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Sales funnel services · Done for you · Tool-agnostic

Done-for-you sales funnel services that your reps actually trust.

You hire our sales funnel services when leads slip through the cracks, when sales follows up too late, when marketing nurture stops the moment a lead becomes an opportunity, and when nobody on the team can tell you which channel actually closed the deal. We design, build, and run the lifecycle as one system.

Done for you, on your existing stack. HubSpot, Salesforce, Marketo, Customer.io, Klaviyo, Pipedrive, ActiveCampaign. Senior sales funnel consultants only. No reseller spiff. No 60-page playbook deliverable. You get a working revenue system your reps trust and your CFO can audit.

Engagement
Strategy + Build + Operate
Typical timeline
8 to 14 weeks
Investment from
From $999
// engagement spec FULL-FUNNEL
Lifecycle map + lead model
Wk 1 to 3
Tool architecture
Wk 3 to 6
Build + integrate
Wk 6 to 12
Operate + iterate
Month 4+
From $999Fixed-fee build · ongoing retainer optional
Get a quote
Trusted by 300+ growth-stage brands
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Designed for revenue teams

Sales funnel services that map the lifecycle before they touch a single tool.

A typical revenue stack has 6 to 12 tools and roughly half the integrations it needs to run as one system. Leads slip between tools. Sales reps follow up too late. Marketing nurture stops the moment a lead becomes an opportunity. Post-sale onboarding fires from a tool nobody owns. Each leak costs deals and creates friction your buyers feel.

Our sales funnel services start with the lifecycle map, not the tool catalog. Every stage, every touch, every handoff between marketing, SDR, AE, and customer success gets documented and approved in writing before we open a single workflow editor. That is the work most sales funnel agencies skip.

We then build the system across the tools you already own. When a tool is genuinely the bottleneck, we say so and we bring TCO numbers. When it is not, we leave it alone. The result is a revenue system your CFO can audit and your reps actually trust on the first Monday after launch.

See client outcomes

Lifecycle as one system

Marketing, SDR, AE, CS. Every stage and every handoff documented, automated, and observable on a single live dashboard.

Tool-agnostic build

HubSpot, Salesforce, Pipedrive, Marketo, Klaviyo, Customer.io, ActiveCampaign. We use what fits your stack, not what we resell on the side.

Attribution that closes the loop

Every closed deal traceable to the campaign, the channel, and the touch that started it. Your CFO and your CMO read the same dashboard, not two different versions of the truth.

What is included

What you actually get from our sales funnel services.

Five disciplines in sequence. Lifecycle strategy first, tool architecture second, sales funnel creation services and the build third. Each phase has a written deliverable signed off before the next begins. No moving targets.

Map the system before automating it.

Most sales funnel projects fail because they automate a broken process. Our sales funnel consulting work starts the opposite way. We map your full lifecycle: every stage, every entry and exit criterion, every handoff between teams. The output is a written lifecycle document that marketing, sales, and customer success all sign off on before any tool work begins.

Phase duration
Weeks 1 to 3
Output
Lifecycle map + lead model
// deliverables
  • Stakeholder interviews
    Marketing, SDR, AE, CS. Five to eight recorded interviews to surface the real-world process.
  • Lifecycle stage map
    Every stage, transition criterion, owner, SLA. Documented and signed off.
  • Lead scoring model
    Demographic + behavioral scoring tuned to your historical close patterns.
  • Routing logic
    Lead to SDR to AE assignment rules, escalation paths, round-robin or territory-based.

Segments built around your buyers.

A generic all-leads nurture is a tax on your domain reputation. We segment by ICP, by buying stage, by intent signal, and by lifecycle stage. Then we build the data infrastructure to keep those segments accurate as records change. The segment a lead enters in is rarely the segment they belong to by month three.

Typical segments
12 to 24 active
Refresh cadence
Real-time + scheduled
// deliverables
  • Segment definitions
    Each segment's enter and exit criteria, owner, expected behavior, content needs.
  • Data infrastructure
    Custom fields, calculated properties, identity resolution. Segments stay accurate at scale.
  • Suppression logic
    Active opportunities, won customers, churned customers, internal contacts. Never wrong-touched.
  • Compliance + consent
    GDPR and CCPA segmentation, consent tracking, regional suppression. Audit-ready.

Content for the lifecycle, not just the blog.

Most teams have plenty of top-of-funnel content and almost nothing for the middle and bottom. Our sales funnel creation services fill the gaps. Sales-stage email sequences. Persona-targeted nurture tracks. Post-sale onboarding flows. Written by senior copywriters who can convert without sounding like a marketing automation tool wrote it.

Output
30 to 80 assets across stages
Writer model
Senior in-house · per stage
// deliverables
  • Lifecycle content audit
    What you have, what is missing, what is duplicated. Mapped against the lifecycle.
  • Email sequences
    Onboarding, nurture, abandonment, reactivation. Four to eight sequences depending on scope.
  • Sales enablement assets
    Battlecards, one-pagers, follow-up templates. What reps actually need to send.
  • Lifecycle landing pages
    Persona-targeted pages for ABM, account-specific landing pages for sales conversations.

Workflows that run themselves.

We build the workflows that execute the lifecycle map in HubSpot, Marketo, Salesforce, Customer.io, Klaviyo, or whatever your stack uses. Trigger logic, branching, A/B testing, suppression, exit criteria. All documented so any future team can debug them without our help.

Platforms supported
HubSpot · Marketo · Klaviyo · more
Workflows built
20 to 50 typical scope
// deliverables
  • Workflow build + QA
    Every workflow built, branched, tested with sample data before activation.
  • Lead routing automation
    Round-robin, territory-based, or ICP-tier-based. Assigned within seconds of qualification.
  • SDR + AE handoff sequences
    Slack notifications, calendar bookings, CRM updates, and follow-up tasks. All automated.
  • Workflow documentation
    Visual maps, trigger logic written out, runbook for the future team.

Reported against revenue, not opens.

Open rates and click rates are vanity metrics for a lifecycle program. We report against pipeline progression: which stages compress, which sequences accelerate close rates, which segments produce expansion revenue. The dashboard your CFO sees is the same dashboard your CMO uses to plan the next quarter.

Dashboard
Live, always on
Strategy review
Monthly with revenue lead
// deliverables
  • Live dashboard
    Looker Studio or your BI. Lifecycle stage progression, sequence-level revenue impact, segment performance.
  • Monthly written report
    What moved, why, what to do next. No filler.
  • Sequence A/B testing
    Hypothesis → test → result. Statistical, not vibes.
  • Quarterly business review
    Half-day deep dive with marketing + sales + CS leadership.
What happens after you schedule the call

The 45-minute call, then the audit, then the build plan.

Same four-stage cadence as the rest of our programs, with the longest mapping phase up front. Automating a broken process makes the problem worse, not better. We refuse to do that to your revenue team.

STAGE 01 / CALL

Talk to a senior sales funnel consultant.

45 minutes. A senior consultant, not an account executive, reviews your current stack, your lifecycle stages, and the three highest-leverage automation moves in front of you right now. You leave with three concrete actions you can take in the next 30 days, hire us or not.

Day 1
STAGE 02 / MAP

Map the lifecycle.

Three weeks of stakeholder interviews across marketing, SDR, AE, and customer success. Lifecycle map, lead scoring model, routing logic. Approved in writing by your revenue leaders before any tool work begins.

Weeks 1 to 3
STAGE 03 / ARCHITECT

Design the system.

Tool architecture, integration map, data model, segment definitions, content roadmap. Written down and approved before any sales funnel development starts. No moving targets and no scope drift.

Weeks 3 to 6
STAGE 04 / BUILD & OPERATE

Build, ship, and keep it tuned.

Workflows built, integrations connected, content produced, sequences activated. Stage-gated approvals through launch, with read access to every workflow editor for your team throughout. After launch: live dashboard, monthly written report, and quarterly business review with the revenue leadership group. Optional retainer for ongoing optimization, or a full handover to your team with runbooks if you prefer to operate it in house.

Weeks 6 onward
Why teams pick us

Why revenue leaders pick our sales funnel services over the typical sales funnel agency bid.

Three reasons that come up in every reference call a prospective client runs on our sales funnel consultants.

12+
Platforms we build natively in

Tool-agnostic, not reseller-driven.

Most sales funnel agencies resell one platform and shape the engagement around it. We do not. We use what your stack actually needs (HubSpot, Salesforce, Marketo, ActiveCampaign, custom) and we tell you when a tool is no longer worth keeping.

Stack-led
MapBuild
Lifecycle map before any tool work

Process before tools.

We will not automate a broken lifecycle. The first three weeks are mapping work, with marketing, sales, and customer success in the room together. Tool work does not start until the process is signed off in writing.

Process-first
100%
Documented and transferable

Built for handover.

Every workflow, every integration, every business rule documented in a runbook your team can read. A future team can take it over without us. No agency lock-in and no mandatory retainer.

Documented
Is this right for you

Who our done-for-you sales funnel services are built for.

Three signals that done-for-you sales funnel work is the right answer right now. If two or more describe your situation, we are likely the right call.

$5M+
Annual revenue or strong pipeline

You have leads to manage.

You are getting leads. The problem is what happens after the lead form. Reps follow up late, marketing nurture stops at handoff, and you cannot tell which channel actually closed the deal. A sales funnel specialist solves that. A landing page does not.

Lead volume
3+
Tools that should talk to each other

Your stack is fragmented.

You run a CRM, a marketing automation tool, an email service, and a help desk. They do not share data cleanly. Reports never reconcile. Our sales funnel consulting work fixes the architecture before it fixes the workflows.

Integration-heavy
1
Revenue leader who will own the system

You have a buyer for change.

You have a VP of Sales, RevOps lead, or CEO who will champion the lifecycle redesign internally. Sales funnel work touches three teams. Without an owner on your side, the cleanest build will still stall in week six.

Sponsor-ready
What we will not do

The three things our sales funnel agency refuses to do, on purpose.

You can read this as discipline or you can read it as a filter on the wrong-fit engagement. Either way, knowing what we will not do up front saves you a discovery call and saves us a misaligned project. If any of these is a hard requirement on your side, we are not the right sales funnel marketing agency for you.

Schedule a Call to talk it through

No platform reselling.

We do not take commissions from HubSpot, Salesforce, Marketo, or anyone else. Our recommendation is the platform that fits your team, your scale, and your TCO. Not the platform that pays us the most this quarter.

No automation before mapping.

If you want us to skip the lifecycle mapping phase and go straight to workflow building, we will say no. We have watched that movie. Automating a broken process costs more to clean up than to map correctly in week one.

No lock-in retainers.

Every workflow, integration, and business rule is documented in a runbook your team can read. The ongoing retainer is genuinely optional. If you want to operate the system in house after launch, we hand it over cleanly.

By the numbers

What an integrated funnel actually moves.

Median lead-to-opp time reduction
-54%
Across B2B clients in the program for 6+ months. Measured against pre-engagement baseline.
Source: CRM analytics · 2025
Avg. attributable revenue growth · Y1
+38%
Revenue attributable to lifecycle automation programs in the first 12 months of operation.
Source: Pipeline data · 2025
Wasted-tool spend reduced
-31%
Median reduction in martech license spend after stack consolidation in our engagements.
Source: Stack audits · 2025
FAQ

Frequently asked questions about our sales funnel services.

The questions revenue ops leaders ask before signing with a sales funnel agency. If yours is not here, send it directly. We reply within one business day.

// cannot find your answer?
Want a quick audit of your current lifecycle from a sales funnel expert?
Send us a question
Which platforms do your sales funnel services build on?

HubSpot (Marketing, Sales, and Service Hubs), Salesforce (Pardot, Account Engagement, Marketing Cloud), Marketo, Customer.io, Klaviyo, ActiveCampaign, Iterable, Braze, Mailchimp, Constant Contact. Plus most CRMs including Pipedrive, Close, Copper, and Dynamics. We do not resell. We use what fits your scale, your team, and your budget.

Do we need to switch tools to work with you?

No. We work with your existing stack 80% of the time. We will only recommend a change when a tool is genuinely the bottleneck. Marketo with 200 contacts is overpaying. Mailchimp with a B2B sales motion will block you in week three. Every recommendation comes with TCO analysis and a migration plan, not a hunch.

What is the difference between a sales funnel agency and a sales funnel consultant?

A solo sales funnel consultant is great for advice and frameworks. A sales funnel marketing agency executes. We bridge both. Our senior consultants own the lifecycle mapping and architecture phases, and our build team executes the workflows, integrations, and content. You get one accountable partner from strategy through launch instead of stitching together a consultant and an implementation partner.

How long does a typical engagement take?

Eight to 14 weeks for the build phase. Lifecycle mapping runs three weeks. Architecture runs two to three weeks. Build runs six to eight weeks. Companies with simpler scopes (single workflow, single tool) can ship in four to six weeks. Complex multi-team B2B engagements run 14 to 18 weeks. You will see the precise schedule before signing the SOW.

How do done-for-you sales funnels work in practice?

You give us access to your tools and your team. We do the work. Mapping, architecture, copywriting, workflow builds, integrations, dashboard, QA, launch. Your sponsor reviews at each stage gate. Your reps get a one-hour training before launch and a one-week embedded support window after. You do not need an in-house ops lead to make it work. That is the done-for-you part.

Do you offer ongoing operation after the build?

Yes. Through an optional retainer in the $499 to $1,499 per month range depending on scope. Most clients keep us on for the first three to six months, then transfer full ownership to their internal team with the runbooks we have written. Some clients keep the retainer indefinitely. There is no lock-in either way.

What is sales funnel website design and do you do it?

Sales funnel website design is the discipline of designing your site around lead capture, qualification, and lifecycle entry, not just brand and content. We handle it as part of the broader engagement. Persona-targeted landing pages, gated assets, lead-router-aware forms, and progressive profiling. If you only need a web design sales funnel rebuild (no automation work), our web design service covers it as a standalone scope.

Will my marketing and sales teams need to change how they work?

Modestly. Every change is documented before it happens. Most reps actually prefer the new process because it removes the manual data entry and the follow-up tasks that nobody actually wanted to do. We run a one-hour training before launch and a one-week embedded support window after. Adoption is the part most sales funnel agencies underbudget. We do not.

How are your sales funnel services different from a HubSpot implementation partner?

A platform partner is the right call if you are committed to one platform and you need it installed correctly. We are the better call if you run multiple tools, a complex lifecycle, or you have a sales-marketing alignment problem that is not actually a tool problem. Many clients use us first to map and architect, then bring in a platform partner for the execution. We are happy to recommend one when that pattern fits.

How do I know we have hired the right sales funnel specialist?

You will not know on the strategy call. You will know after the three-week mapping phase, when the lifecycle is documented in writing and signed off by your VP of Sales, your CMO, and your CS lead. The mapping deliverable is yours to keep whether you proceed with us or take it to another sales funnel digital marketing agency. The point is to make the decision with the lifecycle in front of you, not a slide deck.