September 17

The Ultimate Sales Funnel Checklist

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Give Yourself An Unfair Advantage Over Your Competition With The Ultimate Sales Funnel Checklist!

The Crucial Steps To Gain Unfair Advantage

step 1

Do Your Market Research

When planning your sales funnel, creating info-products, and marketing them, you'll want to keep this checklist handy, so you can reference often.

The best way to find out what your audience will buy from you is to look for what they're already buying in your niche. So, do your research and answer these questions...


  • What are the best selling products in your niche on Amazon, ClickBank, JVZoo, Udemy, and similar?
  • What products have a lot of competition (a sign of a healthy market)?
  • What are your competitors selling directly from their websites?
  • What types of products are your competitors paying to advertise (such as, on Google Ads)?
  • What type of ads do you see in niche publications?

You can confirm your initial market research and gain additional insight by taking the following steps...


  • Read niche blogs to see which topics get a lot of comments and social shares.
  • Review social media pages in your niche to see which topics are popular.
  • Research sites like Quora and JustAnswer to see what questions your audience is asking.
  • Reach out directly to your audience to ask what topics interest them, learn about their pain points, etc.


Now that you've researched, you can move onto the next step...

step 2

Plan Your Sales Funnel

Initially, your sales funnel will consist of four main products, which include...

  1. Lead Magnet/Free Offer: This is a valuable, yet free, product you use to bring people into your sales funnel (onto your mailing list).
  2. Tripwire/Frontend Offer: This is a low-cost, yet high-value, offer you use to turn subscribers into buyers.
  3. Core/Foundational Offer: This is a high-ticket offer and often the first place in a sales funnel where you start making a profit.
  4. Backend/Finishing Offer: This is where your buyers become repeat customers, and eventually loyal, lifetime customers who buy from your repeatedly.

Check your sales funnel plans include a variety of offers at a variety of price points.

See if you can create a recurring income product, such as a membership site or other subscription.

Aim to create multiple high-ticket offers within your funnel, as it's easier to meet your income goals with high-priced offers versus low-priced ones.

And be sure each piece of your funnel naturally leads to the next piece of the funnel. Each piece should solve a component of the same overall problem. For example...

  • Lead magnet: A free traffic-generation report.
  • Tripwire: One module from a traffic-generation video course.
  • Core: The entire traffic-generation video course.
  • Backend Offer: Group or personal one-on-one online traffic generation coaching.
step 3

Create The Products

Now you need to create the products. You can either do it yourself, outsource, use a tool like ChatGPT, or start with PLR content as the basis to make the process go more quickly. Check the following as your create your product...


  • Are you creating products that focus on helping your audience as much as you can?
  • Are your info-products engaging to keep your readers hooked?
  • Do your products solve a specific problem?
  • Did you choose an "in-demand" product?
  • Do you provide easily replicable steps and actionable content?
  • Do you provide plenty of tips and examples?
  • Did you make your product better than what's currently on the market?

Put on the finishing touches...

  • Did you proof the content for errors? (preferably, you should have someone else do this for you).
  • Did you polish the content to ensure you have a high-quality end product?
  • Did you get any "beta" readers to offer constructive feedback?
  • Did you select a compelling, benefit driven title?
  • Did you get an attractive e-cover graphic created?
  • Is the interior professionally laid out and designed?

Tips for creating an engaging and valuable product...

  • Craft content using a friendly / conversational tone.
  • Engage readers on an emotional level, such as by telling relevant stories.
  • Sprinkle light humor into the content to hold your readers' attention.
  • Use the word "you" far more often than you use the words "I" or "me."
  • Add value by inserting relevant, attractive graphics.
  • Offer tools alongside tutorials and other informational content.
  • Use short paragraphs, short sentences, and everyday language for easy readability.
  • Format with plenty of white space to improve readability.
  • Focus your product on your reader and how you can help them.

Examples of tools you can include in an info-product...

  • Checklists (like the one you're reading now).
  • Worksheets
  • Templates
  • Swipes
  • Mind-maps
  • Process maps
  • Cheat sheets.
  • Planners or calendars.
  • Spreadsheets.
  • Lists (such as gear / resource lists).

Examples of graphics that add value to an info-product...

  • Gifs.
  • Relevant photos.
  • Screenshots.
  • Scans.
  • Illustrations.
  • Infographics.
  • Charts.
  • Tables.

And similar images. Don't insert images into content just for the sake of inserting an image. Use it to provide additional information (such as an illustration or infographic, or use it to break up long walls of text (such as a relevant photo)

Just be sure to make the most of your image captions by turning them into useful information or curiosity-arousing snippets. The idea is that skimmers will read your image captions and then get drawn back into reading your text.

step 4

Pick Pricing and Design Offers

The next step when crafting the sales funnel is to price your products. The lead magnet is free, while the tripwire should be low-cost, yet high-value. The core offer should have premium pricing, and the back-end offers will be a variety of price points.

So, follow these steps...


  1. Do your market research to see what your competitors are charging for similar products.
  2. Determine if your offer is generally worth more or less than similar offers and then price accordingly.
  3. Be sure to price offers in accordance with where they appear in the sales funnel.
  4. Take your branding into consideration to see if it will affect your pricing strategy.

Aside from pricing, you'll also want to consider what's included in your offer. 

Specifically...

  • What's the main product?
  • What bonuses are your offering?
  • Are there any delayed bonuses?
  • What's your guarantee?

And finally...

step 5

Plan Your Advertising Strategy

Plan how you're going to promote the offers in your sales funnel. This includes bringing in external sources of traffic though...

  • Paid ads (search, social and niche sites)
  • Guest blogging.
  • Search Engine Optimization.
  • Viral Marketing.
  • Social Media Marketing.
  • Video Marketing.
  • Press release distribution.
  • Podcasting.
  • Giving talks online and offline.

And similar promotional activities.

It also includes internal promotions from within your website and sales funnel. Specifically...

  • Put upsells and cross-sells on order forms.
  • Insert offers on download and thank you pages
  • Put offers in prospect and customer emails
  • Embed promos in lead magnets.
  • Promote from within paid courses, e-books, videos, etc.
  • Insert promos into membership sites.
  • Put promos in private groups.
  • Promote related offers during coaching sessions.
  • Send promos via mail alongside shipped physical products.

And anywhere else you communicate with your audience.

Feel free to print this checklist for easy reference, and see you on the flip side....


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  • This is a comprehensive and well-structured guide to creating a sales funnel. The steps are laid out clearly, and the breakdown within each step provides actionable insights. The inclusion of tools and graphics to enhance info-products is a valuable addition, and I particularly appreciate the emphasis on reader engagement and value.

    My Question is,

    Given the changing dynamics of digital marketing and online consumer behavior, how often would you recommend revisiting and updating this sales funnel strategy to ensure its continued effectiveness and relevance?

    Lou.

    • Hey Lou!

      A big shoutout and a massive thanks for dropping such a brilliant response to my article, “The Ultimate Sales Funnel Checklist.” 

      Major props to you for clocking the ever-evolving landscape of human endeavors. Let’s dive straight in and tackle that burning question head-on, shall we?

      Now, I get it, it might look like a tangled web at first glance, but truth be told, it’s simpler than you think. 

      See, amidst all the shifting sands of your market, there are some rock-solid principles that stand the test of time. They’re like the North Star, unwavering and true. 

      So here’s the deal: As long as you’ve got your sights set on the right crowd and your offer is golden, you’re on the highway to success, my friend. 

      Unless, of course, you’re peddling pet rocks and the craze suddenly goes extinct, OUCH!

      But hey, you keep on rollin’, Lou! We’ve got your back every step of the way.

      Cheers,
      Dedo (Chief MEME Officer)

  • Great blog post! Planning a sales funnel is crucial, and your checklist lays out the essential steps beautifully.

    Question: When considering pricing for the core offer and back-end offers, how do you strike a balance between providing value to customers and achieving your income goals? Would you recommend any specific strategies for determining the ideal price points?

    Looking forward to your insights on this!

    • Hey Hanna! 

      First off, thanks a ton for the awesome compliments!  

      And guess what? 

      As a token of our appreciation, here’s THE answer to your burning question…

      Let’s get real here, there’s no need for mental gymnastics when it comes to pricing your product or service. 

      All you’ve gotta do is take a peek at what your market is already dishing out. Who’s raking in the dough, and what’s making their offer sizzle? 

      Now, here’s the magic move… 

      Make your offer so irresistible it practically jumps off the screen! 

      I mean, we’re all about helping our customers in the best way we know how! 

      So, Hanna, take this wisdom and go out there and conquer!  

      You’ve got this, and we’re right here in your corner, cheering you on!

      Stay awesome,

      Dedo (Chief MEME Officer)

  • Wow, this sales funnel checklist is a game-changer! 

    As someone who’s always striving to optimize my marketing strategies, I find this comprehensive guide incredibly valuable. 

    It covers all the essential steps in creating an effective sales funnel – from attracting leads to converting them into paying customers. 

    The checklist format makes it easy to follow along and ensures that no crucial step is overlooked. 

    Whether you’re a seasoned marketer or just starting out, this resource will undoubtedly help you streamline your sales process and boost your conversion rates. 

    I highly recommend checking it out!

    • Sophie, you rockstar! 

      Your ability to spot a diamond in the rough is seriously mind-blowing!  

      And it’s crystal clear (to us), you’re dead serious about taking your online business to the top, and believe me…that gets our excitement engines revving!

      We’re on a quest for groundbreaking ways to revolutionize our business and offer our awesome folks the best online products and services.  

      And knowing you’re on the same mission fills our hearts with tears of pure joy! 

      Kudos, my friend! 

      Keep soaring to heights unknown and uncharted. Remember, we’re always right there in your corner, cheering you on!

      With meme-tastic vibes,
      Dedo (Chief MEME Officer)

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