Onboarding Funnel Template

The Onboarding Funnel Template provides an organized, visually appealing way to represent the stages of the sales funnel, specifically designed to help businesses understand and optimize customer journeys from initial awareness to post-purchase loyalty. This template is ideal for teams in sales, marketing, customer support, and product management who are looking to improve their onboarding processes and enhance customer engagement. It captures six key stages: Awareness, Discovery, Evaluation, Purchase, and Loyalty, enabling a clear, step-by-step understanding of how potential customers move through the funnel. 

Each stage is distinctly color-coded and labeled, making it easy to grasp at a glance. The template also includes icons that correspond to each stage, adding visual cues for better comprehension and engagement. On the left side, there is a label for “Sales Funnel Stages,” guiding users through the customer journey, while the right side breaks down responsibilities between the Product & Marketing team (initial stages) and Customer Support team (later stages). This design is beneficial for aligning team strategies, tracking progress, and refining each stage to better meet customer needs. 

Whether you’re planning a marketing campaign, presenting customer journey metrics, or training team members on funnel strategies, this template is versatile and easy to customize in both PowerPoint and Google Slides. It’s a powerful tool for enhancing customer acquisition and retention efforts by visualizing and strategizing every step of the customer lifecycle.