Sales

Sales Funnel Templates

With involve.me's engaging sales funnel templates, you can effortlessly launch a branded sales funnel that combines quiz, survey, calculator, and form elements.

Whether you need a price quote generator, a B2B product finder, or a customer onboarding form, these templates are built to boost the efficiency of your sales strategy—at every stage of the sales funnel.

Perfect for businesses across various industries, from solar energy or law firms to cleaning services, these templates are designed to create smooth experiences for your website's visitors—while helping you capture, qualify, and convert these visitors into paid customers efficiently.

contact form.

Contact Form for Real Estate  Template

Streamline your property inquiries with our contact form for real Estate. Perfect for capturing leads and simplifying client communications
appointment form.

Financial Advisor Appointment Form  Template

Simplify appointments and qualify leads. This sales funnel sets the stage for personalized financial services that turn qualified leads into long-term clients
payment quiz.

Find My Payment Plan Funnel for Software  Template

Increase conversions for your software with a personalized quiz that guides potential customers to the right payment plan for their needs
demo booking form.

Demo Booking Form for Software  Template

Make it easy for potential customers to schedule a demo session for your software and turn them into paying customers with this demo booking form

Website ROI Calculator  Template

Maximize your online investment with our website ROI Calculator. Analyze and forecast the return on investment for your website projects accurately
price quote calculator.

Price Quote Calculator for CPG & DTC  Template

Simplify pricing with our price quote calculator. Offer instant, accurate quotes to streamline sales, enhance customer satisfaction, and close deals faster
Price Quote Calculator for Software Template.

Price Quote Calculator for Software  Template

Provide quick, accurate pricing estimates to your software prospects with a calculator designed to simplify decision-making and speed up sales cycles

Agency Lead Generation Form  Template

Enhance your agency’s lead gen efforts with a lead gen form designed to collect, qualify, and nurture high-quality leads. Sales team will thank you!
Appointment scheduling form.

Appointment Scheduling Form for Agencies  Template

Optimize your meeting booking process and reduce admin work with an appointment form that integrates into your agency’s workflow effortlessly

Meeting Scheduling Form for Real Estate  Template

Make it easy for prospects to book meetings with real estate agents. This intuitive form is designed to enhance customer experience and drive sales
Contact Form for Insurance Template.

Contact Form for Insurance  Template

Make it easy for clients to get in touch with a contact form designed for insurance agencies to collect leads and personalize follow-ups
Built-In Closet Designer With Pricing Template.

Built-In Closet Designer With Pricing  Template

Design your ideal storage with our Built-In Closet Designer With Pricing Template. Customize dimensions and materials, and get instant price estimates.
hair product finder.

Hair Product Finder  Template

Boost engagement and conversions with a hair product finder that matches users to the ideal products based on hair type and preferences
solar panel personalized quote.

Solar Panels Personalized Quote  Template

Deliver instant, customized quotes for solar panel installation, based on prospects' energy needs, location, and preferences
bulk order calculator.

Bulk Order Calculator for Manufacturing  Template

Support the sales process by providing quick and reliable cost estimates for bulk orders, based on material costs, production time, and other variables
order form.

Order Form for CPG & DTC  Template

Simplify order-taking for your CPG or DTC business! Ensure smooth transactions with a form that captures key order details and product preferences
Combine Finder Quiz Template.

Combine Finder Quiz  Template

Help farmers pick the best combine harvester for their specific needs! This quiz streamlines the selection process while bringing data for sales outreach
Request Collection Form for Real Estate Template.

Request Collection Form for Real Estate  Template

Easily gather and organize client requests for properties or consultations. This form collects client needs and preferences to simplify communication

Home Insurance Finder Quiz  Template

Guide potential customers to their ideal home insurance policy based on budget and preferences. Capture high-quality leads for follow-ups in the process
website cost calculator.

Website Cost Calculator for Agencies  Template

Estimate website costs quickly for clients, based on their needs. The calculator reduces back-and-forth, qualifies leads, and sets realistic expectations
Building Cost Calculator Template.

Building Cost Calculator  Template

Provide precise cost estimates for your clients' construction projects. Streamline communication and close deals faster with this easy-to-use calculator
Sales Templates

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.

Frequently Asked Questions

A sales funnel template is a pre-built tool that helps businesses optimize their sales funnel. It can be as simple as a contact form for lead capture, but it can also be a complex multi-step flow—such as a price quote generator—involving form, quiz, survey, and calculator elements, that helps businesses qualify leads and drive conversions.

Absolutely. Each sales funnel template can be tailored to your brand’s colors, fonts, and messages using involve.me’s sales funnel builder. You can also input your unique services, products, and pricing structures. No coding skills are required.

These templates save time and reduce the likelihood of errors by automating specific tasks like the price quote and estimation process. Additionally, the several lead qualification, scoring, and routing features allow your sales team to focus on qualified leads and closing deals.

By offering engaging tools that combine quizzes, calculators, and forms, you can capture qualified prospects who are genuinely interested in your offer. This personalized approach builds trust and increases conversions, whereas purchasing pre-collected leads often results in lower engagement and weaker fit.

Absolutely. While some of our sales funnel templates cater to a B2B or B2C audience, all templates are flexible and customizable, so you can tailor them to suit your specific audience and goals.

By leveraging involve.me’s advanced features—such as logic jumps, answer piping, lead scoring, and custom outcome pages—you can personalize each question based on previous answers. This filtering process actively screens out unqualified prospects, so your sales reps can focus on converting high-intent leads.

We adhere to strict data protection standards to ensure that all customer data is securely handled and stored.

Our templates come with built-in analytics features and AI reports, allowing you to track usage, engagement, and conversion metrics for your sales funnels.