Setting up a revenue operations funnel might sound intimidating, like it’s reserved for Fortune 500 companies with entire departments dedicated to it. But honestly? It’s a lot simpler than it seems. Whether you’re a small business or just trying to get your teams in sync, a well-built revenue operations funnel is the key to bringing sales, marketing, and customer success together. It’s finally the time to get everyone on the same page instead of working in silos.
In this blog, we’re going to walk through the process step-by-step. No jargon, no confusing spreadsheets—just straightforward tips that’ll help you build a funnel that actually works. By the end, you’ll be well on your way to creating a system that brings in revenue smoothly and efficiently.
Know Your Target Audience (Aka, Don’t Be Creepy)
Before you even think about plugging numbers into a fancy funnel model, take a second and figure out who your audience is. Seriously, nothing else matters if you don’t know this. Who are the people who want your product? Who are the people who need your product? These are two very different groups, and understanding this is your first task.
The 2021 State of Consumer Behavior Report by Raydiant found that 46% of consumers are willing to pay more for a better experience. So, if you know what your audience values and cater to that, you’re already one step ahead of the game.
Align Your Teams (Or At Least Get Them in the Same Room)
RevOps isn’t just about the sales team pulling all the weight. You need marketing and customer success there, too. Why? Because they’re all touching different parts of your funnel, and if they aren’t aligned, it’s like trying to row a boat with one paddle. You’ll go in circles, and nobody likes that.
One practical tip: Have everyone meet at least once a week. It sounds simple, but regular communication between sales, marketing, and customer success works wonders for eliminating confusion. You can also use collaborative tools like Slack or Asana to keep the conversation going.
According to a 2019 report by ZoomInfo, companies with aligned sales and marketing teams achieve up to 24% faster revenue growth. That’s not pocket change. It’s worth dragging everyone into the same room every once in a while!
Map Out Your Buyer’s Journey (No Guessing Allowed)
You’ve got your audience, and your teams are talking to each other—now, it’s time to map out your buyer’s journey. What does that even mean? Basically, you’re creating a detailed roadmap that shows what your customers do from the moment they hear about you to the moment they hand over their credit card and say, “Take my money!”
This is where your funnel comes in.
Top of the funnel (TOFU): This is where you get attention. People are discovering your product. Maybe it’s through social media, blogs, or referrals.
Middle of the funnel (MOFU): Now they’re interested, but they want to know more. This is the nurturing stage where your leads are warming up to you.
Bottom of the funnel (BOFU): They’re ready to buy. Make sure you don’t lose them at this crucial step by being slow or unclear.
If you’re unsure about where your customers are dropping off, use tools like Google Analytics or CRM software to track their behavior. Studies show that companies that optimize the buyer’s journey can see a 10-20% increase in conversion rates (McKinsey & Company). You’re not just guessing here; you’re creating a path that feels natural to your customer.
Implement the Right Tech (But Don’t Get Fancy)
Here’s where a lot of people fall down the rabbit hole—fancy software. We get it, there are so many shiny tools out there, but please, don’t buy into tech you don’t need. The goal here is to find tools that simplify, not complicate. Think CRM systems like HubSpot or Zoho—systems that actually work for you and not the other way around.
Marketing automation is another must-have. Tools like Klaviyo, Mailchimp, or Marketo can help streamline your outreach without you having to do the heavy lifting manually. Invesp marketing report showed that companies using marketing automation saw a 14.5% increase in sales productivity. That’s pretty significant.
Measure What Matters (And Stop Obsessing Over Vanity Metrics)
It’s time to measure your funnel’s effectiveness. But here’s the thing: Don’t obsess over vanity metrics like the number of visitors or followers. Sure, those numbers look good on paper, but what really matters is how many people are converting. Track key metrics like customer acquisition cost (CAC), lifetime value (LTV), and churn rate.
According to a Harvard Business Review study, companies that focus on actionable data, like LTV and CAC, tend to grow at a faster rate. Focus on what drives real results, not what strokes your ego.
Refine and Optimize (Because Your Funnel Isn’t Perfect)
Congrats! You’ve set up your funnel, but don’t get too comfy. The world of RevOps is a constant game of tweaking and optimizing. Things change, industries evolve, and customer behaviors shift, so you’ll need to stay agile.
Run A/B tests regularly. Try different messaging or tweak your call-to-action buttons. Studies show that companies that constantly test and optimize their funnels increase conversion rates by up to 30%. So, yeah—it’s worth the extra effort.
Keep Your Revenue Operations Funnel Simple & Smart
At the end of the day, building a revenue operations funnel isn’t rocket science, but it does take some thought and planning. Start small, focus on what really matters, and bring your teams along for the ride. Remember, no funnel is perfect on the first try, and that’s okay. Keep refining and optimizing until it’s smooth sailing.
And hey, if nothing else, just remember: It’s way better than trying to row that boat with one paddle!
Work With Us
Partnering with Hollas Consulting means you get more than just a paid ads agency—you gain a dedicated team focused on your business growth. We start by understanding your unique needs and goals, then craft a personalized advertising strategy just for you.
We don’t just set up your campaigns and walk away. We continuously manage and optimize them to ensure your ad spend is used effectively, making real-time adjustments to boost your results.
With Hollas Consulting, you’ll navigate digital marketing challenges with ease. Our blend of expertise, creativity, and industry know-how will take your advertising to the next level. Let us handle the complexities of end-to-end RevOps, and help you achieve your business goals with confidence.
Interested to learn more amazing things in the marketing space? Click the links below. Enjoy reading!
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