Scope of Work: Funnel Creation for Business Owners


The primary objective of this scope of work is to assist business owners in creating and optimising sales and marketing funnels. A well-designed funnel guides potential customers through the buyer’s journey, from awareness to conversion, improving lead generation, nurturing, and ultimately, sales. This scope of work outlines the tasks and deliverables involved in the funnel creation process.

  1. Initial Consultation:

Needs Assessment: We will begin with a comprehensive discussion to understand your business goals, target audience, products or services, and any existing funnel strategies (if applicable).

  1. Audience Segmentation:

Segment Identification: We will help you identify and prioritize different audience segments within your target market to ensure that your funnel strategies are tailored to specific customer groups.

  1. Funnel Planning:

Funnel Design: Based on the audience segmentation, we will design a customised sales and marketing funnel that aligns with your business objectives.

Content Mapping: We will outline the content required at each stage of the funnel, including awareness, consideration, and conversion content.

  1. Technology Stack:

Selecting Tools: We will recommend and select the necessary technology tools, such as CRM systems, email marketing platforms, and analytics tools, to support your funnel creation.

  1. Content Creation:

Content Development: We can assist in creating high-quality content, including landing pages, emails, social media posts, and lead magnets, designed to engage and nurture leads through the funnel.

  1. Funnel Implementation:

Technical Setup: We will set up and configure the necessary technical components, such as landing pages, email automation, and tracking systems, to ensure smooth funnel operation.

  1. Testing and Optimization:

Performance Testing: We will conduct rigorous testing to ensure that your funnel functions correctly and efficiently.

Optimization: We will continuously monitor the funnel’s performance and make data-driven adjustments to improve conversion rates and lead quality.

  1. Reporting and Analytics:

Data Monitoring: We will set up analytics to track key metrics, such as conversion rates, click-through rates, and customer acquisition costs.

Monthly Reports: You will receive monthly reports summarizing the funnel’s performance, key milestones achieved, and recommendations for optimization.

  1. Consultation and Presentation:

Client Presentation: We will schedule regular presentations to discuss the progress, results, and any necessary adjustments to the funnel strategy.

  1. Project Timeline:

– The timeline for this project will be discussed and agreed upon during the initial consultation.

  1. Client Collaboration:

– Your insights and feedback throughout the process are crucial to ensure that the funnel aligns with your business goals and objectives.

By the completion of this scope of work, you will have a well-structured and optimized sales and marketing funnel in place, supported by comprehensive planning, content development, and performance monitoring. An effective funnel can significantly impact your lead generation and conversion rates, and we are committed to helping you achieve these goals through strategic planning and execution.