5 Steps to Creating a Winning Digital Marketing Funnel for Small to Medium Businesses

Michael Wetizman • June 11, 2022

Plan and Implement a Winning Digital Marketing Funnel

By now, most small businesses are aware that marketing themselves on the internet is a key to success. It’s no secret that the majority of consumers look first to Google when actively searching for a product or service they are considering for purchase.  But how does a small business owner achieve presence on the first page of google, how do they show up when customers search for products and services they provide, and once they do show up, then what?



This article explains the process of winning at digital marketing for small business owners. We’ll include five steps to create and implement a digital marketing strategy that get’s your small business found and, when implemented correctly, generates qualified leads and sales.


Who is this article for: Small business owners generating between $250,000 - 2 Million per year in revenue that know they need a professional online presence and a winning digital marketing strategy. 


Read time: 10-15 minutes. 


TLDR (that means too long didn’t read) : Follow these steps to DIY or hire us to deliver an unlimited digital marketing service that grows your business. 


Prefer a video? Watch this content on a video instead!

Step 1: Plan Your Funnel

  1. Plan your funnel → Use our free funnel planner to send yourself a starter blueprint of your new marketing funnel. 


Having an overview of the process your potential customers will go through when considering, search for, finding, and ultimately engaging with your business is the first step to success.


Answer the Ten Essential Questions to Developing a Blueprint of the Customer Journey.


Step 2. Implement Your Funnel

Complete these six steps to implement your funnel plan.



  1. Create your top of funnel content
  2. Google, Facebook, LinkedIn, Instagram Ads / Posts 
  3. Create your landing page on your website
  4. How to create a landing page using WSTs easy web marketing platform
  5. Create your follow up email sequence
  6. You can use any email marketing platform, we’ll show you how we use Agile CRM and 'Sendy' in these two videos
  7. Set your budget - 
  8. Use our Ad Budget Calculator to Estimate Ad Spend and Results
  9. Reverse engineer the number of site visitors you need to achieve your lead or sales goal. If you have a 3% conversion rate and you want 100 new leads, you’ll need _____ clicks on your ads. At $1.50 per click, your budget for the month will need to be around ______. 
  10. Use our easy budget calculator to determine your ad spend.
  11. Test Test Test
  12. Spell check, grammar check, image check, and link check. Make sure all ads and content point to the right place
  13. Use this pre-campaign checklist to make sure you’re ready to launch.




Step 3. Launch Your Ads

Planning an ad campaign is one thing, actually launching can me more of a hassle than it's worth to DIY. But if you are intent on doing it yourself and have the time and money to learn and make mistakes during the learning process (common), we have some videos that show you how to setup your own ads in this article "Seven Steps to Generate Fast Traffic to Your Website".



We recommend using a smaller budget to practice with before going 'all in' on your funnel plan - this will help you minimize the risk of wasting budget on your learning curve. Most small businesses with at least 250k in revenue can find some budget to hire us to help them with this process so that they can make the most out of their advertising online and focus on what they do best, leaving the online advertising to us. If this sounds more like your style, just drop us a line and we'll setup a time to chat: https://www.worldsourcetech.com/contact.

Step 4. Measure and Adjust

Use our ROI calculator to figure out if your campaign is profitable.

  1. Measuring your results is the only way to make sure your time and money invested into your digital marketing is working for you. So, how do you do this? 
  2. Use Google Analytics
  3. Video: How to install Google Analytics on Your Website
  4. Use Google Conversion Code
  5. Video: How to install Google Conversion Code on Your Website
  6. Use Facebook Tracking Pixels
  7. Video: How To install Facebook Pixel on your website.
  8. Read the reports and make changes based on the results
  9. This is perhaps one of the biggest cases for using an agency for your digital marketing. What’s that you ask? It’s creating and implementing changes to improve performance based on data on a regular basis. If you hire us to do your social media and digital marketing, we’ll constantly update your ad campaigns to help you increase traffic and leads while making the most of your online budget by reducing the cost per click and therefore the cost per lead.


Step 5. Tweak, Extend, Repeat

5.Tweak and Repeat   


What could be improved in your campaign? Consider testing different headlines in your ads, different text in your social media posts, a different call to action button on your Facebook page.


Do you need help? If this is all so overwhelming that you want to quit before you start, fill out a contact request to speak with a digital marketing specialist who can find a plan that fits your budget. We offer a free trial, unlimited contact with your digital marketing specialist and plans that support just facebook posts all the way to advanced advertising campaigns using a multitude of different platforms and software applications. From micro to enterprise business we will deliver results based digital campaigns.


Do you have questions?


Chime in using the comments below, email us at help@worldsourcetech.com or submit a contact request here!

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