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Customer relationship management or CRM systems are crucial for business decision-making. Featuring this system to your enterprise makes it easy for entrepreneurs to identify failure, success, and growth opportunity. The system can do this because of the existing customer records. Agencies find customer relationship management as the best way to gather accurate data for end-user confirmation and adoption.
However, if a CRM system lacks a mobile solution, the chances are high that an enterprise will remain with bulk software invoice and unhappy sales representatives. To understand what a field sales mobile solution means for business, here are four points on mobile as a crucial communication mode.
Mobile Growth Explosion
In 2018, internet access through mobile devices accounted for more than 45% of all online activities. Considering that the mobile traffic contributed to less than 0.8% nine years before, the number of mobile online users has drastically overshadowed that of desktop users.
This year’s projection on mobile online trading, suggests that the number of users will rise to 67%. Platforms such as Google Analytics claim that half of business-to-business enquires are done from mobile devices. Regardless of your activity online, mobile usage has become the go-to option.
Phone Are Part of Human Life
Data shows that more than 50% of email recipients used phones with 90% of online users having a smartphone. Almost everyone owns a phone that can access the internet, making a mobile device significant in modern time. Troparé is one of the many agencies taking advantage of this data to reach as many clients as possible for the best field sales service.
Utilizing a tablet or smartphone is like second nature with smartphone owners surpassing toothbrush owners. From the data, experts suggest that mobile devices are here to stay. It is one of the reasons why businesses need to use them to their advantage.
Current Workforce Trends
The current age of entrepreneurs is full of millennials. This generation is conquering the workforce, and they serve as the largest consumers of online mobile usage. A mobile customer relationship management system facilitates faster and smarter workforce. Keep in mind that this group of citizens contribute to 45% of the workforce in the US.
Field sales and mobile technology only translate to profitable result as long as you use them to build strategic ideas. The majority of the world’s population spends most of their time on their mobile devices. The current and future workforce is hooked to utilizing these devices with more than 60% of them sleeping with their devices due to business deals. It explains why the majority of mobile employees utilize their time online to continue business activities.
From the information above, it is easy to determine that people spend a lot of time and money on their mobile devices. When you have a group of individuals that already embrace modern business apps, it is only right to give them an appropriate resolution like mobile solution. A mobile CRM is a dedicated system for external sales reps.
No matter what you sell, getting prospective customers to buy doesn’t happen in an instant.
Instead, the sales process unfolds in stages: Warming up cold prospects to the idea of spending their hard-earned cash on your products and priming them for purchases in the future.
Unfortunately, in today’s climate of low trust and fierce competition … that’s no easy task.
In fact, if you’ve ever sold a product or service, you already know how frustrating and painful creating a genuinely valuable offer can be only to have it disappear into the wasteland of failure.
That pain is only intensified if you spend money on marketing and advertising with little to no return on investment (ROI).
The antidote to this pain — and the secret to unlocking success — lies in creating a sales funnel built around five stages. In other words, using a proven template that’s not just easier and faster … but converts like wildfire.
Fair warning: This article is long. Of course, that’s only right with a topic as powerful as sales funnels.
To help guide you, we’ve boiled it all down into a single template and 10 point checklist you can grab right here — think of it as your fast-track cheat sheet …
What is a Sales Funnel?
Answering the question, “What is a sales funnel?” is no easy take (that’s why we wrote an entire article on the subject). By way of offering a simplified definition …
A sales funnel is a marketing strategy designed to turn cold prospects into long-term customers by funneling them through five stages. The “funnel” metaphor means you’ll begin with a large audience of prospective buyers that will eventually pare down to a smaller group of highly-targeted, high-value customers.
The final goal is not to make a sale, at least not a single sale. Instead the goal is create returning customers with life-time value.
Breaking the buyer’s journey down into smaller steps (i.e., stages) allows you to be more precise about how and when you present offers.
For a small business owner, you may start with only one or two products. For a large B2B company, you may have numerous offers fueling lead generation and nurturing new leads through the sales cycle, sales pipeline, or sales team.
Suddenly, everything can feel complex. For the sake of simplicity …
Think about ordering at a McDonald’s. If you order a hamburger, you’re asked if you’d like to add cheese. Order chicken nuggets and you’re asked if you want fries with that. Order a combo meal and you’re given the chance to make it a large or “supersize.”
Then, think about McDonald’s new mobile app and its product-specific loyalty programs, like McCafe Rewards:
Every offer is actually a series of offers designed to increase purchase size as well as drive subsequent purchases.
At the biggest of big picture, funnels are usually divided into three parts:
Top of the funnel (ToFu): Target audience
Middle of the funnel (MoFu): Potential customers
Bottom of the funnel (BoFu): New and existing customers
On some level, this funneling occurs even if you don’t have intentional sales funnel stages in place. By taking a templated approach — especially if you’re growing an online business — you’ll dramatically increase the number of customers you end up generating.
The key to an effective sales funnel: Engage with and provide increasing value to your prospects throughout each stage.
No matter how simple or complex, the fact is sales funnels work when they’re built according to certain universal principles. Case in point:
87% of consumers choose to do business with vendors who provide valuable content at all stages of the buying process
63% of consumers need to hear a company’s value proposition(s) 3-5 times before they trust these claims
In addition to top, middle, and bottom, sales funnels have traditionally been structured around four stages known by the acronym …
AIDA: Awareness. Interest. Desire. Action
The AIDA model was developed in the late 19th century by advertising and sales pioneer Elias St. Elmo Lewis. And, it has become the backbone of almost every successful advertising and marketing campaign since.
Why is it so successful?
AIDA takes potential customers through the emotional journey of making a purchase — guiding the buying decision from initial attraction to taking action.
Sometimes referred to as “attention,” the first stage of the sales funnel is where a brand catches the eye of new audience members via marketing content and/or a valuable baseline offer.
Here, the brand will begin to forge a deeper relationship with their prospects, becoming more actively involved in learning about their goals and/or problems. In doing so, you can begin providing preliminary solutions, allowing them to experience “quick wins” — and become more engaged.
Consumers who reach this third stage have become convinced that they do, in fact, have a larger problem that needs solving. Moreover, they’re coming around to the idea of making a purchase to solve said problem. At this point, the brand showcases how their premium offering can be of service.
The final stage of the sales funnel has prospects deciding to purchase (or not purchase) the brand’s premium product or service. You’ll need to reinforce the value of your offer — as well as the downsides of not making a purchase.
These stages describe the general process all of us go through — as well as some general action steps you should take to keep their prospects moving further in the funnel.
Depending on what you’re selling and who your target audience is, you’ll want to tailor each stage of your sales funnel(s) accordingly.
(Yes, you absolutely can have more than one funnel in place at a given time. This will become more clear in a bit.)
AIDA is a great starting point, but there’s a better way …
Sales Funnel Stages Explained: The 5 Stages of Filling Your Sales Pipeline
Though similar in appearance and structure, our approach — based on the work of Russel Brunson — differs from the common AIDA model:
The key difference involves getting prospects actively engaged with you at every stage of the process.
Whereas AIDA has the company giving, giving, giving until a prospect converts, Brunson’s funnel has both parties engaged in a process of give-and-take throughout. This version elicits smaller conversions from the target consumer along their path to purchase.
It’s called the value ladder and its steps are a direct reflection of the funnel stages:
We might even say that each stage of the sales funnel (bait, frontend, etc.) contains a “mini funnel” within itself. Let’s take a look at how to make this happen.
Pre-Stage: Know Thy Offer(s)
First things first, you’ll want to define everything you’ll be offering your customers as they move through your funnel, from bait to backend.
Before digging into each section, look at your overall sales funnel in its entirety with the end goals in mind.
This pre-stage step is vital to success. If you don’t know what you’re offering your customers at different points they won’t exactly have good reason to keep going.
You also want to determine how you’ll connect each subsequent offer within your funnel. The idea is to use your lower-tiered offers to prepare customers to get full use out of the next product or service.
Think of it like: “Okay, you’ve experienced great success with Product A — now let’s supercharge this success by implementing Product B into the mix.”
(Again, if “Product B” doesn’t build on “Product A,” your customers may not have much reason to move to the next stage.)
While your customers will, of course, experience your overall sales funnel in stages, you need to have a clear blueprint in place for how and why they’ll move through it on their way to your most valuable offering.
Stage 1. Traffic
Not all traffic is created equal: Be laser-focused on how your target audience enters your sales funnel.
This preliminary stage is a sort of “controlled awareness,” in that you want to be intentional who you bring into your funnel — in turn allowing you to avoid attracting poor-quality prospects.
This stage of the process, then, involves optimizing the ads, content, and affiliate sources you use to drive traffic to your funnel. Think about:
Where your high-value prospects “hang out” on the web
What social networks and/or content they interact with
What free or lower-cost offers get them to take initial steps with a new brand
Needless to say, if you aren’t sure how to get brand new customers interested in even your lowest-tier offers, there’s no way you’ll be able to get them interested in your big-ticket items or services.
But, by meeting your target audience where they are (and where they’re comfortable engaging with your brand), you can get them to enter your funnel on their terms — and get them on track toward where you want them to be.
Stage 2. Bait
A lead magnet offered either for free or at a very low cost to the prospect.
Some clarification here …
While “Bait” is a stage of the overall sales funnel, each “mini funnel” will require the use of some kind of low-risk offer to hook your prospects and get them to engage further.
At the lower tiers of the value ladder, bait may come in the form of free content, webinars, a course delivered as an email sequence, or product samples. At the higher tiers, break-even offers — meaning, you intentionally won’t make a profit on the sale but will make a profit as they continue through your funnel — can be used to keep the customer engaged and ready to move forward.
If you give something away for free now, you’ll have primed the recipient to make a more valuable purchase at some point in the near future — which is where the real money is to be made. You can even operate at a loss for bait offers, as long as the next stages in your funnel are ready to step in to sell at a profit.
You’ll also be able to funnel out those who don’t take you up on your bait offer. After all, those who aren’t interested in your low-risk offers likely won’t be looking to purchase your big-ticket items.
Stage 3. Front End Offer
A low-price and low-risk offer that provides value to new customers, allowing them to solve surface-level issues with minimal investment.
Once your prospective customers have taken you up on your bait offer, you’ll want to send them directly to a landing page or squeeze page showcasing your “leveled” premium offer. (You can also — and should — simultaneously follow up with email offers; a practice known as “funnel stacking.”)
Here’s where the stakes get a bit higher for your business …
Those who see this sales-focused content have been pre-qualified (via your bait offer) — meaning they should be interested in the premium product or service you have for them at this point.
That is, if you’re able to keep their attention and effectively communicate the true value of your offer. You can make this happen by optimizing the various elements of your squeeze page …
Squeeze Page Copy
Copy — that is, the words themselves — needs to quickly communicate the value of your offer and prime your audience to take immediate action.
This can be done by adhering to the following checklist as you create your squeeze page copy:
Let your brand personality come through (be a relatable character)
Tailor the message to your audience
Shorten sentences and paragraphs, but provide MORE depth
Write at or below a 6th grade reading level
Use bullet points or numbered lists
Include a subheader or image every 200-300 words
In short: Speak directly to your target audience — and don’t over-complicate your message.
The easier it is for your audience to recognize the value of your offer, the more likely they’ll be to take you up on it.
Squeeze Page Images and Videos
Words are the backbone of your squeeze page. But, content can take a variety of forms:
A backstory video showcasing what your brand is “all about”
A demonstration (or, explainer) video showing your product in action
An interview with a current or past client in which they discuss their positive experiences with your product or service
The approach you go with depends heavily on the value ladder level you’re currently targeting.
For example, if you’re aiming to get a new prospect to commit to a preliminary offer, you’d want to quickly introduce them to your brand, and discuss the “quick wins” they can expect to experience.
Typically, this video content should be short and to-the-point — maximizing the chances that your new prospects will watch it in its entirety. VideoMastery.com’s hero video is a mere two minutes and fifteen seconds:
Its testimonial videos (i.e., mini case studies) — later on the same page — are even shorter. All of them are under one minute:
On the other hand, if you’re aiming to make a final sale on a higher-priced product, you might decide to go the longform route with you video content.
Reason being, those who are on the cusp of making a more costly purchase will want as much info as you can give them — and will be more willing to stick around long enough to be convinced to do so.
Squeeze Page Social Proof
Social proof can — and should — be used to reinforce the claims you’ve made on your squeeze page.
Tailor this content to the value ladder level you’re currently targeting. Basically, this means ensuring the customer commentary you use matches the offer being presented — and is specific to the use case of the audience being targeted.
LadyBoss Labs seeds a variety of social proof types throughout its squeeze page, opening with brief testimonials and logos to show authority …
… and adding direct endorsements along with real social media posts from its customers later on:
Generalized social proof regarding your brand may work to engage new prospects. However, you’ll need to use specific anecdotes from successful customers when looking to make bigger sales further down the funnel.
Squeeze Page Call-to-Action
No matter what you’re offering on a given squeeze page, it needs to be crystal clear what your audience needs to do to receive it.
Don’t beat around the bush here. Make sure your CTA stands out from all other elements of your landing page — allowing interested customers to take the next step as soon as they’re ready.
There’s no mistaking what action LadyBoss wants its website visitors to take …
In some cases, you might even want to include CTAs at the top, bottom, and middle of your page. The last thing you want is for your engaged audience to not engage further with your brand simply because they aren’t sure how to do so.
Stage 4. Middle Offer
A progressively more valuable and intensive solution that helps customers solve a more deep-seated problem — and better prepares them for your highest-price point product or service.
Now we’re getting down to business.
At each stage of the value ladder, as your prospects reach the bottom of your “mini funnel,” you’ll need to provide an irresistible offer that allows them to accomplish a certain task — and prepares them for the next tier of the ladder.
Going back to LadyBoss, its middle offer is an invitation to “Join The CLUB”:
If you’ve thought about middle offers before, the question is …
Upsell or Downsell?
An upsell is an offer that costs more than your front end offer; a downsell costs less.
Before or immediately after they confirm their order, provide an upsell offer that will increase the value of their initial order — and enhance their overall experience with your brand.
(And, of course, allow you to increase your revenues, too.)
Typically, upsell offers come in the form of:
Sale prices on bulk orders
Customized version or a variation of the initial product or service
An offer to increase subscription length at a discounted price
Supplemental products (cross-sells)
If they don’t end up taking the upsell, consider sending them a lower-risk offer that meets them where they are.
Examples of downsells include:
A payment plan for the otherwise expensive upsell
A smaller, lesser, cheaper version of the upsell offer
A limited and discounted trial period for the upsell offer
In either case, the idea is to take full advantage of the opportunity at hand — while providing the exact value your prospective customers are looking for at the present moment.
You’ll notice that in nearly all examples getting a visitor’s email address is emphasized.
That’s because email marketing is a critical part of the customer journey: Before, during, and after buying.
We don’t want to get off topic, especially because email is a detailed tactic. That’s why we’ve written extensively about it all on its own:
Stage 5. Backend Offer
Your most valuable, intensive, and costly product or service that customers can use on a continual basis to solve an ever-present problem in their lives.
By now, we’ve made it pretty clear that your ultimate goal is to tie each of your “mini funnels” together to create one overarching sales funnel.
The hope is to transform brand new customers into high-value patrons of your company. As we’ve said, the vast majority of your target audience simply won’t be ready to engage with your highest-value offer …
Until they’ve gotten a taste via your lower-tiered products or services.
The thing is, there’s no guarantee that your customers will simply move onto the next value level once they’ve experienced all you have to offer at their current stage. In many cases, your customers are more likely to stick to what they know, rather than risk jumping up to your next tier of service.
(Or, they may churn completely after having received all you have to offer at a certain value level.)
The onus is on you to convince them that they stand to gain a ton of value from the next-highest level of your value ladder.
Note that, at this point of ascension, the customer will be in a sort of limbo — they’ve gotten near-full value from the previous stage of the ladder but aren’t quite ready to enter the next “mini funnel” you have prepped for them.
So, instead of heavy-handedly pushing your more valuable offer, you’ll want to simply keep them engaged with your brand.
Basically, this involves doing whatever you can to continue providing value to them after they’ve purchased a given product or service.
This could mean:
Providing personalized content, in their preferred format, that allows them to get the absolute most out of the product or service they’re currently using
Delivering high-quality customer service and support — from onboarding to troubleshooting to instructions for “power use” of your offering
Gradually touching on the added value provided by your higher-tiered service — specific to the value sought by the individual customer
A community (Facebook group) they can live and grow within
It’s simple …
If you can prove that your main concern is on providing value to your customers — even after they’ve already given you their money — they’ll be that much more likely to trust your more costly offering will be worth the price of admission.
How to Create a Sales Funnel: Don’t Start from Scratch
Conducting Market Research
Many of your competitors have likely already built funnels, generating engagement and sales from the exact type of customer you’re looking to attract with your own funnels.
We’re not advocating that you simply copy what your competitors are doing. But, you do want to take note of how competing brands are working to nurture their audience toward the “big sale” at the end of their funnel.
Which is where funnel hacking comes into play.
What Is Funnel Hacking?
“Funnel hacking is the process of strategically investigating the sales and marketing process of your competitors, which you can use to model and test within your own sales and marketing processes.”
In other words, you’ll actually participate in the various stages of your competitors’ sales funnels, then reverse-engineer the process in order to determine how to go about creating your own.
How to Funnel Hack Your Competitors
1. List Your Competitors
Your main focus, of course, will be on your direct competition. Make a list of all known companies that sell similar products or services to yours.
You also want to consider looking into your indirect competition, as well. Here, you’ll be considering companies who don’t necessarily sell within your niche, but whose audience overlaps with your own.
In doing so, you’ll be able to gain a better understanding of the sales tactics that get your target audience to take action.
Stay broad as you start out. While you’ll eventually pare down your list to your most-successful competitors, you also want to take note of competing companies whose approach isn’t as effective as it could be — allowing you to avoid making the same mistakes.
2. Engage, Document, and Analyze
More than simply checking out your competitors’ websites, landing pages, and other marketing content, you’ll want to take screenshots and create swipe files. As you do so, be sure to categorize these artifacts accordingly.
We advise you create separate folders for Bait, Frontend, and Backend offers for each competitor you analyze. You also may want to create a folder specifically for documenting ad creatives — which you can further categorize based on the medium the creative is presented on (e.g., Google, Facebook, etc.).
At this point, you don’t necessarily need to engage too far with your various competitors — especially if doing so requires that you spend money on their products or services.
You do want to take as many preliminary steps as you can — such as signing up for mailing lists, requesting additional information, and downloading free content.
Once you’ve amassed a robust collection of artifacts, you’ll then want to start analyzing them from a number of different vantage points.
What colors are they using throughout their content?
Are buttons located above the fold or below the fold?
Do they use videos and images, or just text?
Are they listing benefits or features?
Do they include social proof like testimonials?
Are there any pop-ups during exit intent?
Is the header section of the site fixed?
Is there a full sign up form or an opt-in form?
Do action steps require more than one touchpoint?
Is price mentioned for their products (if so, what are their price points?)
How many words are there on the homepage?
The idea is to take note of as many different aspects as possible — and to understand why your competitors decided to take the approach they did.
(It’s actually much more important to focus on the “whys” behind these surface-level questions. Remember, you’re not necessarily going to copy your competition — but you will be implementing their successful approaches in your own way as you create your own funnels.)
As you find the answers to these questions, make sure to document this information within the folders you’ve created.
3. Assess Tracking Strategies
Throughout the above stage of the funnel hacking process, you’ve most likely only seen about 20-30% of your competitors’ sales funnels.
That said, we want to know which tools your competitors use and determine whether or not you should be using these same tools as well.
To figure this out, you’ll need to download two add-ons for Google Chrome:
First, check out Ghostery. This extension allows you to see the “invisible” web, detecting trackers, web bugs, pixels and beacons placed on web pages by Facebook, Google, and other platforms that gather information about your internet activity.
While this app is primarily designed to stay hidden from trackers, you can use it to identify which trackers and programs are being used by competing businesses.
The second is BuiltWith Technology Profiler, which allows you to see the tool stack running on a website — especially the marketing and e-commerce platforms — with the simple click of an icon.
This will begin to answer traffic and conversion rate questions about your competitors’ strategies, such as:
Are they using remarketing (also known as retargeting)?
Are they using Google, Facebook, or other platforms?
Are they using any conversion rate tracking software?
The list of questions you might ask (and find the answer to) is nearly inexhaustible.
What’s important is that you dig up the information that will matter most to your company as you begin to build your own sales funnels. All of this should go right into the notes you created during the previous step of the funnel hacking process.
4. Use Competitive Intelligence Tools
You also want to find out how your competitors are acquiring traffic in the first place. This will tell you which sources to focus on when looking to uncover high-value prospects for your own business.
To unearth these game-changers, enlist the help of the following competitive analysis tools:
These tools instantly show you the strategies of online advertisers in your industry. You can see anything from how many days they’ve been spending money and running a particular ad to the creative content and landing pages they’re sending paid traffic to.
Focusing on the SEO (search engine optimization) and SEM (search engine marketing) side of things, SEMRush gathers insight into how your competitors generate traffic.
This includes information related to search positions (and changes), ads, keywords they’re targeting, the copy, video advertisements, backlinks, estimated traffic generated, keyword research — and much, much more.
This traffic-focused tool allows you to check out a wide range of activity that’s going on within the websites you’re profiling. With SimilarWeb, you can identify top referring sites, as well as top destination sites as people flow to and from your competitor.
5. Purchase From Your Top Competitors
Once you’ve determined which of your competitors are worth taking a closer look at, your next step will be to actually engage with them as if you were an interested customer.
(Note: While you might balk at the idea of giving money to your competitors, the insight you’ll be able to glean — and subsequently implement into your own sales funnels — will be well worth the price of admission.)
Here’s where you want to get ultra-meticulous in your documentation and analysis.
You don’t necessarily need to go through with a top-tier purchase — but you want to act like you’re going to do so.
That is, once you’ve nearly reached the end of their sales funnel, you’ll want to hop on a sales call with them — all the while taking note of everything they talk about throughout.
Since this is the “big” sale your competitors have been aiming to make from the get-go, you can be sure they’ll leave everything out on the table, so to speak. This, in turn, provides the perfect opportunity for you to uncover any information you may have overlooked throughout your funnel hacking process.
(Again, while you don’t necessarily need to make this final purchase, doing so may provide even more information regarding the true value of your competitors’ products or services. This can not only help you further develop your own sales funnel, but also allow you to analyze the strengths and weaknesses of your competitors’ offer — and make the necessary improvements to your own offering.)
Ask yourself questions like …
What specific value or benefit is being provided by a given offer?
What action do you have to take to receive the offer?
What strategies do they use to keep you moving forward?
How does each subsequent offer relate to the previous and next stage?
The answers to these questions will round out your understanding and allow you to clearly see what you should be offering your customers throughout your own funnel.
1. Match Domain Name and URL to Your Offer
This is pretty self-explanatory, but still worth mentioning …
The domain name and URL you use for your sales funnel must be representative of your brand and your offer.
A URL like “RobsCompany.com/salesfunnel1” comes off not just as generic, but also as overly-salesy. While your customers are smart enough to know when they’re being sold to, there’s no reason for you to be blatant about it.
It sounds like a small detail, but matching your URL to your offer will add to the customer-facing nature of your brand — and will be one less thing to distract your audience from taking the next step.
We’re disciplined about this at ClickFunnels. Not only for the SEO (search engine optimization) benefits of matching URLs to content, but also for the clarity they bring.
Notice the straightforwardness of our own and a couple of the pages we looked at above …
2. Structure Each Stage Relationally: WWWH
Speaking of being customer-facing with your sales funnel content, it’s vital that anything your prospective clients see speaks to them on a personal and individual level.
This means using WWWH …
Who is your ideal customer,who do they trust, and who should you put on the page to embody that (current customers)?
What do they want out of your product or service? What are they trying to escape from or find a solution to?
Why do they want it? What are the deeper emotional needs and pains they’re currently experiencing? Why is the cost less than the benefit?
How can your images, words, and calls-to-action bring it to life?
Remember: Your customers don’t want to be sold to; they want to receive value.
And they don’t want to put all that much effort into solving their problem either; they want you to make it easy for them.
3. Address the “Catch”
If you’ve done the above, your prospective customers will likely be left saying to themselves:
“Well, this sounds way too good to be true.”
Your goal is to clarify to them that your offer is the real deal. But, that doesn’t necessarily mean that your offer will always be on the table.
Maybe you’re offering a time-sensitive sale or a one-time offer. Or, maybe you’re planning on discontinuing a product or service after a certain period of time.
Whatever the case may be, addressing the “catch” to your current offer can instill a sense of urgency — making them more likely to take immediate action.
Since your customers will likely be looking for a “catch” anyway, you might as well give them one that puts the ball in their court. That way, they’ll understand that the only thing standing between them and the offer is … themselves.
4. Add a Guarantee
In furthering the customer-facing and “too good to be true” nature of your sales funnel, you also want to minimize the amount of risk your prospects will have to take when going through with a purchase.
In fact, you can even take this a step further and explain that it’s you who will be taking a risk by doing business with your customers. Known as risk-reversal, the idea is to make your potential customers feel like they have no reason not to take advantage of the offer at hand.
Whether you’re offering money-back guarantees, double-your-money-back guarantees, or any other kind of risk-free assurance, you’ll inherently bring your prospects to trust your brand in two key ways …
First, they simply have nothing (or very little) to lose, and a ton of value to gain. Second, confidence in your ability to follow through with your promise will shine — building trust when it matters most.
If a prospect or customer is close to the point-of-purchase at any level of your value ladder, two things are all but certain:
You’ve provided them with some sort of value in your relationship thus far
They’ve grown in some way since they’ve first engaged with your brand
As you begin to close in on a sale, it’s imperative that you make these two points clear to your potential customer.
The goal is reinforcement. On some level, the customer knows these things — but may not be consciously thinking about them when you actually make your offer.
But, with a little gentle nudging on your end, they’ll be reminded of how far they’ve come — and how much further they’ll be able to go.
Notice how MIG Soap’s 14 Day Challenge order page summarizes all the elements in short-form immediately next to the two-stage order form:
6. Sequence the Right Pages
The key to successfully nurturing consumers through your sales funnel is to get them to take action at every touchpoint.
You even want to go as far as to create touchpoints for your prospects to engage with throughout your sales funnel. This is where techniques such as the two-step tripwire come into play.
As the name suggests, a two-step tripwire has consumers taking two steps to complete the overall task at hand. Most often, this two-step process is as follows:
The prospect fills out a contact info form on the first page of your funnel (typically in exchange for a freebie offer)
On the second page, the prospect is shown a small-ticket, frontend offer. If they choose to make a purchase, only then will they be asked to provide payment info.
This allows you to implement the “foot-in-door” technique, as you’ll be gradually asking the prospect for more information after they commit to providing some surface-level info.
Then, you can hit them with the more valuable offer after they’ve become a bit more invested in your brand.
Even if a prospect decides not to go through with the follow-up purchase, you’ll still have collected their contact info — and can then send them more applicable offers in the future.
7. Order Your Offers Intentionally
It’s vital to know exactly how each of your “mini funnels” connect with one another to create an overarching sales funnel that encompasses all levels of your value ladder.
Within each “mini funnel,” this means offering content and freebies that prepare the customer to get the most out of your main offering at that level. Within your overall sales funnel, it means ensuring those who have gone through one “mini funnel” are fully prepared to enter the next.
Basically, you want your customers to feel like they’ve “graduated” to the next step of your value ladder once they’ve reached a certain point with your lower-tiered products.
If a subsequent offer has little to nothing to do with the previous product or service you’ve offered, your audience will likely be rather hesitant to take the next step with your brand.
8. Connect Bundles, Bumps, Upsells, and Downsells
Once a prospect has gotten to the point where you believe they’re ready to make a purchase, you need to be sure the offer you present them is highly-relevant to their specific circumstances.
Of course, the ideal scenario is that your prospects simply take advantage of your main offering as is.
When your “typical” offer isn’t exactly what a customer is looking for … you’ll need to have subsequent offers at the ready to keep them on track toward converting.
If a prospect doesn’t feel ready to purchase your mid- or top-tier service, you’ll want to have a related, yet lower-value service to offer them. It’s important to tailor these downsells to the prospect’s specific needs (as opposed to providing a more generalized downsell to all prospects who decline your main offer).
On the other hand, if a customer does accept your main offer, you also want to provide an upsell that’s relevant to their needs. They’ll be much more likely to accept this subsequent offer if it provides the specific value they’re looking to get from your brand.
9. Include Social Proof
No matter how valuable your products or services are — and no matter what you have to say about this value — you absolutely need to back up your claims with proof from your current customer base.
By sprinkling social proof throughout your sales funnel, you’ll give your prospects the evidence they need to feel confident.
For one thing, the modern consumer places more trust in their peers than the brands they do business with. Providing various types of social proof can allow prospective customers to truly understand what they have to gain by engaging further with your brand.
Social proof can take lots of different forms:
Written case studies
Pictures and videos posted to social
Logos or “trust seals”
Before and after images
Numerical reviews and ratings
10. Remember Exit Intent Offers
As you probably know, most people who click-through to your landing page will end up leaving without taking even the smallest step forward.
While this is to be expected, you shouldn’t just accept it without putting up a fight.
Rather, you’ll want to take action to keep them on your landing page — and, ideally, giving your offer a second thought.
Include exit intent offers on each of your landing pages. This means adding popups, overlays, and other such “extras” to be presented to your site’s visitors once it becomes clear they’re ready to head elsewhere.
Within these overlays, you can include one-time offers for freebies, downsells, or other lower-value offers that your more hesitant prospects may be interested in receiving.
This way, you can make a last-ditch effort to keep these individuals engaged before they navigate away from your site for good.
Have you used shops on Instagram? With over a billion active users and growing, Instagram may already be one of your favorite places to promote your e-commerce store. However, lots of opportunities exist for marketing on the channel, so it can be a great place to build a follower base and get the word out about your products and brand.
What if you could take passive interaction to the next level and actually buy and sell directly from the platform? That’s possible with Instagram shopping. This can be enticing for Instagram users and e-commerce shops who want to keep their interaction, from discovery to sale, right there on Instagram itself.
What Is an Instagram Shop?
Instagram shops are an option for Instagram account holders who have e-commerce brands to sell directly from the Instagram platform.
They provide a way for Instagram users to interact and shop with brands they love, find new brands they might like, and purchase through the Instagram app.
An Instagram shop exists like a mini e-commerce store, within Instagram, as an extension of your brand’s page. As a brand owner, you can build collections that are customizable and reflective of your style and perspective.
Shops can choose to allow purchasing directly from the app, using Facebook Pay, or they use their Instagram shop to point to an off-site e-commerce store. Either way, they can build a more interactive shopping experience for their users.
How Does Instagram Shopping Work?
Instagram Shopping is a pretty simple process for Instagram users. The whole idea of this feature is to make things more enticing, so users spend more time on the app, checking out the shops they love, as well as discovering new brands.
To find shops you want to explore or buy from, go to the little shopping icon that looks like a shopping bag on the app:
From there, you will see shops from brands you already follow, as well as some that are recommended based on your interactions on Instagram. You can also check out “Editor’s Picks” to see different categories, such as Gift Guides, and to explore collections and other recommendations.
If you click “Browse Shops,” you’ll see a listing of brands you already follow who have shops on Instagram. This can be a great place to start when you’re exploring because you probably already have an interest in the products and may have even purchased from them in the past.
Once you click on a shop, you’ll see the products and collections they have available.
From there, you can learn more or choose to buy, just like you would at an e-commerce site.
Having an e-commerce website from which you sell products
Remember, an Instagram shop is an extension of your e-commerce store, not necessarily a replacement for it.
You will then have to connect your Facebook account. More later on how those two are connected and why it matters for your Instagram Shopping account.
You then follow the steps to set up your account, load your product images, and “turn on shopping.”
Here are a few tips to keep in mind as you go through those technical steps:
Use high-quality, editorial images for your products and collections: Think of your Instagram shop as a type of interactive catalog. Be selective about the images you are using for your products. Make sure they stand out and show lots of detail.
Have all your product information on hand: Again, thinking about this as a catalog, you will need to enter all the descriptive information about each product, including prices, colors, sizes, flavors, types, etc. You’ll also need information about shipping and other details. Keep it all at the ready before you dive in.
Get ready to tag: After getting your Instagram shop set up, the last step Instagram recommends is to start tagging. When you upload an image, select “Tag Products” and type in the name of the product you want to tag to that post. You will be able to do this in Instagram Stories as well.
Benefits of Having an Instagram Shop
Why would brand managers want to take the time to set up shops on Instagram? First, let’s look at some numbers. According to Instagram, 60% of people interviewed said they discover new products on the app. Facebook says 70% of people referred to as shopping enthusiasts turn to Instagram to shop, and 36% of all Instagram users consider shopping to be a hobby of theirs.
The best reason to set up shops on Instagram is to tap into that enthusiasm. Think of Instagram Shopping as the trendiest mall from back in the day, with eager buyers walking around and window shopping. You want to be there with your brand too, right?
Here are some more benefits of having a shop on Instagram:
It’s free: Yes, you can set up your Instagram shop for free. The only fees associated would be a selling fee when customers place an order and the fee for any ads you use to promote your products or shop.
It’s another online storefront: Don’t put all your eggs in one basket, they say, and that applies to online shopping too. If a hiccup occurs with one platform, you’re already set up somewhere else.
It’s a mobile catalog: Instagram has designed these shops to be very clean and scannable. They are easy to peruse and to get an overall idea of a brand’s look, as well as to dig in and learn more about the products. For this reason, you can think of shops on Instagram as a kind of mobile catalog. You may even find yourself sending people there to get a feel for what you sell, just because it’s so easy to scroll through.
It’s a way to build your following: As we talked about earlier, people are going on Instagram looking to shop. Setting up your shop there is a prime way to draw buyers who are ready to make a purchase, as well as to build a following for your Instagram account (which probably supports your overall social media marketing strategy).
Instagram Shopping vs. Facebook Shops
You may be wondering how shops on Instagram compare with shops on Facebook. While they are different platforms, they are both under the Facebook umbrella.
Remember that corporate Facebook owns Instagram, which means Facebook powers Instagram Shopping. To set up your Instagram shop, you will need to link to your Facebook account, and, as mentioned, payment is processed through Facebook Pay.
Should you set up an Instagram shop and a Facebook shop? Here are a couple of considerations to help you decide:
Link easily: Because you need Facebook to launch the Instagram shop, it may be worth having products on both platforms. You can use the same products and collections on each if that makes sense for your target market and brand.
Consider demographics: Your target market may spend more time on Instagram than on Facebook. If that’s the case, you’ll want to make sure you set up an Instagram shop. If your target market straddles both the demographics of Facebook and Instagram, you may want to set up a shop on each.
Submitting and Receiving Payment for Instagram Shopping Products
How do you go about actually buying and selling with Instagram Shopping? A big part of this question is how money is exchanged.
Remember you can choose to have your products point to your e-commerce site. Buyers will then be directed to your website, in a browser within the Instagram app, rather than processing the purchase through the Instagram platform.
However, if you want to save buyers that step, you can set up payment options to allow the transaction through Instagram. When you set up your shop, you’ll need to link to Facebook Pay. We noted above the relationship between Facebook and Instagram. Facebook Pay is how you receive payments for purchases made.
When you purchase something from shops on Instagram, you’ll need to submit your credit card, debit card, or PayPal information to use Facebook Pay to finalize the transaction.
How to Promote Your Instagram Shop
Once you have an Instagram shop up and running, you’ll want to find ways to promote it and draw potential customers to your new location. Here are some tips for achieving that:
Launch timely collections: When you create collections or groupings of products to showcase in your shop, think about the browsing buyers first and what they are searching for right now. Instagram recommends thinking about seasons, holidays, or pop culture moments to create collections that connect with and attract buyers.
Make it easy for shoppers: When you create posts and stories, make sure to choose the “Tag Product” option to link directly to your shop products. Also, Facebook recommends adding calls-to-action in your captions to remind buyers of what to do. Another recommendation is to update your bio with shopping information.
Invest in ads: Want to reach even more people with your Instagram shop? You could consider launching an ad on Instagram with clickable tags that draw people to your shop.
Alternatives to Instagram Shopping
There could be a few reasons why a shop on Instagram is not the right platform for your brand, or maybe you want to explore other shop options to find a better fit. Some of those reasons may be:
It’s not the right demographic: Yes, Instagram is wildly popular, but not everyone is shopping there. If the target market of your brand is not tech-savvy, doesn’t tend to use Instagram, or prefers not to shop on new platforms, you may not want to set up an Instagram shop.
There aren’t enough products: Shops on Instagram showcase collections of products well, allowing brands to launch or promote groups of products. If you are only selling one item, it may not be worth your time to set up a shop. However, even one product, if photographed and promoted well, could be popular there.
It’s not in the right location: As mentioned earlier, you do need to operate in a location where Instagram Shopping is available. If you don’t, you’ll need to find an alternative.
In these cases, or if you’re just looking for more customization or wider tools, you may want to choose an alternative to Instagram Shopping. Examples may include:
Like2Buy:With Like2Buy, you can build shoppable solutions, as well as create other calls-to-action, such as requesting email addresses of potential customers.
Yotpo: In addition to several e-commerce marketing tools, Yotpo offers an Instagram integration tool.
FourSixty: Advertising a design-centric aesthetic, FourSixty provides Instagram marketing tools, including shoppable galleries and scheduling.
Shops on Instagram allow you to interact with your followers (and new buyers!), in a seamless way. You can create collections just in time for a season or holiday and promote your products to an audience that is eager to buy.