10 proven funnel templates for B2B SaaS.
The same pre-built funnel frameworks we deploy for high-ticket B2B SaaS - opt-in, webinar, high-ticket, retargeting, and more. Replicable, scalable, AI-automated.
Lead-magnet funnel for B2B SaaS buyers
Opt-in page, 'before-you-go' upsell, and a 5-email indoctrination sequence - re-engineered for technical buyers who download benchmarks, not ebooks.
Sales funnel + upsell/downsell for self-serve SaaS
From opt-in to checkout to one-time offer - with a downsell branch that recovers 18–24% of 'No Thanks' clicks before they bounce.
High-ticket funnel: case study → application → call
The five-step sequence we use to book qualified strategy calls for B2B SaaS selling deals above $25k ACV - application gate included.
Webinar funnel that converts after the replay
Landing page, broadcast, replay, and the 9-email sequence that turns 'stayed/left/no-show' segments into pipeline three weeks later.
Four-video product launch sequence for SaaS
Adapted Jeff-Walker style launches for technical products: pre-launch training, four story-driven videos, and a checkout window with downsell.
From keynote to pipeline: the live-event funnel
Secret URL, bonus opt-in, time-boxed offer page - how to convert a stage talk or roundtable into qualified opportunities the same week.
Quiz/assessment funnel for ICP segmentation
Maturity assessments and architecture quizzes that segment leads into 3 result paths - each with its own offer, email track, and sales motion.
SaaS onboarding funnel: free → activated → paid
The opt-in → welcome → 3 feature pages → upgrade flow we ship for PLG SaaS, paired with a 5-email activation sequence tied to product events.
Free-shipping funnel adapted for B2B reports
Two-step opt-in (contact → billing) with two upsell pages - re-skinned for printed industry reports mailed to founders, CMOs, and revenue leaders.
Retargeting funnel: ads at every funnel step
Dedicated retargeting audiences for opt-in, tripwire, core offer, and OTO - plus the creative rotation that prevents ad fatigue at small B2B scale.