Essential stages of the sales funnel: from customer acquisition to customer retention

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In 2025, areas such as automation, personalization, and data will become essential components of any effective sales funnel.

By the way, at the moment there are more than 5 types of sales funnels that are adapted to specific business tasks and strategies:

classic linear funnel. Applicable for B2B and B2C;
multi-funnel;
email funnel;
failure funnel;
upsell and cross-sell;
dealer funnel;
remarketing funnel.
The Importance of Digitizing Processes
The stages of the sales funnel include planning, digitization and control.

Digitization means the implementation of a CRM system, with which you can integrate the sales funnel into a single system .

As our experience shows, many people doubt the necessity of digitalization, especially if it seems that everything is working well anyway.

However, let's take a look at what a digital sales funnel might look like.

The image below shows the automation of the jordan consumer email list remarketing funnel stages and the business process scenario of a dental clinic “-30% on professional hygiene for patients who visited the clinic more than 3 months ago”, its goal is to increase conversion and LTV.

Please note that business processes are first built and only then automated.

So, the diagram shows how robots and triggers can be used to automate each stage of the funnel based on the patient’s response, including both immediate and delayed processes.

Among the instant ones, for example, registration for a service, a recorded refusal (cancellation of registration), disabling the reminder when registering after the first message.

Deferred processes include constantly updating the remarketing list, launching mailings at a specified frequency, reminding patients about their visit, and requesting feedback.

A mandatory item is campaign analysis: after the activity is completed, the CRM collects data to evaluate the effectiveness, notifies those responsible that the report is ready and they can start working and making adjustments (if necessary).