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Unlock Your Sales Potential with a Defined Funnel

Are your financial marketing efforts not yielding the desired results?

When the leads aren’t converting into investors or clients, it could be because there’s no clearly defined sales funnel strategy in your digital marketing approach. Without this, your potential clients can lose their way, leaving your financial products or services unrealized.

The solution? A well-structured sales funnel that takes the client on a guided journey, from awareness to investment, while carefully nurturing each step.

Don’t fret! Single Grain, a sales funnel digital marketing agency, has extensive expertise in creating and refining sales funnels that optimize conversions in the finance industry. We analyze, amend, and align your sales funnel with your business goals to drive tangible results.


Single Grain's Expertise in Sales Funnel Optimization

At Single Grain, our first course of action is to meticulously examine your existing sales funnels, a crucial component in the financial sector. We identify leaks and inefficiencies in your funnel before designing an optimized journey that converts potential investors into loyal clients.

We implement advanced tracking systems that allow us to monitor and analyze the behavior of visitors at each step of the sales funnel. This data-driven approach, a cornerstone in finance, aids in making informed decisions and strategizing interventions at crucial junctures, ensuring that potential investors are successfully guided to conversion.

Ultimately, our goal is to boost your return on investment by improving your conversion rate and increasing client lifetime value, a key metric in the financial industry.

Here are some of the primary services that Single Grain provides:

  • Sales funnel analysis and design
  • Conversion Rate Optimization (CRO)
  • Client journey mapping
  • Advanced tracking and analytics
  • Retargeting strategies
  • Email marketing campaigns

Who is Eric Siu?

Eric Siu is the founder of digital marketing agency Single Grain. He also hosts two podcasts: Marketing School & Leveling Up, which get over 2.1M monthly downloads combined. Over the years, Eric has helped companies such as Amazon, Uber, Airbnb, and Salesforce acquire more customers.

Eric hosts a marketing mastermind where 100 of the best in media, marketing, and business get together twice a year in Miami and Beverly Hills. He is also the author of 'Leveling Up: How to Master the Game of Life'.

He also speaks around the world on marketing, SaaS, and SEO. Eric is also an investor in companies such as Eight Sleep, Levels, Fountain Health, Synthesis, and more. Finally, Eric is a member of communities such as YPO and TED.

Discover Featured Podcast Episode

MrBeast's Success and Ad Agency Budget Comparisons

Neil Patel and Eric Siu analyze advertising agency growth, revenue milestones, referrals, acquisitions, and influencer economic motivations. They compare marketing strategies across $1M, $10M, $100M companies, discussing earnings disparities on platforms like YouTube and Twitch, and why creators like MrBeast excel, providing insights into the marketing industry's dynamics.

Learn More About The Work We’ve Done

  • prolite autoglass

    Increasing Free Quote Submissions on Homepage by 95%

  • batteriesplus

    44% Increase in Organic Sessions Through Technical SEO and On-Page Optimizations

  • hestan-logo

    300% Increase in BOFU ROAS after switching to programmatic

  • wine-deals-logo

    268% Increase in Organic Traffic With AI-Driven SEO Strategy

  • learinga-a-z-logo

    +85% Increase in Branded Searches and +10% Increase in ROAS

  • simon pearce

    Paid Media Strategy Sees YoY Efficiency Gains of +17% YoY Conversion Rate

  • npm-logo

    Spend and Leads Increased While Earning a More Efficient CPA

  • peets-coffee

    454% Growth in Google Ads Revenue After Account Restructure.

  • intuit-logo

    31.4K More Clicks and 3.08M More Impressions

  • bittrex-logo

    +193% Increase in Monthly Sign Ups

  • lock-n-lube

    54% Revenue Growth Year Over Year by Implementing Content Optimizations

  • Do you want to achieve the same numbers?

    It’s easy!

    Work With Us

Frequently Asked Questions

And We Have The Answers

  • What makes a sales funnel digital marketing agency unique?

    As a finance-focused digital marketing agency, we excel in steering prospective clients through a meticulously designed journey, commencing from the point of initial recognition to the ultimate stage of transaction or investment. Our expertise lies in crafting, supervising, and enhancing each phase of this sales funnel to boost conversion rates. This requires a profound comprehension of investor psychology, user experience, and digital marketing strategies ranging from SEO to PPC and content marketing. Every approach is tailored to align with your financial institution and clients’ unique requirements, guaranteeing the maximum possible return on your marketing expenditure.

  • How does a sales funnel digital marketing agency differ from a traditional one?

    While conventional financial marketing strategies typically concentrate on amplifying brand visibility and recognition, a sales funnel digital marketing agency, particularly in the finance sector, adopts a more precise methodology. It emphasizes on transforming this awareness into curiosity, curiosity into aspiration, and aspiration into decisive action. This guarantees that every marketing investment made is not only aimed at connecting with your target audience but also at converting them into loyal clients, thereby ensuring a return on your investment.

  • What are the key strategies used by a sales funnel digital marketing agency?

    When it comes to financial services, there’s no universal blueprint for success as each organization presents its own distinct requirements. Nevertheless, some pivotal strategies involve crafting compelling content to captivate potential clients, harnessing the power of targeted SEO and PPC initiatives to amplify traffic, deploying email marketing to cultivate leads, and implementing retargeting techniques to convince interested parties to invest. The objective is to design a smooth, customized journey that navigates your prospects through each phase of the investment process.

  • How much should I budget for a sales funnel digital marketing agency?

    Financial commitments can fluctuate significantly depending on your firm’s scale, aspirations, and the finance sector. A sales funnel digital marketing agency would typically present a bespoke proposal detailing the suggested expenditure for accomplishing your unique goals. It’s crucial to comprehend that this is an infusion of resources into your business expansion, designed to yield a return on investment. For an in-depth conversation and complimentary consultation, we warmly invite you to reach out!

If you were unable to find the answer you’ve been looking for, do not hesitate to get in touch and ask us directly.

Our Growth Methodology

  • We’ll start by talking on the phone to get a sense of what your challenges are right now, what you’ve tried so far, and if we're the right full-service digital marketing agency for you. No hard selling. Promise.

  • If we think we can help you, we’ll put together Marketing Insights specifically for your company. Running your business through our experienced digital marketing agency analysis, we’ll create an execution plan which maximizes all the opportunities we see for growth and specific KPIs.

  • We’ll get you as many quick and early wins as possible, while setting up specific, long-term, scalable digital marketing goals.

  • We’ll roll out our full execution plan, focusing on timely, tactical implementation, and setting up scalable growth opportunities. This frees you up to work on other high impact areas of your business.

  • Our online marketing team continually monitors your results at every step of the process, then leverages that to get you even more wins.

Optimize Financial Funnels

— Testimonials

Our Creds


— Our clients love us

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“Single Grain enables us to increase our impact without increasing our headcount”

“We really lean on Single Grain as an extension of our team, which enables us to increase our impact without increasing our headcount.”

— Kim Cooper
Director of Marketing, Amazon Alexa

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“Their expertise has helped Nextiva grow its brand and overall business”

“The Single Grain team has been instrumental in providing us with forward-thinking, growth-impacting marketing support. Their expertise has helped Nextiva grow its brand and overall business.”

— Yaniv Masjedi
CMO, Nextiva

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“They act like an extension of our team, proactively coming to us with ideas and fixing issues as they arise”

“Single Grain has been an important force for guiding our digital marketing. They act like an extension of our team, proactively coming to us with ideas and fixing issues as they arise. They're exactly what we look for in partners.”

— Samantha Goldman
Sr. Director of Marketing, CastLightHealth

Level Up Your Marketing Knowledge

Marketing School
A top business podcast with 90
million downloads
Eric Siu & Neil Patel
Leveling Up
A channel that will help you level up your business skills and master the game of life
Eric Siu & Leading

Level Up Your Marketing Without Increasing Your Headcount

Optimize Financial Funnels