Funnel Design Workbook

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Design An Automated

Lead Generating,
Client Creating Engine
to Fuel Your Business

Turn traffic into leads, and


leads into customers... and do
it all on autopilot.
DESIGN AN AUTOMATED LEAD GENERATING ENGINE TO FUEL YOUR BUSINESS

Design An Automated Lead Generating, Client


Creating Engine to Fuel Your Business
What if you could put $1 into one end of a magic machine, pull a lever, and
find $3 on the other side? Would you spend all day dropping dollar bills into
that contrap=on? I sure would!

That’s exactly what can happen when you automate your marke=ng funnels.
Get the right combina=on of compelling opt-in, no-brainer next steps, and
must-have offers, and all that’s leI is to add traffic.

Not sure where to begin? Here’s a step-by-step plan you can follow.

Step 1: Plan Your Offer


We’re going for quick and ac=onable here. The best opt-in offers address a
single problem your ideal client is having, like this one. :)

By the end of this workbook, you’ll have a system to eliminate the problem
of not having enough customers.

First, though, you need to know what your ideal client would say is her
biggest issue right now. Keep in mind that you don’t have to fix the whole
world in one PDF. (If only it were that easy!)

Instead, look beyond the big, overwhelming issue to the one thing you can
fix quickly, like this:

Say your ideal client is an overwhelmed mom. She feels stressed all the =me
and she thinks (because all moms do) that she’s a terrible person simply
because she doesn’t have the =me to devote to her kids that she believes
they need.

You can’t solve her feelings of overwhelm or motherly guilt with a


downloadable PDF, but you can…

‣ Teach her an easy, one-minute medita=on technique to help her relax


before she faces the day.

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DESIGN AN AUTOMATED LEAD GENERATING ENGINE TO FUEL YOUR BUSINESS

‣ Give her 101 love notes to tuck into her kids’ backpack for
encouragement as they face their busy day.

‣ Share a month’s worth of kid-friendly, easy-to-prepare dinner ideas so


she can get out of the kitchen and spend =me with her kids.

The one you choose will depend largely on what your paid products are, so
for now, just outline your ideal client’s biggest concerns. We’ll come back to
this list in a minute.

Brainstorm The Big Problems

Step 2: Know Your End Game


The topic and presenta=on of your funnel-filling opt-in depends largely on
your ul=mate goal, so before we go any further, let’s nail that down.

With your paid products and services in mind, what incen=ve will lead your
ideal client naturally and effortlessly to your most accessible product? And
yes, when I say “most accessible” I’m referring to price.

It’s unlikely that a cold prospect will move from a free download to a $500
product. Sure, it can happen, but why make this harder than it needs to be?

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DESIGN AN AUTOMATED LEAD GENERATING ENGINE TO FUEL YOUR BUSINESS

Be sure you have your next logical offer determined before you move on to
the next step.

Product Why it’s a good fit for my funnel

Step 3: Decide Your Format & Purpose


Now, let’s decide on the delivery and placement.

Is your offer a short checklist that fits well as a content upgrade for a blog
post?

Does your audience prefer short videos they can watch over coffee?

Will you need a dedicated landing page to drive ad traffic to?

Does your market love a great 5- or 7- or 30-day challenge delivered over


email?

As you think through this, consider what your compe=tors are doing (yes, it’s
ok to sign up for their free offers for a li`le reconnaissance), what your
market has responded to in the past (or not), and most importantly, what
they are telling you they need and want.

The format and where your traffic will come from will largely determine
whether you’re crea=ng an opt-in as a content upgrade, content reveal, or a
standalone landing page.

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DESIGN AN AUTOMATED LEAD GENERATING ENGINE TO FUEL YOUR BUSINESS

Plan Your Offer


Format
Call to Ac=on
Dedicated Landing Page?
Other notes

Step 4: Build Your Funnel Pages


Here’s where the pieces all come together.

Your Opt-in Page or Form


Benefit-driven =tle
Descrip=on/bullet point
benefits

Call to ac=on

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DESIGN AN AUTOMATED LEAD GENERATING ENGINE TO FUEL YOUR BUSINESS

Your Thank You Page


Next logical offer (from
step 2) - use a promo
code or countdown =mer
to add urgency
Descrip=on/bullet point
benefits

Call to ac=on

Step 5: And Then What?


Email, that’s what. Hopefully more than one, like this:

‣ Opt-In Welcome This email “delivers the goods” with either a download
link (preferred) or an a`ached file (not recommended).

‣ Follow-up Sequence This series of emails is also known as a “nurture


sequence” and can include such emails as:

• ConsumpEon emails to help your subscribers make the most of the


resource you provided.

• Learn more emails to offer addi=onal free or paid resources that are the
next logical thing they need to know to find success with your ini=al
offer.

• About you emails establish “know, like, and trust” with details about
you and your business.

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DESIGN AN AUTOMATED LEAD GENERATING ENGINE TO FUEL YOUR BUSINESS

• Related product offers, because if a subscriber is interested in your


goal-sehng worksheet, she’s probably interested in that produc=vity
guide from your friend as well.

Behavior-Based Emails Add More Power To Your Lead GeneraEng Engine

If your email marke=ng system has this func=onality, be sure you’re using it!
Highly targeted follow-ups can greatly increase your conversion rates.

‣ Clicked a link: Readers who click a link to a sales page or other offer are
showing interest. If your email provider allows, funneling these
subscribers into a more targeted follow-up sequence is a powerful way
to make addi=onal sales.

‣ Did not open: Keeping uninterested or unengaged subscribers on your


list is costly. Consider crea=ng a re-engagement campaign that’s
triggered when a subscriber fails to open your emails for a specified
period of =me.

‣ Abandoned Cart: When a reader visits a sales page but doesn’t buy, an
abandoned cart email sequence can "save the sale." Not all shopping
carts and email providers offer this func=onality, but you will find it in
Ac=ve Campaign, Ontraport, and InfusionsoI to name a few.


An abandoned cart sequence might include emails about:

• FAQs

• Objec=ons

• Case Studies

Step 6: Quality Check!


Before you go live, be sure to walk through your funnel from start to finish,
keeping an eye out for anything that not only doesn’t work, but that might
confuse your ideal client.

Opt-In Page:

Includes clear descrip=on of offer with benefits to the reader.

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DESIGN AN AUTOMATED LEAD GENERATING ENGINE TO FUEL YOUR BUSINESS

Has a strong call to ac=on.

Requires only the minimum amount of informa=on.

Does not have “exit signs” (links to other pages, social icons, etc.)

Is integrated with your autoresponder account.

Redirects to thank you page.

Includes appropriate legal links (privacy, disclaimer, terms).

Has Facebook page view pixel added (for retarge=ng and building custom
audiences).

Thank You Page:

Clearly states "what's next” with a strong call to ac=on

Includes social sharing links for opt-in page

Includes "tripwire" or OTO (one-=me offer)

Has Facebook conversion pixel added (for ad tracking)

Emails:

Spelling & grammar is correct

Has compelling subject line

Includes call to ac=on

All links work

Personaliza=on (if using) is correct

Uses strategic “PS” for addi=onal calls to ac=on

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DESIGN AN AUTOMATED LEAD GENERATING ENGINE TO FUEL YOUR BUSINESS

Recommended Resources
✓ Landing Page Builder (Lead Pages, Click Funnels, or WordPress with a
page-builder theme such as Divi or Thrive Themes) Landing pages differ
from standard web pages in that they typically do not include any menu
op=ons or other "leaks." A landing page has a single goal: to get the
conversion.

➡ CLICK HERE for my Landing Page Comparison Chart

✓ Email Autoresponder (AWeber, Ac=ve Campaign, Mail Chimp, Convert


Kit, Ontraport, InfusionsoI)

➡ CLICK HERE for my Email MarkeEng Systems Comparison Chart

✓ Short Copy Success Secrets by Karon Thackston is the very best


resource I know for crea=ng compelling calls to ac=on when space is
limited.

✓ Facebook Ads Paid adver=sing allows you to reach a much larger


audience than simple social media sharing, blogging, and email marke=ng
allows. Consider running ads to your:

• Opt-in pages

• Blog posts (to build a custom audience)

• Sales page (retarge=ng those who have previously viewed the sales page
but did not purchase)

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DESIGN AN AUTOMATED LEAD GENERATING ENGINE TO FUEL YOUR BUSINESS

What’s Next?
Those first few emails are cri=cal to building a long-term rela=onship with
your subscribers, but you can’t stop there. It’s important that you con=nue
to stay in contact, and that’s where solid email marke=ng strategies will help
you serve your audience and earn a profit, too.

Inside 6-Figure Systems: Email Marke<ng Momentum, I’ll show you exactly
how super successful marketers make money with their email lists without
resor=ng to scammy sales tac=cs or working long hours ever day.

You’ll learn…

๏ How to create an email schedule you can easily manage in just a few
minutes each day.

๏ Why your subscribers actually want to hear more from you (not less) and
how to ensure you’re providing value in every email you send.

๏ How the power of compound efforts can have a drama=c effect on your
bo`om line (even if you’ve never had success with email marke=ng
before).

I make it easy with done-for-you checklists, templates, and Trello boards +


video training to clarify every step of the process. In no =me at all, you’ll
have a fun, profitable email marke=ng plan for your business.

CLICK HERE TO GET STARTED


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DESIGN AN AUTOMATED LEAD GENERATING ENGINE TO FUEL YOUR BUSINESS

About Cindy
In 2011 when I quit my job to work at home full =me, many of my
coworkers said, “You’re so lucky!”

Honestly, it kind of pissed me off. Luck had nothing to do with it. I


worked hard to get to a point where I could kiss my corporate job
goodbye and support myself solely on what I earned from my =ny
home office. They had no idea how many months I’d worked two
jobs–my corporate office gig during the day, and long hours
building my side hustle in the evenings.

I didn’t go out on the weekends. I worked.

I didn’t take vaca=ons. I stayed home and worked.

And we didn’t buy new cars or new clothes or a new kitchen. We saved money so we
could have a stress-free start to our new home biz.

Those are the things that translated into the luck my coworkers saw.

Of course, I knew what they really meant. They were imagining never again having to
scrape the ice off the car on a frigid February morning just so they could make their way
to work. No longer dreading the blaring alarm clock on a Monday morning. Not having to
face another demanding customer, or work yet another weekend, or navigate the
dangerous waters of office poli=cs.

I was going to be my own boss, and to them, that was the ul=mate in lucky breaks.

And I have to tell you, that Friday, when I turned off my alarm clock for the last =me, I felt
pre`y damn lucky. When I hugged my boss goodbye and walked out of that building one
final =me, I knew I was the luckiest person alive.

I know a lot of business owners don’t feel so lucky, though.

They struggle to find clients and bring in enough money to pay the bills. They put up with
less-than-ideal customers just to have some cash flow. And some days, a day job looks
like it might become a necessity.

There’s a be`er way. When you fill your funnels with prospects and put your marke=ng
efforts on autopilot, you’ll suddenly find yourself with that free =me you dreamed
about… and the income to enjoy it.

So welcome. Let’s make a li`le luck in your business, too.

Cindy

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