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Lit brand surface representing the connected sales system.

Funnel, tracking and CRM connected for an online academy

Sales system2024–2025+6.80 pp · Opt-in

Forms, tracking, CRM and sales booking connected into one system, with every lead’s source in sight. All three funnel stages improved.

Let’s talk about your projectAll cases

Funnel metrics

Conversion rates measured before and after the project, with the funnel live.

  • Opt-in

    77.61%

    Before
    70.81%
    Improvement
    +6.80 pp

  • Registration

    44.72%

    Before
    36.85%
    Improvement
    +7.87 pp

  • Sales calls

    16.22%

    Before
    9.89%
    Improvement
    +6.33 pp

Online education academy2024–2025

Real, anonymised case. We don’t publish the client’s name or any detail that could identify them.

Context

An online education academy that attracts students through free content, sign-up forms and calls with a sales team.

The funnel worked, but every piece lived in a different tool: forms in one place, booking in another, follow-up in spreadsheets and conversations on WhatsApp.

Problem

There was no reliable view of which sources brought sign-ups that turned into calls. Each tool reported different numbers and reporting was assembled by hand.

Leads reached the sales team late or without context, and people dropped off between sign-up, registration and call without anyone being able to say where.

Constraints

  • The funnel couldn’t stop: campaigns stayed live throughout the project.
  • The system had to be built on the tools the team already used.
  • Improvements were measured with the funnel live, so they aren’t attributed to any single component.

  1. Source tracking

    GA4 and Google Tag Manager with defined events for every step, and each sign-up’s origin carried through to the CRM.

  2. Connected forms

    Tally forms sending every sign-up, with its source, into a shared Airtable base.

  3. Sales CRM

    A pipeline built on the real sales stages: sign-up, registration, booked call and outcome.

  4. Booking and assignment

    Calendly bookings linked to the lead, with every call assigned to the right rep.

  5. WhatsApp in the flow

    WhatsApp contact is part of the follow-up instead of living in scattered chats.

  6. Dashboards

    Conversion by stage and by source, refreshed without manual exports.

All three measured funnel stages improved during the project. The exact rates, measured before and after, are above.

The sales team started working from assigned leads with their source visible, and leadership stopped relying on hand-built reports.

  1. Without reliable tracking there’s no optimisation: measure every step first, then argue about what to change.

  2. The biggest jump came at the last stage. Getting the lead to a rep on time and with context matters as much as capturing it.

  3. A shared database is worth more than any dashboard. Dashboards only help when they read from a source everyone trusts.

Tell us how you sell today and what is holding you back. We’ll reply with a first assessment of the problem and, if it’s a fit, set up a diagnostic call.

What happens next

  1. Tell us the challengeA few lines about how you sell and what is holding you back.
  2. We review your caseWe reply with a first assessment of the problem.
  3. We build it togetherIf it’s a fit, we agree scope, deliverables, timeline and a price per phase.

Prefer email? Write tohola@fcgsystems.es

Up to 4000 characters.

Reply within one working day. No unsolicited sales calls.

Start with a 5 to 10 day audit: the map and the roadmap are yours even if you don’t continue with us.

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