimization:
Clear headlines, benefits (not just features), testimonials.
Strong call-to-action (CTA) (e.g., “Buy Now,” “Schedule a Call”).
Offer incentives:
Discounts, free trials, or bonuses for first-time buyers.
Simplify the buying process:
Fewer checkout steps, multiple payment options.
Social proof:
Customer reviews, case studies, or user-generated content.
4. Conversion & Retention
Follow up:
Thank-you emails post-purchase.
Request reviews (e.g., “How was your experience?”).
Upsell/cross-sell: Recommend related products/services.
Loyalty programs:
Discounts for repeat customers or referral rewards.
Retention emails:
Share tips, exclusive offers, or new product launches.
