Farm Business & Financial Management
Farm Sales Funnel Worksheet
A worksheet for mapping how customers move from first hearing about the farm to buying and returning. Helps owners find where people drop off. Review it each year and update it as the farm changes.
Download free PDF1 page, US Letter, prints clean in black and white
WorksheetFarm Business & Financial ManagementFree PDF
What you fill in
- Product and target customer
- Ways people first hear of you
- Steps before the first purchase
- Barriers that stop buyers
- First purchase offer
- Follow up message
- Reasons to buy again
- Ways to track results
- Changes to test next
How to use this worksheet
Take the sheet along to the field, shop or office. The blank lines are there so you can write down what you actually see and use.
Where to check the details
This sheet is a general template, so confirm specifics with your own manuals, labels and local rules. For current official guidance, start with SBA and eXtension.
For more in this area, see the farm loans, grants and taxes. Between chores, farm.FM has farm humor, including Farm Accidents Aren’t Fun, and agribusiness farm stories.