Funnel Design, Step by Step
This is the system we build for our clients — and the one we run on our own business. Six stages, one machine. Here is exactly how it works, stage by stage.
The mechanism, up front: at each stage, the AI does the work and produces a report. That report goes to a salesperson or manager, who reviews it and follows the steps. The AI brings the speed; the human brings the judgment. That partnership — AI + Human — is what makes the system trustworthy.
Stage 1 — Lead Capture
“You Can’t Fix What You Can’t See”
Every lead, from every source — calls, forms, messages, referrals — lands in one place where you can see it. No more leads sitting untouched in a CRM, a notebook, or somebody’s phone. If you can’t see it, you can’t fix it.
Stage 2 — AI Qualification
“You’re Capturing Leads. Are You Capturing All of Them?”
New leads get an instant response and a short qualification conversation, day or night. The AI sorts the ready-to-book from the just-looking, writes the report, and a human reviews it before anyone picks up the phone — so your team’s time goes to real opportunities.
Stage 3 — Service Delivery
“Why Are Prospects Buying, Hesitating, or Leaving?”
While the work is being done, the funnel keeps the customer informed and keeps your team on track. The AI reports on where each prospect stands — buying, hesitating, or drifting — and the human steps in with the right save at the right moment.
Stage 4 — Follow-Up & Growth Engine
“Speed Wins Opportunities”
The job ends; the funnel doesn’t. Automatic follow-up asks for the review, checks satisfaction, and reopens the conversation for the next job. Happy customers are routed to Google; unhappy feedback routes privately to management, with a recovery offer when one is needed.
Stage 5 — The Work Nobody Sees
“What Gets Ignored Gets Expensive”
Underneath everything, the system watches the numbers: response times, follow-up completion, review flow, stalled opportunities. The AI surfaces the report; a human reads it and acts. Small problems get fixed while they are still small — because what gets ignored gets expensive.
Stage 6 — The Human Step-In
“When Should a Human Step In?”
The final stage is the philosophy of the whole system. Automation handles the routine; people handle the moments that matter — the big estimate, the upset customer, the judgment call. The AI flags those moments and writes the brief. A human makes the call.
This Is the Funnel We Run on CRV Service, Too
We don’t sell a system we haven’t lived in. Our own funnel runs these same six stages, and the audits we book every week are our proof it works.
Questions first? Email michael@crvservice.com or call (240) 609-0568.