• Marketing

Automate your sales funnel: 6 steps to increase leads and conversions

  • Felix Rose-Collins
  • 1 min read
Automate your sales funnel: 6 steps to increase leads and conversions


Generating, qualifying, segmenting, scoring, nurturing and converting leads takes time, which is a limited resource you can't afford to waste. Automating your sales funnel can save a lot of time, effort and money, and help you focus on personalizing the customer experience and growing your business.

Let's look at how the process works and the benefits you get from putting the sales funnel on autopilot before exploring the essential automation steps for more leads and more sales.

What does it mean to automate your sales funnel?

Automating the sales funnel means relying on multiple marketing automation tools to move leads through the various stages and convert them into paying customers.

Each stage indicates where leads are on the buying journey and requires a unique approach. You need to understand the needs and goals at each stage to move the customer further down the sales funnel and close more deals.

If you understand the steps of the sales funnel, you can automate the process smoothly.

This is what the customer journey looks like according to the AIDA model (Awareness, Interest, Desire, Action):

Lead-Generierung, Perspektiven, Möglichkeiten, Kunden (Source: seoguide.wix.com)

The awareness stage at the top of the funnel is where you attract leads that aren't ready to buy - they need to be nurtured. Some tools that attract leads are blog articles, paid advertising, the SEO and posts on social media.

In the middle of the funnel, your leads can actively explore all options (including your competition) to make an informed buying decision.

You can generate interest and desire through landing pages, email newsletters, e-books, case studies, white papers, and other educational content. The key is to demonstrate your value, build trust, and convince people to give your products or services a chance.

Conversions happen at the end of the funnel. Your leads are ready to buy, but may not have made up their minds about you yet. Now it's your job to guide them in the right direction with testimonials, reviews, free samples, product demos, and free advice.

If you automate these activities at each stage of the funnel, the operations run smoothly

Advantages of automating your sales funnel

The essential advantages of automating your sales funnel are:

  • Time Savings - When repetitive tasks are automated, you save time that your marketers and sales staff can spend making the funnel more efficient to offer true value to your customers;
  • Reduce expenses - Automating time-consuming processes also reduces overhead and marketing costs, allowing you to invest more of your budget and profits in high-performing campaigns;
  • Increase Conversions - Automating your sales funnel will boost the entire process, so you can generate more qualified leads, as well as boost sales and return on investment.

Essential steps to automate your sales funnel

Once you've completed the market research and found your target audience's needs and pain points across all funnel stages, follow these steps to automate the buying journey.

1. use a CRM system.

A CRM (Customer Relationship Management) system is important for storing customer data, such as contact information, needs, pain points, preferences, behaviors, interactions with your brand, and sales history. The system is a central location for your marketing, sales, customer service and customer success personnel.

It's important to integrate your CRM software with relevant third-party apps to get a holistic customer view and a unified sales funnel.

For example, integration between your CRM system and a DMS (Document Management System) is essential, because CRM and document management go hand in hand. This allows you to quickly process customer service requests and send price lists, presentations, and other offers directly to interested customers.

This is important for both B2B and B2C companies.

2. use marketing automation software.

Marketing automation software is ideal for automating repetitive tasks, such as nurturing leads through email campaigns and via posts on social media. Many solutions have an integrated CRM platform and sales hub for tracking and managing potential and existing customers.

You can use this software to create automated workflows for all funnel stages. In addition to segmenting and scoring leads, you can set triggers for directing campaigns to convert leads into customers.

For example, you can send automated welcome emails to new leads who have subscribed to your newsletter or requested a quote via the contact form. (Source: HubSpot)

For example, you can send automated welcome emails to new leads who have subscribed to your newsletter or requested a quote via the contact form.


Workflow management helps you streamline processes to ensure accuracy, efficiency, and consistency.

3. develop an automated email marketing campaign.

The above example perfectly represents how automated email marketing works. However, consider all stages of the sales funnel when nurturing leads and personalizing experiences.

The key is to create email templates for different funnel stages and set trigger events to drive interest and engagement. Triggers could be filling out a contact form or downloading "gated content" such as e-books, white papers, courses, and annual reports.

Additionally, you can automate email targeting to re-engage with cold leads and website visitors who bounced before making a purchase. This marketing strategy is also ideal for upselling products to existing customers and staying in their minds.

4. create irresistible lead magnets.

You've already seen some content examples above for attracting leads in different funnel stages. There are many more, like videos, infographics, podcasts, webinars, templates, tutorials, and interactive content like quizzes and calculators. It all depends on what you're offering.

WordPress - Website and Blog (Source: https://dominik-braun.net/blogbeitrag-schreiben/)

This content is a lead magnet - marketing tools that persuade potential customers to share their contact information, such as email address, to access valuable, exclusive content.

Apart from downloadable attachments, subscriptions to product trials and free consultations are also excellent lead magnets.

Make every piece of content part of your sales funnel via email newsletters and follow-ups, landing pages, marketing on social media, lead generation SEO, and paid advertising.

Speaking of social media - you can also use automation tools to schedule posts and analyze campaign performance.

Speaking of SEO for lead generation - SEO and lead generation are two completely different strategies, but when you combine them, you can achieve tremendous growth for your business. To generate leads, a business can use SEO to support and accelerate their efforts. Lead generation is about getting consumers interested in your product or service with the goal of making sales. Identifying prospects for your product or service and converting them into customers is your goal. SEO tips to increase lead generation include promoting and monitoring customer reviews, ensuring active social media channels, building links, increasing website speed, and using visual content. Due to the complexity and time-consuming nature of this process, many companies hire a competent SEO agency.

Ranktracker (Source: https://clickafo.com/ranktracker-appsumo-deal/)

Also, don't forget about the customer self-service portal - a knowledge base of frequently asked questions, how-to articles, user guides, and other valuable resources for quickly finding answers to burning questions and problems.

5. automate customer service.

Consumers expect customer service to be available 24/7; however, your team can't work without a break. That's where help desk software comes in.

This solution is ideal if you want to provide support on multiple channels and deliver frictionless experiences to customers at the end of the funnel. This software offers workflow automation, CRM integration, and analytics reports for measuring channel and employee performance, ongoing and resolved tickets, and other metrics.

It records all communication and turns it into tickets that can be easily managed. Whether leads and customers contact you via email, live chat, phone, or social media, your customer service, support, and sales teams have access to all interactions.

6. monitor and optimize with analytics tools.

The "set it up and forget it" strategy doesn't work if you want to automate your sales funnel. You need to monitor it with the relevant analytics tools, otherwise you won't be able to optimize it.

Tools like Google Analytics and your automation software can show you what strategies are working and where changes are needed to generate more qualified leads, as well as drive conversions and sales.

A/B testing helps you find content with high conversion rates (e.g., emails, ad copy, and headlines), allowing you to optimize campaigns and drive more leads through the sales funnel.


Automating your sales funnel will save you a lot of time and energy. However, that doesn't mean you get to put the entire lead generation and nurturing effort on autopilot.

The above steps shouldn't take work away from your team; they should empower them to adopt a more efficient and proactive customer-centric approach. They turn your sales funnel into a well-oiled machine that continuously converts leads into loyal customers.

Felix Rose-Collins

Felix Rose-Collins

is the Co-founder of Ranktracker, With over 10 years SEO Experience . He's in charge of all content on the SEO Guide & Blog, you will also find him managing the support chat on the Ranktracker App.

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