Discover proven ways to build a sales funnel that effectively converts leads into customers.

Consumers are more sophisticated than ever. They research, weigh options, and buy only from brands they trust. This process takes time, so you need to build a sales funnel to attract, educate, and convert potential clients. 

One of the biggest insurance mistakes you can make is to be pushy about a sale. It is essential to establish a relationship with your clientele first before attempting to close a deal. 

This article will help you achieve this. Read on to discover how to hit your targets by understanding the customer journey. 

build a sales funnel

The expert way to build a sales funnel

A sales funnel is a marketing tool that represents the process clients go through to purchase products and services. Experts have different terms for it, but sales funnels often use the AIDA model to classify the four stages of the buyer journey.

  • Awareness: The first step in growing your clientele is to capture potential clients’ attention. 
  • Interest: Next, pique their curiosity by educating them about how you can address their distinct requirements. 
  • Decision: Afterward, prove to your prospects that they need or want your products. Inform them why you are better than the competition.
  • Action: People in this stage are qualified leads ready to purchase a policy. 

Now that you know the different stages, it’s time to build a sales funnel to nurture your clients the right way. 

1. Identify your audience. 

Before you attempt any marketing campaign, identify your audience. It’s the ideal first step in running a successful sales funnel. Then, you can create different buyer personas and focus your efforts on them. 

The more you know your audience, the more you can offer personalization at every point of their journey. You don’t want to waste your resources by targeting everybody. Instead, you want to spend your time and money on individuals who are a good fit for what you offer. 

2. Capture their attention. 

Once you identify your target market, the next step would be to invite them into your sales funnel. There are many ways to boost your lead generation efforts, including social media pages, webinars, and events. 

Bring out your creativity to appeal to different clients. For instance, you can use videos, infographics, and testimonials to create high-quality content across various platforms. If you’re willing to invest in ads, you can try pay-per-click (PPC) strategies on Google, Facebook, or LinkedIn. 

3. Develop a landing page. 

Contrary to popular belief, a landing page is not the same as a website, though it is part of a website. Landing pages offer customized content for a specific campaign to guide visitors toward one goal. In this case, it would be to entice potential clients into your funnel. 

You can use your different platforms to guide audiences toward your landing page, from websites to email campaigns to paid ads. Ideally, you should capture visitors’ contact information to keep in touch with them. 

4. Nurture the prospect.

Now that you’ve encouraged prospects, it’s time to move them toward the decision phase of their journey. Email marketing, retargeting ads, testimonials, case studies, and free consultations are effective methods at this point. 

Communicate with prospects at least once a week to address pain points, neutralize objections, and provide valuable information. Once you establish your credibility and gain their trust, closing the sale will be a cinch. 

5. Close the sale and keep in touch. 

When you’ve done all the work, the next ideal step is to ask for the sale. It should be the natural culmination of your efforts throughout the awareness, interest, and decision stages. After all, you performed all the tasks that should lead to the action phase. 

However, closing a deal shouldn’t be the end of the customer’s journey. If you make your clients feel important, they will help you grow your business. Once they become loyal customers, they will spend more on your products, leave positive reviews, and spread the word about your standout services. You can even ask them for referrals and testimonials.

Not sure where to begin?

Don’t worry; you’re not alone. Lead generation is one of the most challenging tasks of an insurance agent. After all, where can you find prospects who need your products and services?

If you need help developing a sales funnel, you can accelerate the process by purchasing leads from reliable providers like HBW Leads.


With HBW Leads on your side, you get exclusive, qualified, and double-verified leads every time. You won’t have to worry about qualifying them or explaining insurance benefits. All you have to do is close the deal. Request a personalized package now to take your career to new heights.


 

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