Will Swayne from Marketing Results blogs about...
Sales lead generation | Website Optimisation | Productivity
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Sales Funnel Optimisation Phase 4: Total Integration
Welcome back! Good to see you. If you haven't seen it, here's the archive of my best writing. Thanks for visiting!
This is the final instalment of a five-part series on Sales Funnel Optimisation. [See the introduction here].
Phase 4: Total Integration
After you’ve evolved from internal orientation to objective measurement through to user involvement, you’re ready to enter the phase that can potentially unlock the most rewards: total integration.
This is where the first three phases feed into each other in a never-ending improvement process:
- developing and prioritising strategies internally
- measuring your results objectively
- capuring insights from users to acceleratete the process

These aren’t “steps” so much as never-ending improvement loop.
So the ideal website development and optimisation process goes something like this:
- Conduct research of your market, competitors and opportunities.
- Develop your site based on your “best guess” (plus smarts and experience) as to what is most likely to work
- Measure everything so you can track what’s working and what’s not
- Try different approaches and if they work, keep them. If they don’t, revert back to the control.
- Glean insights from users to add new ideas to the mix. Selectively test, measure and optimise.
- Rinse and repeat!
With most optimisation processes, it is normal to reach a stage of diminishing returns, once the most obvious improvements have been made.
But in the case of online sales funnel optimisation, the field is developing so quickly that there are always new opportunities to test new tools and strategies.
Even if your online sales process is relatively “mature”, it’s still possible to generate ongoing improvements of 10 or 20 percent per month using this process.
About Marketing Results:
As Australia’s leading internet lead generation experts, Marketing Results specialises in helping fast-growth companies generate more enquiries and sales online while eliminating marketing waste. Find out more about our internet consulting services here.
Sales Funnel Optimisation Phase 3: User Involvement
This is the third instalment of a four-part series on Sales Funnel Optimisation. [See the introduction, Part 1 and Part 2 here].
Phase 3: User involvement
User involvement (also called “qualitative analysis”) simply means getting users’ input into the optimisation process — what they do and don’t like, why they would or wouldn’t buy from you and the “WHY” behind what they do on your site.
There are many ways to get this information, but until recently, the cost or effort was prohibitive, especially for smaller organisations.
Two of the most useful tools for getting this qualitative input are the 4Q iPerceptions exit survey tool and user testing videos provided by UserTesting.com.
I’ve written a previous review of 4Q iPerceptions, but the “Cliff’s Notes” version is that 4Q allows you to understand why users came to your site and whether or not they were able to achieve their main goal for their visit. If not, why not. If so, what they liked best.
Input from 4Q can easily by fed back into your website improvement initiatives (for example: copy ideas to test, pages to emphasise, pages or elements to de-emphasise etc.). And the cost? $0.
Then there’s UserTesting.com — I’m very excited about this because it makes it fast, easy and cheap to get informed end-user feedback on your site.
Here’s how it works: for (only!) $29 per user, a trained user tester will review your site and deliver output in two formats:
- A Flash video that records the entire session, showing you every mouse movement, click and keystroke, along with spoken comments.
- A written report detailing what they liked, what they didn’t like and what would have caused them to leave your site.
There are a few reasons why this is a very significant development:
- Traditional user testing costs around US$250 per user at a fancy usability lab. Now, for around 1/10th of that price, you can get pretty much the same thing, from anywhere in the world, without leaving your computer.
- You don’t need to test a lot of users – 1 to 3 users can be enough to give you a good idea of general patterns and trends that you can ACT on.
- Crucially, this input is coming from outside your business or sphere of influence. This is nothing like the traditional business owner practice of “emailing a few friends to see what they think of the new site”. Such “insider” feedback is almost always tainted by filters that don’t impact on results.
- It’s a good way to introduce fresh ideas into your improvement process which otherwise may not have been considered
I’ve introduced a number of colleagues and clients to UserTesting.com and they are universally impressed with insights and value it provides. I invite you to check it out!
So now you know about internal orientation, objective measurement and user involvement. What’s the next step? Tomorrow we’ll look at Phase 4 – Total integration.
Sales Funnel Optimisation Phase 2: Objective Measurement
This is the second instalment of a four-part series on Sales Funnel Optimisation. [See the introduction and Part 1].
Phase 2: Objective measurement
Yesterday we looked at some of the advantages and disadvantages of relying on internal knowledge and resources to develop your online strategy. Today we’ll look at the next phase – objective measurement.
Objective measurement tools tell you WHAT users are doing on your site and whether or not tweaks or changes are working.
I’ve written extensively elsewhere on these “quantitative” strategies, so I won’t expand further here, except to provide some examples of typical objective measurement tools and what you can use them for:
- Google Analytics – broad-based analytics package, great for showing a range of key visitor (‘How many visitors did we get last month?”) and conversion (“What percentage of visitors from search engines are downloading our White Paper?”) metrics.
- CrazyEgg – shows you WHERE on your webpage visitors clicked and presents the information as an easy-to-understand “heat map”
- Google Website Optimiser – multivariate testing tool. Use GWO to test different page elements (e.g. headlines, copy, offers or designs) and establish which elements convert best.
According to a survey we conducted last year of 324 Australian small and medium business owners, approximately 4 in 5 Australian companies have NOT yet evolved to this level. If you’re already using some or all of these quantitative tools, you should give yourself a pat on the back!
The great advantage of these tools is that they tell you what’s actually happening on your site — what’s working, and what’s not.
That allows you to test new things and if they work, keep them; if they don’t work, scrap them. This step-by-step process of is the basis of our online sales funnel optimisation service that we implement for SME clients.
The disadvantage of a purely quantitative approach is that you don’t have any insight into WHY users are doing what they’re doing. You have to make a “best guess”. While you can certainly produce dramatic results from a quantitative approach, these types of tools are relatively inefficient for answering the following types of questions:
- What do prospects and clients really think of our website?
- Which specific elements of my website or sales copy are unwittingly turning new customers away?
- What new ideas should I test to improve user experience and conversion further?
To answer these types of “WHY?” questions, you need to evolve to Phase 3: User involvement. That’s what we’ll look at tomorrow…
Sales Funnel Optimisation Phase 1: Internal Orientation
This is the first instalment of a four-part series on Sales Funnel Optimisation. [See yesterday's introduction here].
Phase 1: Internal Orientation
Internal orientation is where people within your business (typically the business owners in the case of SMEs) decide what your website should look like and how it should be optimised on an ongoing basis.
Internal stakeholders often have definite views on “what a good website should look like” and how it should be managed. For example:
- “We need a website that looks really dynamic and interactive”
- “Plenty of pictures and graphics is the way to go – visitors won’t read heaps of text”
- “Our home page should tell visitors all about our company”
- “We need to update our homepage regularly to keep people coming back”
- “My sales letter isn’t working… I know, it must be too short! Let’s add more information!”
- “Let’s put a “news ticker” on our home page to keep people informed about new developments at our company”
Whether or not these statements bear out in the real world is not the point.
The point is that many (almost all) online marketing decisions are made on the basis of personal opinion, instead of in the context of maximising a result desired result. “Generating as many quality sales leads as possible for $100 or less per lead” is a focused, measurable business goal. A news ticker in pretty colours is not.
One advantage of internal input is that people who are intimately involved in a business often have valuable insights and experience that can inform the web design or website optimisation process.
But the disadvantage of this internal orientation is that it tends to be “blinkered”, focusing more on the company’s needs and priorities ahead of the website visitor or customer’s.
The internally-oriented approach in isolation invariably leads to sub-optimal results because the appropriate feedback mechanisms aren’t in place, but it is a starting point in the process of website sales funnel optimisation.
To find out whether or not what you’re doing is actually working, tomorrow we’ll evolve to the next level – Phase 2: Objective measurement.
The Evolution of Website Sales Funnel Optimisation – Introduction
The central question of online sales funnel optimisation is, “how do we get better results than we’re currently getting, as quickly as possible?”
While sitting in a banana-chair in Punta del Este, I got to thinking about this question and the distinct but interlocking approaches and toolsets you need to maximise your online lead generation results including traffic, conversions and sales. Here’s what I came up with:

There is an “evolution” with four phases that can take you from getting poor/average results to excellent/outstanding results from your website.
Over the next 4 days, we’ll look at each phase in detail. Here’s a quick summary of what’s to come:
- Phase 1: Internal orientation:
Many companies and organisations design their websites in line with their own opinions and preferences. While this can be a great starting point for gathering content and ideas, in many cases this can be detrimental to your sales goals. What’s more, it doesn’t tell you anything about your customers and how they use your website.
- Phase 2: Objective measurement:
Objective measurement tools allow you to reduce subjectivity and manage by fact rather than by hunch. Measurement tools tell you who is visiting your website and what they do when they get there. - Phase 3: User involvement:
Measurement tools are very good at telling you WHAT users are doing. But getting website users to tell you WHY they’re doing it is one of the best ways to gather useful optimisation ideas. Until recently, professional user testing was beyond the reach of most SMEs at $250+ per user. Now, thanks to a new web-based service, you can buy user tests from only $29 per person! We’ll look at this in more detail in Phase 3. - Phase 4: Total integration:
While each of the previous three phases have a part to play, they become exponentially more effective when used in concert. Give this process the time it deserves and it will reward you with increased sales and reduced marketing costs.
Tomorrow we’ll take a closer look at Phase 1 – Internal orientation.
