– Top 14 Sales Funnel Templates to Help Drive More Conversions –

As a marketing analyst and sales funnel optimization geek, I‘m always on the lookout for tools and templates that can help businesses improve their sales processes. After testing out dozens of options, I‘ve narrowed down the top 14 sales funnel templates that provide immense value to marketers and sales teams.

In this post, I‘ll provide my insider‘s view on what makes each of these templates great based on ease of use, customization, integration, and analytics. My goal is to help you, as a fellow sales funnel optimization enthusiast, identify the ideal template for your business needs.

What Exactly is a Sales Funnel?

Before jumping into the templates, it‘s important to level-set on what a sales funnel is. As the name suggests, it resembles a funnel shape when mapped out visually. The sales funnel represents the customer‘s journey from initial awareness of your brand to becoming a happy, loyal customer.

It consists of four core stages:

• Awareness – This is when a prospect first becomes aware of your brand, product, or service. Your goal here is to get on their radar.
• Consideration – The prospect starts evaluating if you‘re the right solution for their needs. You need to nurture leads here.
• Decision – The prospect decides to make a purchase from you and becomes a customer. Time to create customer delight.
• Loyalty – With successful repeat purchases, customers become brand advocates. Focus on retention.

The funnel shape depicts how you have a lot of leads entering at the awareness stage, but only some make it down to the final loyalty stage. Using a sales funnel template lets you visualize this entire journey to optimize it.

Why Are Sales Funnels So Critical?

Here are the key reasons sales funnels provide immense value:

• Provides a blueprint of your sales process from end-to-end.
• Enables easy identification of leaks and bottlenecks.
• Lets you test the effectiveness of marketing channels.
• Tracks customer behavior at each stage.
• Helps accurately forecast revenue and plan goals.
• Pinpoints exactly where you need optimization for better conversions.

Rather than creating funnels from scratch, templates allow quick setup to view data. Next, let‘s look at 14 excellent templates.

1. Salesflare – Best for Google Sheets

One of my favorite Google Sheet templates is from Salesflare because of how easy it is to use. Within minutes, I was able to add my sales data and view the auto-generated charts and graphs.

Here are some key features that make Salesflare a winner:

• Works directly within Google Sheets for easy access.
• Comes loaded with sample data to quickly understand setup.
• Automatically generates insightful charts from data.
• Easily customizable with stages, sales reps, goals.
• Insights page calculates conversion rates across funnel.

While the free version only includes two stages, the paid plans unlock more functionality. For most small businesses, the free template should suffice to get started. Overall, Salesflare is my top pick for Google Sheets integration and automated insights.

2. HubSpot CRM – Best for Seamless Data Integration

Trust HubSpot to provide an incredibly robust funnel template that syncs directly with their powerful CRM. Here‘s what makes this template so valuable:

• Seamlessly integrates CRM data to populate funnel.
• View and manage all customer deals in one place.
• Lets you score leads based on criteria to focus on hot prospects.
• Segment customers into primary buying stages.
• Forecast revenue goals based on pipeline data.

The template even lets you create separate funnels for different products, business units, and campaigns. While it works best for existing HubSpot users, it‘s free to try even without a HubSpot account. If you want deep CRM integration, this is the template to get.

3. Gong – Ideal for Revenue Forecasting

Revenue forecasting is critical for any business, and Gong makes it easy through their funnel template. Here are the key highlights:

• Pre-built calculation tables for revenue forecast.
• Charts to visualize sales metrics and trends.
• Ability to track the performance of each sales rep.
• Centralized view of all active opportunities and deals.
• Auto-populated insights on conversion rates.

The template comes preloaded with forecast formulas so you simply plug in deal data. If revenue planning is a priority for you, go with Gong for easy forecasting.

4. Backlinko – Best for Optimization

As an SEO analyst myself, I love how action-oriented Backlinko‘s sales funnel template is. It focuses on optimizing conversions at each stage with these features:

• Identifies optimization opportunities at each stage.
• Includes sample conversion points for inspiration.
• Provides ideas for driving more relevant traffic.
• Supports addition of custom stages and actions.
• Available as Word, PDF, and Google Docs download.

I like how this template prompts you to think about optimizations rather than just presenting data. The action-oriented nature makes it great for boosting conversions.

5. SlideModel – Best for Presentations

If you need to create presentations about your sales funnel, SlideModel has you covered. Here‘s what makes their templates useful:

• Professionally designed PowerPoint templates.
• Easy to customize within PowerPoint or Google Slides.
• Various templates for different industries and needs.
• Elegant visual designs and layouts.
• Downloadable for use on Windows or Mac.

SlideModel has beautifully crafted templates for different scenarios – marketing funnels, revenue forecasting, sales presentations and more. I‘d highly recommend them for presentation needs.

6. Creately – Best for Interactive Editing

If you prefer having an interactive editor to build your funnel, Creately is a great choice. Here are the key features:

• Interactive drag-and-drop funnel editor.
• Option to start from hundreds of templates.
• Shape and styling tools for customization.
• Ability to embed images, icons and logos.
• Export as PNGs, PDFs, PowerPoints and more.

Creately makes it dead simple to create good-looking funnels with minimal design skills. The drag-and-drop flexibility also allows fluid experimentation and iteration.

7. Sellfy – Great for Product Sales

If you sell products online, check out Sellfy‘s sales funnel templates tailored specifically for ecommerce businesses. Standout features include:

• Templates for single or multi-product funnels.
• Shopping behavior analysis for different offerings.
• Charts for conversion rates across platforms.
• Sales projected based on historical data.
• Campaign tracking from prospect to loyal customer.

The ecommerce-focused analytics help optimize product sales and positioning. This makes the Sellfy templates great for online businesses selling goods and merchandise.

8. YouExec – Best for Growth Strategy Planning

Planning your overall growth strategy? YouExec offers excellent sales funnel templates specifically for strategy projects. Key highlights:

• Present your current conversion rates across stages.
• Illustrate future-state customer acquisition strategy.
• Outline marketing and sales initiatives for growth.
• Estimate expected conversion rates for each tactic.
• Calculate revenue impact of improved conversion rates.

The templates really get you thinking strategically about future state growth plans. For executives planning expansion, YouExec is an excellent strategic tool.

9. GetWPFunnels – Best for WordPress Websites

If you use WordPress for your website, Get WPFunnels offers fantastic optimized templates.Here‘s what makes them invaluable:

• Works seamlessly within WordPress sites.
• Funnel blocks for Oxygen, Divi, Elementor, Gutenberg.
• Niche-specific templates for different industries.
• Provides sales funnel insights within WordPress.
• User-friendly installation and setup.

For WordPress users, this is hands-down the best way to integrate sales funnels quickly. The website even offers a free sales funnel course – as a fellow funnel geek, I highly recommend it!

10. SmartDraw – Best for Collaboration

When it comes to collaborating with colleagues on sales funnel planning, SmartDraw is my go-to recommendation for these reasons:

• Charts are easily shared and edited in real-time.
• Team members can work simultaneously within the file.
• Option to share read-only access with wider stakeholders.
• Changes across collaborators are automatically synced.
• Seamlessly integrate with cloud storage for access.

The real-time collaborative capabilities make SmartDraw charts ideal for cross-functional team engagement.

11. SlideHunter – Best for Presentation Impact

If you need high visual impact for executive presentations, SlideHunter has amazing sales funnel templates. They stand out for:

• Eye-catching animations and visuals.
• Professionally designed graphic layouts.
• Fully customizable to match branding.
• Downloadable as Powerpoint or PDF.
• Also has templates tailored for specific industries.

For important presentations where you need to get stakeholders‘ attention, SlideHunter‘s templates help convey your message powerfully. The visual flair makes data easy to digest.

12. Lucidchart – Best for Fast Setup

If you‘re looking for minimal effort setup, Lucidchart‘s drag-and-drop editor makes funnel creation incredibly easy:

• Intuitive drag-and-drop building.
• Tons of professionally designed templates.
• Visually depict conversion rates at each stage.
• Easily add text, shapes and visuals.
• Export as image or embed on any web page.

Lucidchart is fantastic when you need to map user flows and journeys beyond just sales funnels. The fastest way to create detailed charts visually.

13. Monday.com – Best for Pipeline Management

For GA-style pipeline management, Monday.com‘s templates help streamline the process:

• Centralized view of all open opportunities.
• Automated deal progress tracking.
• Conversion rate insights at every stage.
• Sales rep performance monitoring.
• Custom fields to capture all customer details.

The templates allow granular tracking of each deal and salesperson productivity. For pipeline rigor, Monday.com is a superb choice.

14. Moqups – Best for Wireframes and Prototypes

Besides sales funnels, Moqups also lets you design sitemaps, wireframes and prototypes. Core features:

• Intuitive drag-and-drop designer.
• Connect multiple diagrams into a project.
• Easy collaboration for stakeholder feedback.
• Great templates for UX planning and design.
• Export images, PDFs or share links.

If your customer journey involves both sales processes and user experience, Moqups is invaluable for end-to-end planning and design.

Key Selection Criteria for Sales Funnel Templates

When it comes to picking the right sales funnel template for your business, keep these factors in mind:

• Integration – How easily can you populate data from other sources?
• Analytics – Are key conversion metrics calculated automatically?
• Customization – Can you tweak the template to match your unique business processes?
• Collaboration – Does the tool allow real-time collaboration with colleagues?
• User Experience – Is the interface intuitive enough for your team‘s needs?

Prioritize features that align with your goals and team skills. For most businesses, I suggest starting with a free version to test usability.

Get Started with Sales Funnel Planning

There we have it – the top 14 sales funnel templates spanning Excel, PowerPoint, drag-and-drop editors, WordPress and dedicated funnel tools.

As you evaluate options, focus on ease of setup, visualization capability, data integration and actionable insights. The goal is to understand your customer journey end-to-end and optimize effectively.

Most importantly, don‘t let analysis paralysis set in. As the saying goes, "In God we trust. All others bring data." Just start somewhere and keep optimizing as you go.

Wishing you the very best with picking the right sales funnel template for your business! Please don‘t hesitate to reach out if you need any personalized tips.