Understanding the Key Differences Between Funnels, Pipelines, and Workflows

Do you know how a2+b2=c2?

Sike!

We aren’t going to get technical with you, our job is to simplify your process and make it easier for you to understand. Honestly, you don’t need to know exactly how it works, just what you need to know. So let’s simplify this a bit.

Workflows

Workflows are any process within your business, so your pipeline and funnels are technically workflows, however, these are major workflows and we pull them out to differentiate them from the crowd because your funnel and pipeline are of utmost importance. A workflow could be something as simple as what HR does when an employee comes to them with a complaint and the steps of the process of taking down the complaint, which department head it gets forwarded to, making the decision, and delivering the decision to the worker. They could also be as complicated as a recipe for making baked Alaska! So a workflow is any process within your business or project. When we help you create a workflow and put automation into it, we build the workflow out and assess the repetitive tasks, add automation, and let the system work for you.

Pipelines

Pipelines are a workflow, they are your sales team’s or marketing team’s process for what they do in each stage when working with a potential client or customer. What the customer sees and experiences on their side very closely intertwines with what the sales or marketing team does on the inside. Pipelines are like what Mario and Luigi do underground when the Koopa Troopas and Goombas are sitting around the pipe waiting for them to come back out, but can’t see what’s going on below. The Koopa Troopas and Goombas are the customers and clients! You want your customers and clients to be circling your funnel into your pipeline.

Funnels

Funnels are where the fun really starts! The customer sees something that they like and they go after it or try to get more information on it. The funnel is pretty much everything that is set up for the potential customer’s experience to bring them to the final close and get the sale with a very satisfied customer that is super excited to tell everyone they know about their experience with you or your business or your product. The funnel is an extremely crucial part of the customer’s experience. If you are running ads you probably have a lead or sales funnel. Although it may not be official, there is a funnel they are going through to qualify your business or you as someone they want to do business with. Why not make it easier for them to make a decision? Help them see why you are so fantastic by having an amazing funnel and making it a ride they want to take over and over again, and tell others about it!

Which One Do You Need?

The honest answer is, probably all of them. But, the real question is, which one do you need first? And that is the funnel. Parts of the pipeline will be built when your funnel is built, but it won’t be perfected until you start working primarily on the pipeline. Having a clear and concise process helps everyone involved. It creates trust in you from the customer because everything they did went so smoothly. It creates a less stressful environment for any contractors or employees you have doing work for you. Most importantly, it creates more time for you to concentrate on the important aspects of building your dream. Workflows come later, but obviously, those are important too. Many things happen with a customer/client after the final close of the sale. This depends on your business in a major way. How interactive are you with your customer/client after the final close? Do you offer additional services that complement what they have already bought? Were you offering something that needs constant interaction with your business? Once you build your first workflow and see what automation does for you, you will be hooked!

Where do You Need to Start?