<img height="1" width="1" style="display:none;" alt="" src="https://dc.ads.linkedin.com/collect/?pid=332593&amp;fmt=gif">

Funnelytics for Small Businesses: How to Get Started? The 5 Steps

Gustavo Goncalves
Gustavo Goncalves

Published in: Jun 30, 2025

Updated on: Jun 30, 2025

Funnelytics for Small Businesses: How to Get Started? The 5 Steps
10:10

If you have a small business and are looking for ways to better understand your customer's journey, increase your sales and make more strategic decisions based on real data, Funnelytics could be the right solution for your business.

The truth is that while many analytical solutions are too complex or expensive for smaller companies, Funnelytics has been standing out for offering a clear and intelligent view of sales funnels, even in lean operations, especially if you already invest in paid traffic or sell products/services with a higher average ticket.

In this article, we'll show you when it's worth using Funnelytics and its templates for small businesses and how this tool can be the key to scaling with predictability.

And if you're in a growth phase, get ready: Funnelytics could be just what you need to professionalize your operation and reach new heights.

What you'll see in this post:

Happy reading!

I have a small business! Can I use Funnelytics?

If you're a small business owner who already invests in paid traffic and needs more clarity on the customer journey, Funnelytics could be just what you need to boost your sales.

In a case study carried out by Funnelytics, it was found that on a page with more than 4,000 visitors, around 14.2% went to the catalog page, with 125 of the 587 visitors filling out a form and becoming leads.

Such scattered data is easily accessible in Funnelytics, suggesting clear ideas without the need to extract figures from various sources.

This tool is even more efficient for businesses with a high average ticket, from B2B services, but especially for B2C, as the sales process is more direct and quicker, and can generate high tickets, as is the case with sales of mentoring and immersions.

It is also suitable for the resale of products that are considered premium and need to map out complex sales funnels, with clicks after the sale.

Now, if your business has occasional sales or a limited budget, you can use simpler tools, such as Google Analytics, which are more than enough to meet your needs.

But if your business meets the requirements and you feel you're at the point of leverage, then Funnelytics, free for a period of time, can make all the difference to your journey to success.

3D image of a purple box with yellow and white awnings, representing a store, with a funnel on top receiving golden blocks — symbolizing the conversion of leads into sales.

Caption: 3D illustration of a sales funnel symbolizing lead conversion in a small business.

5 steps to implementing Funnelytics in your small business

Understanding the customer journey is essential to selling more with less effort. But how do you visualize this entire path, from the first click to the purchase, in a clear and data-driven way?

The answer to this question may lie in Funnelytics, a visual platform that maps sales funnels and is capable of transforming the way your small business operates.

Follow the step-by-step process to implement Funnelytics in your business and start making decisions based on real data.

Step 1: Connect your data sources

The first step to implementing app.funnelytics in your small business is to start designing your sales funnels and connecting them to the tools you already use on a daily basis to manage your business, such as Google Tag Manager.

Another possibility is to connect it to the HubSpot CRM to integrate sales and customer service data.

Once all your data sources are connected, you can start to explore Funnelytics and experience the first benefits of this tool.

Step 2: Start with ready-made templates

Once the data has been connected, you don't need to create a sales funnel from scratch. Funnelytics has ready-made templates for different business models, and you'll find the one best suited to your needs.

Some ready-made templates are ideal for those who offer services and work with longer sales cycles, while others are perfect for selling products online.

These templates help you quickly visualize the ideal flow and identify what needs to be adapted to your reality.

Step 3: Map out the actual customer journey

The next step is to adjust the selected model to the reality of your business. After integrating the data into Funnelytics, identify bottlenecks and the most efficient campaigns.

The most common bottlenecks in sales funnels are at the checkout, when many people may be abandoning their cart or not staying on your site for long.

You can also identify which campaigns are the most effective by selecting the ads or content that are generating the most leads or sales.

With this information, you understand where the gaps are that need to be corrected and where there is the greatest loss.

Step 4: Adjust strategies with data

After mapping your customers' journey, the next step is to adjust marketing strategies using data. With the data in hand, use the reports generated by Funnelytics to make better decisions for your company.

With the information you get, you can reduce the Customer Acquisition Cost (CAC) by reducing excesses, eliminating inefficient channels and valuing actions that maximize revenue.

By using Funnelytics in a strategy and in search of continuous improvement, in just 3 months, a 92.70% reduction in the cost per lead was generated, achieving a 3.79% increase in ad spending.

In addition, you can improve the conversion rate by testing new CTAs, page layouts or email flows. What sets this tool apart is that it allows you to make decisions based on real lead behavior, not assumptions.

Step 5: Maximize with RevOps

Finally, take the use of Funnelytics to the next level by integrating this tool into your Revenue Operations (RevOps) strategy.

In practice, this means aligning digital marketing, sales and service with a single funnel vision, helping your company to:

  • Predict revenue more accurately;
  • Operate more efficiently and with less rework;
  • Grow sustainably.

Marketing funnel diagram in Funnelytics with paid and organic traffic flows.Caption: Visualization of the conversion funnel with Funnelytics, integrating paid and organic traffic.

By joining RevOps, you can maximize your revenue and take your company to the next level in the business world.

What are the main benefits of using Funnelytics?

Implementing Funnelytics in your company is all about transforming data into intelligent decisions that drive growth in a structured way. Here are the main benefits of using this tool in your day-to-day business:

1. Total clarity in marketing and the sales funnel

One of the great challenges of marketing for small businesses is not knowing exactly where leads are "stuck" in their journey. With Funnelytics, you have a clear, real-time view of the performance of each stage of your sales funnel.

For example, you can identify precisely why a certain percentage of users are abandoning the cart or whether too many leads are stopping after the first email. This allows you to act quickly and correct flaws that would previously have gone unnoticed.

2. Paid traffic optimization

Investing in paid media without knowing what really converts is like throwing money away. Funnelytics allows you to track the performance of each marketing campaign, ad and acquisition channel, revealing which initiatives bring in qualified leads and which just consume budget.

Based on this information collected through Funnelytics, it's easier to eliminate ineffective campaigns and scale up those that work, optimizing your return on advertising investment significantly.

3. Preparing for consistent growth

When your company starts to scale, decisions need to be based more and more on data and not just on assumptions. Funnelytics provides this information to help you answer strategic questions such as:

  • "Should I hire more salespeople now?";
  • "Do I need to improve the website experience?";
  • "Is it time to create a new offer?".

With visual and easy-to-understand reports, you gain the confidence to grow sustainably, eliminating unnecessary costs and converting more and more leads for your company.

Summary: Funnelytics is an ideal tool for small businesses that want to map and optimize sales funnels based on real data. With intuitive visualizations and ready-made templates, it allows you to identify bottlenecks, adjust strategies and reduce CAC. By integrating with CRMs and applying RevOps, it boosts scalability, increases conversions and makes management smarter and more predictable.

To improve lead conversion in your small business with Funnelytics, find out how to maximize your sales and optimize the sales funnel in a strategic and visual way!

Improve lead conversion with Funnelytics!

How to use Funnelytics in small businesses: main questions answered

Is Funnelytics suitable for small businesses?

Yes. If your company already invests in paid traffic and needs clarity on the customer journey, Funnelytics is an ideal solution. It makes it easy to map sales funnels, identify bottlenecks and point out opportunities based on real data.

Which businesses benefit most from Funnelytics?

B2C businesses with a high average ticket, such as mentoring, immersions and premium products, benefit most from the tool. But it also works for B2B services with direct sales and leaner operations.

Is Funnelytics free?

Yes, Funnelytics offers a free version for a limited time. This allows small businesses to test the features and identify improvements before investing in paid plans.

How do I implement Funnelytics in 5 steps?

  1. Connect your data sources, such as Google Tag Manager and HubSpot.

  2. Choose a ready-made template.

  3. Map the actual customer journey.

  4. Adjust strategies based on the reports.

  5. Maximize usage with RevOps integration.

What are the main benefits of Funnelytics?

It provides clarity in the sales funnel, optimizes paid traffic campaigns, reduces the cost per lead, improves conversion and prepares the business to grow with real data instead of assumptions.

Improve lead conversion with Funnelytics!

Join us!

Did you like this content? Share it!

Technologies we use

The world changes all the time and technology is no different! Here at Mkt4Edu, technology is in our DNA, we work with many different softwares to make the whole process of automation and artificial intelligence work more efficiently and achieve more results.

Here, new softwares are tested all the time. Modern tools and new functionalities are tested all the time, there were already more than 200 tests so you can have the best result in your institution.


From customer acquisition to retention: Mkt4edu can make the difference in your marketing operation.

captacao_leads

Increase your leads’ capture

retencao_clientes

Improve your customers’ retention

reducao_custos

Save conversion costs