Sales funnel

Sales funnel is the visual representation of the steps through which a lead passes until you become a customer. Each stage has its own conversion rate, typical deadline and identifiable bottleneck.

The classic model (5 steps)

1. Discovery — person becomes aware of your brand/solution. CTR ~2-5% on Meta Ads.
2. Interest — click, read, open conversation. Conversion to next stage: 20-40%.
3. Consideration — ask for a quote, compare. Conversion: 30-50%.
4. Decision — in active trading. Conversion: 40-70%.
5. Purchase — closed. For the next cycle: focus on repurchase/upsell.

Funnel on WhatsApp has its own rules

WhatsApp compresses the funnel — the customer can go from "discovery" (clicked on the ad) to "decision" (asking for a discount) in 5 minutes. Therefore, having the funnel materialized in a Kanban visible is critical: the salesperson needs to know within seconds where each conversation is.

Metrics that matter by stage

Step	Key Metric	Reasonable goal
Discovery → Interest	Average response time	< 5 minutes
Interest → Consideration	Qualification Rate	30-50%
Consideration → Decision	Proposal rate	40-70%
Decision → Purchase	Closing Rate	15-35%

The most common bottleneck

In 80% of the operations we analyzed, the bottleneck is in Interest → Consideration: the client opened a conversation but the team did not respond in time (or responded in a generic way) and the opportunity went cold. The solution: qualification chatbot that responds in seconds and moves the lead to the next stage without relying on humans.

See: CRM for WhatsApp and lead scoring.