Ten Essential Questions to Developing a Digital Marketing Funnel Plan

Michael Wetizman • June 11, 2022

Answer these questions and email yourself a funnel draft for free using our Funnel Planning Tool

  1. Who is my ideal customer? 
  2. Note:  This is not your only customer, but think about your top 10 paying customers, what do they have in common - build a persona based on those common traits. This allows you to focus your efforts on the customer group that will bring you the most sales.
  3. What are the top five keyword phrases that my ideal customer would type into google to find what I have to offer?
  4. How do I want to show up when I show up on Google
  5. What will my google title (the blue link) say
  6. What will my description say
  7. What is my call to action
  8. Where will my customer go once they click on the ad
  9. The home page ? Try again!
  10. A specific landing page that matches the messaging and tone of the ad and continues to lead the prospect to becoming a lead by providing their contact info or a customer by completing the purchase.
  11. Your minimum goal is getting an email address
  12. How will I target customers who click my ads but take no action on their visit to the landing page
  13. This is where retargeting comes into play. A small snippet of code from Google, Facebook, and other ad platforms places a cookie on site visitors computer. If those visitors never made it to the “Thank you” page after completing a lead form or purchase, they can be shown ads later on down the road to remind them of you so they visit the website again. It can take up to 7 touches for a customer to engage a company so retargeting is very important.  We’ll have an article just on retargeting for you shortly.
  14. What is my offer? What value am I offering to capture this lead’s information or consummate a sale.
  15. Sell the sizzle, not the steak! Why should I give you my name and email, what will I receive in return? Do I want to even receive that? Think about PDF guides, producing pricing that is not published, appointments, free reviews, or for product sales - discounts, specials, or limited edition offers. If you’re not into discounting your product, we get it - make it more exclusive by adding time restraints and vip access options instead. Another post on that to come.
  16. Once I capture lead information or a sale, what is my follow up process from there. 
  17. How will you consummate the sale through this process? Is it a weekly or bi weekly email drip series with tips on the industry? Is it a free consultation? Is it a weekly video or podcast offered until they purchase? If they do purchase, what is the process to upgrade and / or cross sell the customer?
  18. What will be the funnel inputs?
  19. Where will the traffic come from? Here are some ideas, each will be linked shortly to articles with videos explaining how to use each platform to generate traffic into your funnel in detail.
  20. Google organic search
  21. Google Ads
  22. Email Marketing
  23. Facebook Posts
  24. Facebook Ads
  25. Instagram Ads
  26. LinkedIn Ads
  27. Blogger Outreach Posts 
  28. What percentage of people who enter my funnel turn into leads...clients? 
  29. eg: Click on your ad, will convert to becoming a lead. And of those leads, what percentage do you think will become a customer. Use our Ad Results Calculator to See Potential Performance Numbers from a Pay Per Click Ad Campaign.
  30. 2.6% is a good starting point for the conversion rate of new visitors to lead. From there, use your own (true, don’t just guess) of how many people you convert. Divide your total effort of proposals or meetings, etc by the number of sales you actually make * 100 to get this percentage). I will tell you now, it’s not 99%. Be conservative here so you will be more aggressive with your traffic generation efforts. 
  31.  Use this calculator to figure out how many customers you’ll get from your pay per click ad efforts in your funnel.



By WST Support Team March 20, 2026
Marketing Center: Your Complete Command Center for Campaign Performance The Marketing Center inside Central is where strategy, performance, and collaboration come together. Designed for both clarity and depth, it gives you full visibility into your marketing efforts—while making it easy to analyze data, collaborate with your team, and make smarter decisions faster. Whether you’re reviewing performance at a high level or diving into granular details, everything you need lives here. A Unified Overview of Your Marketing Performance When you enter the Marketing Center, you’ll land on the Overview page . This is your starting point—a clean, consolidated snapshot of all campaigns managed by World Source Tech. Here, you can quickly: Understand overall performance across accounts Identify trends and momentum Get a sense of where things stand without digging into reports It’s designed to answer one simple question instantly: “How are we doing?” Campaign-Level Visibility and Control From the Overview, the Campaigns tab allows you to go deeper. You’ll see performance broken down by individual campaigns, giving you a clearer picture of: Which campaigns are driving results Where optimizations may be needed How performance changes over time You can also adjust date ranges on the fly—whether you want to analyze last month, compare time periods, or review a custom range. This flexibility allows you to move beyond static reporting and into real analysis. Audience & Targeting Insights: Understanding the “Why” Data becomes significantly more valuable when you understand the story behind it. Inside Audience & Targeting Insights , you can explore: Demographics – Who your audience is Locations – Where your engagement is coming from Devices – How users are interacting with your campaigns Keywords – What people are searching for and responding to These insights help you move from surface-level metrics to strategic understanding. Even more powerful—this data can be viewed at multiple levels: Account-wide Campaign Ad group Individual ad This allows you to pinpoint exactly where performance is being driven—or lost. Ad-Level Insights and Real-Time Collaboration The Ads section gives you a detailed look at your creative performance. You can: View live previews of your ads Cycle through variations Review asset-level performance (such as headline effectiveness) But what truly sets this apart is built-in collaboration. You can highlight any part of an ad—like a headline or description—and leave a comment directly in context. Ask questions Suggest changes Tag your account team using “@” This eliminates long email threads and keeps communication exactly where it matters—next to the data and creative itself. Full Keyword Transparency Inside the Keywords tab , you’ll find complete visibility into: Active keywords driving traffic Negative keywords filtering out unwanted searches This ensures you understand not just what’s working—but also what’s being intentionally excluded to improve efficiency and performance. Revenue Tracking and ROI Insights The Revenue Tracker allows you to connect actual business outcomes to your campaigns. You can input revenue data tied to your marketing efforts, enabling: More accurate performance analysis Deeper insights into return on ad spend (ROAS) Better alignment between marketing activity and business results All inputs are flexible—so you can provide as much or as little data as you have available. Google Analytics Integration When connected, the Google Analytics section adds another layer of visibility. You’ll be able to view: User behavior Traffic patterns On-site engagement This helps bridge the gap between ad performance and what happens after the click. Smarter Reporting with Business Context Inside the Analysis tab , reporting becomes more intelligent. By adding Business Context —your goals, priorities, and key business details—you enable more meaningful and tailored performance insights. This ensures that analysis isn’t just data-driven—it’s business-driven . Your account manager will typically configure this, but it can be updated anytime to reflect evolving priorities. Research & Strategic Planning Tools The Research tab is designed to support campaign planning and expansion. You can generate insights into: Target audiences Psychographics Market dynamics Competitive landscape From there, key findings can be saved and organized for future use. This turns the Marketing Center into not just a reporting tool—but a strategy engine . Visual Planning with Boards The Boards feature provides a flexible, visual workspace for organizing ideas and strategy. You can: Map out campaign concepts Save research insights Upload and organize creative assets It’s a collaborative environment where strategy and execution come together. Competitive Intelligence The Ad Intelligence section gives you visibility into how competitors are advertising. This helps you: Identify trends in your industry Understand competitive positioning Discover new opportunities Access to this feature may vary based on your plan, but it’s a powerful addition for staying ahead. Built for Clarity, Speed, and Collaboration The Marketing Center was designed with one goal in mind: To give you complete clarity and control over your marketing performance—without complexity. It combines: Real-time data Deep insights Seamless collaboration Strategic planning tools All in one place. A Better Way to Manage Marketing With the Marketing Center, you’re no longer waiting for reports or piecing together information from multiple platforms. Everything is accessible, organized, and actionable—right when you need it. Clarity. Insight. Collaboration. This is the new standard for marketing performance.
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