Difficulties in integrating online and offline data, lengthy lead nurturing processes, and high-value decisions relying on offline interactions and trust-building.

Difficulties in integrating online and offline data, lengthy lead nurturing processes, and high-value decisions relying on offline interactions and trust-building.

Funnel Details Introduction
Industry types suitable for this funnel level
B2C or B2B service industries with high ticket prices and long decision cycles, such as education and training, professional consulting, medical aesthetics, and corporate services.
Enquire
Customers enquire about the service
Data Source
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CallTracking Webhook
CallTracking webhook collection
FAQ
In the 'Enquire' stage, what is the consumer doing?
Consumers are proactively inquiring about service details through website form submissions or phone calls, expressing initial interest.
In the 'Enquire' stage, what are the merchant's tasks? (Refers to high-income human-driven tasks, excluding automated systems)
The sales team must respond instantly to inquiries, conduct initial needs assessments and lead qualification, and guide potential customers to the next stage.
What are the common optimization methods for 'Enquire'?
Optimize landing pages and form designs, implement live chat tools, and conduct multi-channel advertising with precise audience targeting.
Enquire
Appointment
Customers set and go for the appointment
Data Source
FAQ
In the 'Appointment' stage, what is the consumer doing?
The consumer agrees to and attends the appointment, engaging in deep communication with the merchant to evaluate if the service meets their specific needs.
In the 'Appointment' stage, what are the merchant's tasks? (Refers to high-income human-driven tasks, excluding automated systems)
Sales consultants perform professional demonstrations and explanations, address customer concerns, and customize solutions based on customer needs.
What are the common optimization methods for 'Appointment'?
Implement automated appointment scheduling systems, provide online demo tools, and conduct sales script training and follow-up process optimization.
Appointment
Signed Contract
Customer decides to go with the service and pays for it
FAQ
In the 'Signed Contract' stage, what is the consumer doing?
The consumer makes the final purchase decision, signs the contract, and completes the payment, officially becoming a paid customer.
In the 'Signed Contract' stage, what are the merchant's tasks? (Refers to high-income human-driven tasks, excluding automated systems)
Sales and legal personnel must complete contract negotiations, term explanations, signing process guidance, and payment confirmation to close the loop.
What are the common optimization methods for 'Signed Contract'?
Simplify the contract and payment process, provide flexible payment plans, build a library of customer success stories, and implement cross-selling strategies.
Signed Contract
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Date: 2025-12-11