Conversion funnels for SaaS & services

// FUNNEL

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

  1. Too many CTAs. One CTA per page. The page exists to drive ONE action.
  2. No follow-up sequence. 80% of leads need 5+ touches to convert. If you only send 1 email, you lose them.
  3. No lead scoring. Treating every lead the same wastes sales time on people who’ll never buy.
  4. 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?

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