Sales Funnel Planner

Pinpoint where executive prospects drop off in your funnel and what to fix next, using a structured, coaching-led funnel mapping framework.

Planner · 45+ min · Print-ready PDF · Free download

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Preview Planner · 45+ min

When to Use This Tool

A client has marketing activity but no visibility into where prospects are dropping off before becoming clients

A coach or business owner wants to quantify each stage of their funnel to identify where to focus growth effort

A leader who is investing in marketing but suspects the bottleneck is somewhere in the conversion process rather than awareness

How to Introduce This Tool Plus

Before we talk about marketing strategy, let's look at your numbers. Where do yo...

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Interactive Preview Planner · 45+ min

Tool Classification

Domain

Executive

Type

Planner

Phase

Discovery Action

Details

45+ min Mid session Monthly

Topics

Leadership Accountability Career Transition

For the Coaching Practitioner

Plus

Pathway Builder 🔒

Coaching Scenarios Plus

1 A founder who optimizes the awareness stage because it's the most visible and comfortable

Context

A SaaS founder who has invested heavily in content marketing, podcasts, and social media. His awareness numbers are strong but his revenue is flat. He attributes the flat revenue to 'not enough reach yet' and continues investing in awareness. He hasn't measured or examined the Interest, Consideration, Preference, or Purchase stages because they require examining what happens after the initial attention is captured.

How to Introduce

Frame the AIDA-P model as a flow diagnosis. 'You've built strong awareness. The model asks what happens next - where are...

2 A service business owner who has a full funnel on paper but no strategy differentiated by stage 🔒

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3 coaching scenarios with introduction language, observation guides, debrief maps, and red flags

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For professional coaches and coaching practitioners

Tool Flow Plus

See what this tool requires and produces in a coaching engagement

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