Getting traffic is not the problem for most B2B companies. The real challenge is turning that traffic into qualified leads and revenue.
You might have strong campaigns, consistent engagement, and plenty of visitors, but somewhere between the first click and your CRM, leads start dropping off. That is what marketers call a leaky funnel.
Conversion Rate Optimisation, or CRO, helps you find and fix those leaks. When done well, it aligns marketing, sales, and operations around measurable improvement, not just more traffic but more pipeline.
This guide explains how to identify drop off points, plug funnel gaps, and create a system that nurtures leads all the way to revenue.
What Is a Leaky Funnel
A leaky funnel happens when potential customers enter your marketing funnel but fail to convert at one or more key stages.
You might be attracting the right audience, but they are not moving forward. They stop opening emails, leave landing pages without converting, or never get followed up by sales.
Common symptoms of a leaky funnel
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Plenty of website traffic but low conversion rates
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Leads generated but not qualified
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Contacts in your CRM with no follow up activity
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Sales struggling to turn MQLs into SQLs
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Long gaps between marketing engagement and first meeting
A funnel leak means something in your process, data, or handoff is not working.
The good news is that with the right approach, you can find those leaks and fix them systematically.
Why CRO and RevOps Work Together
Conversion Rate Optimisation is often seen as a marketing tactic focused on improving forms, headlines, or CTAs.
But in reality, CRO sits at the heart of Revenue Operations, often called RevOps. It connects marketing activity with sales outcomes and uses data to improve how every stage of the funnel performs.
When CRO is managed within a RevOps framework:
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Marketing optimises for lead quality, not just volume
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Sales gets cleaner, better qualified leads
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Operations has accurate data for reporting and forecasting
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The business sees measurable revenue improvement, not just engagement metrics
CRO becomes a growth system that supports the entire business, not just a marketing experiment.
Step 1: Map Your Funnel
Before you can fix a leaky funnel, you need to see how it is structured.
Map your full journey from first touch to closed deal. Include every step a lead takes, from website visit and form submission to nurture email, sales outreach, demo, and proposal.
Example of a B2B funnel
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Visitor lands on your website
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They download a guide or fill out a form
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They receive nurture emails
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Sales follows up
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The lead becomes an opportunity
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The opportunity becomes a customer
When mapped clearly, this journey reveals where leads disappear. For example, you might discover that most drop off after downloading a resource but before booking a meeting.
That insight tells you exactly where to focus your optimisation efforts.
Step 2: Identify Drop Off Points
Once your funnel is mapped, use analytics to find where leads are dropping out.
Look at
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Website analytics to see which pages have high exit rates
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Form analytics to identify the lowest completion rates
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Email metrics to find which nurture messages have low engagement
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CRM data to see where leads stall in lifecycle stages
If you use HubSpot, tools like funnel reports and contact attribution can show conversion rates between each stage.
Common drop off points
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Visitors not converting into leads
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MQLs not progressing to SQLs
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Opportunities that stall without updates
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Leads not being followed up within a day
Finding these friction points is the foundation of CRO.
Step 3: Review Lead Qualification and Scoring
Not every lead should go to sales immediately. Sending unqualified leads too early creates frustration and lowers conversion rates.
Review your lead scoring model to ensure it reflects engagement and intent.
Key steps
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Assign scores for actions that show real interest, such as visiting pricing pages or requesting a demo
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Deduct points for unqualified activity, such as job seekers or low fit companies
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Define clear thresholds for MQL and SQL handoff
HubSpot’s lead scoring and workflows make this process easy to automate.
When only qualified leads move to sales, you prevent drop offs caused by poor fit or misalignment.
Step 4: Improve the Middle of the Funnel
Most funnel leaks happen in the middle, between initial engagement and sales contact.
This stage is often neglected, but it is where lead nurturing, personalisation, and CRO have the most impact.
Tactics to fix mid funnel leaks
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Personalised nurture emails using HubSpot’s smart content
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Retargeting campaigns to re engage visitors who left without converting
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Educational content such as case studies and ROI examples
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Sales enablement assets that help reps deliver consistent follow ups
The goal is to guide prospects forward, not overwhelm them. Consistency between marketing and sales keeps momentum through the funnel.
Step 5: Optimise Conversion Points
CRO begins where visitors take action, such as landing pages, forms, and CTAs.
Best practices for improving conversion
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Simplify forms and ask for only what you need
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Use clear benefit driven CTAs like “Book My Demo” instead of “Submit”
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Keep page design clean with strong headlines and focused copy
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Add proof such as testimonials or customer logos for trust
HubSpot’s A/B testing tools make it easy to test variations and learn which design or message converts best.
Even small gains at each conversion point can add up to major improvements across your pipeline.
Step 6: Fix the Handoff Between Marketing and Sales
One of the biggest leaks happens when leads move from marketing to sales.
If handoff rules are unclear or inconsistent, qualified leads can easily get lost.
How to fix it
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Create Service Level Agreements between marketing and sales
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Define what qualifies as an SQL
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Automate notifications when leads reach a score or lifecycle stage
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Track response time to ensure follow up happens quickly
A smooth handoff ensures that every lead receives prompt, relevant outreach, which increases the chance of conversion.
Step 7: Measure Funnel Efficiency
After fixing leaks, you need to measure whether things are improving.
Key funnel performance metrics
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Visitor to lead conversion rate
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Lead to MQL rate
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MQL to SQL rate
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SQL to customer rate
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Overall funnel conversion
Tracking these metrics in a shared HubSpot dashboard keeps every team aligned on what matters.
Digitalscouts often helps clients design dashboards that combine marketing, sales, and operations data to make revenue performance visible to everyone.
Step 8: Use CRO Insights for Continuous Optimisation
CRO is not a one time project. It is an ongoing process of testing, learning, and refining.
How to maintain CRO momentum
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Review funnel analytics monthly
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Test new CTAs and landing page variations
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Refresh nurture workflows every quarter
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Collect sales feedback on lead quality
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Adjust lead scoring as your target profile evolves
Over time, you will see consistent improvement at each stage of the funnel.
Step 9: Strengthen Nurturing with Automation
Automation ensures consistent and timely nurturing.
Ways to automate nurturing in HubSpot
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Send follow up emails when leads view pricing or demo pages
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Notify sales when leads show engagement
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Segment leads by activity and send tailored messages
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Score leads automatically based on actions
Automation plugs leaks caused by slow follow up or human error. It also saves time and keeps engagement steady.
Step 10: Connect CRO to Revenue
The final step is linking your CRO improvements to revenue outcomes.
CRO should not just improve conversion rates. It should show up in your pipeline growth and closed deals.
Link CRO to RevOps metrics
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Better landing pages create more qualified leads
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Improved lead scoring increases close rates
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Faster response times shorten sales cycles
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Enhanced nurturing improves retention and upsells
When all of this data flows through HubSpot, you can clearly see how optimisation contributes to predictable revenue growth.
Common Mistakes to Avoid
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Focusing only on top of funnel conversions and ignoring later stages
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Using multiple systems that do not share data
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Testing without context or clear goals
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Building overly complex automation
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Ignoring customer feedback after the sale
Avoiding these mistakes helps you create a conversion system that scales with your business.
Bringing It All Together
Fixing a leaky funnel is not about chasing more traffic. It is about understanding where leads fall through the cracks and improving the experience from start to finish.
CRO within a RevOps framework ensures that marketing, sales, and operations are all optimising for the same goal: converting traffic into revenue.
HubSpot makes this process simpler with built in analytics, automation, and shared dashboards.
Digitalscouts helps B2B companies identify funnel leaks, optimise for conversion, and align every stage of their pipeline. We combine CRO strategy, HubSpot expertise, and RevOps alignment to turn more traffic into measurable growth.
If your website attracts visitors but your CRM does not show the same success, it is time to review your funnel. Digitalscouts can help you design a system that turns every lead into an opportunity and every opportunity into revenue.
Ashish is a B2B growth strategist who helps scaleups align marketing and sales through Account-Based Marketing (ABM), RevOps, and automation. At DigitalScouts, he builds scalable content engines, streamlines lead flows with HubSpot, and runs targeted GTM programs to drive predictable pipeline. He regularly shares insights on using AI and automation to power ABM and accelerate complex buyer journeys.

