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.

Tenant Qualification Form  Template

Make tenant selection hassle-free with this form. Gather income, credit score, and rental history to simplify leasing decisions and reduce admin work
request collection form.

Request Collection Form for CPG & DTC  Template

Easily gather customer preferences and purchasing behaviors with this customizable form, perfect for improving engagement and segmentation

Travel Insurance Calculator  Template

Help prospects pick the right travel insurance for their trip! Use this calculator to generate custom quotes based on their destination and trip length
Mortgage Calculator Form Template.

Mortgage Calculator Funnel  Template

Use our mortgage calculator template to simplify the home-buying journey for your prospects while driving more leads to your mortgage services
construction cost calculator.

Construction Cost Calculator  Template

Provide accurate cost estimates for construction projects with a calculator that simplifies planning and protects customers from unexpected costs
service configurator.

Manufacturing Service Level Calculator  Template

Gain actionable insights into manufacturing operations with a service level calculator tailored to enhance efficiency and customer satisfaction

Car Insurance Calculator  Template

Help users estimate the cost of their car insurance based on their profile. This calculator provided quick, accurate estimates that drive leads

Property Valuation Calculator  Template

Capture and qualify leads on autopilot with a calculator that brings value upfront by helping property owners estimate the value of their property quickly
Life Insurance Calculator.

Life Insurance Calculator  Template

Attract potential clients with a life insurance calculator. Guide users to personalized coverage recommendations based on their unique financial goals
Appointment scheduling form.

Sales Call Scheduling Form Manufacturing  Template

Make it easy to schedule sales calls with your manufacturing company. This form streamlines your sales process by connecting leads with sales reps
professional website design template.

Website Cost Estimation  Template

Break down web project costs with an estimation funnel. This tool provides clarity to your prospects, builds trust, and helps you close deals faster
return on spend calculator template.

Ad Spend ROI Calculator  Template

Measure the success of your ad campaigns with this ROI calculator. Make data-driven decisions to improve campaign performance and drive revenue
sales lead form.

Sales Lead Form  Template

Capture key info from prospects, qualify leads, and prioritize follow-ups. This form is designed to enhance sales productivity and conversions
personalized consultation offer template.

Purchase Consulting Package  Template

Provide a seamless experience to clients inquiring about consulting packages. Offer tailored packages and turn these inquiries into sales with this funnel
car loan calculator.

Car Loan Calculator  Template

Help car buyers explore financing options based on preferences. This template calculates costs, breaks down payments, and simplifies decisions
life insurance quote template.

Get Quote Life Insurance  Template

Provide instant, personalized life insurance quotes to potential clients. Capture key details, qualify leads, and guide them to the right coverage
mortgage calculator.

Mortgage Calculator  Template

Offer homebuyers a clear estimate and breakdown of monthly mortgage payments. Use this calculator to guide financial decisions and close more deals
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.