Why Use Sales Funnel Templates

Sales funnels streamline your sales process by guiding prospects from awareness to purchase. Whether you opt for a simple sales funnel template or a more advanced b2b sales funnel template, you can handle every step of funnel creation with involve.me. Our easy-to-embed sales funnel templates fit seamlessly into your existing site or sales funnel landing page—turning any sales funnel sample into a custom branded sales funnel.

With involve.me’s sales funnels, you can:

1. Capture, Qualify & Convert Leads: Our sales funnel templates can help you be more efficient at every stage of the sales funnel. Capture visitor information through form, quiz, survey, and calculator elements. Then leverage our lead scoring, lead qualification, and lead routing features to qualify leads, segment them, and empower your sales team to focus on highly qualified leads.

2. Provide personalized Experiences: Provide personalized experiences to your prospects, so they remain engaged throughout the sales funnel. Using logic jumps, answer piping, and conditional logic features, you can dynamically adjust the questions users see, based on their responses, and send them to custom outcome pages.

3. Customize with Ease: Edit every aspect of our templates to create your custom sales funnel. Using our drag-and-drop sales funnel builder, you can edit everything, from logos and background colors, to fonts and button borders. No technical expertise needed.

4. Integrate with Your Favorite Tools: Connect seamlessly to platforms like HubSpot, Mailchimp, Zapier, and others, automating your sales processes from lead capture to nurturing and retention.

Types of Sales Funnel Templates You Can Use

Below are several categories of sales funnel templates that can be implemented at every stage of your sales funnel—helping you collect, qualify and convert leads:

• Lead Capture & Discovery (Quizzes, Surveys & Estimators): Attract and qualify prospects at the top of the funnel. Engaging quizzes and calculators, such as a product finder survey or a cost calculator, provide immediate value while gathering vital contact details for follow-ups and lead qualification.

• Contact & Call Scheduling Forms: Make it easy and frictionless for potential clients to reach out or book a consultation. Contact us and discovery call forms help you quickly move interested visitors into personal conversations.

• Registration Funnels: Welcome new leads with streamlined sign-up forms for events, webinars, or online courses—while capturing essential lead info without overwhelming them.

• Free Trial & Demo Request Funnels: Lower barriers to entry with a free trial or demo sign-up form. This sales funnel sample helps build trust and increases the chances of converting curious leads into paying customers.

• Onboarding Funnels: Welcome new customers with a clear, step-by-step process. A customer onboarding flow or profile setup funnel helps ensure a positive first experience while gathering key user data.

• Payment & Checkout Funnels: Simplify the purchase process with templates designed for quick checkouts and to prevent drop-offs.

• Product Recommendations & Upsells: Increase average order value by offering tailored upsells and cross-sells. Make sure to personalize product suggestions based on user inputs.

• Referral & Loyalty Program Funnels: Turn satisfied customers into repeat buyers and brand ambassadors. Reward program funnels encourage word-of-mouth marketing and reinforce retention.

• Feedback & Testimonial Collection: Gather valuable insights post-purchase or trial. By incorporating this final step into your funnel design, you’ll improve social proof and get valuable insights to refine future offerings.

How to Create a Sales Funnel with involve.me

1. Choose a Template: Pick from our selection of professionally designed sales funnel templates.

2. Customize to Your Brand: Use our no-code editor to add your logo, colors, fonts, and custom content.

3. Publish: Publish your calculator, survey, quiz, or form as embedded content on your website (popup, full page, button-triggered…) or a standalone lead page hosted on our servers. 

4. Share: Share your sales funnel on your website, social media, or email campaigns.

5. Collect & Convert: Start generating leads and sync them with your CRM and marketing tools for automated nurturing.