I got an email last week from Josh, a CEO who's sinking money into lead generation but can't figure out why his sales team isn't closing. Sound familiar? Read his story below – I bet his problem is costing you real money, too.
The Email That Started It All
Marco,
I've been following your blog for a while, and I'm at my wit's end. Our marketing efforts are generating tons of leads, but our sales team isn't converting them into customers at the rate we need. Everyone's pointing fingers—marketing says the sales team isn't following up properly, and sales say the leads are garbage. Meanwhile, I'm watching our CAC skyrocket while our close rates tank.
We've tried different CRMs, sales training, and even revamped our pitch decks. Nothing's working. I keep hearing about "sales funnels," but honestly, I'm not sure if that's just another buzzword or something that could fix our problem.
Do we need a sales funnel consultant? What would they do that my team can't? And how do I find one who won't just take my money and leave me with a fancy PowerPoint?
Help! Josh
The Silent Killer of B2B Growth
I was sitting in my car outside a client's office in Midtown, staring at dismal conversion numbers on my laptop. The company burned through $50K monthly on PPC campaigns but closed less than 2% of leads. The founder's words echoed in my head: "Marco, we're dying here. Fix it, or I'm shutting the whole marketing department down."
My stomach tightened. I'd seen this exact problem kill otherwise promising businesses. The truth was, it wasn't a marketing problem or a sales problem – it was a funnel problem.
Most B2B companies don't fail because their product sucks or their people are incompetent. They fail because the handoff between marketing and sales looks like a game of hot potato with a live grenade.
I rebuilt their entire funnel that day, creating a seamless journey from awareness to decision. Three months later, they closed 12% of leads with the same ad spend. The founder called me at 10 PM on a Friday, slightly buzzed from celebration champagne: "You saved my company."
I've since helped dozens of companies fix this exact issue. Here's how you can do it, too.
Why Your Sales Funnel Is Broken (And What a Consultant Does)
Let's be real: most B2B sales funnels aren't funnels at all – they're colanders, leaking precious leads at every stage.
A proper sales funnel isn't just some marketing buzzword. It's the journey your prospect takes from "Who the hell are you?" to "Where do I sign?" – and everything in between.
A sales funnel consultant doesn't just diagram this journey; they architect it, optimize it, and make it a money-printing machine.
Here's what they do:
Find Your Funnel's Leaks
The first thing a good sales funnel consultant does is diagnose where your leads are falling out. Are they bouncing from landing pages? Ghosting after discovery calls? Disappearing during negotiations?
Most companies are shocked to discover they're losing 70-80% of potential revenue to fixable funnel issues.
One manufacturing client thought they needed better leads when, in reality, their sales team was taking 72 hours to follow up on demo requests. When they called, the prospect had already signed with a competitor. A simple automation fix increased their close rate by 35%.
Build Bridges Between Marketing and Sales
That finger-pointing Josh mentioned? It's costing him millions.

The best sales funnel consultants create alignment between these traditionally warring departments by:
- Establishing clear lead qualification criteria, both teams agree on
- Creating closed-loop reporting so marketing knows which leads convert
- Implementing lead scoring that prioritizes high-value prospects
- Designing handoff processes that don't drop the ball
When I implemented these systems for a SaaS company last year, they saw their sales cycle shrink from 87 days to 51 days.
Automate Without Losing the Human Touch
Nobody wants to feel like they're being processed through a machine, but your sales team doesn't have time to nurture every lead personally.
A good consultant builds automation that feels personal:
- Email sequences triggered by specific behaviors
- Personalized content delivery based on engagement
- Automated follow-ups that sound like they were written just for them
- Lead nurturing pathways for prospects not ready to buy
One client implemented this approach and saw a 27% increase in reactivated leads that had previously gone cold.
Create Conversion-Focused Content at Each Stage
Most B2B content is either high-level thought leadership that never drives action or product-focused material that comes too early in the journey.

Sales funnel consultants create content mapped to each stage:
- Awareness: Content that names the problem your prospect is experiencing
- Consideration: Materials comparing different approaches to solving the problem
- Decision: Case studies and ROI calculators that make choosing you a no-brainer
We created a bottom-of-funnel calculator for a financial services client that increased conversion rates by 62% by helping prospects self-justify the purchase.
Measure What Matters (Not Just What's Easy)
The consultant's most valuable contribution might be establishing the metrics that predict revenue:
- Time from the first touch to a closed deal
- Conversion rates between each funnel stage
- Cost to acquire a customer by channel
- Percentage of deals lost to specific objections
Once you have this data, optimization becomes scientific rather than gut-based.
How to Know If You Need a Sales Funnel Consultant

Not every company needs outside help. But if you're experiencing any of these symptoms, it's probably time:
- Your cost per acquisition is rising while close rates drop.
- You generate leads that never convert.
- Your sales cycle is getting longer.
- Marketing and sales are in constant conflict.
- You've tried multiple tactics without sustained improvement.
Finding the Right Consultant (Who Won't Just Take Your Money)
Here's where I'd normally give you a pitch for my services. But that's not helpful to you right now. Instead, here's what to look for in any consultant you hire:
- Ask for case studies specific to your industry. Generic success stories aren't enough.
- Look for someone who asks tough questions. If they promise results without digging into your data, they may be selling snake oil.
- Make sure they have both marketing AND sales experience. Many consultants come from just one side.
- Check if they have a systematic methodology. The process should be repeatable and measurable.
- Verify that they'll transfer knowledge to your team. The best consultants make themselves unnecessary over time.
The Path Forward
Here's what Josh (and you) should do next:
- Audit your existing funnel. Map out every step from the first touch to a closed deal.
- Identify the most concerning metric. Focus there first.
- Create a service-level agreement between marketing and sales. Define what makes a qualified lead and how quickly it should be followed up.
- Implement basic tracking across the entire funnel. You can't improve what you don't measure.
- If you're still stuck after 60 days, consider bringing in an expert. Sometimes, an outside perspective is what you need.
Remember, the best sales funnel isn't necessarily the most complex – it's the one that closes deals efficiently and predictably.
As that founder told me over champagne: "I don't care how pretty the funnel looks. I care that it's full of money."
About the Author
Marco Giunta is a B2B sales strategy expert and operating partner with private equity firms, managing various portfolio companies. With over 30 years of experience in sales strategy, he specializes in fixing broken sales funnels and creating seamless customer journeys that convert. Marco's approach combines data-driven analysis with practical, battle-tested tactics that work in the real world. Having solved countless sales funnel issues for companies of all sizes, he's particularly passionate about helping businesses bridge the gap between marketing and sales to create sustainable revenue growth.
If you're facing challenges similar to Josh's with your sales funnel, Marco would love to help. You can reach out anytime through his website at https://marcogiunta.com.