The New Sales Funnel

Sales Funnels, Metrics, and Tech Tools, Oh my!

The sales funnel has changed. It’s no longer an triangular shape that ends with the close, it’s an hourglass shape that continues beyond the sale and feeds itself again with referrals. We’ll also go over what KPI’s (Key Performance Indicators) you should be tracking for yourself and your team. You can’t improve what you can’t measure. Finally, we’ll share the free and paid tech tools that will making tracking your numbers happen automatically, so you’re spending less time on admin, and more time selling!

In this lesson you will learn:

  • The different phases of the sales funnel so you know where your prospect stands in his or her sales journey
  • Why the new sales funnel does not end at the close, but has an hourglass shape.
  • How to relate the phases to your unique business
  • What metrics to track in the sales funnel and why it is important to do so
  • How to use your metrics to increase your performance
  • Tools of the trade: Learn what free and paid tools are available to make your sales process run smoothly and on autopilot (except for the part where you’re actually selling!)
  • Assignment: Set up your sales funnel, metrics and tools
  • Certificate of Completion: Complete the quiz for your personalized certificate of completion


  • Sales Funnel Cheat Sheet
  • Bonus Tutorial: Setting up your personal CRM


AUTHENTIC SELLING 5 Part Video Series with Jessica Magoch and the Changemaker's Association, a Global Association for Social Entrepreneurs: Learn how to apply the New Sales Funnel and adopt a new sales mindset especially for social enterprises.