CRM/Marketing Funnels

Top of Funnel
(Lead gen)

Newsletter opt in

ABM
(ABM COLD LEAD)

Live Chat/Web Visit
(WARM LEAD)

Digital Ads
(WARM LEAD)

Lender List
(digital ad)

10x Webinar
(digital ad)

Web Templates
(digital ad)

Get Started

Paid Search PPC

Free Trial Landing page

Middle Funnel

Demo Request

Missed Demo

Bottom of Funnel

Demo Complete

Proposal Sent

Get Started (MQL) or SQL

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People who signup, hit paywall and need follow up to determine qualification.... SQL means BDR or Sales pre-qualified the lead.

Onboarding

Website Template

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People who select & register for a website template.

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Pro or Enterprise Plan

Starter Plans

Evangalize