How to Design a Business funnel Template in Notion

Notion is a powerful tool that can be used for a variety of tasks, including designing and organizing business workflows. One essential workflow for every business is the sales funnel. A sales funnel allows businesses to track and manage their customer journey from awareness to conversion.

In this article, we will guide you through the process of designing a Business funnel template in Notion. With this template, you can visualize and track each stage of your sales funnel, making it easier to identify bottlenecks and improve your conversion rates.

Step 1: Create a New Page

First, create a new page in Notion where you will set up your Business funnel template. To do this, simply click on the "+" button at the top of the sidebar and select "Page."

Give your page a name that clearly reflects its purpose, such as "Sales Funnel Template."

Step 2: Add Funnel Stage Headers

In your newly created page, add headers for each stage of your sales funnel. Typically, a sales funnel consists of four main stages: Awareness, Interest, Decision, and Action. To add headers, type "#" followed by the name of the stage.

For example:

• Awareness

• Interest

• Decision

• Action

Step 3: Create Cards for each Funnel Stage

Under each header, create cards that represent individual leads or prospects at each stage of the funnel. Cards will allow you to capture and organize relevant information for each lead.

To create a card, type "***" followed by a brief description of the lead. For example:

• *** Lead 1: John Doe
• *** Lead 2: Jane Smith
• *** Lead 3: Alex Johnson

You can also add additional attributes to each card, such as contact information, lead source, or current status. To do this, click on a card and then use the forward slash ("/") to access the command menu. Here you can choose different attributes like "Property" or "Date" to add more details to your cards.

Step 4: Customize and Update your Funnel Template

Now that you have your basic funnel structure set up, you can further customize and update your Business funnel template to fit your specific needs.

Here are a few ways you can enhance your template:

Add Properties and Filters

Properties and filters allow you to add more contextual information to your cards and enable you to filter and sort your leads based on specific criteria.

To add properties, click on a card and access the command menu using the forward slash ("/") again. From here, you can easily add properties like "Lead Source" or "Time in Stage."

To filter your leads based on these properties, click on the "Filter" button at the top of your page and choose the desired property and value.

Integrate with Other Tools

Notion allows you to integrate with other tools and services, which can further enhance your sales funnel template. For example, you can embed live data from your Customer relationship management (CRM) tool or Project management software directly into your funnel template.

To integrate external tools, simply click on the "+" button at the top right corner of your page, select "Embed," and paste the embed code or link provided by the external tool.

Add Automation and Workflows

To streamline your sales funnel workflow, you can use Notion's automation and workflow features. For instance, you can set up a reminder to follow up with leads after a certain period or create a checklist for each stage of the funnel to ensure every step is completed.

To add automation and workflows, click on the "+" button at the top right corner of your page, select "Automation," and choose from the available options.

Step 5: Use and Iterate

Once you have designed your Business funnel template in Notion, start populating it with your leads and prospects. As leads progress through the sales funnel, you can easily move them from one stage to another by dragging and dropping the cards.

Regularly review and update your Business funnel template to reflect the current status of your leads and identify any areas for improvement. Experiment with different properties, filters, and automations to find the setup that works best for your team and business.

Conclusion

Designing a Business funnel template in Notion can greatly facilitate your sales process and improve your conversion rates. By visualizing and tracking your leads through various stages, you can identify opportunities to optimize and streamline your sales funnel. Remember to regularly update and iterate on your template to stay aligned with your business goals and objectives. Happy funneling!