JAN-PROJAN-PROResearch
Strategy · 06

Funnel Plan

The B2B local-service lead funnel — human-first to automated, rung by rung, with per-segment contact models.

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Funnel Plan — Jan-Pro NZ · Commercial Cleaning (regional Google Ads)

Funnel shape for this market: this is a B2B local-service lead funnel, not an info-product webinar funnel. There is no webinar/VSL — the "sales event" is a free on-site walkthrough, and the "offer" is a fixed monthly proposal + trial-before-commit. The rung ladder below adapts Greg's easiest→most-automated pattern to that reality (Ad → Lander → quote-request → walkthrough → proposal → trial → contract), progressively adding a qualifier and then nurture automation.

Recommended funnel type

Primary (lead/learning segment): PAS — Problem → Agitation → Solution. Why (from research/04-segmentation.md): the lead segment is a sharp-pain, fast, single-decision-maker buy (SME office manager searching at their desk, often right after a no-show or a "last straw" miss). Agitate the no-show / month-one cliff / silent phone, then resolve with the de-risked offer (free walkthrough → fixed monthly price → trial, no lock-in). Ad = PAS hook → LP = PAS + proof + one-form walkthrough booking.

Per-segment funnel map (carry into ad-group + LP builds):

SegmentFunnelContact modelNote
Offices (SME)PASClose-fast (single decision-maker)Near-impulse; run walkthrough same week.
Medical centresPAS ad → ACCA LPClose-fast (practice manager)Higher-involvement hygiene claim needs conviction/proof (ENVIROSHIELD, vetting, audit cadence).
Office buildings (FM)ACCA + nurtureCapture-and-nurtureMulti-stakeholder (landlord/body-corp), renewal-cycle timing.
Schools (+ECE)ACCA + nurtureCapture-and-nurtureBoard/tender sign-off, term-timed; spike bids pre-term.
WarehousesPASMostly close-fastAcute H&S pain; watch one-off/"end-of-lease" price-shoppers.
HospitalsTOFU-MOFU-BOFU / Value LadderNurture onlyRFP/procurement; fold into "healthcare" w/ Medical, skew aged-care.
Account-wideValue LadderEvery win expands: +frequency (1→7 days) → specialist services → +sites/regions. The trusted local owner is the upsell engine.

Primary segment

Offices (single-tenant SME) — with Medical Centres as the immediate value play running in parallel.

Funnel rungs (manual contact → automated scale)

Rung 1 — Most human, fastest to learn

Format: Google Ad → Landing page → phone call / quote-request form → free on-site walkthrough → fixed monthly written proposal → trial → contract. When to run this: First cohort of leads. Goal is learning, not scale. The walkthrough IS the sales event (and a hard contrast to phone-quote rivals) — keep humans on every step so you hear the buyer unfiltered. Key learning targets:

Rung 2 — Add a qualifier

Format: Google Ad → Landing page → qualifier / quote-estimator quiz (sector · site size or sqm · frequency needed 1-7×/wk · current situation/trigger · region) → walkthrough booking. When to graduate to this: Once Rung 1 shows which questions actually predict a good-fit lead, and volume is high enough that pre-qualifying saves walkthrough time. Build with the /quiz-funnel skill (consultative, high-completion — pre-sells the walkthrough, doesn't just harvest data). What the quiz replaces: The manual qualifying questions you'd otherwise ask on the first call — sizes/prices the job roughly, routes multi-site FM enquiries differently from a single SME office, and filters one-off/residential/job-seeker noise before it costs a walkthrough.

Rung 3 — Automate the nurture

Format: Ad → Lander (+ quiz) → automated email/SMS nurture sequence → walkthrough when the buyer hits their buying window → proposal → trial → contract. When to graduate to this: Once you have leads that don't close same-session — the slow segments (Schools, Office buildings/FM, Hospitals/aged-care) that buy on board / RFP / term / renewal timing. These leads are captured now but convert later; automation keeps them warm to the window instead of letting them go cold. What automation replaces: Manual follow-up on long-cycle leads. Trigger-based and light-touch (the market wants low-touch until they're ready) — renewal reminders, term-start prompts, sector proof drip. Keep Offices/Medical on the fast human path; layer nurture onto the committee/tender buyers.

Per-segment contact-model nuance (carry into build)

Recommendation — where to start

What to build first

Greg's notes

<blank — Greg fills in>

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