Blog Posts
Matt Downey
  • Coaching
  • Newsletter
  • Blog
  • Shop
  • Cart 0
Cart 0 Mobile Menu
Matt Downey
Cart 0 Close Menu
  • Coaching
  • Newsletter
  • Blog
  • Shop
  • 𝕏
  • FAQ
  • Privacy

September 16, 2023

The 7-day automated sales funnel

Most entrepreneurs know the importance of a sustainable sales process. Yet, many struggle to develop and implement a system that brings consistent results without draining their resources.

That's where an automated sales funnel comes in. When set up correctly, this tool can be the catalyst for growth, particularly for those business owners who are looking for scalable solutions.

In this guide, I'll unravel the concept of an automated sales funnel and provide a step-by-step plan to get it set up in just 7 days. Yes, you read that right—7 days.

Let's jump in.

Automated sales funnel

The Importance of a Sales Strategy

Most entrepreneurs who have run their businesses for a while know that success is not just about producing high-quality work but more about consistently reaching the right audience, conveying value, and converting prospects into loyal customers. And the key to all of this is a solid sales strategy.

A well-defined sales strategy allows your business to:

  • Identify a target market: Understand who you are selling to and tailor your offerings to their specific needs. This is crucial in differentiating from competition.
  • Forecast sales and revenue: With a clear plan, businesses can anticipate monthly or quarterly sales, allowing for better financial planning and resource allocation.
  • Optimize marketing efforts: No more throwing spaghetti on the wall and hoping something sticks. With a defined strategy, every marketing effort, be it content creation or ad campaigns, becomes targeted and efficient.
  • Build trust and reputation: For those seeking to establish a loyal customer base, a consistent and effective sales process communicates reliability and professionalism.

However, while a sales strategy lays the foundation, businesses need to embrace automation to truly harness its power in today's world.

This leads us to the heart of our guide: the automated sales funnel.

What is an Automated Sales Funnel?

At its core, an automated sales funnel is a series of automated steps designed to guide potential clients or customers from the first point of contact to the final sale.

Essentially, it's a systematic approach to moving a prospect from awareness to decision-making, all while requiring minimal manual intervention.

But why should we rely on automation so much? Let's delve into its benefits:

  • Scalability: An automated sales funnel enables the capacity to handle more potential clients without compromising engagement quality. As your business grows, your sales system can grow along with it.
  • Consistency: Regardless of how busy you get with client projects, content creation, or other aspects of your business, your sales process remains uninterrupted and consistent.
  • Efficient time management: By automating repetitive tasks, you're now free to focus on what you genuinely excel at, be it design, development, digital marketing, coaching, or any other creative service.
  • Data-driven decisions: Automated systems offer the advantage of collecting data at every stage. This goldmine of information allows businesses to make decisions based on actionable insights, optimizing the funnel for better results over time.
  • Enhanced customer experience: Automation doesn't mean impersonal. On the contrary, with the right tools and strategies, an automated funnel can deliver personalized content and interactions tailored to each potential client's needs and behaviors.

All of that sounds great, right? Are you ready to set up your very own automated sales funnel yet?

Good—let's embark on a 7-day process that will get you up and running.

The 7-day plan for your own automated sales funnel

In just a week, with determination and the right guidance, you can establish a robust, effective, automated sales system tailored to the creative industry.

Day 1: Research and planning

Before any action comes introspection. The first crucial steps are understanding your market landscape, recognizing your potential clients, and outlining clear objectives.

  • Market research: Dive deep into industry trends, competitor strategies, and emerging client needs.
  • Customer profiling: Create detailed customer avatars of your ideal customers. What challenges do they face? What solutions are they seeking? How does your service provide a unique answer to their problems? The answers to these questions will serve as building blocks of your automated sales funnel.
  • Setting objectives: Outline tangible goals. Having clear benchmarks will guide subsequent steps, whether it's a specific number of leads, a conversion rate, or revenue targets. Don't skip this step—it's essential.

Day 2: Setting up the technology

The right tools are the backbone of any automated sales funnel.

  • Marketing automation tools: Platforms like HubSpot, Mailchimp, ActiveCampaign, and Klaviyo can automate email campaigns, lead scoring, and more, ensuring smooth interactions with potential clients.
  • CRM integration: Ensure that your Customer Relationship Management system integrates seamlessly with your automation tools. This is pivotal for maintaining up-to-date records and streamlining communication.

Day 3: Creating content for the funnel

Content isn't just king; it's the entire kingdom in this context. From blogs and infographics to ebooks and webinars, high-quality, relevant content propels leads down the funnel. Depending on your business, you may need a little or a lot of content. Get ready to start creating.

  • Content mapping: For each stage of the funnel (awareness, consideration, decision), identify the type of content that would be most impactful. For instance, an in-depth guide might be great for the consideration phase, while a compelling case study can clinch the decision phase.

Day 4: A/B testing

Before full-scale implementation, testing and optimizing your automated sales funnel is vital.

  • Create variants: Whether it's email subject lines (good), landing page designs (better), or call-to-action buttons (best), create variations to ascertain what resonates most with your audience.
  • Analyze results: With tools like Optimizely, you can assess which variant performs better in terms of engagement, click-through rates, and conversions.

Day 5: Implementing your email marketing strategy

Email still remains one of the most effective channels for nurturing leads. Use it to your advantage to get the right message in front of the right person at the right time.

  • Segmentation: Divide your email list based on criteria like behavior, engagement level, or purchase history. Tailored emails lead to better engagement and higher conversion rates.
  • Automation: Set up drip campaigns to send automated, sequential emails, guiding the lead further down the sales funnel.

Day 6: Setting Your pricing strategy

Pricing isn't just about numbers; it's about perceived value.

  • Competitive analysis: Understand the market rate and recognize your services' unique value. This insight can also justify premium pricing or help you identify gaps in your pricing strategy.
  • Psychological pricing: Techniques like bundling, anchoring (my favorite), or offering a freemium model can enhance the perceived value and increase conversions.

Day 7: Launch and monitor

With everything in place, it's time to launch your automated sales funnel!

  • Monitor in real-time: Use dashboards and real-time analytics to observe how leads are progressing through the funnel.
  • Feedback loop: Collect feedback, especially in the early stages, to make iterative improvements. This should be done very regularly.

The 7-day plan might seem intensive, but with structured action, the transformation it brings to your business operations can be profound.

Examples of how automated sales funnels could help your business

The following examples offer insights into the real-world application and effectiveness of these automated sales strategies. Hopefully, you can relate to one (or all) of these.

Example 1: Doubling conversion rates

A mid-sized design agency is struggling with lead conversions. Despite having ample website traffic, conversions remain stagnant. After implementing a tailored automated sales funnel, they witnessed a change.

  • Initial situation: Their primary content was a generic portfolio showcasing past work.
  • Action: They introduced segmented content—blog posts addressing common design challenges, webinars on the latest design trends, and downloadable ebooks on effective design strategies.
  • Outcome: Within three months, their conversion rates doubled. The funnel's tailored content addressed potential client needs at each stage, guiding them smoothly toward engagement.

Example 2: Enhance lead quality

A budding digital marketing startup is grappling with the challenge of low-quality leads. The quantity was there, but most didn't convert.

  • Initial situation: Their lead magnet was a generic "Subscribe for Updates" call-to-action.
  • Action: The startup implemented a 7-day email course on "Mastering PPC Campaigns." This specific lead magnet attracted those genuinely interested in digital marketing.
  • Outcome: Not only did the quantity of subscribers increase, but the quality of leads also improved dramatically, leading to a higher customer acquisition rate.

Example 3: Reduce customer acquisition costs

For a renowned web development company, the rising cost of customer acquisition was a concern.

  • Initial situation: Heavy reliance on paid advertising for lead generation.
  • Action: They shifted focus to organic content creation, webinars, and free toolkits tailored for potential clients.
  • Outcome: Within six months, their customer acquisition cost reduced by 40%, while lead generation from organic sources surged.

Wrapping up: Building a successful automated sales funnel

It's clear—mastering the art of sales is pivotal. But beyond mere selling, it's about creating a seamless, automated process that attracts leads and nurtures and converts them efficiently. Having a well-defined automated sales funnel doesn't just streamline operations—it supercharges them. Businesses can ensure sustainable growth by tailoring content to specific audience needs, leveraging automation tools, and refining strategies based on actionable insights.

And as evidenced by the examples above, when done right, these funnels can lead to exceptional outcomes, from improved lead quality to reduced acquisition costs.

But, like anything in business, challenges will arise. The key lies in recognizing these challenges early on and proactively seeking solutions. From creativity blocks to decision-making dilemmas, the hurdles are surmountable with the right mindset and tools.

For those seeking to overcome challenges and elevate their business operations, remember this: Every automated sales funnel is a journey. It begins with understanding the audience, progresses through meticulous planning and strategy, and culminates in sustained growth and success.

Best of luck!

Frequently Asked Questions

  • What is the main benefit of an automated sales funnel?

    An automated sales funnel streamlines lead acquisition and nurturing processes, ensuring businesses can focus on growth without getting bogged down by manual tasks.

  • How long does it typically take to set up a funnel?

    While my guide suggests a 7-day plan, the actual timeline can vary based on specific business needs and available resources.

  • Is an email marketing strategy essential for a successful funnel?

    Email marketing plays a pivotal role in nurturing leads and guiding them through the sales journey. It's a tried-and-true method with a significant ROI.

  • Can I use more than one tool for marketing automation?

    Absolutely. Many businesses leverage multiple tools to cater to various stages of the funnel, ensuring comprehensive coverage.

  • How often should I review and tweak my funnel?

    Regular reviews, at least quarterly, are recommended. However, if you notice sudden drops or spikes in metrics, it's wise to evaluate immediately.

About Matt Downey

About the author

Matt Downey is the founder of a seven figure, award-winning creative agency and an experienced entrepreneur with a track record of successful digital product ventures.

After scaling his creative agency, he now helps other digital entrepreneurs grow their businesses efficiently through personalized and tailored asynchronous coaching.

Digital Native

Did you enjoy that article? Then you'll love my newsletter, Digital Native.

Join hundreds of entrepreneurs getting practical strategies for audience and business growth delivered to their inbox every Saturday.

Your trust is valued. I'll never spam you or sell your information.

More Writing

Unlock the power of recurring revenue in your business
Business Growth

Unlock the power of recurring revenue in your business

Discover how transitioning to a recurring revenue model can offer financial stability, better client retention, and a competitive edge. Learn actionable steps for making the shift.

September 09, 2023

Boost your business with a 30-minute weekly review
Business Growth

Boost your business with a 30-minute weekly review

Discover how a 30-minute weekly review can revolutionize your business operations and personal growth. Learn actionable insights, SMART goals, and key performance metrics to fast-track your success.

September 02, 2023

Beyond the niche: Finding your true creative purpose
Entrepreneurship

Beyond the niche: Finding your true creative purpose

Explore the power of unlocking not just a niche, but an authentic creative purpose and understand the role passion plays in shaping your unique path.

August 26, 2023

Mastering business optimization: The power of systematic delegation
Systems

Mastering business optimization: The power of systematic delegation

Unlock the secrets to peak business performance as we delve into the art of systematic delegation. Discover how mastering business optimization can transform operations, boost efficiency, and elevate team collaboration.

August 19, 2023

The Eisenhower Matrix: Mastering Urgent vs. Important Task Management (with Notion & PDF Templates)
Productivity

The Eisenhower Matrix: Mastering Urgent vs. Important Task Management (with Notion & PDF Templates)

August 12, 2023

Four key habits that set successful creative entrepreneurs apart
Entrepreneurship

Four key habits that set successful creative entrepreneurs apart

Discover the four key habits that successful creative entrepreneurs harness to drive their ventures. Learn how to create, engage, work smart, and leverage creativity for growth.

August 05, 2023

Building strong client relationships: A guide to customer retention
Business Growth

Building strong client relationships: A guide to customer retention

Explore actionable strategies for building and maintaining strong client relationships. Learn how to improve customer retention and transform your clients into loyal brand ambassadors.

July 29, 2023

Creating and distributing content consistently
Systems

Creating and distributing content consistently

Discover how consistent content creation and strategic distribution can propel your business growth. Uncover entrepreneur-focused content mastery techniques.

July 22, 2023

Elevate your business with these 5 types of branding strategies
Business Growth

Elevate your business with these 5 types of branding strategies

Discover how to stand out in your industry with robust branding strategies. Gain insights from success stories like Airbnb, Apple, Nike, and more.

July 15, 2023

Scaling your business while maintaining a personal touch
Business Growth

Scaling your business while maintaining a personal touch

Discover strategies to maintain a personal touch while scaling your business. Learn how to leverage technology, empower your team, and stay true to your brand values for customer retention and growth.

July 08, 2023

Write to engage: Strategies for conversion-boosting content
Audience Growth

Write to engage: Strategies for conversion-boosting content

Unlock the secrets to engaging writing that hooks readers and boosts conversions. Explore effective strategies, actionable tips, and timeless wisdom from ad legend David Ogilvy.

July 01, 2023

How to create a customer avatar
Systems

How to create a customer avatar

Discover how to craft impactful customer avatars and propel your marketing strategy. Learn the steps, tools, and common pitfalls to avoid in this comprehensive guide.

June 25, 2023

Mastering sales funnels: A guide for creative entrepreneurs
Systems

Mastering sales funnels: A guide for creative entrepreneurs

Uncover the art of crafting high-converting sales funnels. Step-by-step guide tailored for creative entrepreneurs, with practical tips and strategies for success.

June 24, 2023

Fuel your business flywheel for smarter, more efficient growth
Systems

Fuel your business flywheel for smarter, more efficient growth

Discover four ways you can to turbocharge your design agency's growth using the power of a flywheel.

June 17, 2023

A strategy for long-term customer loyalty
Business Growth

A strategy for long-term customer loyalty

Discover the power of transparent marketing in building customer trust and loyalty. Explore practical steps to implement transparency in your business strategy.

June 10, 2023

The battle within: Scarcity mindset vs. abundance mindset
Business Growth

The battle within: Scarcity mindset vs. abundance mindset

Discover the power of shifting from a scarcity mindset to an abundance mindset. Embrace growth, seize opportunities, and create more business success.

May 27, 2023

The Post-Purchase Strategy: Enhance customer experience and drive repeat business
Business Growth

The Post-Purchase Strategy: Enhance customer experience and drive repeat business

Discover the importance of the post-purchase journey and effective strategies to nurture it, drive loyalty, and boost repeat business.

May 20, 2023

The Pricing Paradox: Where psychology, perception, and profit intersect
Business Growth

The Pricing Paradox: Where psychology, perception, and profit intersect

Uncover the secret behind successful pricing strategies. Navigate the Pricing Paradox and boost your profit with insights into psychology, perception, and value-driven pricing.

May 13, 2023

Master Business Storytelling: Captivate and Convert Your Audience
Business Growth

Master Business Storytelling: Captivate and Convert Your Audience

Learn the art of business storytelling to captivate, inspire, and build lasting connections. Transform your marketing with these six powerful steps.

May 06, 2023

The Testimonial Engine
Systems

The Testimonial Engine: How social proof can lead to business growth

Introducing The Testimonial Engine, an innovative approach to collecting and leveraging customer testimonials for business growth. Overcome barriers, automate collection, and amplify success stories.

April 29, 2023

Leave the hustle behind: How to build a repeatable sales system
Systems

Leave the hustle behind: How to build a repeatable sales system

Discover the key to consistent sales growth for your creative business. Learn the step-by-step process to build a scalable sales system so you can finally be free from the daily grind.

April 22, 2023

Mastering persuasion: 5 strategies to elevate your business
Entrepreneurship

Mastering persuasion: 5 strategies to elevate your business

Discover the power of persuasion and its impact on your business. Learn the principles, strategies, and techniques to influence decisions and elevate your business to its full potential.

April 15, 2023

Rethink your earnings: A case study on value-based pricing
Systems

Rethink your earnings: A case study on value-based pricing

Hourly billing is a trap. It's a cage that keeps you tethered to the ticking clock, limiting your income to the number of hours you work. But what if there's a way out?

April 08, 2023

Mastering content creation with the
Audience Growth

Mastering content creation with the "quantity now, quality later" approach

Discover the "quantity now, quality later" content strategy for digital entrepreneurs, and learn how to overcome perfectionism, experiment, and grow your audience effectively.

April 01, 2023

Top creativity killers every entrepreneur must overcome
Entrepreneurship

Top creativity killers every entrepreneur must overcome

Overcome these four creativity killers to unlock creative potential, foster resilience, and pave the way for growth as an entrepreneur.

March 25, 2023

Trust your gut: The art of intuitive decision-making
Entrepreneurship

Trust your gut: The art of intuitive decision-making

There's a strong link between your gut and brain, giving credence to the phrase "trust your gut." Learn to harness it to make better decisions for your business.

March 18, 2023

How to remember more of what you read
Productivity

How to remember more of what you read

Want to improve your memory and retain more information? This article offers practical techniques for remembering everything you read.

February 08, 2023

Quality can be your niche
Audience Growth

Quality can be your niche

James Clear suggests that in order to be exceptional, you must continually strive to improve upon your work. In other words, quality can be your niche.

February 03, 2023

Introducing Zero Brand
Entrepreneurship

Introducing Zero Brand

Introducing Zero Brand — a new storefront with garments, prints, and accessories exclusively designed for people who appreciate CC0.

January 13, 2023

2021 Year in Review
Entrepreneurship

2021 Year in Review

This year was one of the most exciting and productive in recent memory. I’m excited to use the momentum from the latter half of 2021 to kick-start 2022.

January 05, 2022

Folio: A Super template, powered by Notion
Entrepreneurship

Folio: A Super template, powered by Notion

Introducing Folio, a beautiful portfolio template built for Super and powered by Notion databases.

September 03, 2021

Minimal Twitter
Audience Growth

Minimal Twitter

The Minimal Twitter Chrome extension from Thomas Wang will change your Twitter experience for the better.

April 21, 2021

2021 Goals
Entrepreneurship

2021 Goals

A list of things I'd like to accomplish in 2021.

January 19, 2021

2020 Year in Review
Entrepreneurship

2020 Year in Review

Reflections on the past 12 months to figure out where I'm headed in the year to come.

December 28, 2020

UX tools for creators
Productivity

UX tools for creators

An article outlining several of the UX tools that I use, as well as those that make up the current UX design landscape.

May 15, 2020

Is the iPad worth it?
Productivity

Is the iPad worth it?

It had been years since I owned an iPad and was looking to integrate it back into my workflow. But was it worth it?

March 04, 2020

My design philosophy
Entrepreneurship

My design philosophy

I felt it was important for me to consider the fundamental nature of design and consider the parts that shape my approach to digital work.

May 22, 2019

Inbox Zero
Productivity

Inbox Zero

I thought it would be a good time to take inventory of my digital footprint, starting first with Gmail.

December 30, 2018

Using the Pomodoro Technique
Productivity

Using the Pomodoro Technique

For the past two weeks, I've been using the Pomodoro Technique to get my work done. And I have to say, I'm surprised by the results.

December 05, 2018