Step 1: Total leads per month

All sources combined.

# leads/mo
Step 2: Lead sources

Toggle on, enter counts. We'll show the split.

Step 3: Your funnel stages

Name each step. Enter monthly counts. Drag to reorder.

Ballpark beats nothing.

Your CRM

Enter your total leads and at least one funnel stage to see your funnel.

Funnel conversion benchmarks

Not sure if your drop-off rates are normal? Here's what typical small businesses see at each stage of the funnel. If you're dropping more than the "needs work" threshold at any step, that's your biggest opportunity right now.

Funnel stage
Lead to appointment
Good60%+ book
Okay40% to 60%
Needs workUnder 40%

The gap between lead and booked appointment is usually a follow-up speed problem. Studies show responding in under 5 minutes increases contact rate by 9x.

Funnel stage
Appointment to show
Good80%+ show
Okay60% to 80%
Needs workUnder 60%

Low show rates are usually a confirmation problem. A text reminder the day before and a call the morning of can move this 15 to 20 points.

Funnel stage
Show to close
Good50%+ close
Okay30% to 50%
Needs workUnder 30%

If someone showed up they're interested. A low close rate here usually points to a pricing, presentation, or follow-through issue worth examining.

Funnel stage
Lead to close (overall)
Good25%+ overall
Okay10% to 25%
Needs workUnder 10%

Your end-to-end close rate tells the full story. Under 10% usually means there's at least one stage with a serious leak that's dragging the whole funnel down.

Funnel stage
Website conversion
Good3%+ of visitors
Okay1% to 3%
Needs workUnder 1%

Most small business sites convert 1 to 2% of visitors. A clear headline, one call to action, and a fast mobile experience are the three biggest levers.

Funnel stage
Client retention
Good80%+ stay
Okay60% to 80%
Needs workUnder 60%

Retention is the most overlooked part of the funnel. Keeping a client costs far less than acquiring a new one. A 10% lift in retention often doubles profit.

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