Navigating the Sales Funnel: Strategies for Engaging and Nurturing Clients

Vangelis Sakelliou
3 min readOct 28, 2023

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A sales funnel is made up of multiple steps in which sales reps interact with customers, foster their interest, move them forward to the next level. Here we provide an overview of the stages of the sales funnel, and explain what actions a sales pro can take in each phase to best engage with customers and move them through the funnel.

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Awareness Stage:
The objective at the top of the sales funnel is to build recognition and attract attention from prospects. Sales people can engage with clients by:
Content Marketing: Create helpful blog articles and video content that solve problems and prove knowledge.
Search Engine Optimization (SEO): Improve your online presence and visibility on search engine rankings.
Email Marketing: Email engaging and educational newsletters to people who opt into receiving them.
Networking: Create contacts and get your name in front of people by going to industry conferences and webinars.

Interest Stage:
When customers become conscious about what you bring to them, converting the leads is the next step to follow and engaging with others. Activities to consider include:
Lead Nurturing: Send personalized “follow up” messages and introduce valuable content to keep them engaged.
Webinars and Workshops: Run online webinars where you offer more details and solutions.
Consultative Selling: Provide complimentary initial sessions to get their specific requirements & tailored recommendations.

Consideration Stage:
Prospects are actively evaluating your products or offering in this stage. Sales professionals can engage by:
Case Studies and Testimonials: Write about happy client experiences and share those success stories and testimonials with your audience.
Product Demos: Show off features & benefits with product demos.
Competitive Analysis: Draw attention to the elements of your product/service that differentiate you from others.
Email Follow-Ups: Keep on sharing valuable lessons and responses quickly.

Decision Stage:
Clients are making their purchase decisions at the decision phase. Salespeople can facilitate this by:
Customized Proposals: Customize your proposals based on the needs and pain points of the actual client.
Trial Periods: Provide free samples, pilot programs, etc. for potential customers to try the product/service.
Personalized Implementation: Allow the customer to lead you to success by being adaptable in offering your products or services to their wants.

Purchase Stage:
Once someone has decided they want to buy something, then the aim is to deliver a seamless handoff to a happy buyer. Activities to consider include:

Onboarding: Offer thorough onboarding so customers can maximize their new purchase.
Feedback Collection: Solicit feedback on products; continually iterate to make them better.
Cross-Selling and Upselling: Look for ways to provide extra value with add-on items and upsells.
Follow-Up Communication: Reach out more for developing relations & post-purchase issues.

Loyalty and Advocacy Stage:
In the last step you transform your happy customers into loyal ambassadors of your brand. Engage with clients in this stage by:
Customer Support: Ensure an exceptional customer support and troubleshoot quickly.
Referral Programs: Encourage happy customers to refer new customers.
Feedback Implementation: Prove you value customer happiness with changes based on client feedback.
Engagement on Social Media or other Media Means: Tell your customers what you want them to say and where! Ask them to write something nice about their experience on social media.

The sales funnel is a flexible model designed to facilitate the client journey from recognition to preference. people can approach individuals at every step by customizing their approach according to their target demographic’s interests and requirements.

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Vangelis Sakelliou

Business development, sales compensation plans and fintech is my passion. Allow me to share my experience with you.