215 Marketing

Funnel Development

Design a stage-by-stage sales funnel that moves prospects from first touch to qualified opportunity — without leaking leads along the way.

  • Map every stage to a real buyer action
  • Connect marketing and sales handoffs
  • Build reporting that shows where revenue stalls
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Trusted by growth-focused companies across industries

Temple University ELIPhiladelphia Museum of ArtBrightside AcademyB Positive PlasmaXactusResinTechSageGlassBenetrendsWalnut Hill CollegeKatz JCCNY Kids ClubGather WorkspacesPacific WorkplacesRandall ReillyBoehringer LaboratoriesJamestown North AmericaJewish Federation of Southern New JerseySharing ExcessNamocellCommonwealth Equity ServicesEvergreen Wealth SolutionsAxial Financial GroupNew Outlooks ConstructionSureWay Property ManagementFull ThrottleThe Bucks ClubTenant ReportsWorkSimpleLSR WellnessRecess

Leads fall through the cracks when the funnel is invisible

Most companies have a CRM full of contacts but no clear picture of how they move from awareness to close. We design the funnel as a system: defined stages, clear exit criteria, automated transitions, and reporting that tells you where to focus.

What a working funnel gives you

  1. 01

    Stage Definitions That Mean Something

    Every stage maps to a buyer action, not a rep guess. Marketing and sales agree on what makes a lead ready to advance.

  2. 02

    Automated Stage Movement

    Triggers, scoring, and routing move leads forward or back based on behavior — not manual spreadsheet updates.

  3. 03

    Revenue Leak Reporting

    Dashboards show conversion rate by stage, time-in-stage, and drop-off point so you fix the bottleneck instead of guessing.

  4. 04

    Sales and Marketing Alignment

    Shared definitions, shared metrics, and shared ownership of the pipeline from first touch to closed-won.

Our Process For Achieving Results

01.

Audit current pipeline and buyer journey

02.

Define stages, exit criteria, and scoring

03.

Build automation and reporting in your CRM

Funnel Design & Build Process

  1. Discovery & Pipeline Audit

  2. Buyer Journey Mapping

  3. Stage Definition & Scoring Rules

  4. Automation & Routing Setup

  5. Reporting Dashboard Build

  6. Team Training & Launch

Expectations

  1. 01

    Clear stage definitions across teams

  2. 02

    Automated lead routing and progression

  3. 03

    Dashboards that expose funnel leaks

What clients say

  • LSR Wellness
    “The team at 215 Marketing is capable, energetic, and a pleasure to work with. We highly recommend them for digital marketing needs.”
    Adam RosenLSR Wellness

Common questions

Do we need a CRM first?

It helps, but it's not required. We can design the funnel first and then implement it in HubSpot, Salesforce, or another CRM. If you need CRM help, see our CRM services.

How is this different from a sales process?

A sales process is what reps do. A funnel is the system that moves leads through that process — including marketing touches, scoring, automation, and reporting.

How long does it take to build?

Most funnel builds take 3–6 weeks depending on the number of stages, integrations, and the state of your existing data.

Stop guessing where leads get stuck

Book a free consultation and we'll map your current funnel and the first fix.

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