Creating a sales funnel is essential for any online business, especially for coaches and consultants. In this guide, we will walk through the process of building your first funnel using Funnel Cockpit, a powerful tool designed for this purpose. Whether you're new to online marketing or looking to refine your skills, this step-by-step tutorial will help you set up a consulting funnel quickly and efficiently.
Getting
Started with Funnel Cockpit
First things first, you need to log
in to your Funnel Cockpit account. Once logged in, you will be greeted by the
dashboard, which provides an overview of all the funnels you have created. If
you are just starting, this area will be empty. To create a new funnel, click
on the "Create Funnel" button at the top of the page.
Choosing
Your Funnel Type
Before diving into the funnel
creation process, it's important to define your goals. In this tutorial, we
will focus on creating a consulting funnel, which is crucial for generating
high-quality leads. This type of funnel will allow potential clients to book a
consultation with you. Funnel Cockpit offers an assistant feature that helps
streamline the process by suggesting templates based on your goals.
Using
the Funnel Assistant
To begin, click on "Start
Assistant." You will be prompted to specify your funnel's purpose. For our
case, we want to generate high-quality leads for a coaching program. The assistant
will then recommend a consulting funnel template, explaining its importance and
the number of pages it includes.
Setting
Up Your Funnel Pages
Our funnel will consist of two main
pages: a lead page and a thank-you page. The lead page is where you will
collect contact information from interested clients, while the thank-you page
will confirm their booking and provide further instructions.
Selecting
Templates
Funnel Cockpit provides a variety of
pre-designed templates to choose from. For the lead page, select a template
that allows for a video introduction and appointment booking. I recommend a
template titled "Consulting Landing" for its optimized design. For
the thank-you page, you can choose a simple "Lead Thank You" template
that acknowledges their submission and outlines the next steps.
Creating
Your Funnel Structure
Once you have selected your
templates, you can create your funnel. Name it "Consulting Funnel
Appointment" for easy identification. You can also categorize your funnels
for better organization, but this is optional, especially for beginners.
Customizing
Your Funnel Design
Funnel Cockpit allows you to
customize the color palette of your templates. Choose colors that align with
your branding to create a cohesive look. You can select from pre-defined
palettes or create your own, making it easier for those who may not be
design-savvy.
Editing
the Lead Page
Now it’s time to edit the lead page.
Click on the lead page to open the editor. Here, you can modify text, images,
and other elements. Start by changing the headline to something relevant, such
as "Achieve Your Dream Weight with Personal Coaching." Adjust the
subheading to encourage visitors to book a free consultation.
Adding
Your Personal Touch
Incorporate your story and
credentials to build trust. Add a brief description of your coaching services
and include testimonials if available. This will enhance credibility and
encourage potential clients to reach out.
Setting
Up the Appointment Booking
To facilitate appointment booking,
integrate a calendar feature into your lead page. This allows clients to select
a convenient time for their consultation. Ensure the calendar settings reflect
your available hours and any limitations on booking timeframes.
Creating
the Thank-You Page
Next, edit the thank-you page. Here,
you want to confirm the appointment and thank the client for their interest.
Include a reminder for them to check their email for further details and
instructions. Personalize this page to reinforce the connection.
Integrating
Forms for Lead Capture
To collect leads effectively, you
need to create a form. Navigate to the forms section in Funnel Cockpit and
create a new form titled "Consultation Appointment." Choose a
suitable template and customize it to include fields for name, email, phone
number, and appointment selection.
Email
Notifications
Set up email notifications to ensure
you receive a message whenever someone books a consultation. This way, you can
follow up promptly and provide excellent customer service.
Finalizing
Your Funnel
After setting up your pages and
forms, it’s crucial to test the entire funnel. Use the preview feature to
ensure that all elements function correctly. Click through the funnel as if you
were a client, from the lead page to the thank-you page.
Publishing
Your Funnel
Once you are satisfied with your
funnel, publish it. Funnel Cockpit will provide you with a link that you can
share with potential clients. Promote your funnel through social media, email
campaigns, or your website to attract leads.
Conclusion
Building your first funnel in Funnel
Cockpit is a straightforward process that can significantly enhance your
ability to generate leads for your consulting business. By following this
step-by-step guide, you can create a professional-looking funnel that
effectively captures leads and streamlines your booking process. Remember, the
key to success is not just in building the funnel but also in promoting it
effectively to reach your target audience.
For those interested in trying out
Funnel Cockpit, a free trial is available, allowing you to explore its features
and capabilities before committing. Start building your funnel today, and take
the first step towards scaling your coaching business!
