There’s No One-Size-Fits-All Funnel

Funnels aren’t formulas—they’re flexible systems that guide people from attention to action in a way that fits your offer, audience, and goals. Whether it’s a quick win, a value-packed training, or a call to dive deeper, a funnel can (and should) look different depending on what you’re selling and who you’re speaking to.

Here are a few common variations:

• Lead Magnet Funnel → nurture emails → low-ticket offer
• SLO Funnel → order bump + upsell → email follow-up → higher-ticket pitch
• Webinar Funnel → VSL or live training → pitch a program → book a call
• Direct to Call Funnel → case study/VSL → application → sales call
• Challenge Funnel → daily content → pitch on final day
• Quiz Funnel → segmented results → personalized offer path

Each one works if the message, steps, and offer are right for your audience.

Use the following General Funnel Mapping Template to build your own, no matter what style you choose:

<aside> <img src="/icons/subtask_gray.svg" alt="/icons/subtask_gray.svg" width="40px" /> PICK THE RIGHT OFFER

MAP YOUR FUNNEL

This worksheet will help you get clear on your funnel’s purpose, structure, and how it leads your audience from awareness to action.

1. Your Offer

• What are you ultimately selling?

  • (Course, service, program, call, product, etc.)

  <aside> ➡️ [your answer here]

  </aside>

• What problem does it solve directly?

  • (Be specific—avoid buzzwords or vague results.)

  <aside> ➡️ [your answer here]

  </aside>

• Why do people need this now?

  • (What trigger moment or pain point makes them ready?)

  <aside> ➡️ [your answer here]

  </aside>

• What’s the format + price?

  • (One-time, recurring, group, digital download?)

  <aside> ➡️ [your answer here]

  </aside>

• What’s the next step after this offer?

  • (Is there an upsell, continuation, or next tier?)

<aside> ➡️ [your answer here]

</aside>

Your Funnel Type

• What kind of funnel are you building?
  • (Lead magnet, webinar, SLO, direct to call, quiz, challenge, etc.)

<aside> ➡️ [your answer here]

</aside>

• Why is this structure the right fit for this offer?

<aside> ➡️ [your answer here]

</aside>

3. Your Entry Point

• How will someone first enter this funnel?
  • (Opt-in page, paid ad, blog, YouTube, social post?)

<aside> ➡️ [your answer here]

</aside>

• What value or hook will capture their attention?

<aside> ➡️ [your answer here]

</aside>

• What freebie, VSL, quiz, or content are you using at the front?

<aside> ➡️ [your answer here]

</aside>

Your Funnel Steps

• Step 1: What do they see/do first?
  • (Ex: opt in for a freebie, sign up for a webinar, watch a VSL)

<aside> ➡️ [your answer here]

</aside>

• Step 2: What happens after that?
  • (Ex: thank you page with SLO, email sequence begins, immediate upsell)

<aside> ➡️ [your answer here]

</aside>

• Step 3: What offer do you present?
  • (Be specific: price, promise, call to action)

<aside> ➡️ [your answer here]

</aside>

• Step 4: What’s your CTA?
  • (Buy now, book a call, apply, enroll?)

<aside> ➡️ [your answer here]

</aside>

5. Follow-Up + Support

• What happens if they say yes?
  • (What confirmation, onboarding, or welcome emails do they get?)

<aside> ➡️ [your answer here]

</aside>

• What happens if they say no or don’t act?
  • (Nurture sequence, reminder emails, retargeting ads?)

<aside> ➡️ [your answer here]

</aside>

• What automations or tools will handle these steps?

<aside> ➡️ [your answer here]

</aside>

</aside>

<aside> <img src="/icons/subtask_gray.svg" alt="/icons/subtask_gray.svg" width="40px" /> Checklist

Clarify Your Offer

• [ ] Define the product/service you’re selling
• [ ] Identify the main pain point it solves
• [ ] Decide on pricing and format (SLO, webinar, course, service, etc.)
• [ ] Outline what makes this the next best step for your audience

Choose the Funnel Type

• [ ] Select your funnel structure (Lead Magnet, SLO, Webinar, VSL, etc.)
• [ ] Match funnel type to audience awareness level
• [ ] Decide how leads will enter this funnel (ad, organic, email, etc.)

Map Your Funnel Steps

• [ ] Entry Point (opt-in, quiz, sign-up, etc.)
• [ ] Immediate Upsell or Free Value
• [ ] Main Offer Page (sales page or application)
• [ ] Follow-up pathway (email, retargeting, reminders)
• [ ] Thank you / confirmation / next steps

Create the Funnel Assets

• [ ] Lead magnet, SLO product, or webinar content
• [ ] Slides (if webinar or VSL)
• [ ] Order bump or upsell (if applicable)
• [ ] Bonus or incentive (if applicable)
• [ ] Prep documents (if booking calls) </aside>