Small Business Marketing Funnel and Lead Generation Checklist

1. Clear Business Goals

  • Define specific and measurable marketing goals, such as the number of leads or sales you want to generate within a certain timeframe.

2. Target Audience

  • Identify and understand your ideal customer persona, including demographics, interests, and pain points.

3. Lead Magnet

  • Great marketing requires strong offerings. Create a compelling piece of content to drive promotions such as an ebook, webinar, or exclusive offer, to attract potential leads.

4. Landing Pages

  • Design and optimize dedicated landing pages for each lead magnet to encourage sign-ups and conversions.

5. Email Marketing

  • Set up an email marketing platform to capture leads’ contact information and nurture them through automated email sequences.

6. SMS Marketing

  • Implement an SMS marketing system to reach leads via text messages, offering valuable content and promotions.

7. Website Optimization

  • Ensure your website is user-friendly and optimized for conversions with clear calls-to-action (CTAs) and lead capture forms.

8. Google My Business Profile

  • Create or update your Google My Business profile to improve local visibility, provide essential information, and encourage customer reviews.

9. Social Media Channels

  • Establish a strong presence on relevant social media platforms where your target audience is active. Post engaging content regularly.

10. CRM (Customer Relationship Management)

  • Select and configure a suitable CRM system to manage leads, track interactions, and automate follow-up tasks.

11. Lead Tracking

  • Implement tracking tools like Google Analytics to monitor website traffic, lead conversions, and the overall performance of your marketing funnel.

12. Content Strategy

  • Develop a well-defined content strategy that aligns with your target audience’s needs and preferences. Consistently create valuable content to engage and educate leads.

13. A/B Testing

  • Continuously conduct A/B tests on various elements of your marketing funnel, such as email subject lines, CTA buttons, and landing page designs. Optimize these elements to enhance conversion rates.

14. Follow-Up Sequences

  • Create automated follow-up sequences for leads, including personalized email and SMS campaigns. These sequences should nurture leads through the funnel and provide relevant information.

15. Lead Scoring

  • Establish a lead scoring system to rank and prioritize leads based on their engagement level and readiness to make a purchase. This helps your sales team focus on high-potential leads.

16. Analytics and Reporting

  • Regularly analyze the performance of your marketing funnel by tracking key metrics and KPIs. Use data-driven insights to make informed adjustments and improvements in lead generation and conversion strategies.

Author

  • Zach Jalbert is the founder of Tek Enterprise and Mazey.ai. Learn more about his thoughts and unique methods for leadership in the digital marketing & AI landscape.

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