Sales Funnel Automation

Map, automate, and measure your funnel end-to-end—so leads move faster, handoffs are clean, and your team focuses on conversations that close. Built for Boulder, Colorado, New York, and organizations across the U.S.

Forms & Landers Routing & SLAs Nurture Sequences Stage Rules & Tasks A/B Testing Hooks Dashboards & ROI

Why choose Sales Funnel Automation

Less manual work. Fewer leaks. Clear visibility from first click to closed-won.

No-Leak Capture

Tracked forms, calendars, and landers wired to your CRM with required fields and sanity checks.

Speed to Lead

Instant routing, SLAs, alerts, and autoresponders so hot leads aren’t left waiting.

Always-On Nurture

Email/SMS sequences, tasks, and reminders that keep deals moving without micromanagement.

Truth in Attribution

UTMs, events, and dashboards for source ROI, stage conversion, and pipeline velocity.

How we deliver

  1. Map & Design

    Document the funnel: entry points, qualification rules, handoffs, SLAs, and exit criteria.

  2. Wire Capture

    Implement forms, calendars, and landing pages with validation, events, and UTM discipline.

  3. Automate Flow

    Routing, assignments, autoresponders, tasks, and stage rules to reduce manual steps.

  4. Measure & Iterate

    Dashboards, A/B test hooks, and a monthly optimization loop that scales winners.

What’s included

  • Funnel map & SOPs
  • Forms & calendar embeds
  • Landing page patterns
  • Lead routing & SLAs
  • Owner assignment rules
  • Notifications & autoresponders
  • Nurture sequences (email/SMS)
  • Task automation & reminders
  • Stage rules & exit criteria
  • UTMs & event tracking
  • Dashboards & reporting
  • Monthly optimization plan

Sales Funnel Automation FAQs

What is sales funnel automation?

It’s the end-to-end wiring of capture, routing, nurture, stage rules, and reporting—so every lead is tracked, worked, and measured without manual busywork.

Will this replace our existing tools?

Not necessarily. We integrate what you use today and remove overlap. The goal is fewer clicks and clearer data, not more software.

How do you handle qualification?

We set required fields, scoring or rules where helpful, and stage exit criteria. Reps know exactly what to capture and what happens next.

Can you A/B test landing pages and sequences?

Yes. We add experiment hooks and track outcomes (CTR, form submit, stage conversion, velocity) to guide iteration.

Ready to automate your funnel end-to-end?

We’ll wire capture, routing, nurture, and dashboards—then iterate monthly.