Enquiries get lost between marketing and sales
We agree what constitutes a qualified enquiry, who receives it and how quickly they respond.
Marketing
Sales funnel development
We map the buyer's journey from first contact to payment: stages, messages, responsible people and the rules for handing enquiries from marketing to sales. This shows where customers stall and who is responsible for what.
What sales funnel development means at Eqvola
A funnel describes how someone moves from discovering your business to purchasing, and what the business does at each stage. We record stages, progression criteria, messages and responsibilities.
We work with the actual process rather than a generic diagram. We talk to marketing and sales, review enquiries and correspondence, and identify where enquiries get lost or wait too long for a response.
The deliverable is an agreed process map and rules the team can use. Configuring CRM stages and automated sequences are separate technical services provided by Eqvola's automation team or your specialists.
A funnel does not replace the product or salespeople's work. It reveals exactly where customers drop out; we decide on changes together, based on data.
When you need this service
Each salesperson sells differently
We define shared stages and messages so customers receive consistent communication regardless of the salesperson.
It is unclear where customers drop out
We define stages and statuses that make this visible in the data.
You plan to implement a CRM
We first describe the process so the system can fit real work, rather than forcing work to fit the system.
Complex sales involving several conversations
We identify which materials and messages are needed between first contact and the customer's decision.
You may need something else
The process is already defined; you need CRM setup → CRM implementation and configuration
Need sales materials and response guides for your team → Marketing support for sales teams
Need automated enquiry assignment and reminders → Sales and enquiry automation
What funnel development includes
Analysis of the current process
- interviews with marketing and sales;
- review of enquiry sources and the enquiry journey;
- review of correspondence, calls or notes within the agreed scope;
- a list of points where enquiries get lost or wait.
Stages and rules
- funnel stages with progression criteria;
- a definition of a qualified enquiry;
- enquiry handover rules and responsibilities;
- reasons for rejection that should be recorded.
Messages and monitoring
- what customers receive at each stage and through which channel;
- follow-up reminders;
- metrics for each stage;
- requirements for CRM and automation setup.
HOW WE WORK
How the work progresses
You provide access to the process and its people; we document the funnel and agree it with your team.
- 01
Understand the process
We talk to those responsible for acquisition and sales and examine real enquiries. Deliverable: a description of how things work now.
- 02
A draft funnel
We propose stages, progression criteria, messages and responsibilities. Deliverable: a process map for team discussion.
- 03
Agreeing the rules
We agree the definition of a qualified enquiry, handover procedures and rejection reasons. Deliverable: rules understood by both marketing and sales.
- 04
Preparation for implementation
We define requirements for the CRM, automations and reports. Eqvola's automation team or your specialists carry out the setup.
- 05
Data-based review
After launch, we examine where customers stall and propose changes to stages or messages.
What you receive
A funnel map
Stages, progression criteria and business actions at each step.
Enquiry handover procedures
Who receives the enquiry, how quickly they respond and what they record.
Message map
What customers receive, when, and through which channel.
A list of metrics
Which data to collect to see losses between stages.
A CRM specification
Stages, fields and statuses for configuring the system.
What we need from you
- time from sales and marketing managers for interviews;
- access to sample enquiries, correspondence or the CRM within the agreed scope;
- product descriptions, terms and common customer concerns;
- information about existing tools: CRM, telephony and messengers;
- someone to make decisions on enquiry-handling rules.
We review customer personal data only as needed for analysis and with your approval.
What determines the cost
Ways to work together
Funnel documentation: we analyse the process and deliver a map, procedures and CRM requirements.
A funnel with implementation: we add CRM and automation setup with Eqvola's automation team.
What determines the cost
- the number of products and customer types;
- the number of enquiry channels;
- the number of people and departments involved;
- the state of the existing CRM and data.
What is paid for separately
- CRM, telephony and other service licences;
- system setup and integrations outside the agreed scope.
FAQ
Sales funnel questions
Can’t find your question?
Send it through the form and we will reply.
Go to formHow does a funnel differ from CRM implementation?
A funnel defines how sales should work: stages, rules and messages. CRM implementation configures the system for that process. It is better to begin with the process and configure the system around it.
We do not have a CRM. Can we start without one?
Yes. A funnel can be documented and managed even in a spreadsheet. Once the process settles, it becomes clearer which system and configuration you need.
Will you sell instead of our salespeople?
No. We document the process and prepare rules and messages. Customer conversations and closing deals remain your team's work.
Will a funnel increase sales?
We cannot promise that: sales depend on the product, price, demand and salespeople's work. A funnel makes the process visible and helps identify where customers are lost so those points can be improved.
Is this suitable for B2B sales?
Yes. B2B funnels are usually more complex: several people make the decision and deals take longer. We give particular attention to the materials and messages between stages. All questions and answers
YOUR NEXT STEP
Let’s discuss your task
Tell us what you have, what is not working and what result you expect. We will review your enquiry, clarify the details and suggest the next step.