Boards
  • Benefits
  • Features
    • Form Submissions to Tasks
    • Workflows to Tasks
    • AI Conversations to Tasks
    • Orders to Tasks
    • Sign Documents to Tasks
  • Solutions
  • Templates
    • Story
    • Help Guide
    • Live Launch Event
    • FAQ
  • Pricing
  • Get Started Now — It’s Free!
Board Templates
Marketing & Creative Production
Trending Templates
Animation Production Schedule TemplateContent Plan TemplateMarketing Campaign TemplateStoryboard TemplateSocial Media Strategy TemplateNovel Outline Template
Trending Categories
Freelancers & Solo ProfessionalsAdministrative & Office Management TeamsCustomer Support & Success TeamsFinance & Accounting TeamsOperations & Logistics TeamsHR & Recruiting Teams

Marketing Funnel Template

Trending Templates
Animation Production Schedule TemplateContent Plan TemplateMarketing Campaign TemplateStoryboard TemplateSocial Media Strategy TemplateNovel Outline Template
Trending Categories
Freelancers & Solo ProfessionalsAdministrative & Office Management TeamsCustomer Support & Success TeamsFinance & Accounting TeamsOperations & Logistics TeamsHR & Recruiting Teams
Board Templates
Marketing & Creative Production

Marketing Funnel Template

Optimize your lead generation process with Jotform's Marketing Funnel Template. Use this customizable board to track tasks, prioritize efforts, and collaborate with your team effectively.

Categories
  • Go to Category: Marketing & Creative Production
  • Go to Category: Campaign Planning & Execution
  • Go to Category: Media, Marketing & Advertising
  • Go to Category: Technology & Startups
  • Go to Category: Marketing & Creative Teams
Marketing Funnel Template
About this template

The Marketing Funnel Template is an essential board template designed for marketing teams and professionals to streamline their lead generation processes. Ideal for marketers looking to optimize their campaigns, this template allows users to manage tasks such as collecting company names, creating email templates, and developing landing pages. By organizing tasks within a Kanban board, teams can easily track their progress and ensure that all aspects of the marketing funnel are addressed efficiently.


Utilizing Jotform Boards, users can transform their workflow with features like a drag-and-drop interface, customizable boards, and seamless collaboration capabilities. By connecting forms to the board, submissions can be converted into actionable tasks, enhancing workflow automation. The template also supports task prioritization, due dates, and internal communication through comments, making it a powerful digital collaboration tool for any marketing effort.

Categories
  • Go to Category: Marketing & Creative Production
  • Go to Category: Campaign Planning & Execution
  • Go to Category: Media, Marketing & Advertising
  • Go to Category: Technology & Startups
  • Go to Category: Marketing & Creative Teams
Details
1 Clone
Created by
Jotform

Connected Forms

This board collects and interacts with data from the forms shown here. You can customize, remove, or add connected forms from the Boards interface.

Preview:

Lead Generating Form

View Template

Marketing Funnel Template FAQs

1) What is this Marketing Funnel Template used for?

This Marketing Funnel Template helps marketing teams manage and optimize their lead generation processes effectively. It organizes tasks related to collecting leads, creating marketing materials, and analyzing campaign performance.

2) What should be included in a Marketing Funnel Template?

The template should include tasks such as collecting company names, creating email templates, designing landing pages, and conducting market research. Each task can have associated details like priority, due date, and descriptions.

3) When to use a Marketing Funnel Template?

Use this template when planning and executing marketing campaigns, especially during lead generation phases. It is particularly beneficial for managing multiple tasks and ensuring a structured approach to funnel management.

4) Who can use a Marketing Funnel Template?

Marketing teams, freelancers, and professionals engaged in lead generation can utilize this template. It is suitable for anyone looking to enhance their marketing strategies and collaboration efforts.

5) What are the benefits of using a Marketing Funnel Template?

This template streamlines task management, enhances collaboration, and provides a clear overview of marketing activities. It helps teams stay organized and focused on their lead generation goals.

6) Can I assign tasks to specific team members?

Yes, you can assign tasks to specific team members to ensure accountability and clear ownership of responsibilities within the marketing funnel.

7) How do I track the progress of tasks on this board?

You can monitor the status of each task using the Kanban board, moving tasks between categories such as "Backlog," "In Progress," and "Done" to visualize progress effectively.

8) Can I connect my forms to this board to create tasks automatically?

Absolutely! You can connect your Jotform forms to the board, allowing new submissions to automatically create corresponding tasks, streamlining your lead management process.

Related templates
Animation Production Schedule Template Thumbnail
Preview: Animation Production Schedule Template

Animation Production Schedule Template

Manage your animation projects efficiently with Jotform's Animation Production Schedule Template. Organize tasks, collaborate with your team, and streamline your workflow using this customizable board template.

Go to Category:Marketing & Creative Production
Preview
Content Plan Template Thumbnail
Preview: Content Plan Template

Content Plan Template

Manage your content creation process with Jotform's Content Plan Template. This customizable board helps teams track tasks, set priorities, and collaborate effectively using a drag-and-drop interface.

Go to Category:Marketing & Creative Production
Preview
Marketing Campaign Template Thumbnail
Preview: Marketing Campaign Template

Marketing Campaign Template

Organize your marketing campaigns effectively with Jotform's Marketing Campaign Template. Use this customizable board to define goals, track tasks, and collaborate with your team using a drag-and-drop interface.

Go to Category:Marketing & Creative Production
Preview
Storyboard Template Thumbnail
Preview: Storyboard Template

Storyboard Template

Organize your film or animation project with Jotform's Storyboard Template. This customizable board helps you define scenes, plan shooting schedules, and collaborate effectively using a drag-and-drop interface.

Go to Category:Marketing & Creative Production
Preview
Social Media Strategy Template Thumbnail
Preview: Social Media Strategy Template

Social Media Strategy Template

Streamline your social media campaigns with Jotform's Social Media Strategy Board Template. Use this customizable board to manage tasks, collaborate with your team, and automate workflows with a drag-and-drop interface.

Go to Category:Marketing & Creative Production
Preview
Novel Outline Template Thumbnail
Preview: Novel Outline Template

Novel Outline Template

Organize your writing process with Jotform's Novel Outline Template. Use this customizable board to track tasks, manage deadlines, and collaborate with your team using a drag-and-drop interface.

Go to Category:Marketing & Creative Production
Preview

Jotform

  • Create a Form
  • My Workspace
  • Pricing
  • Jotform Enterprise
      • Application Forms
      • Registration Forms
      • Contact Forms
      • Feedback Forms
      • Order Forms
      • Evaluation Forms
      • Reservation Forms
      • Booking Forms
      • Request Forms
      • Government
      • Healthcare
      • Summer Camps
      • Restaurants and Groceries
      • Churches
      • Animal Shelters
      • Photography
      • Education Professionals
      • Small Businesses
      • Nonprofit Organizations
      • Creative Agencies
      • User Stories
      • How to Create a Survey
      • Data Collection Methods
      • Form Design
      • Accepting payments online
      • Creating an app without coding
      • What Is a QR Code?
      • How to Make a Website
      • How to Sell Online
      • Performance Appraisal Guide
      • Working From Home
      • All Business Guides
    • Jotform Form Builder
    • Shopify AI Agents NEW
    • Jotform Appointments
    • Jotform Apps
    • Jotform AI Agents
    • Jotform Boards
    • Jotform Store Builder
    • Jotform Tables
    • Jotform Inbox
    • Jotform Mobile Forms
    • Jotform Workflows
    • Jotform Report Builder
    • Jotform Smart PDF Forms
    • Jotform PDF Editor
    • Jotform Sign
    • Jotform Teams
    • Conditional Logic
    • Conversational Forms
    • Assign Forms
    • Translate Forms
    • White Labeling
    • Enable-Disable Form
    • Multiple Users
  • Tools
  • AI Tools
    • Google Forms Alternative
    • Microsoft Forms Alternative
    • Typeform Alternative
    • Formstack Alternative
    • SurveyMonkey Alternatives
    • Wufoo Alternatives
    • 123FormBuilder Alternative
    • WPForms Alternatives
    • Paperform Alternatives
    • Adobe Sign Alternatives
    • PandaDoc Alternatives
    • Docusign Alternatives
    • Jotform Alternatives

Marketplace

    • Form Templates
    • Agent Templates
    • Board Templates
    • App Templates
    • Workflow Templates
    • Table Templates
    • PDF Templates
    • Sign Templates
  • Form Themes
  • Form Widgets
    • Payment Integrations
    • All Integrations
    • Jotform for Canva

Support

  • Contact Us
  • User Guide
    • FAQ
    • Forum
    • API and Developers
    • Jotform Status
    • Jotform Books
  • Jotform Academy
  • Webinars
  • Professional Services
  • Report Abuse
  • Report Copyright Issue
  • Recover Jotform Account

Company

  • About Us
  • Media Kit
  • In the News
  • Newsletters
    • Agency Program NEW
    • Reseller Program
    • Affiliate Program
    • Jotform Partners
  • Blog

Apps

Get it on Google PlayDownload on the App StoreSalesforce available on AppExchange
4 Embarcadero Center, Suite 780, San Francisco CA 94111

© 2025 Jotform Inc. The name "Jotform" and the Jotform logo are registered trademarks of Jotform Inc.

  • Terms & Conditions
  • Privacy Policy
  • Security
  • Accessibility Statement