B2B sales funnel
Leads narrowing down to closed deals.
Five stages, each a fraction of the one above. The step with the sharpest narrowing — qualified to demo — is where a sales team should spend its next quarter.
Open in the editorFollow how users or deals drop through each stage of a process, from first visit to purchase.
Leads narrowing down to closed deals.
Five stages, each a fraction of the one above. The step with the sharpest narrowing — qualified to demo — is where a sales team should spend its next quarter.
Open in the editorFrom landing page visit to an activated account.
Most product funnels lose more people at email verification than at the signup form itself. Charting both steps separately is the only way to notice.
Open in the editorWhere carts get abandoned.
The gap between 'added to cart' and 'entered checkout' is usually shipping cost. This funnel puts a number on that sentence.
Open in the editorApplications down to signed offers.
A thousand applications and thirty-eight hires. Recruiters use this shape to argue for better sourcing rather than more screening.
Open in the editorCompletion rate per onboarding step.
Onboarding funnels are worth charting weekly: a step that quietly drops ten points is almost always a release, not the users.
Open in the editorFree trials converting into paid plans.
Trials that never reach the 'engaged' step convert at almost zero. The funnel makes the case for an activation team instead of a discount.
Open in the editorRegistrations through to sales opportunities.
Registration numbers flatter every webinar report. Attendance, retention and requested demos are the three steps that decide whether it was worth running.
Open in the editorTickets resolved at each escalation level.
Every level that a ticket climbs costs roughly five times more to serve. Half of these never leave self-serve, which is exactly the point.
Open in the editor