How to use it
Copy the template into a doc or whiteboard. Fill in one block per funnel step, from traffic source to final conversion. If a step has no clear goal or metric, it probably doesn't need to exist.
FUNNEL NAME: END GOAL (sale / booking / signup): AUDIENCE: STEP 1 - TRAFFIC Source: What they see: Goal: click Metric: click-through rate If they don't act: STEP 2 - LANDING PAGE Promise (headline): Goal: Metric: If they don't act: STEP 3 - FOLLOW-UP Channel (email/SMS/retargeting): Number of messages: Goal: Metric: STEP 4 - OFFER Offer + price: Goal: Metric: If they don't act: TOOLS NEEDED: BASELINE NUMBERS (week 1):
Learn the thinking behind it
More free templates
- 7-Email Welcome Sequence Template - A fill-in-the-blanks outline for the first seven emails new subscribers receive.
- Funnel Pre-Launch Checklist - Everything to test before sending traffic to a new funnel.
- Landing Page Review Checklist - A 20-point review of clarity, relevance, trust and friction for any landing page.
- Lead Magnet Planning Worksheet - Answer eight questions to design a lead magnet that attracts the right people and leads naturally to your offer.