Funnel-Based Messaging Map
Think of your funnel like a conversation. If someone met you at a party, you wouldn’t unload your life story in the first sentence. You’d start with a hook, then share details if they leaned in, then finally invite them to do something together.
That’s why funnel-based messaging exists. It forces us to think about what our customer is feeling at each stage of their journey and how our story should show up to guide them forward in a natural progression.
Think of it like this:
- At the top of the funnel, customers are barely paying attention. You have seconds to hook them by speaking to a frustration they already feel or a possibility they already crave.
- In the middle, they’re curious but skeptical. They need to know why you’re different from the dozens of other options in their feed. This is where you prove, compare, and show off what’s unique about you.
- At the bottom, they’re close but hesitant. Now it’s about eliminating risk, making the call-to-action obvious, and pushing urgency without being pushy.
- And after the purchase, the story doesn’t stop. Retention and advocacy come from reinforcing the promise you made at the top and paying it off in the product and customer experience.
This is why you should never leave the next step up to chance. A founder once told me: “We figured if someone wanted to buy, they’d know to click the logo.” They won’t. Clear beats clever every single time.
Why This Matters
Most startups fall into one of two traps:
- They repeat the same message everywhere. (“Sign up now” from awareness to conversion.) This feels pushy and tone-deaf.
- They change the story at every stage. (“Freedom” in the ad, “features” on the landing page, “tutorials” in onboarding.) This creates cognitive dissonance and kills momentum.
The map keeps you from doing either. It makes sure every stage reinforces the same core story — just adapted for the customer’s level of readiness.
Example: Slack
- Top: “So many pings, so little work done.” (Problem hook)
- Mid: “Slack organizes your team’s communication in one place.” (Solution + benefit)
- Bottom: “Try Slack free for your team.” (Clear CTA)
- Post: Inside the product, the first-run experience immediately shows how a messy inbox becomes a clean Slack channel. The story pays off.
Exercise Template
Here’s a simple table you can fill in:
| Funnel Stage |
Customer Mindset |
Messaging Focus |
Example for Your Brand |
| Top (Awareness) |
"I have this pain, but don't know the fix." |
Hook on the pain/problem or tease the aspirational outcome. |
[Write your ad/social hook] |
| Mid (Consideration) |
"I'm weighing options." |
Show how you solve it, why you're different, address objections. |
[Landing page copy, proof points] |
| Bottom (Decision) |
"I'm almost ready — just need confidence." |
Push for action with direct CTA, urgency, reassurance. |
[Signup hero line + CTA] |
| Post (Retention) |
"I signed up — was it worth it?" |
Reinforce the story through product value + lifecycle messaging. |
[Onboarding email, in-app message] |
When someone moves from one stage to the next, they should feel like they’re still in the same story, just at a deeper chapter.
Example: Flowline (our fictional project management tool for mid-sized teams)
| Funnel Stage |
Customer Mindset |
Messaging Focus |
Example for Flowline |
| Top (Awareness) |
"I'm drowning in tools and still chasing updates." |
Hook on the pain/problem or tease the aspirational outcome. |
- Ad headline: "Stop managing the chaos. Start moving projects forward."
- Social post: "If your 'project management tool' means 14 email threads and 3 status meetings, you don't have one. You have chaos."
- Display ad: "One place. One plan. No more babysitting projects."
|
| Mid (Consideration) |
"I know I need a better system — but why Flowline vs. Asana/Trello?" |
Show how you solve it, why you're different, address objections. |
- Landing hero: "Flowline turns scattered tasks into one clear plan."
- Proof points: ✅ Integrates with Slack, email, and Google Drive (no switching tabs) ✅ Auto-reminders keep work moving without nagging ✅ Reports built for managers and doers alike
- Objection handling: "Already using something? Import projects in 2 clicks."
|
| Bottom (Decision) |
"I'm almost ready — but need confidence and an easy next step." |
Push for action with direct CTA, urgency, reassurance. |
- Signup hero: "Try Flowline free for 14 days. No credit card required."
- CTA button: "Start my free trial"
- Reassurance: "Join 12,000+ teams who've already cut meeting time in half."
|
| Post (Retention) |
"I signed up — was it worth it?" |
Reinforce the story through product value + lifecycle messaging. |
- Onboarding email subject: "Your chaos-free week starts here 🚀"
- In-app first-run experience: Shows how a messy project board is instantly auto-organized.
- Lifecycle nudge: "This week Flowline saved you 3 hours of chasing updates. Imagine what next week looks like."
|
Notice how every stage hits the same story: Flowline helps you cut through chaos so projects move forward.
- Top = dramatize chaos (pain).
- Mid = show clarity (solution + differentiation).
- Bottom = make trying it feel safe and obvious.
- Post = deliver the promise inside the product.
That’s what makes the funnel feel like a continuous conversation instead of disjointed sales pitches.
Here’s a consumer example so you can see the same funnel logic applied no matter the product and no matter the category.
Example: FuelBar (a fictional high-protein snack bar brand)
| Funnel Stage |
Customer Mindset |
Messaging Focus |
Example for FuelBar |
| Top (Awareness) |
"I want snacks that don't wreck my diet, but all bars taste like cardboard." |
Hook on pain (gross bars) or aspiration (snack without guilt). |
- IG Reel: "Protein doesn't have to taste like punishment."
- TikTok hook: "Cardboard or candy? Why settle for either?"
- OOH ad: "Meet the snack that lifts with you, not against you."
|
| Mid (Consideration) |
"Okay, but why FuelBar vs. Quest or RX?" |
Show what you solve + why different. |
- Website hero: "20g protein. Zero chalk."
- Proof points: ✅ Only 5 ingredients ✅ Naturally sweetened, no aftertaste ✅ Endorsed by pro athletes
- Objection handling: "Not just another bar. Try one and taste the difference."
|
| Bottom (Decision) |
"I'm tempted, but will I actually like it? Worth the money?" |
Push for trial with urgency, social proof, risk removal. |
- CTA offer: "Get your first box 30% off today."
- Button: "Order my starter pack"
- Reassurance: "Over 10,000 5-star reviews. If you don't love it, it's on us."
|
| Post (Retention) |
"I bought once — should I reorder?" |
Reinforce promise, drive repeat, build advocacy. |
- Follow-up email: "Your gym bag will thank you — don't run out."
- SMS nudge: "Refuel smarter. Reorder in 2 taps."
- Loyalty perk: "Get early access to our new Peanut Butter Crunch drop."
|
Same principle as the SaaS example:
- Top = dramatize the frustration (all bars taste bad).
- Mid = differentiate (zero chalk, simple ingredients).
- Bottom = remove risk + push action (starter pack, reviews).
- Post = deliver delight + remind the promise (great taste, no compromise).
Compelling Call-to-Actions
Most founders treat CTAs like a throwaway line: “Get started,” “Learn more,” “Book a demo.” But CTAs aren’t filler. They’re the moment of decision.
Think of it this way: your value prop and hooks earn attention, your copy builds desire, but your CTA is the bridge between interest and action. If the bridge is shaky, people hesitate (or worse, walk away.)
Why CTAs Matter
- They carry the story into action.If your whole funnel tells a story about saving time, a CTA like “Start Saving Hours Today” feels aligned. If your CTA just says “Submit,” it breaks the spell.
- They shape perceived risk.A vague “Sign Up” can feel like a big commitment. A softer CTA like “Try Free for 7 Days” lowers the barrier without changing the product. Language changes the felt cost of clicking.
- They set expectations.Good CTAs tell you what happens next. Bad CTAs leave people guessing. “Book a Demo” says you’ll talk to sales. “See It in Action” signals a lighter experience. Expectation match = higher conversion.
- They compound consistency.When every channel — ads, emails, landing pages — uses CTA language that reinforces the same story, you create momentum. Customers see and feel the same action over and over until it becomes obvious what to do.
Matching CTAs to the Funnel
One of the biggest mistakes founders make is using the same CTA everywhere. “Sign up” on an ad, “Sign up” on a blog post, “Sign up” on a pricing page. But prospects aren’t all at the same level of readiness.
The job of a CTA is to meet people where they are in the journey — then give them the clearest possible next step. Never assume they’ll figure it out. The moment of choice should feel frictionless: “Of course, that’s what I do next.”
Top of Funnel (Awareness)
Mindset: They’re just learning you exist. Curiosity is higher than commitment.
CTA Style: Low-barrier, information or value-based.
Examples:
- “See how it works”
- “Take the quiz”
- “Get the free guide”
- “Watch the demo”
Why it works: You’re not asking them to marry you on the first date. You’re giving them something useful while moving them closer.
Mid Funnel (Consideration)
Mindset: They’re evaluating options, weighing pros and cons.
CTA Style: Invite them to experience the product or get answers.
Examples:
- “Start free trial”
- “Explore templates”
- “Compare plans”
- “Talk to an expert”
Why it works: The prospect has enough context to consider engagement. CTAs here should feel like natural extensions of their evaluation process.
Bottom Funnel (Decision)
Mindset: They’re close to buying but still need confidence.
CTA Style: Direct, action-oriented, focused on urgency or reassurance.
Examples:
- “Get started today”
- “See pricing”
- “Join 10,000+ teams”
- “Buy now — risk free”
Why it works: At this stage, ambiguity kills. You want to strip away hesitation by being clear and firm about the next move.
Rule to Remember
Never leave it up to the customer.
If they finish reading an email, scrolling a page, or watching a video, they should never have to wonder: “Okay, now what?” The CTA is your outstretched hand, showing them the exact step to take next.
A confused mind always says “no,” so remove any potential for confusion.
CTA Funnel Map Template
Below is a CTA Funnel Map template you can use to line up your CTAs with customer intent at each stage, so the “next step” always feels obvious and natural.
How to Use It
- Fill in your own CTAs. Start with one draft per stage.
- Pressure test them. Do they feel aligned with the mindset in that stage? (E.g., don’t use “Buy now” at the awareness stage.)
- Check consistency. Do all four stages reinforce your core story? If not, adjust.
- Rotate and test. Have at least 2–3 variations per stage to test in campaigns.
This keeps you from defaulting to “Sign up” everywhere, and instead makes sure every CTA meets the customer where they are, and moves them one step further.
| Funnel Stage |
Customer Mindset |
CTA Goal |
Example CTA Phrases |
Your CTA Drafts |
| Top of Funnel (Awareness) |
"I'm curious, but not committed." |
Spark interest, deliver value, reduce friction. |
- "See how it works"
- "Take the quiz"
- "Download the free guide"
- "Watch a quick demo"
|
|
| Mid Funnel (Consideration) |
"I'm evaluating options." |
Invite them to test or compare, answer objections. |
- "Start free trial"
- "Explore templates"
- "Compare plans"
- "Talk to an expert"
|
|
| Bottom Funnel (Decision) |
"I'm almost ready to buy — just reassure me." |
Push for action with clarity, urgency, or proof. |
- "Get started today"
- "See pricing"
- "Join 10,000+ teams"
- "Buy now, risk free"
|
|
| Post-Purchase (Retention/Expansion) |
"I've signed up, now what?" |
Drive engagement, habit formation, and referrals. |
- "Set up your first project"
- "Invite your team"
- "Unlock premium features"
- "Refer a friend"
|
|