Fill out the form to begin your funnel build.
utm_id
Client/Company Name
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Website
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Primary goal of this funnel
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Book qualified sales calls
Register people for a webinar
Sell a product directly (checkout)
Generate leads for follow-up
Get people into a free group or community
Drive trial or subscription signups
Other
Other Primary Goal
What type of offer is this?
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1:1 coaching or consulting
Group coaching or mastermind
Done-for-you service
Digital course or program
Paid membership or subscription
Free community or group
Physical product
SaaS or software
In-person appointment or consultation
Other
Other Type of Offer
Is the offer B2B or B2C?
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B2B
B2C
Both
What is the price point of the offer?
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What result or outcome does your product/service promise to deliver?
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Who is this offer for? Describe your Ideal Customer.
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What makes someone a qualified lead?
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What should disqualify someone from working with you?
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Where should disqualified leads be sent?
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A "not a fit" page with no next step
A lower-ticket or entry-level offer
A free community or group
A waitlist
A nurture email sequence
General contact or inquiry form
What should a qualified lead do immediately after submitting?
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Book a call on a calendar
Book an in-person appointment
Go to a checkout page
Watch a VSL or video
Fill out a longer application
Register for a webinar
Join a community or group
Start a free trial
Does this funnel need to route leads to different offers or tiers based on their qualification levels?
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No — one offer, one path
Yes — describe routing logic in next section
Describe the routing logic (if applicable)
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List the 3–5 form questions to use for qualification
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What are the top objections or trust barriers prospects usually have?
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What are the most important claims, proof points, or positioning to highlight?
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Please upload your brand assets (logos, colors, fonts, testimonials, etc.) to a google drive folder and paste the link here.
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Anything else we should know while building this funnel?
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