Conversion funnels for SaaS & services
A conversion funnel isn’t a sales script. It’s an architecture: every visitor enters one stage, every stage has one job, every job has one measurable output.
Here’s the funnel we wire on every AuraMark launch — works for both SaaS and services businesses.
The 5 stages
1. Attract (top of funnel)
One job: get qualified strangers to land on your site.
Channels: paid ads (Meta + Google), organic search (SEO), social (Instagram + LinkedIn), referrals.
Metric: unique sessions per month. Target: 1,000+ for early-stage signal.
2. Engage (mid-funnel)
One job: get them to read enough to understand the offer.
Channels: homepage, services page, blog content, case studies.
Metric: average pages per session > 2.5, time on site > 1:30.
3. Capture (mid-funnel)
One job: get their email or WhatsApp.
Channels: lead magnet (PDF download), newsletter signup, “request a quote” form.
Metric: visitor-to-lead conversion > 2% (good), > 5% (great).
4. Convert (bottom of funnel)
One job: turn the lead into a paying customer.
Channels: discovery call → proposal → deposit. Or for SaaS: free trial → paid plan.
Metric: lead-to-customer rate > 10% (services), > 5% (SaaS trial-to-paid).
5. Retain
One job: extend the relationship (renewals, upgrades, referrals).
Channels: onboarding sequence, monthly check-ins, upsell offers.
Metric: 12-month retention > 60% (services), > 80% (SaaS).
The wiring
Each stage needs an automation. Example:
- Form submit (Capture) → contact added to CRM → tag “new_lead” → welcome email sent → Slack notification
- Pricing page viewed (Engage signal) → contact tagged “warm” → +20 lead score
- Discovery call booked → contact tagged “qualified” → WhatsApp reminder 24h before
- Proposal sent → 7-day follow-up sequence triggered
- Customer pays → moved to “active” pipeline → onboarding sequence starts
What kills funnels
- Too many CTAs. One CTA per page. The page exists to drive ONE action.
- No follow-up sequence. 80% of leads need 5+ touches to convert. If you only send 1 email, you lose them.
- No lead scoring. Treating every lead the same wastes sales time on people who’ll never buy.
- No measurement. If you can’t see your conversion rate per stage, you can’t fix it.
Tools we use
- CRM: HubSpot Free
- Email: MailerLite or HubSpot Marketing
- Forms: Elementor forms with HubSpot webhook
- WhatsApp: 360dialog API
- Tracking: GA4 + Meta Pixel
Total cost for first 2,000 contacts: $0/mo. Once you scale, ~$50-200/mo depending on volume.
Want this shipped by us instead of figured out alone?