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Conversion Funnel

Track how visitors become paying customers

5 min read

# Conversion Funnel


Understand your customer journey from website visitor to paying customer.


What is the Conversion Funnel?


The conversion funnel visualizes how people move through your sales process:


  • Visitors - People who visit your website
  • Leads - Visitors who become contacts (form submissions)
  • Contacted - Leads you have reached out to
  • Proposal - Contacts who received an invoice/proposal
  • Won - Customers who paid

    • Viewing Your Funnel


    Navigate to Revenue Dashboard to see the conversion funnel visualization.


    Key Metrics

  • Stage counts: How many people are at each stage
  • Conversion rates: Percentage moving from one stage to the next
  • Overall rate: Visitors to paying customers
  • Total revenue: Revenue from won deals

    • Improving Conversions


    Low Visitor-to-Lead Rate

  • Add clearer calls-to-action
  • Simplify contact forms
  • Improve page load speed

    • Low Lead-to-Contacted Rate

  • Follow up faster (within 24 hours)
  • Use automated email sequences
  • Set up lead notifications

    • Low Contacted-to-Proposal Rate

  • Qualify leads better
  • Improve your pitch
  • Offer consultations

    • Low Proposal-to-Won Rate

  • Review pricing
  • Follow up on pending invoices
  • Offer payment plans

    • Availability


    Conversion Funnel is available on Grow and Scale plans.


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