SaaS Marketing Funnel Strategies: Boost SaaS Sales In 2023

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Mapping your customer's journey and optimizing touchpoints across each funnel stage is crucial for guiding prospects to purchase and retain subscribers. This article provides an in-depth walkthrough of proven SaaS funnel strategies, from attracting strangers through content marketing to seamless onboarding and loyalty programs that reduce churn. Follow the blueprint to turn website visitors into happy, loyal customers generating recurring revenue.

Imagine your marketing funnel is like a winding path guiding potential customers to become happy tenants in your SaaS business. At the start of the trail, visitors are strangers simply admiring the exterior of your product.

But with the right journey, those prospects become engaged window shoppers, then converted trial-goers, and finally loyal tenants who call your SaaS home.

Constructing this funnel path takes strategic mapping and optimization across every stage. From initial brand awareness to product evaluation and onboarding, you must meticulously pave the way to convert passive visitors into long-term, paying subscribers.

In this comprehensive guide, I’ll walk through how successful SaaS companies map out and optimize their SaaS marketing funnel strategies to turn potential customers into recurring revenue. You’ll learn proven strategies to attract visitors, capture leads, convert trials, and retain happy customers in each stage of the SaaS customer journey.

Follow along to get an actionable blueprint for building a marketing funnel that continually guides prospects down the path to becoming loyal customers. Let’s start mapping out how to turn your SaaS website traffic into tenancy!

saas marketing funnel strategies

Understanding the typical journey a potential B2B SaaS customer takes from initial awareness to becoming a subscriber is essential for optimizing your marketing funnel.

Most SaaS companies can map their customer journey into a few key stages – and the strategies you use to attract, convert, and retain customers will vary for each stage.

Before diving into actionable funnel optimization tactics, we need to map out what the standard B2B SaaS customer journey looks like.

This will allow us to strategize how to guide prospects through each stage – from stranger to marketing qualified lead, free trial user, paying customer, and loyal brand advocate.

Let’s explore the stages every potential customer goes through on their path to becoming a recurring revenue subscriber.

Optimizing Your B2B SaaS Marketing Funnel to Convert Potential Customers

Building Awareness for Your B2B SaaS

The first stage of the marketing funnel is driving awareness and discovery for your B2B SaaS product. At this top-of-funnel stage, potential customers don’t know your brand exists or what problem you solve.

To attract visitors, you need robust content marketing, social media and optimization tactics that establish your company as an authority and surface your content to the right audiences.

Useful blog posts, guides, and videos that target prospect pain points and demonstrate your value proposition can capture attention.

Search engine optimization and an active social media presence also get your brand on the radar for potential prospects already searching for solutions.

Paid advertising can then amplify your reach. The goal is to build awareness and consideration to start moving strangers down the funnel.

Content marketing

Valuable educational assets are essential for raising awareness and attracting potential B2B SaaS marketing customers at the top of the funnel. Whether through blogs, ebooks, guides, or videos, this material helps position your company as a trusted authority.

Useful, relevant assets also increase discoverability, as search engines surface content optimized with keywords prospects search for.

To maximize reach, assets should speak to the pain points and challenges your potential customers face. Addressing common questions and objections in your assets gives visitors those ‘aha’ moments that make them more likely to convert later.

Make sure to consistently promote your assets across channels like social media. The goal is to use these assets to bring in and nurture cold leads by proving your expertise.

Actually, talk to your customers. Use the language that they use. Talk about the things they talk about. Never feed salad to a lion


Search engine optimization, or SEO, is another important awareness-building strategy for B2B SaaS companies. By optimizing your website, blog, and content for relevant keyword phrases, you can increase your search visibility and get discovered by potential customers.

This happens organically when people search for terms related to your SaaS product in Google or Bing. The higher your content ranks, the more qualified visitors will click on your site.

Make sure to do keyword research to determine high-value SEO phrases and terms your potential customers search.

Then optimize your metadata, headlines, URLs, and body content accordingly. SEO takes time, but the organic traffic and top funnel growth will be well worth the investment.

Social media

An active presence on social media platforms like LinkedIn, Twitter, and Facebook allows saas companies to increase brand awareness and connect with prospects in their target buyer personas. Through educational and engaging posts, companies can establish thought leadership and nurture relationships. Social Media| saas marketing funnel strategies

Promoted posts and paid social ads also provide opportunities to get messaging and content in front of specific demographics that align with your ideal customer profile.

The goal is driving relevant traffic, capturing new leads through gated content, and building an engaged community of followers.

Paid advertising

While organic marketing builds awareness over time, paid advertising platforms like Google Ads and Facebook make it easy for companies to get in front of target audiences right away.

With pay-per-click ads, you can quickly scale reach while controlling costs and monitoring returns. Effective ads send targeted traffic to landing pages where prospects can learn more and request a demo.

The key is narrowing your target audience and testing different ad types, placements, and CTAs to see what resonates best and delivers the lowest cost per lead. Conducting metrics analysis, like cost-per-click, informs optimization to improve ROI over time.

Moving Leads Through the B2B SaaS Sales Funnel Stages

Landing pages

Once you’ve attracted visitors through awareness-building efforts, compelling landing pages are vital for capturing contacts.

Dedicated pages that align with your promotions guide prospects through organized information focused on one conversion goal, whether that’s downloading an ebook, requesting a demo, signing up for a free trial, or purchasing your SaaS product.Landing Pages

The layout, copy, images, and call-to-action should speak directly to your promotion and target audience. Keep forms short and reduce friction points that impede conversion.

Use A/B testing to optimize page elements and improve conversion rates over time. With strategic landing pages tailored to your campaigns, you can convert more prospects into leads.


Compelling calls-to-action (CTAs) are essential for guiding visitors through your sales funnel. Strategic CTAs should be prominently placed on landing pages, in emails, at critical website pages, and within online ads.

Craft your CTA copy and design to pique interest and urgency based on where prospects are in the customer journey.

Ensure forms are frictionless by only asking for essential conversion information. Test different CTA approaches, placements, copy and visual styling through A/B testing to optimize conversion rates.

With strategic CTAs tailored to each funnel stage, you can seamlessly lead prospects down the path to becoming customers.

Email nurturing

Email nurturing campaigns are a key way to engage prospects who have shown initial interest but aren’t sales-ready yet. By providing valuable, relevant content over time, you can build trust and credibility.

Segment your list based on factors like prospect stage, interests, and actions to deliver tailored messaging. Use email automation workflows to guide prospects through a sequence of touchpoints designed to move leads down the funnel.

Track open and click-through metric to refine your approach. With an effective email nurturing strategy, you can turn cold prospects into qualified leads ready to actively evaluate your offering.

Free trials

Offering free trials allows prospects to experience your platform firsthand before committing. Limited-time free trials remove barriers to evaluation and provide access to key features.

Be sure to highlight the value delivered during the trial period to get prospects hooked. Make signing up easy by only requiring essential information. Offer reminders as the trial nears expiration and provide clear next steps to transition into paying subscribers.

Free trials allow prospects to validate your solution delivers on its promises and meets their needs before making a purchase decision.

"The value of free trials is a great marketing strategy. The value of free trials is gaining exposure for your business so more people get to see what you have to offer. More exposure means more sales".

Evaluating Your B2B SaaS With Prospects

 Product demos

Product demos are a key part of the sales and marketing process to show prospects the value your SaaS delivers.

Demos should provide an interactive overview of your platform’s key features and customer benefits. Let prospects guide the demo to focus on their highest-priority pain points and questions.Product Demos

Be prepared to tailor your demo script based on each prospect’s role and needs. An effective demo can help you understand, how your SaaS can help address their unique challenges.

It brings your platform to life and builds confidence in choosing your solution. With compelling product demos, you can seamlessly guide prospects through the SaaS funnel.

Customer testimonials

Customer testimonials are invaluable social proof that your SaaS delivers results. By gathering compelling first hand stories from satisfied customers, your marketing team can produce persuasive testimonials.

Feature them prominently on your website, in ads, and in sales materials. Video testimonials that highlight how your product has impacted customers can be especially influential.

User stories focused on key pain points or target buyer personas should be prioritized. Testimonials build trust and credibility while addressing prospects’ hesitations.

This third-party validation is essential for convincing leads to convert and, importantly, for improving customer retention as it shows you can improve your SaaS with real customer input.

A satisfied customer is one who will continue to buy from you, seldom shop around, refer other customers and in general, be a superstar advocate for your business


A robust FAQ page is essential for addressing common questions prospects have about your SaaS. Thoroughly cover topics like features, integration, onboarding, data security, and more.

FAQs allow you to proactively answer hesitations that could prevent conversion if left unaddressed. Optimizing your FAQs with keywords prospects search will also improve discoverability.

Be sure to highlight your unique capabilities and strengths compared to alternatives. Update your FAQs regularly based on usage metrics and sales feedback to target prospect pain points.

Addressing frequent questions builds credibility and helps guide leads through the funnel.

An effective FAQ page also reduces tiresome inquiries to your sales and support team, improving efficiency and potentially reducing churn. Overall, thoughtful FAQs help users evaluate your SaaS and move forward confidently.

Comparison to competitors

Comparing your SaaS clearly to competitors and alternatives is an essential evaluation step for prospects. Your content and sales team should highlight the unique capabilities only your platform provides.

Calculate your total cost of ownership compared to competitors to showcase potential savings. Analyze key Funnel metrics like uptime, feature depth, integrations, and performance benchmarks.

Provide transparent pricing and testimonials validating superior support. Highlight product roadmap momentum and your vision. Most importantly, demonstrate how your solution delivers more value leading to higher customer lifetime value and lower churn rates.

Backed by data, prospects gain confidence choosing you over alternatives. An effective comparison is powerful for moving leads through the later funnel stages and building a SaaS marketing funnel that converts.

Improving B2B SaaS Onboarding and Adoption

Onboarding checklists and resources

Thorough onboarding is critical for ensuring new customers properly implement your saas and achieve success. Create comprehensive checklists and documentation to guide users.

Include product walkthroughs, configuration guidance, troubleshooting, and integration instructions. Make these resources easy to find and provide them proactively during your onboarding process.Onboarding Process

Offer live training and scheduled check-ins to reinforce learning. Send timely nudges to complete key setup steps. The goal is seamless customer acquisition from purchase to first value delivery.

Monitor new user engagement metrics to improve your onboarding. With robust resources and proactive guidance, you enable new customers to effectively onboard and adopt your solution using industry best ways.

In-app messaging and tutorials

In-app messaging and tutorials are key for driving user engagement and adoption after onboarding. Use walkthroughs, tooltips, and prompts to guide users to key features and ‘aha’ moments that drive value.

Celebrate first accomplishments and introduce power features users may overlook. Proactively reach out to inactive users with messages tailored to their usage patterns.

Segment users by needs and interests to deliver tailored learning. Reduce churn risk by nurturing continued education. With in-app guidance, users gain proficiency faster, enabling them to extract more value from your saas and see it’s potential.

This leads to higher customer satisfaction, referrals, and ultimately monthly recurring revenue by moving customers seamlessly through the bottom of the funnel.

Boosting B2B SaaS Customer Retention and Loyalty

Customer success teams

Dedicated customer success teams are invaluable for proactively guiding customers post-purchase. These experts nurture continued education, share best practices, and act as advisors to maximize value delivery.

Customer success teams reduce churn risk, increase retention, and foster brand advocacy that amplifies word-of-mouth marketing. They identify at-risk accounts using metrics like usage data and customer satisfaction scores.

Proactive outreach addresses concerns before they churn and re-engages inactive users. This tailored guidance through the post-purchase funnel reduces customer acquisition costs of replacing customers.

Customers appreciate the hand-holding to ensure they achieve success. This drives satisfaction, referrals, and social media engagement praising your commitment to meeting customers needs.

Loyalty programs

Loyalty programs are a great way to add value for existing customers and turn them into brand advocates. Offer rewards like discounts, early access to new features, or VIP support to recognize and thank engaged users.

Tier programs based on customer lifetime value to target benefits. Highlight loyal brand fans on your website and social media to build awareness. Send exclusive content and insider updates to make VIPs feel special.

Their subsequent referrals, reviews, social media engagement, and word-of-mouth marketing help move new prospects through the funnel and improve overall brand awareness.

Simple perks go a long way in delighting existing customers, boosting lifetime value, reducing churn, and building a devoted community around your saas.


An optimized marketing funnel is crucial for guiding prospects through the journey to become loyal, happy customers. Strategic techniques like educational content marketing, compelling product demos, free trials, and dedicated onboarding resources help seamlessly move leads through each funnel stage.

Optimizing touchpoints and experiences based on metrics and testing increases conversion rates over time. Proactive customer success and loyalty programs reduce churn while amplifying referrals and advocacy.

With a metrics-driven, customer-centric approach across the funnel, SaaS companies can maximize recurring revenue.

The key is mapping the customer journey and continually optimizing to ease friction points and communicate value clearly throughout the stages – from stranger to subscriber.

Frequently Asked Questions

What are some effective content marketing strategies for attracting potential SaaS customers?

Educational blogs, ebooks, guides, and videos that provide value and demonstrate expertise are essential for content marketing.

Make sure to optimize with relevant keywords and promote on social media. Check out our content marketing services to learn how we can help build your audience.

Focus demos on showcasing key features and customer benefits tailored to each prospect’s role and pain points. Let them guide and interact with the demo. Follow up with resources to reinforce value.

Quality landing pages have clear layouts, frictionless forms, compelling copy, and strong calls-to-action. Align these elements closely with your offer, promotion, and audience.

Provide checklists, documentation, scheduled trainings, and timely reminders or nudges to help customers successfully onboard. Monitor engagement metrics to improve over time.

Customer success teams, in-app messaging, loyalty programs, and continual customer education/training help maximize value delivery and minimize churn risk.

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