Digital Marketing & Sales Blog

The Complete Marketing Funnel Guide: Tactics and KPIs for Every Stage

Written by Kelly Braun | February 25, 2026 at 7:44 PM

Marketing moves at the speed of AI nowadays. New tools every week. Automation everywhere. Everyone chasing viral moments and zero-click searches. But in all that noise, let's not lose sight of what matters most — your buyers.

The people you're trying to reach didn't suddenly change just because ChatGPT showed up. They still have problems to solve, decisions to make and a journey they need to go through before they trust you enough to buy.

Now's the time to slow down and evaluate where your marketing strategy actually aligns with your buyer's journey. When you match your marketing strategy to your buyer's actual intent at each stage, you don't just fill your funnel — you create a compound effect that drives continuous growth.

Stage 1: Awareness

Buyer's Intent: "I have a problem or need, but I'm not sure what solutions exist yet."

Marketer’s Goal: Make people aware that your brand exists and can solve their problem.

Strategy: Maximize visibility across channels where your target audience searches and engages.

Tactics:

KPIs:

  • Website traffic
  • Impressions and reach
  • Organic search visibility and rankings
  • Brand mentions
  • Social media follower growth

Stage 2: Consideration

Buyer's Intent: "I'm researching my problem and exploring what types of solutions might work."

Marketer's Goal: Build relationships and educate potential buyers about their problems and solutions.

Strategy: Provide valuable content and experiences that educate, engage and nurture your audience to come back.

Tactics:

  • Educational guides and tutorials
  • Webinars and live Q&A sessions
  • Email nurture sequences
  • Interactive tools and assessments
  • Community building
  • Industry research and reports

KPIs:

  • Session duration and pages per visit
  • Email engagement rates
  • Content engagement (shares, comments)
  • Return visitor percentage

Stage 3: Evaluation

Buyer's Intent: "I'm comparing specific vendors and evaluating which solution fits my needs best."

Marketer's Goal: Help prospects evaluate your solution and see why it's the best choice for them.

Strategy: Remove uncertainty through demonstrations, social proof, reviews and transparent pricing and comparisons.

Tactics:

  • Free trials and product demos
  • Case studies and success stories
  • Comparison guides
  • ROI calculators
  • Customer testimonials and reviews
  • Trust signals (certifications, awards)

KPIs:

  • Trial signups
  • Demo requests
  • Marketing Qualified Leads (MQLs)
  • Product/pricing page engagement

Stage 4: Conversion

Buyer's Intent: "I'm ready to buy but need the right offer, timing or final reassurance."

Goal: Turn evaluation into revenue by removing friction and creating urgency.

Strategy: Optimize every step of the purchase journey while providing sales support when needed.

Tactics:

  • Frictionless conversion points (request a quote, schedule a tour, contact us)
  • Streamlined checkout process
  • Abandoned cart recovery
  • Live or AI-powered sales support
  • Lead-generating ad campaigns

KPIs:

  • Conversion rate
  • Cart abandonment rate
  • Average order value
  • Cost per acquisition (CPA)
  • Win rate

Stage 5: Loyalty

Buyer's Intent: "I want to get maximum value from my purchase and share wins with others."

Marketer’s Goal: Retain customers and transform them into brand advocates who fuel growth.

Strategy: Deliver exceptional experiences that make customers want to stay and refer others.

Tactics:

  • Reviews
  • Loyalty and rewards programs
  • VIP experiences and exclusive perks
  • Customer education and onboarding
  • Referral programs

KPIs:

  • Repeat purchase rate
  • Referral rate and referred customer value
  • Customer satisfaction (CSAT) scores
  • Customer Lifetime Value (LTV)
  • Advocacy actions (reviews, referrals, social mentions)

The Big Picture

Marketing will keep moving fast. AI will keep evolving. But the fundamentals don't change: understand your buyer, meet them where they are and build trust at every stage. When you prioritize alignment, you don't just win customers — you build advocates who fuel your growth for years to come. That's the real compound effect.