Sales funnel design
From stranger to customer, step by step
We design your sales funnel stage by stage, with the content, automation and measurement each one needs to move to the next level.
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Consulting
A sales funnel that’s designed, not improvised
Many companies have scattered marketing actions: some advertising, a form, a newsletter, a sales team that calls when it can. What’s missing is the system that ties them together. Sales funnel design means defining what happens to each contact from the moment they discover you until they buy and buy again, and when marketing, automation or the sales team steps in. At Trilogi we structure it with our four-stage AI growth funnel: Generation, Capture, Management and Conversion. Each with its own goals, content, tools and metrics.
- Consulting
- AI
- Marketing
- Design
- Technology
since 1999
The challenge
Signs your sales funnel needs a redesign
- 01
Leads that don’t move forward
You generate contacts, but they sit idle in the CRM with no follow-up or criteria to prioritize them.
- 02
Marketing and sales out of sync
Each team has its own definition of a qualified lead and nobody knows where opportunities are lost.
- 03
Same message for everyone
You send the same content to the contact who just discovered you and to the one about to buy.
- 04
No visibility into conversion
You don’t know what percentage moves from one stage to the next or how much each customer really costs.
A good funnel turns chance into a system
What we do
What we do when designing your sales funnel
A complete design, from strategy to measuring every stage.
Funnel map
We define the stages, the criteria for moving between them and the agreements between marketing and sales. The whole team speaks the same language.
Generation
We choose the channels and messages to attract your ideal customer, from SEO and content to paid campaigns. We attract qualified attention, not empty volume.
Capture
We design landing pages, forms, lead magnets and AI assistants that turn visits into contacts. We collect just the data needed for the next step.
Management
We build nurturing sequences, lead scoring and assignment rules in your CRM. Each contact gets what they need at their stage.
Conversion
We define offers, talking points, retargeting and closing automations. We help opportunities turn into sales and sales into repeat business.
Funnel measurement
We set up a dashboard with conversion by stage, velocity and cost. So you know where to act first.
How we work
How we design your sales funnel
Ideal customer and offer
We define who you want to sell to, what problem you solve for them and what makes them decide.
Current funnel audit
We analyze channels, tools, CRM data and conversion rates to find the leaks.
Stage-by-stage design
Content, capture points, automations and sales touchpoints for each phase.
Implementation
We set up landing pages, forms, CRM and AI automation flows, all connected to each other.
Continuous optimization
We measure conversion by stage and test improvements at the biggest leak points.
What’s included
What your sales funnel design includes
Who it’s for
Who this service is for
B2B companies with long sales cycles
Industrial or service businesses where a sale takes several interactions before closing.
eCommerce businesses seeking more repeat sales
Online stores that attract traffic but need to convert and retain better.
Overloaded sales teams
Organizations that want sales to spend its time only on sales-ready opportunities.
Keep exploring
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Frequently asked questions
What we’re often asked.
What is a sales funnel?
It is the representation of the stages a person goes through from first hearing about your brand to buying. It’s called a funnel because at each stage some contacts move forward and others drop off. Designing it well lets you know how many move from one phase to the next, why they’re lost and what actions to take at each point to improve conversion.
What are the stages of a sales funnel?
There are many models. We work with four stages: Generation, where we attract qualified attention; Capture, where we turn that attention into contacts; Management, where we nurture and qualify those contacts; and Conversion, where the sale happens and repeat business kicks in. Each stage has its own content, tools and metrics.
What’s the difference between a B2B and a B2C sales funnel?
In B2C, decisions tend to be faster and individual, and the funnel relies on advertising, offers and cart automations. In B2B, several people are involved, cycles are longer and valuable content, lead scoring and coordination with the sales team matter more. The design adapts to each case.
What tools do I need to implement the funnel?
At a minimum, a website with landing pages and forms, a CRM and an automation tool. Often you already have them and they just need to be connected properly. We’re platform-agnostic: we work with your current stack or recommend the best fit, and integrate everything so data flows between marketing and sales.
How does AI help in a sales funnel?
AI helps personalize messages based on each contact’s behavior, score leads more accurately, answer questions instantly with conversational agents and spot conversion patterns that are easy to miss. Always with human oversight and clear rules about what the machine decides and what your team decides.
Next step
Our business is to grow yours
Tell us how your customers find you today and we’ll design the path together so more of them do.