TOM FEARN STRATEGY SCHOOL

Aligning Funnels with Objectives (plus examples and homework!)

Marketing funnels are the unsung heroes of modern strategy—the scaffolding holding up your customer journey. Yet, too often, we see them disconnected from the business objectives they’re supposed to serve. This misalignment leads to chasing metrics that don’t matter and burning through budgets without purpose. In this piece, we’ll explore how to tie your marketing funnel to your business goals, so every stage delivers meaningful impact. Let’s get into it.

What Are Marketing Funnels, Really?

Marketing funnels aren’t just about pushing customers through stages. They’re about understanding how people move from being curious to being loyal. Traditionally, we’ve looked at them like this:

  • Awareness: The first hello.
  • Consideration: The “let’s get to know each other” phase.
  • Conversion: The moment they swipe right.
  • Retention: Keeping the spark alive.
  • Advocacy: When they introduce you to their friends.

But here’s the thing: funnels aren’t neat anymore. People don’t follow a straight line. They zig, they zag, they ghost and come back. Your funnel needs to flex with their behaviour.

Start with Objectives, Always

Before you build your funnel, figure out what you’re trying to achieve. Your objectives set the tone. Some common ones:

  • Revenue growth: More sales, higher spend.
  • Brand awareness: Get noticed.
  • Customer retention: Keep them coming back.
  • Market penetration: Own a bigger piece of the pie.

Whatever your goal, make it specific. “Increase sales” is vague. Try “Boost online revenue by 20% in the next quarter” instead. Precision forces focus.

Aligning Funnels to Objectives

Here’s where the magic happens. Each stage of your funnel should serve a distinct purpose tied to your objectives:

Awareness

  • Goal: Get on their radar.
  • How: Paid ads, killer content, SEO, partnerships.
  • What to track: Impressions, reach, engagement, share of voice.
  • Consideration
  • Goal: Build trust.
  • How: Email campaigns, case studies, comparison tools.
  • What to track: Traffic, click-through rates, lead magnet downloads.

Conversion

  • Goal: Seal the deal.
  • How: Retargeting, social proof, smooth checkouts.
  • What to track: Conversion rates, CPA, ROAS.

Retention

  • Goal: Keep them around.
  • How: Loyalty programs, surprise perks, consistent comms.
  • What to track: Repeat purchases, CLV, churn rate.

Advocacy

  • Goal: Turn fans into evangelists.
  • How: Referral schemes, user-generated content, community.
  • What to track: NPS, referral rates, organic mentions.
  • Avoid the Usual Pitfalls

Here are three classic mistakes that derail funnels:

  • Chasing vanity metrics: Likes and follows are nice but don’t pay the bills.
    Fix: Tie metrics to outcomes. For example, measure engagement by how many people visit your site.
  • Ignoring balance: Pouring everything into awareness while neglecting retention is a fast way to haemorrhage money.
    Fix: Spread resources across the funnel.
  • Using generic funnels: No two businesses are the same, so why are your funnels?
    Fix: Build for your audience. Start with their behaviours and work backwards.

Steps to Build a Funnel That Works

  • Audit Your Current Funnel: Sketch out what you have. Are there gaps? Redundancies? Fix them.
  • Define Your Goals: Be specific and measurable. Tie every stage to a business outcome.
  • Tailor Your Message: Speak their language at every stage.
  • Track Everything: Data doesn’t lie. Use it to fine-tune.
  • Iterate Relentlessly: No funnel is ever “done.” Test, learn, repeat.

Tools to Make It Happen

Get the right tech to back you up:

  • Automation Platforms: HubSpot, Marketo – for nurturing leads and scaling.
  • Analytics: Google Analytics, Mixpanel – to track what’s working.
  • CRM: Salesforce – to connect the dots between marketing and sales.

Final Thought

Aligning your marketing funnel with your business objectives isn’t just smart -it’s necessary. When every stage of the journey is built with purpose, you’re not just guiding customers; you’re driving results. So, take the time to audit, align, and optimize. Start small, stay focused, and watch the impact multiply.

Strategy School Followers:
Let’s Get Practical: Building Your Funnel

Here’s a quick exercise to get you started:

  1. What’s the Goal? Write down your top business objective (e.g., “Grow monthly active users by 25% in 6 months”).

  2. Who’s Your Audience? Get clear on who you’re talking to – what they want, fear, and value.

  3. Design Each Stage:

    • Awareness: What tactics will bring them in?

    • Consideration: How will you earn their trust?

    • Conversion: What will tip them over the edge?

    • Retention: How will you keep them coming back?

    • Advocacy: How will you turn them into champions?

  4. Assign Metrics: What will success look like at each stage?

  5. Test and Iterate: Start small, measure, and tweak as you go.

What’s Next for Funnels?

The future is exciting. Here’s what’s coming:

  • AI at the Helm: Predictive analytics will help you anticipate customer needs.

  • Personalization on Steroids: Hyper-relevant experiences at scale.

  • Seamless Journeys: Truly integrated, cross-channel funnels.

❗️Attention Aspiring Strategists ❗️

Sign up to receive awesome Strategy School content in your inbox, every week.