Strategic Marketing Automation Consultant & Sand-Mill Model Creator
• Expertise:
• Sand-Mill Model: An evolution of the traditional funnel with a strong focus on retention, enabling businesses to maximize LTV and ROI.
• Customer Retention: Identifying key lifecycle moments to insert automated messaging via email and WhatsApp for maximum impact.
• Marketing Automation: Crafting tailored campaigns for nurturing, activation, win-back, upselling, and re-purchase cycles.
• Achievements:
• Consulted for 60+ companies across diverse industries, driving measurable growth.
• Successfully implemented strategies that enhance user engagement and retention.
• Teaching experience in 24Ore Business School, and other universities.
• Languages: Italian (native), English (fluent).
• Education: Master’s in Economics with a specialization in marketing strategies.
• Personal Interests: Simplifying complexity to create scalable growth systems.
To set up a funnel on Pipedrive for SaaS (integration) sales, first of all you have to define Stages (based on your Sales Journey).
Example for a self-service platform with trials:
• New Lead (user signs up)
• Trial Activated
• Engaged in Trial (specific feature usage or milestone reached)
• Conversion Opportunity (trial nearing end, interest shown)
• Closed-Won/Lost
This is the basic.
After that, you can build it in Pipedrive and leverage Pipedrive Automations.
To do that you can create workflows to move users through stages based on their actions (e.g., “Trial Activated” triggers when a trial account is created).
Remember to use automated reminders to follow up with engaged users nearing trial expiration. ;)