Introduction: Your Funnel Is Part of Your Business Strategy
There is a distinct difference between launching a funnel and using a funnel to grow a business. The former can easily be achieved using the available tools and platforms.
All a business needs to do is piece together a series of pages to build out an offer or lead capture system without developing an entire website.
There are numerous challenges that arise when a funnel is scaled to drive new business growth.
An offer may be communicated on a landing page, but was the value effectively communicated? Is the offer presented in a way that reduces friction and increases the likelihood of conversion?
A business may be using ClickFunnels or another platform to automate an email outreach sequence, but is that sequence providing the information needed to overcome a prospectβs objection to buying?
Problems like these are not a result of lack of features within the tools. More often than not, it is the strategic disconnect between the funnel and the business.
ClickFunnels can easily be used to automate elements of a conversion strategy, but more often than not, there are gaps in strategy that a business needs to address.
The objective of funnel development should be more than just launching a set of pages. It should be about creating a strategy to move prospects to a conversion decision.
This is what professional ClickFunnels development services can offer a business.
A consultant selling a high-ticket coaching program might create a landing page with a headline, bulleted list of benefits, testimonials, and a booking button.
While this structure is better than nothing, the funnel still needs to answer several questions, including:
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Who is the program for?
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What is the key problem being solved?
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What establishes the consultant as a trustworthy authority?
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What takes place during the initial consultation?
- What are the objections that may be preventing bookings?
Until these questions are answered, the most attractive landing page may be of little help.
The same is true for digital products, online courses, memberships, and/or eCommerce offerings.
A template offers structure. Strategy gives that structure a purpose.
The rapid implementation of a template is best for business.
Explore our ClickFunnels funnel design resources to learn more about structuring a funnel to achieve your business goals.
Five Signs Your Business Needs a ClickFunnels Expert
While not every business needs a completely custom funnel, a small tweak to the funnel or an improvement to the checkout may be all that's needed.
However, there are certain problems that may indicate a more comprehensive approach may be valuable.
Sign 1: You're Generating Traffic But Not Enough Leads
If the traffic that your funnel is directing to your landing page doesn't lead to filled out forms or click throughs on your main call to action, there may be problems with your offer, messaging, page structure, or how your audience aligns with your funnel.
A ClickFunnels expert may help you pinpoint friction points and make changes based on your customer journey.
It is not to make pages look better. It is to allow the potential buyer to see the offer more easily and for the next step in the process to be more evident.
Sign 2: Your Funnel Looks Like Everyone Else's
Templates are a starting point for many businesses and, in some cases, help companies launch quickly. But overreliance on default designs can stifle the ability to differentiate in the marketplace.
Custom design work can position the funnel appropriately for the brand, the expectations of the audience, and the offer being presented. This can also help align the funnel for trust and security concerns.
A funnel does not need to be complicated or involve a ton of animations to be effective. In most cases, good design means having a strong call to action or offer that is presented in an easy to understand manner.
Sign 3: Your Checkout or Sales Flow is Complicated
Every added step in a sales journey is another opportunity for the prospect to become confused and/or leave.
Many of the usability issues seen today stem from poor design choices. These include a lack of adequate security signals to reassure users about their payment and/or personal information and unclear or misleading pricing, fees, and/or upsells.
A funnel should lead the user effortlessly to the purchase or order flow. ClickFunnels sales flows are designed to address these issues.
Sign 4: Your Follow-Up is Inconsistent
Not every interaction with a user should be automatically generated, but a system can help ensure that communications do not fall through the cracks.
This is especially important for follow up communications with users who have abandoned a purchase journey, or a call to action (CTA).
Automation can be designed to strategically connect different systems (i.e. forms, CRMs, email sequences, etc.) so that the next logical step is clear.
Sign 5: You Don't Know Where Conversions Are Being Lost
Β If you can't figure out where your leads are transitioning to bookings or purchases, optimizing your funnels becomes a best guess scenario.
Tracking is typically configured correctly, but there may still be a number of improvements to focus on.
Funnel audits will usually pinpoint the greatest areas of improvement and get a better sense of what improvements deserve the highest focus.
For businesses who have multiple issues listed, it may be more beneficial to have a professional build out your ClickFunnels account rather than making various random changes.
What Does Professional ClickFunnels Funnel Development Include?
Developing a ClickFunnels account is more than the physical assembly of pages.
The best projects of this nature should incorporate the client's business goals, end-user experience, technology integration and measurement framework.
The project scope should include the development of a measurement framework to assess funnel performance.
Identifying the funnel offer requires an in-depth understanding of the customer's pain-points, why they may not be receptive to your solution and how they will be transitioned to the offer page.
The offer page should be developed with a concise value proposition that speaks to the target audience, explains how the offer satisfies the audience's need and be supported with evidence that justifies the offering.
Functions and Integrations
The next step is transforming the customer journey into a functioning funnel.
Depending on the project scope, this may involve various landing pages (sales, opt-in, lead generation, webinar, etc.), sales pages, order forms, checkout pages, booking pages, various integration pages, thank you pages, etc.
The output should be in accordance with the business model rather than with a preset list of web pages.
Upsells, Downsells, and Bump Offers
There are many areas in the purchase flow of product-based businesses and digital programs that can be enhanced.
The checkout page should explain what is being purchased, how much it costs, and what comes next. It is best practice to keep distractions to a minimum.
Upsells can be presented if they align and enhance the original offer. They should not create uncertainty about the original offer.
Automation
It is worth connecting systems to reduce repetitive tasks and ensure the right information is provided to the right person at the right time.
Test and Optimize
The funnel should be tested across different devices to see if there are any missing components, broken integrations, or incorrect tracking.
After the launch, focus on what is happening at each step of the funnel and improve it based on the data.
Practice shows the integration of different systems is complex and might require significant expertise. For more information on these services, visit our ClickFunnels funnel services page.
Different Businesses Need Different Funnel Strategies

A successful funnel for a consultant might not work for an online course or a software company.
It should mirror what the customer needs to comprehend and do in order to make a decision.
Coaches and Consultants
A high-ticket service funnel typically includes building trust, communicating expertise, detailing the offer, and encouraging qualified leads to book a consultation.
This usually includes a landing page, application or qualification form, consultation booking page, confirmation of the booking, and follow-up communication.
The objective is not to maximize the number of booked consultations. It is to help the right people get prepared to have a worthwhile conversation.
Course Creators and Educators
Funnels for courses are designed to communicate the learning outcome, explain the course curriculum, and demonstrate expertise, and simplify the course enrollment process.
Depending on the offer, the journey may include a webinar, sales page, checkout, order bump, upsell, and student onboarding.
The required structure and process depends on the price and complexity of the course.
eCommerce and Digital Products
For a digital or physical product, the funnel should effectively communicate the value of the product. It should provide a frictionless buying experience.
Β This includes offering related products at the checkout, improving the usability of the checkout page, and clearly communicating the price.
Β After a purchase, confirmation and customer onboarding pages can be included to further enhance the experience.
SaaS and Software Products
For a SaaS product or software, the funnel may need to showcase the product or service value and explain the offering, and then capture a lead to nudge them towards a purchase.
It may include a product page, demonstration request page, trial signup or consultation page, and/or a sales page.
The path or journey to purchase depends on the product or service pricing, the value and complexity of the offering, and the buying process.
Marketing Agencies
Marketing agencies help sell products and services by marketing them to consumers and businesses, and by generating leads (prospects) and consumers (buyers) for those products and services.
Marketing agencies often work for different businesses; therefore, they need a funnel to demonstrate their expertise, capture qualified leads, and help facilitate a consistent sales process.
An example of this type of structure might include an agency service landing page, lead qualification, consultation booking, and an automated confirmation.
Agencies may use standard funnel frameworks for projects, and change the message and tailor the customer experience to match what each client needs.
For digital marketing agencies, look at our other funnel examples to get more ideas.
The Importance of Conversion Optimization Post-Launch
Launching a funnel is an important step; however, it does not ensure the funnel is meeting its full potential.
The truth is, the funnel may not address the issues visitors (prospects and buyers) may have. Visitors may not understand an offer, or may not know how to complete a form.
Some visitors may purchase a product or service, while some may have technical issues while trying to make a purchase.
There are many factors to help explain the funnel's underperformance.
A few metrics that may explain this include: landing page conversion (lead or customer) rate; the completion rate for leads and customers; the qualification rate of leads; and attendance rate for consultations.
Reviewing the aforementioned metrics may help illustrate whether a funnel is adding value to a business, and if the offer being sold is worthwhile.
These should be evaluated based on the context of the business. For example, a page may have a low conversion rate, but it may attract way more qualified leads for a higher valued offer.
When enough reliable data is available, controlled experiments can identify the most effective elements of a high-converting funnel.
The key is to identify and diagnose the problem first, before changing the funnel.
As a starting point, read our article about building a high-converting ClickFunnels lead generation funnel.
Custom Development vs. Building Everything Yourself
In certain cases, it may be more cost-effective to build the funnel yourself, especially if it is just a simple straight-through funnel and you have the time to implement and test the funnel.
Custom development is likely more cost-effective if the project includes multiple pages, a complex purchase flow, integration with third-party applications, and/or if the project demands a custom funnel design.
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Consider
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Custom development
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Professional integration of third-party applications
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Tests and quality assurance
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Managed internally
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Managed by a specialist partner
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Design messaging
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Based on your own resources
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Included as part of the project
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Integrations
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Implemented by your team
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Tested by your team
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Quality Assurance
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Depends on your team's work and testing
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Includes a defined testing procedure
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Internal workload
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Works on the project
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Frees your team to work on other things
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Continuous optimization
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Managed internally
- May be included in a separate engagement
There is no guarantee either approach will yield better results. Outcomes are determined by the strategy, how the offer is presented, the traffic, and the customer experience.
The right choice depends on how complex the funnel is, the experience and expertise of your team, and the value of getting the funnel implemented correctly.
How to Pick the Right ClickFunnels Development Partner
A dependable development partner should be able to detail how a project will be planned, implemented, tested and evaluated.
Use the following questions when evaluating a potential partner:
Are they familiar with your business model? Before recommending a funnel structure, the team should first understand the offer, the audience, and the desired action by the target customer.
Do they justify their design choices? Every page and major element on the design should be intentional.
Do they have the necessary development skills? Ensure the team has the ability to create the necessary integrations and automation, forms, checkout, and track and measure funnel activity.
Have you determined how the funnel will be tested? Be clear on what will be tested before launch, and who will make the funnel and its components available for testing.
What are the deliverables? Be clear on page limits, design, and integration work. Determine how many revisions are allowed and the timeframe for completion.
Have you agreed upon how funnel success will be measured? Agree on what metrics will be measured and reported for funnel activity. Avoid assuming conversion is the end goal for the project.
At CF Funnels Templates, our goal is to first understand your project requirements, and then build a funnel that best supports your project needs.
For more information on our ClickFunnels development services, visit our website to learn more and schedule a service call to discuss your project in detail.
A Practical Roadmap for Your Next Funnel
If you are creating a new funnel, or modifying an existing one, use the following steps to keep the project focused.
Step 1: Identify the goal. Determine the primary outcome you need the funnel to achieve. These could include the generation of leads, booked consultations, product sales, online course sign ups, etc.
Step 2: Map the Customer Journey. Determine the webpages, actions, and information needed for each step, and identify what needs to occur next.
Step 3: Plan Offer and Messaging. Define the value proposition. Anticipate and address key objections. Make the desired action clear.
Step 4: Build and Integrate. Add the pages, forms, and checkout. Implement automation and configure tracking.
Step 5: Test. Simulate the customer experience from the first webpage visit through to the final conversion or confirmation.
Step 6: Measure and Improve. Analyze and understand the true performance of the funnel. Determine the key performance obstacles. Make improvements based on the most compelling evidence.
This process helps address a common business issue: investing design and development resources to build an elegant and aesthetically pleasing funnel, before determining if the funnel is sufficient to meet the business objectives.
Final Thoughts: Focus on Building the Best Customer Experience
While ClickFunnels provides a platform to build marketing and sales funnels, the experience and outcome depends on the decisions made throughout the funnel development process.
The experience and outcome can be further improved by use of design freedom, automation, and integration of custom third-party services.
If you have a specific customer objective in mind, the CF Funnels Templates ClickFunnels service can help develop and customize the funnel to meet your needs.