# Sales funnel design Human Guide ## What This Is For Overview A sales funnel is the complete path a stranger takes to become a paying customer — and then a loyal one. It gives the agent a clearer input/output frame for go-to-market work: what context to ask for, what decisions to make, and what usable artifact to return. Use this as a human-readable version of the Sales funnel design agent skill. It is meant for marketers, operators, founders, and other non-coders who want the workflow without reading agent-specific implementation instructions. ## When To Use This - Use this when you need a repeatable process for sales funnel design. - Use this when the task needs judgment, examples, constraints, or a clear output format rather than a one-off prompt. - Use this when you want to hand an AI assistant enough context to produce a usable marketing artifact. ## When Not To Use This - Do not use this when you only need a quick factual answer. - Do not use this when the work depends on private data you cannot share with the assistant. - Do not use this as a replacement for legal, compliance, financial, or medical review. ## What You Need Before Starting - The goal or business outcome you want. - The audience, customer segment, or market context. - Any source material the assistant should respect, such as notes, briefs, examples, URLs, or brand guidance. - Constraints such as tone, length, channel, deadline, region, or approval requirements. - A clear definition of what a good final answer should look like. ## Step-By-Step Workflow 1. State the job clearly: "Use the Sales funnel design guide to help me with..." 2. Add context: audience, goal, offer, channel, source material, and constraints. 3. Ask the assistant to identify missing inputs before producing the final output. 4. Have the assistant follow the skill-specific guidance below. 5. Review the result against the final checklist and ask for revisions where needed. ## Skill-Specific Guidance - SEO content targeting the problem keywords they search for - Social media posts about the problem (not your product — the problem) - Paid ads targeting the exact audience with the exact pain - Word-of-mouth: make existing customers want to talk about you - Community presence: be helpful in forums/Slack/Reddit where your audience hangs out - Website that clearly explains the problem, your solution, and proof it works - Free content that shows expertise (blog posts, guides, tutorials, videos) - Social proof: reviews, case studies, customer logos, testimonials - Free trial, demo, or freemium tier that lets them experience the product - Clear pricing page with no surprises - FAQ that addresses every common objection - Money-back guarantee or risk reversal ## Decision Points And Nuance The original skill emphasizes: Overview, Step 1: Choose Your Funnel Model, Model A: Self-Serve Funnel (Product-Led), Model B: High-Touch Funnel (Sales-Led), Step 2: Map Each Funnel Stage, Stage 1: Awareness, Stage 2: Consideration, Stage 3: Decision (Self-Serve) / Discovery Call (High-Touch), Stage 4: Purchase / Close, Stage 5: Activation. Use these questions to steer the work: - What is the intended audience or buyer? - What source material must be preserved? - What should the assistant optimize for: clarity, persuasion, accuracy, speed, creativity, or conversion? - What examples represent the desired quality bar? - What should the assistant avoid? ## Common Mistakes - **Customer thinking:** "I have a problem. I'm looking for solutions. I don't know you exist yet." - **Your job:** Get them to their first "aha moment" as quickly as possible. This is the single most important stage for retention. - You cannot improve what you don't measure. For each stage transition, define a metric: - Funnel Mistakes to Avoid - Building a funnel and never measuring it. A funnel without metrics is just a theory. - Making the funnel too long. Every extra step loses people. Cut stages that don't add value. ## Copy-And-Paste Prompt ```text Use the Sales funnel design human guide. My goal: [Describe the business outcome] Audience: [Describe who this is for] Context and source material: [Paste notes, examples, links, or existing copy] Constraints: [Tone, length, channel, timeline, must-include items, must-avoid items] Before producing the final output, ask me for any missing information that would materially improve the result. ``` ## Final Checklist - [ ] The output matches the original goal. - [ ] The audience and context are reflected in the answer. - [ ] Important constraints and source material were preserved. - [ ] The assistant made the relevant decisions explicit. - [ ] The final artifact is ready to use, review, or hand to the next person. ## Source This guide was generated from the jk-0001/skills skill entry for `sales-funnel-design`. ## Source Skill Notes These notes preserve the nuance from the original skill. Use them as supporting reference when the workflow above feels too generic. # Sales Funnel Design ## Overview A sales funnel is the complete path a stranger takes to become a paying customer — and then a loyal one. For solopreneurs, funnel design is critical because you cannot afford to lose people at any stage. Every dropped lead is revenue you'll never recover. This playbook builds your funnel from scratch, maps the right tactics to each stage, and gives you the metrics to know exactly where to focus. --- ## Step 1: Choose Your Funnel Model Solopreneurs typically operate one of two funnel models. Pick the one that matches your business, then customize it. ### Model A: Self-Serve Funnel (Product-Led) Customer discovers, evaluates, and buys with minimal human interaction. Best for: SaaS products, digital products, tools under ~$100/month. ``` AWARENESS → CONSIDERATION → DECISION → PURCHASE → ACTIVATION → RETENTION (find you) (evaluate) (decide) (pay) (get value) (stay) ``` ### Model B: High-Touch Funnel (Sales-Led) Customer discovers you, then has a conversation before buying. Best for: consulting, services, enterprise tools, products over ~$200/month or custom pricing. ``` AWARENESS → CONSIDERATION → DISCOVERY CALL → PROPOSAL → DECISION → CLOSE → ONBOARDING → RETENTION (find you) (research) (talk to you) (your pitch) (think) (pay) (get started) (stay) ``` **Most solopreneurs start with Model B and evolve toward Model A as the product matures and pricing drops.** You can run both simultaneously for different customer segments. --- ## Step 2: Map Each Funnel Stage For each stage, define three things: what the customer is thinking, what YOU do at this stage, and what moves them to the next stage. ### Stage 1: Awareness **Customer thinking:** "I have a problem. I'm looking for solutions. I don't know you exist yet." **Your job:** Be findable where they're already looking. **Tactics:** - SEO content targeting the problem keywords they search for - Social media posts about the problem (not your product — the problem) - Paid ads targeting the exact audience with the exact pain - Word-of-mouth: make existing customers want to talk about you - Community presence: be helpful in forums/Slack/Reddit where your audience hangs out **What moves them forward:** They click on something. They land on your site or content. They recognize you might have what they need. ### Stage 2: Consideration **Customer thinking:** "This might solve my problem. Let me learn more. Is this legit? Is it worth it?" **Your job:** Build trust and demonstrate value clearly. **Tactics:** - Website that clearly explains the problem, your solution, and proof it works - Free content that shows expertise (blog posts, guides, tutorials, videos) - Social proof: reviews, case studies, customer logos, testimonials - Free trial, demo, or freemium tier that lets them experience the product **What moves them forward:** They believe you can solve their problem AND that you're trustworthy enough to pay. ### Stage 3: Decision (Self-Serve) / Discovery Call (High-Touch) **Self-serve:** Customer is ready to buy but needs final confidence. - Clear pricing page with no surprises - FAQ that addresses every common objection - Money-back guarantee or risk reversal - Simple, low-friction checkout **High-touch:** Customer wants to talk before committing. - Easy scheduling (Calendly or equivalent — one click, no email back-and-forth) - Discovery call that listens first, then presents a tailored solution - Follow-up within 24 hours with a summary and next steps ### Stage 4: Purchase / Close **Customer thinking:** "I'm buying. Make it easy." **Your job:** Remove every possible friction point.