No matter how much you read about funnels online, there will always be a level of mystery to them. Companies are never going to share their most successful funnel in feras of people replicating them. We did the research and recreated 32 funnels inspired by real companies. Grab them as a template, add your branding and start selling today. (Even if you don’t have a website.)
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What Are Funnel Templates?
The curated editable templates consist of lead magnets, customer surveys and deal closers including payment gateways. They are not theoretical guidelines, they are real pieces of digital content that’s been tested and optimized to produce happy customers.
You can add your branding to any of these templates and embed them in your website or share them on social media. Or even run ads to them.
There are as many funnel types as customer journeys. We covered all the different types of funnels earlier here
The templates are organized by their objective into:
Onboarding Funnel Templates
Review Funnel Templates
Cancellation Funnel Templates
Lead Generation Funnel Templates
Customer Support Funnel Templates
Not sure what funnel is best for your business? Learn more about different types of funnels.
Cancellation Survey Funnel Template
Asking customers who are leaving about what they didn’t like is as helpful and important and as asking happy customers what keeps them coming back. Even the most simple and straightforward survey can help you get actionable feedback. Get this template →
Membership Cancellation Funnel Template
Subscription based membership businesses don’t have to chase after new clients every month if they focus on keeping the ones they already have happy. This template identifies promoters and keeps them separate from retractors. Get this template →
Monthly Delivery Cancellation Funnel Template
Cancelling is not always the answer for customers who hit the “cancel” button. Especially with perishable subscription boxes. Sometimes just skipping a month or pausing for a few is the perfect solution for both parties. This template helps you do that. Get this template →
Monthly Service Cancellation Funnel Template
A smart monthly service cancellation funnel helps businesses keep more clients. It identifies cancellation causes, common pains and annoyances and ultimately what kind of customers are most likely to cancel. Grab this template and do exactly that for your business. Get this template →
SaaS Churn Funnel Template
Churn is the monster under every SaaS business company’s bed. It slowly eats at your revenue every month and staggers growth over time. A smart churn funnel that listens to unhappy customers and offers cancellation alternatives is the most effective way to curb churn. Get this template →
Subscription Box Cancellation Funnel Template
There’s a subscription box company for everything that can be put in a box. If you disagree and can think of something the market hasn’t covered already, you should probably start one. This template will help you not only to execute cancellations, but also to prevent them. Get this template →
Capterra Review Funnel Template
Great reviews solve two problems: building trust online and getting in front of clients who care about good service. This review funnel template is a smart survey you can send to your customer base - it asks only the ones to leave a review on Capterra. Get this template →
G2 Crowd Review Funnel Template
G2Crowd a trusted software review platform. This template was made to identify what customers to direct there. It puts happy and unhappy customers into two distinct buckets based on their answers Get this template →
Google Business Review Funnel Template
Google Business reviews can make or break brick and mortar stores. They’re an impactful driver of sales for local businesses. If you want everyone who googles your business to see what happy customers said about you, this is the template for you. Get this template →
TrustPilot Review Funnel Template
This Trustpilot review funnel template does exactly what you think it does - it helps you manage your brand’s online reputation and build trust. It identifies promoters and retractors, keeps retractor feedback for your eyes only and incentivizes promoters to spread the love. Get this template →
TrustRadius Review Funnel Template
This simple, straightforward review funnel templates sorts out your customer base with a smart survey. Grab this template, add your branding to it, email it to your customers and watch 5 start reviews appear on TrustRadius. Get this template →
Yelp Review Funnel Template
178 million people go on Yelp every month. This funnel template will help attract some of them to your business. Customize the design, the questions, add your branding and the template is ready to go. Get this template →
Amazon Review Funnel Template
62% of shoppers check reviews before purchasing online. Amazon is a platform where multiple sellers compete trying to sell the same product. More 5 star reviews might just convince customers to buy from you, rather than your competitors. Get this template →
Employee Onboarding Funnel Template
This template will help you complete your employee onboarding checklist in no time. Ask new hires about their expectations and if they were met. Ask them about the hiring and onboarding process itself to see where you can improve. Get this template →
Finance Portal Onboarding Funnel Template
Finance portals have to ask for a lot of sensitive information just to enable people to use the most basic of features. Humanized, clear and brief onboarding will make asking for this kind of information easier and quicker. Get this template →
Fitness App Onboarding Funnel Template
Fitness apps carry a lot of responsibility for the health of their users. That’s why this template is BMI-gated. Users with an alarmingly low BMI will see different content and the rest of users. This information can also be sent into your CRM and email system to keep all future communication safe. Get this template →
Rental Real Estate Onboarding Funnel Template
Renting property comes with a lot of paperwork and this template helps you keep it all in one place. It simplifies and speeds up the process between scheduling a viewing and handing over the keys, without glancing over any important details. Get this template →
SaaS Onboarding Funnel Template
SaaS onboarding is objectively more challenging than other industries: it carries the responsibility of explaining the software, how to use it and it’s benefits. Including this template as a pop up after new users register will make your job significantly easier. Get this template →
Subscription Box Onboarding Funnel Template
Making sure your subscription boxes meet your client’s needs is key in creating happy customers who pay more and recommend you to their friends. This template helps you assemble the perfect subscription box. Get this template →
Online Banking Customer Support Funnel Template
From loan enquiries to stolen cards reporting, this template covers the most common issues customer reach out to financial services for. All you need to do is add your branding and questions and you're ready to go. Get this template →
Customer Support Bug Report Funnel Template
This template has everything you need to make bug reporting a breeze: a place to upload screenshots or even videos of the bug, a place to describe the bug, a confirmation email and a notification email automatically sent to your team. Get this template →
Insurance Claim Custom Support Funnel Template
Fire or lightning damage, vandalism, theft and personal injury claims are all covered in this insurance claim customer support funnel. Customers will let you know what's wrong and provide all necessary information for you to process their claim. Get this template →
Telecommunications Customer Support Funnel Template
Anything from connectivity issues to invoice discrepancies can be handled with this customer support template. Existing customers can be matched with your CRM data automatically through Hidden Fields, so you always know who you're talking to. Get this template →
Subscription Box Customer Service Funnel Template
This template handles common subscription box issues like changing the address, skipping one box delivery, changing the delivery details, pausing a subscription or even cancelling it. This template is connected to the Subscription box cancellation template to create one smooth customer flow. Get this template →
SaaS Customer Support Funnel Template
There's a variety of issues customers reach out to SaaS customer support. This funnel will help oyou identify those issues and match them with solutions fast and automatically. Only use a human touch when necessary. Get this template →
How to Edit the Templates
After finding a template that works for you, click “Get this template”.
On the template page, click “Use this template”
Create a quick account so that the changes you make to the template can be saved. This will also allow you to see engagement analytics later.
Customize the template’s look to match your brand by clicking the Edit icon on the right
Replace placeholder text with yours
