How to Build a Sales Funnel with Video


Sales are vital to any business. After all, it’s hard to make money if you don’t sell anything! But even though they may be critical, they can also be quite challenging if you don’t know what you’re doing. This sales funnel with video guide will walk you through the basics of building a sales funnel with OneMob so that you can take advantage of opportunities and make the most out of your marketing efforts. Here’s how to build a sales funnel with video in five easy steps.

Why Video

Your customers prefer video. In fact, 92% of consumers say they’ve watched an explainer video to learn more about a product or service. If you want to build trust and drive sales, you need high-quality videos that explain your value proposition and help users take action. Whether you’re working on building awareness, encouraging conversion or sending customers down your marketing funnel, creating videos is a great way to make an impact on your audience.

Step 1: Finding A Niche (and an email list)

Your niche (e.g., car insurance) is where you spend most of your time and energy. When you have enough traffic, you can focus on other niches (e.g., mortgage insurance). The key is finding an audience interested in what you have to say and then building that email list!

Step 2: Setting Goals and Objectives

It’s not enough to know what you want; in order to get it, you need SMART goals. They are specific, measurable, attainable, relevant and time-based (SMART). In other words, your goals must be clearly defined so that every step of your sales funnel contributes towards achieving them. This applies from top to bottom—from marketing campaign all the way down to each call-to-action on your page. A good goal is well-defined, quantifiable and actionable; but most importantly, it’s realistic—not too hard or easy for customers to achieve. Be sure that each element in your funnel is designed to lead people forward towards taking whatever next step gets them closer to completing their goal(s) before they leave without doing anything at all. This means better microsites, more effective calls-to-action and more targeted content throughout your campaign or microsite experience will help make sure they take those final steps toward converting visitors into leads into clients then repeat customers!

Step 3: Choosing The Right Format For Videos

The biggest challenge in creating sales videos is choosing what format is best. You have many choices, including live action video, animated or whiteboard videos, or even product demos done in PowerPoint or Keynote. It’s important to pick a format that tells your story most effectively. If you’re selling an e-book about weight loss for moms, for example, it makes sense to use an animated whiteboard video that’s easy on viewers’ eyes and keeps them engaged. After finding the right format, upload to your OneMob library and use it as your featured video on your microsite. 

Step 4: Developing The Best Sales Copy And Microsite

If you want to create an effective sales funnel and convert your website visitors into leads and customers, it’s important that you understand how each piece of your online presence—from microsite, content selection, call-to-action and email copy—relates to one another. These elements must be complementary in order for people to take action. This means you need fully developed concepts that tie into each other so your prospects can follow through. The best OneMobs combine those elements within microsites. Follow best video practices for a good video that clearly shares what content you want your customer to interact with on the microsite and what action step you want them to take after engaging with the microsite. 

Step 5: Build the top, middle and bottom of the funnel

Create Awareness at the Top of the Funnel

The awareness stage of your sales funnel is where you should establish brand loyalty and familiarize new prospects with your product or service. It’s essential that you do everything possible to get their attention, but also be sure that they can easily find out more information on their own if they choose. Your goal in these first moments of contact is simply to grab their attention—if people are interested enough in learning more about what you have to offer, they will take action. After all, one email address won’t put food on your table unless you start building relationships with others down in subsequent stages of your funnel. You need those people ready and waiting when it comes time for them to buy (or buy again). Your ultimate goal at this stage is simply getting people into contact with what you have to offer.

Put another way, they won’t know that your solution is ideal if they don’t fully understand what challenges they face. This stage is all about educating them about the problem. Here are some videos you can create to do that.

Educational Videos

Buyers lack information at the beginning of their journey to find a solution. This is where becoming their guide can pay off. And becoming a guide means creating videos that answer quick questions, as in the Watermelon Media video below. The video explains what content marketing is in a short, animated, easy-to-understand way.


Explainer Videos

Explainer videos are a staple in digital marketing. They discuss complex concepts in simple language, giving viewers a better understanding of what your solution offers and how it works.

Using visually interesting graphics and animations, this OneMob Video explains how OneMob can help businesses improve outreach by combining context, content and calls-to-action:


Short Video Ads Identifying Problems

Short ads can be highly effective when executed well. This 61 second ad reveals a problem truckers face and how much help Corinna is offering to solve the problem.

Drive Consideration at the Middle of the Funnel

Marketing works best when it leads people through a sales funnel, starting with awareness, then interest, then desire and finally action. Building your product messaging at each stage of that funnel is crucial. For example, in that first phase—awareness—potential customers should understand what your product does and why they need it. During interest you’ll want them to get more information about features and pricing. And in desire you’ll want them to sign up for early access or pre-sale offers. Each piece of your messaging should build on one another until you get someone all the way through your funnel so that you can then convert that visitor into a customer.

Here you want to focus on specifics, including how your product works, why it works in a certain way, and even the alternatives available and why they aren’t the ideal solution.

Product Intro Videos

Videos that introduce your product and how it works are critical for buyers. The goal of this OneMob Video is to show how helpful it is to use OneMob. If you’re a potential buyer who’s strapped for time, watching a 1.5 minute rundown of OneMob is a quick win.



Tutorials provide prospects with a more in-depth experience of your offering. This type of video is ideal for prospects who are considering their options and want to take a closer look at what your product can really do for them.

This OneMob Video is to peel back the curtain on what buyers need to know about using OneMob. The video teaches beginners how to create a campaign in OneMob and share with potential customers.


Influence Decision-Making at the Bottom of the Funnel

Prospects are most likely to make decisions that allow you to move them down your sales funnel. This is when they’re beginning to come around, so it’s important not only that you present valuable information, but also that your sales staff can convince prospects that they’re on their side. If you don’t have access to sales people, give prospects something of value in exchange for their contact information—something no one else is offering. Something as simple as free advice or a $100 coupon code might be enough. Be sure that whatever you provide demonstrates how much better off customers will be after working with you (better than what they had before). Provide good content and customers will decide where to spend their money by themselves. You just need to show them how worthwhile your offer is and what it offers beyond its obvious benefits.

The Relationship Gets Stronger at the Bottom of Your Funnel: Even if everything goes perfectly from top to bottom, some potential customers won’t convert because they either lack time or money (or both) or just aren’t interested at all—regardless of what you do or say. At least then, though, you know where you stand!

This is where you have an opportunity for the sale, so focus on content that will help convert leads into customers. This often involves reinforcing ideas shared at the middle of the funnel.

Demo Videos

OneMob’s abilities and functions are shown in this short demo that reveals the true benefits within the software.


Customer Testimonial Videos

According to social proof theory, a person who doesn’t know the proper behavior for a certain situation will imitate the behavior of others and look for guidance for their actions. Using video testimonials at the bottom of your funnel is a great way to inject some social proof into your buyer’s journey.

But don’t just scratch the surface or be vague in your video. Give specifics and create a story that’s worth watching, especially for buyers looking to be convinced that yours is indeed the right solution.

In this testimonial video, Kevin explains how OneMob helps him reach more customers.


Bonus Step:

Getting Traffic To The Funnel

There are three primary methods for generating traffic—viral, pay-per-click (PPC), and SEO. Viral traffic requires you to convince people you know, like and trust that your product/service is something they would want to share. This kind of traffic comes at a cost, however: It takes time and effort. You have to be willing to give away your products or services in order for others to spread word about them. PPC is like viral traffic except it doesn’t rely on personal connections, which makes it easier but also more expensive. SEO means using search engine optimization techniques to get found by search engines like Google and Bing. While these may not generate instant sales right away, they do drive qualified prospects through your sales funnel over time. Research each method thoroughly before deciding what works best for you. Each business has different goals, requirements and limits so you’ll need to find one that fits just right. Now let’s build a successful sales funnel with your OneMob’s filling the front end of the funnel!

Email us at to learn more about getting your OneMob account to build your next great sales funnel.


OneMob March Customer Spotlight – eGain

Knowledge-Powered Customer Engagement | eGain

Check out how eGain keeps their partners up to date with OneMob.

In their OneMob Microsite, you can see the following:

  • Previously recorded Channel Partner Briefing webinar
  • Call to Action buttons to Contact eGain and Register an Opportunity
  • Demo Gallery of Partner Integrations
  • Internal Org Chart
  • Deal Registration Incentive

For eGain, OneMob has become a platform to build a one stop shop for their Channel Partners. Partners can easily watch/rewatch the missed webinar and find key resources and programs to focus on this quarter.

Best of all, eGain can track engagement across the entire microsite to see what’s resonating with partners and adjust accordingly.

If you’re looking to improve your communication with large groups of prospects, customers, employees or partners, take a page out of eGain’s playbook. A better experience = a better result!


Bridging the Marketing and Sales Gap with OneMob

The Puzzle of Paradoxes | Verto Advisors

I recently read a blog by Jason Piasecki, Partner & CEO at Revel; a local B2B Marketing provider here in Muskegon. In his blog, Jason highlights how businesses tend to prioritize sales over marketing, and often try to combine the two roles into a single position, usually with an emphasis on sales. (You can read his blog here) I’ve personally found that -especially within the SMB market- many business-development and account managers must rely on their own marketing strategies to build and maintain their line of business. In the cases where a dedicated marketing manager or team does exist, there can easily be a disconnect between the two departments. The truth is that when your sales and marketing are fully aligned, more businesses is won.

While there are many transferrable skills between marketing and sales specialists, it’s important to remember that a degree in marketing exists for a reason. Like teaching or information technology, marketing is not a skill you simply pick up without any education.

“…I’ve worked with some amazing VPs of sales that happen to have ‘marketing’ in their titles. Very few are great marketers.”


Jason Piasecki, Partner & CEO at Revel

So, what does a synchronized sales and marketing effort look like? Personally, I like to picture it as the process of presenting a children’s book. To read the story, someone must first write it, then typically another person will present it to an audience. In our analogy, your marketing team are the “authors” while your sales team are the “presenters” of our story.

Breaking through with meaningful content marketing in the age of  storytelling

Your marketing team should support sales efforts with well-branded, organized content that is specifically designed to drive a response; and that involves more than a power-point with some logos on it. Marketing content is designed with lots of considerations in mind, so it goes without saying that it shouldn’t be something that’s thrown together haphazardly. This is especially the case if compliance is involved in those considerations. In return, your account managers are providing your marketing team with insight:

  • What messaging is working and what isn’t

  • What questions are usually being asked by clients and prospects?

  • What problems are clients and prospects facing that we can address?

  • How have current events affected those we are reaching out to?

  • Do we need to adjust our approach?

The more field-intelligence your marketing team is receiving, the more capable they are of designing content that will impress your prospects and clients!

So how does OneMob’s platform address the sales and marketing gap? It starts with acknowledging the importance of bringing content to the forefront of your outreach, rather than simple text. Video is a hook, but a hook is only as useful as the line and rod it’s connected to. We encourage our OneMobbers to use their video to drive viewers towards the additional content they have added to their customized microsite; content that is designed by -you guessed it- a marketing team!

We continue by making it easy for marketing teams to share and control content. Any media uploaded to OneMob by an administrator (typically a marketing manager) can immediately be shared to specific individuals, teams, or the entire organization. We take it one step further by giving administrators the ability to approve content before it is sent to prospects. (This is especially useful when compliance is involved).

Finally, we top it off with our analytics. Everything on OneMob is trackable; meaning that sales and marketing can see how often their content is being viewed and by whom. This is the field-intelligence that allows marketing and sales to adjust their strategies to better align with trends in the market.

OneMob was designed with a unified marketing and sales strategy in mind. We built our platform to serve both the author and presenter of our story. Give it a shot and bridge the gap with us!


Why did OneMob release a new UI


I hope by now you’ve experienced the new OneMob User Interface (UI) or at least seen the videos and messages about it. We know change can be difficult, but I wanted to explain WHY we changed the OneMob UI. Our goal is to help you understand how this will benefit you and our platform.

  1. We wanted to standardize OneMob. When you build an application, you can choose to make the experience custom OR you can follow a standard. Custom can give you the benefit of letting your imagination run wild and design an experience that is unique to your company. However, this means you will need to educate your users on this unique experience and as the solution grows in functionality, the training will become more custom. Moving to a standard creates familiarity and simplicity. We wanted to remove our custom language and start “speaking” through a common language that is tested and proven. The end result is a simpler flow that can be learned through doing. We still plan to have a sophisticated and powerful platform, but simplicity and intuitiveness are also priorities. We have started on our web app, and soon will extend this to our plugins and mobile apps.
  2. We wanted to simplify sharing and tracking. In the previous version of our interface, you could share a page by creating links and emails. Both links and emails could direct the viewer to the same page and by updating the page, it could affect numerous links and emails already shared. If a link or email was not related to a page, OneMob would create a unique page for every link or email which made it difficult to manage and track all your shared content. The new UI solves this challenge by using campaigns. A campaign is a collection of video and content. It can be shared across multiple channels (i.e. direct links, email and social links). A campaign could make use of a Microsite template, but once it is applied to a campaign and you edit (or personalize) the microsite, it does not affect the original template in any way. All campaigns are standalone and tracked as such. You could even have multiple links to the same campaign so that you could track the success of each link individually. You can also have 1 campaign shared across many channels and you can easily see how the entire campaign is performing or only a certain channel. Campaigns and Microsite templates greatly simplify OneMob.
  3. We wanted to lay a foundation for growth. Before we could evolve OneMob to be something for everyone, we needed to go back and redo our foundation – technically and philosophically. We had old technology that was no longer serving us that we’ve replaced and upgraded. And our new UI is built off a philosophy of simplicity and user success. This will allow us to better understand adoption so that we can continue to innovate and release the right features in a scalable, performant and reliable way.

We always appreciate your feedback, so let us know inside the app the next time you’re there.


OneMob Wins Gold🥇Stevie® Award for New Marketing Solution at the 2022 Stevie® Awards for Sales & Customer Service


Walnut Creek, CA – March 1, 2022 – OneMob was presented with a Gold Stevie® Award in the New Marketing Solution category in the 16th annual Stevie Awards for Sales & Customer Service last night.

The Stevie Awards for Sales & Customer Service are the world’s top honors for customer service, contact center, business development and sales professionals. The Stevie Awards organizes eight of the world’s leading business awards programs, also including the prestigious American Business Awards® and International Business Awards®.

Winners will be recognized during a virtual awards ceremony on May 11.

More than 2,300 nominations from organizations of all sizes and in virtually every industry, in 51 nations, were considered in this year’s competition. Winners were determined by the average scores of more than 150 professionals worldwide on eight specialized judging committees. Entries were considered in more than 90 categories for customer service and contact center achievements, including Contact Center of the Year, Award for Innovation in Customer Service, and Customer Service Department of the Year; more than 60 categories for sales and business development achievements, ranging from Senior Sales Executive of the Year to Sales Training or Business Development Executive of the Year to Sales Department of the Year; and categories to recognize new products and services, solution providers, and organizations’ and individuals’ response to the COVID-19 pandemic. New categories this year honor excellence in thought leadership in customer service and sales.

“We are so thrilled to receive our 3rd Stevie Award. In 2021, we awarded Gold for our solution in Relationship Management. Our most recent updates have transformed our platform to bring Sales and Marketing closer together and receiving a 2022 Gold Stevie Award for new Marketing Solution is exact validation we love to see. Our mission is to help you connect and provide sellers with the fastest platform to market more effectively. The end result is more engagement, more responses, more meetings and ultimately more sales,” announced Sati Hillyer, the founder and CEO of OneMob. “Thank you Stevie Awards and judges for your comments, recognition and helping us launch the new OneMob.”

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“The nominations we received for the 2022 competition illustrate that business development, customer service, and sales professionals worldwide, in all sorts of organizations, have continued to innovate, thrive, and meet customer expectations during the COVID-19 pandemic,” said Stevie Awards president Maggie Gallagher Miller. “The judges have recognized and rewarded their achievements, and we join them in applauding this year’s winners for their continued success. We look forward to recognizing them on May 11.”

Details about the Stevie Awards for Sales & Customer Service and the list of Stevie winners in all categories are available at

About OneMob

OneMob is the fastest way to create and track beautiful, engaging and personalized experiences for your audience, no coding required. Their video first content experience platform allows users to create videos, build microsites, run campaigns, track engagement and sync back to your CRM. OneMob is used by large and small companies including Cisco, Liberty Mutual, Nuance, HPE, Sacramento Kings, IBM, OKC Thunder, Moody’s and more. Users see a 5-10X increase in engagement when sending communications that include OneMob video and content experiences. With an average 4.9 out of 5 G2 rating, OneMob 2021 and 2022 Gold Stevie Award winner, a Gartner Cool Vendor, Aragon Hot Vender and SFBT fastest growing private company and G2 Top 50 Best Design Product. Learn more at and follow us on Twitter and LinkedIn.

About The Stevie Awards

Stevie Awards are conferred in eight programs: the Asia-Pacific Stevie Awards, the German Stevie Awards, the Middle East & North Africa Stevie Awards, The American Business Awards®, The International Business Awards®, the Stevie Awards for Great Employers, the Stevie Awards for Women in Business, and the Stevie Awards for Sales & Customer Service. Stevie Awards competitions receive more than 12,000 entries each year from organizations in more than 70 nations. Honoring organizations of all types and sizes and the people behind them, the Stevies recognize outstanding performances in the workplace worldwide. Learn more about the Stevie Awards at