9 Steps to Creating a Marketing & Sales Funnel Automation

Aug 14, 2023 | Latest, Funnel Marketing Strategy, Marketing Tips

9 Steps to Creating a Marketing & Sales Funnel Automation

In today’s fast-paced digital landscape, business owners need efficient systems to attract, engage, and convert leads into loyal customers. It’s no longer enough to sit idle waiting for sales to fly in the door when you could be generating sales 24/7 with the power of a marketing and sales funnel automation.

An automated marketing funnel is a powerful tool that streamlines the customer journey and maximises revenue. By implementing an automated funnel, you can create lead generation on your landing pages with a lead magnet and offer value in exchange for an email address.

You can then nurture leads, build relationships, and generate sales on autopilot, all with your sales funnel automation.

Sales & Marketing Funnel

A sales and marketing funnel is all about your customer journey as you take them through the different sales funnel stages introducing them to your offerings.

Starting with the top of the funnel with your sales page or lead magnet, moving them into your email marketing system, where you can create follow-up emails to nurture your leads.

In this blog, we’ll walk you through 9 essential steps to creating a highly effective automated sales and marketing funnel. Whether you’re a small business owner or a seasoned marketer, these steps will help you leverage automation to drive growth, increase conversions, and achieve your business goals.

9 Steps to Creating a Marketing & Sales Funnel Automation

Step 1: Define Your Goals and Target Audience

Before diving into creating an automated sales and marketing funnel, it’s crucial to define your goals and understand your target audience. Clearly outline what you want to achieve with your funnel—whether it’s generating leads, increasing sales, or nurturing existing customers.

Sales & Marketing Funnel

Additionally, identify your ideal customer persona by analysing demographics, interests, pain points, and buying behaviours. This information will guide your messaging and ensure you’re delivering the right content to the right people at each stage of the funnel.

The key is to use sales copy and page design that truly resonates with your audience, helping them to easily take up your offer.

Step 2: Map Out the Customer Journey

Mapping out the customer journey is essential for designing an effective funnel. Start by identifying the different stages your potential customers go through. From the first step of building brand awareness to exchanging their email addresses for a lead magnet, to completing the entire buying process and becoming a paying customer.

Also, consider the customer journey from point A to Z. Remember that Z is your product or solution to their problem, and point A is where they are currently in relation to their problem.

What steps do they need to take to move them from A to Z? Consider the journey and how you can move them through that process. Whether that may be 1 step or many steps in your sales funnel.

sales funnel automation

Understanding the process of what is needed to take them from point A to point Z will help you easily map out the different steps and stages within your sales funnel. It will also help you to identify any other possible steps or offerings that you could create to help them more easily.

Consider the touchpoints where you can engage with them and provide value at each stage. This could include proving valuable content via blog posts, social media posts, webinars, or email sequences. It may include identifying a new offer that you can give them to solve a specific problem.

By understanding the customer journey, you can strategically use email automation to send personalised messaging to guide leads seamlessly through your marketing funnel.

Step 3: Create Compelling Lead Magnets 

At Haymes Digital Marketing we love a great lead magnet that offers incredible value that it becomes an easy YES for your potential buyers to opt in and join your email list.

The key to any sales and marketing funnel is to grow your email list so that you can build relationships with your potential customer.

To attract leads, you’ll need enriched and valuable lead magnets, free resources that provide value to your target audience in exchange for their contact information.

These could be ebooks, whitepapers, checklists, or video tutorials. Ensure that your lead magnets are relevant, solve a problem, and offer a quick win for your potential customers.

sales funnel automation

But also remember to make your lead magnet relatable to your business and key offer. For example, if you are a coach offering a coaching program, think about your end product, your coaching program, and what the first step would be for your ideal audience to take to help them move towards purchasing your coaching program.

What is something of value that you can offer them for free, that will give them a win towards reaching their goals?

Once you have your lead magnet idea you can easily design your lead magnet using tools such as Canva with all of their amazing templates. Then you can design captivating landing pages with a sales funnel builder or your website, that highlights the benefits and include opt-in forms to capture leads effectively.

Step 4: Build Effective Landing Pages

Landing pages play a critical role in your funnel. Design high-converting landing pages that align with the messaging of your lead magnets and provide a seamless user experience. Use on-brand copywriting content compelling visuals, and clear calls-to-action (CTAs) to encourage conversions.

sales funnel automation

Start with choosing a landing page builder that is easy for you to use and offers you the greatest value for your marketing funnel. Some great funnel builders to try are Click Funnels, Lead Pages and Thrive Cart. Or if you are using WordPress for your website then you will love Thrive Themes. We love them all at Haymes Digital Marketing.

To create a high-converting landing page, consider the following:


Keep it simple. Try not to clutter the page with too many words, colours or images. Keep things as clear and simple as possible, making it much easier for your lead to sign up.


Create a clear and compelling headline that grabs the visitor’s attention and conveys exactly what you are offering. Think about the problem and how you can use that to get their attention.


The page should have clear and concise copy that highlights the benefits of your product or service and outlines the pain and struggles of your ideal audience.

Visual elements such as relevant images or videos can help reinforce the message and make the page more engaging. Include a video or image of yourself where possible, as that helps your page be more personable and builds trust.


Include testimonials, client logos or guarantee badges, to help build confidence in your brand.


Use a strong call-to-action (CTA) that is clear and concise. Create an easy-to-read sign-up form, keeping it as simple as possible.


Optimize the landing page for mobile devices and regularly testing and analysing the performance of your landing pages will provide insights for continuous improvement.

Step 5: Email Marketing Automation Tools

The next step of your marketing and sales funnel automation is to set up your email marketing automation system. Choosing the right email marketing automation software is key in helping you easily and efficiently nurture your leads 24/7 on autopilot.

Having a robust email marketing tool to manage all of your sign-ups and building funnel automation is an absolute must in any business today. They help you to:

sales funnel automation

Save time: Automate repetitive tasks and workflows, saving time and effort. Set up automated email sequences, schedule campaigns in advance, and segment your audience based on various criteria. This automation frees up valuable time, enabling you to focus on other important aspects of your business.

Personalise & Segment: Segment your audience into smaller, targeted groups such as demographics, interests, past interactions, or purchase history.

Giving you the power to deliver highly personalised and relevant content to each segment. This leads to increased engagement, higher open rates, and better conversion rates.

Analyse: Most email marketing automation tools provide detailed analytics and reporting features. These insights give you valuable information about the performance of your email campaigns, including open rates, click-through rates, conversion rates, and more.

With this data, you can track the success of your campaigns, identify areas for improvement, and improve your marketing funnel.

Scale & Grow: As your business grows, managing email campaigns manually becomes increasingly challenging. Email software tools give you the ability to scale and grow, 24/7 without you needing to do every step. An absolute must for any business.

There are some amazing email marketing tools currently on the market. We love Active Campaign (the system we currently use), Convertkit and Mailerlite. Each of them has robust features that will meet any level of skill or budget.

The best way to choose an email marketing tool is to consider things like pricing (especially when your list starts to grow), ease of use, key features and the ability for the system to grow with you, as your business grows. 

9 steps to creating a marketing & sales funnel automation

Step 6: Develop a Lead Nurturing Email Sequence

Once you’ve captured leads and chosen your email marketing platform, it’s time to nurture your leads with email automation and email campaigns.

Creating email automation can help you to create a full customer experience where you connect with your audience, share stories, offer value and build trust.

sales funnel automation

Create a series of email drip campaigns within your automation that deliver valuable content, establish trust, and guide your leads into the next stage of the sales funnel.

Consider including case studies, testimonials and links to your podcast episodes, YouTube videos or blogs. Remember to include exclusive offers to encourage conversions and move leads closer to making a purchase.

Step 7: Drive Traffic to Your Funnel

Now that your marketing campaigns are in place and your automated funnel is set up and ready, it’s time to drive traffic to it. Think about your marketing strategy in terms of getting your funnel in front of your ideal target audience.

Place a banner or promotion on your website, leverage social media marketing, use search engine optimisation (SEO), paid advertising, content marketing, partnerships, YouTube or Podcasts.

sales funnel automation

The key is to share your sign-up form anywhere and everywhere. Create engaging content across different platforms that direct users to your lead magnets and landing pages. Keep it top of mind and visible on all of your marketing channels.

Step 8: Monitor and Analyse Your Marketing Funnel’s Performance

The key to any successful funnel is to regularly monitor and analyse its performance to identify areas for improvement. Track key metrics such as conversion rates, click-through rates (CTRs), email open rates, and revenue generated.

Use analytics tools to gain insights into user behaviour, identify areas that may not be working and optimise your funnel accordingly. Experiment with different strategies, test variations, and refine your approach based on data-driven insights.

To clearly identify what parts of your funnel are working and not working you need to analyse the results. For example, if you are not getting many opt-ins to your funnel, then review your landing page.

Does your landing page copy need tweaking? What about the visuals of your landing page? Is your messaging resonating with your ideal audience?

Marketing Funnel

If leads are opting in but not taking the next step, look at your offer. Is it appealing? Does it match the audience that you are attracting to the top end of your funnel?

Remember to analyse your email open rates within your email nurture automation. Are leads opening your emails or are they opening your emails but not clicking the link to your offer?

The sales and marketing funnel takes time to massage into place and understanding the metrics of your funnel’s performance is imperative to help you improve the parts of the funnel that are not giving you the results you need.

Step 9: Scale and Grow

Once you have analysed your sales and marketing funnel and all of the pieces of the funnel are generating quality leads that are converting to paying customers, then it’s time to scale.

A quick way of doing this is to use your lead magnet in your Facebook ads or Googles ads, and reach greater masses with your funnel. It’s time to think big and how you can reach more people 24/7.

Marketing Funnel

Explore additional automation features and advanced techniques to further enhance your funnel’s performance. As your business grows, regularly revisit and refine your funnel to adapt to changing customer needs and market trends.

Keep things flexible and keep analysing your funnel’s performance to ensure it’s working as it needs to.

In Summary

In the fast-paced digital world, it has become a necessity for entrepreneurs to implement a marketing and sales funnel automation to get in front of their ideal audience, build relationships and scale their business.

By following these steps you can leverage automation to attract, engage, and convert leads, ultimately driving growth to your business and achieving your goals.

Embrace the power of automation, personalise your messaging, and continuously refine your funnel to adapt to changing market needs.

With a sales funnel automation, you can unlock your full potential and thrive in the digital landscape.

Next Steps

If you need assistance developing your sales and marketing automation tailored to your business book a call with us today. At Haymes Digital Marketing we love everything about marketing funnels and setting up the entire process for our clients. We can guide you to create your marketing funnel with ease.

And that’s not all! If you’re ready to choose your email marketing platform, we highly recommend considering some of the best options in the market: ActiveCampaign, ConvertKit, or MailerLite.

These platforms offer powerful features, user-friendly interfaces, and excellent customer support, making them ideal choices for businesses of all sizes.

As a bonus, you can also download a copy of our guide – “The Best Digital Marketing Tools to supercharge your marketing efforts. Get access to the top tools and resources that can take your business to new heights.

Don’t miss out on this opportunity to level up your digital marketing game!

Disclosure: Some of the links in this post are ‘affiliate links.’ This means if you click on the link and purchase the item, we will receive an affiliate commission.


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