B2B funnel builder
Map your outbound funnel on a canvas and see the meetings and revenue it forecasts. Change a step and the forecast follows.
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What the funnel builder does
It maps an outbound funnel as a diagram you can edit, and forecasts what the funnel produces each month. Drag steps onto the canvas, connect them, and give each connection a conversion rate.
- Lead sources: a prospect list, LinkedIn, inbound, events, ads.
- Channels: a cold email sequence, LinkedIn connect and message, calls.
- Outcomes: reply, positive reply, meeting booked, meeting held, opportunity, closed won.
- Custom steps for anything else in your process.
Set a monthly volume on each source, a deal size and a sales cycle, and add a cost to any step. The forecast updates as you type.
How to read the forecast
Every step shows how many people reach it a month. The forecast panel adds it up: meetings, pipeline, revenue, cost per meeting, customer acquisition cost and ROI.
Meetings count held meetings, or booked ones if your funnel has no held step. Pipeline is opportunities times deal size. Revenue lands after the sales cycle, so a three-month cycle shows cost from month one and revenue from month four. A warning appears if the connections leaving one step add up to more than 100%.
How to use it
Start from the outbound template, then replace each default rate with your own number from last quarter. The step where your rate falls furthest below the default is where the funnel leaks, and fixing that step moves the forecast more than adding volume at the top.
Use the what-if sliders before you commit budget. Doubling contacts doubles everything downstream and the data and sending cost with it, while a better reply rate gets you more meetings from the list you already have.
Why it matters for outbound
An outbound funnel is a chain of multiplications, and planning it in a spreadsheet hides which rate matters. On the canvas you see it: 10,000 contacts at a 3% reply rate and 30% positive replies give 90 positive conversations, and the template books 7 meetings from them. Change one link and every number after it moves.