Whether you’re building a sales funnel for yourself or others, a solid workflow is crucial to a successful project.

In this episode, I dive into my proven sales funnel workflow that includes…

• Pre-Design Phase
• Design Phase
• Testing & Launch Phase

Make sure everyone involved in the project is on the same page by completing each step in all workflow phases.

This plan will help you create the vehicle to market the product, not the product itself. So if you’re the product creator, make sure you either have the product created before tackling your sales funnel, or add more time to your project timeline to get everything done.

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Video Transcript

Hey guys, Julie here today and I want to talk about funnel workflow, so maybe you have decided that you’re going to build a funnel, or maybe you just got hired to build a funnel and you’re just like, oh my gosh, all the things. How do I make a great workflow? So this is my workflow that I’ve done with hundreds of clients and now you can do it too.

So, the first one is called the predesigned phase. This is really, really important. Do not skip this step because this will make everything go more smoothly.

So the first thing you want to do is you want to have a strategy call.

If you are the client, you want to have a strategy call with your team.

If you are the marketing agency, you want to have a call with your client.

You want to map everything out, make sure that the flow is all what you want. You’re all in agreement on the campaign objectives and what’s going to be sold in the funnel. So that’s the first thing.

The second thing that you want to do is you want to collect all the brand assets. You want to have an agreed upon. What fonts are we going to use, what colors are we going to use, what logos do we need for what products, you know, basically get all the brand assets together because you’re going to need them for the pages, the order forms, the ads, everything.

The third thing that you’re going to talk about, is copy and scripts.

This is a huge part. There’s a lot of copy in a funnel. So you want to get a good idea of all the copy you’re going to need from ad copy, landing page, copy, sales page copy, or even the order confirmation copy.

And then don’t forget, there’s also emails that fire emails that nurture people, fulfillment, emails that fire when people make purchases, instructions on what to do.

So this is like emails, pages, instructions, and then ads. Okay?

You’re also going to need to talk about scripts, video scripts, so videos for things like on your OTO pages or your landing pages if you have videos, and then also webinar scripts and video ads.

So you want to get together and make sure everybody understands all the copy in the scripting that has to happen, and then you want to complete that.

So once you’ve done your strategy, you’ve collected your brand assets and you’ve written all the copy and the scripts. Now you can go to the design phase.

So I do design phase like this. The first thing I do is wireframing. Now, this is an old web design term that I just used for funnels because funnels are web pages basically.

And what I do is I actually build out the funnel in ClickFunnels. So I pick all the different types of pages I’m going to need and I take all the copy and I just place it into the page.

Now I actually create wireframe templates. So if you’re an agency, you should absolutely create templates that you can just put the copy in. And so then you have a general idea of where graphics are going to need to go and all that kind of stuff.

So you do wireframing first and then you do what I call set design.

And set design is when the head designer, whoever is the head designer is going to go in and create the first four to five sections of the most complicated page in the funnel.

And they’re going to set the design, they’re going to set backgrounds, they’re going to create the graphical look.

And then once they’ve set the design, the rest of you, the team, whoever it is, are going to carry out the design. So now that the design and the idea is really implanted, the client has agreed you carry out the design along every other page and it’s much, much easier now because you’ve kind of set the whole vibe and feel.

Once that’s done, it’s time to do integrations. Alright, so you’ve wireframed, you’ve set the design, you’ve carried out the full design. Now you’re going to do integrations.

This includes things like getting the right domain hooked up, getting the right payment processor set up okay. It includes things like attaching an email service provider or if you’re using Actionetics, getting all of the smart lists set up in Actionetics.

That’s ClickFunnels. By the way, if you’re using ClickFunnels, which you should use all of the like nitty-gritty building type things.

You also want to check the SEO and the metadata of all the pages. Make sure they’re not set to the defaults, set them so that they look good.

And you also want to set up the products and make sure that the products are hooked up however you’re going to deliver that.

Maybe you’re delivering them on Teachable or Kajabi or you know, set up the products and get all of that nitty gritty stuff done.

The final thing that you want to do is the email sequencing. So place all your emails in whatever you’re using, make the automation and make sure it works with the funnel.

The last phase is testing and launch. Okay, so you’re going to want to test the funnel and make sure that everything’s working.

Make sure that the pages all go, you know the steps, work, the emails fire, all that kind of stuff, so test the funnel and get that ready.

Then the next thing that you want to do is put together your traffic campaign. So where are you going to get traffic for your funnel?

And so usually for most people, this is where they start talking about Facebook Ads, so now they’re planning what ads are going to go where and what and how. So a lot of people do Facebook Ads, but you could do other things.

You could launch it to your email list. You could do Instagram, Pinterest, so here you’re putting together your traffic objectives.

Now what happens in this stage is sometimes you come up with this brainiac idea that you want to send Facebook traffic to one funnel and then you want it to expire and then you want to send them to a different price point.

You want to do crazy things like that. Once you get all of this done, you may want to duplicate your funnel for different objectives,

like, ooh, we’ll make a version of it for Pinterest or Instagram, so once you have that, make any last modifications or duplications to your funnels for tracking.

All right, that’s basically what you want to do there and you don’t want to do that till the very end til you know exactly how the campaigns are going to work and when you have this all set because you don’t want to duplicate anything and then realize you have to make a change because now you have to make a change twice or three times.

All right, so that’s the funnel workflow. That’s how it works.

People ask me all the time, how long does this take? You know you can do this if you’re crazy in 48 hours. I typically did six to eight weeks, and remember this is only about designing the vehicle for the product, not the products themselves.

If you are the course creator or you’re the client, make sure they understand that this happens and this doesn’t really have to do with the actual content.

So if they have to create the content as well, sometimes that can double eight weeks and it can make it all the way up to 16 weeks depending on how big the program or the course is.

So I hope this helps. I hope this gives you the flow of how to build a funnel and so you can get out there and start making money.