Learn Through A Funnel

This article contains various videos to help you learn how to use FG Funnels through building funnels.


Table of contents:

How To Choose A Funnel Type

How do you know which funnel to use? Here's a chart to help you!

(If you're viewing the chart below on a smaller screen, you can scroll it to the right to view the rest of the columns.)

  Lead Funnel SLO Funnel Webinar Funnel (LIVE) Webinar Funnel (EVERGREEN) Application Funnel
Build A Subscriber List X        
Sell Something Between $7-$50   X      
Service Work Or 1:1 Work       X X
Live Launch To A Program Between $200-$3000   X* X    
On Demand Sales To A Program Between $200-$3000       X  
Membership   X   X  
Event   X**      
Build A Customer List (More Visibility)   X      
Sales Made On The Phone       X X
Challenge   X      

*for a live launch, you can use the SLO and just use the sales page/order form on the SLO as well.

**for an event, we recommend you use just the sales page/order form on the SLO funnel.

Step One For Every Funnel


PLEASE NOTE, if you are intimidated by tech, feel free to go through customizing your funnel page design first, and come back to this techy stuff to make it function as intended! 


Every single funnel has a checklist of things to do before your funnel will "work" from A-Z. Please note that for each funnel type, there might be slight differences in the prep work, but in general, these are the items you'll need to set up in your account in order to make your funnels work:

  1. Domain (Domain Onboarding Wizard)
  2. Mailgun - OR - LC Email (See the Messaging (Email + Text) Onboarding Wizard for more details)
  3. Payment Processor (Stripe/PayPal)
  4. Unsubscribe Process
  5. Calendar
  6. Twilio - OR - LC Phone [Optional: You only need this if you want to send text messages of make calls.]

These are the things you have to do ONCE and then your account is setup. Once you've completed these steps, you're ready to proceed.

Start With The Lead Funnel

Step One:


Step Two:

Grab the checklist for creating a lead funnel here.


The design collections which include a Lead funnel already assembled (similar to the one in the tutorial above) are the following:

1) FG Collection - Rise

2) FG Collection - Flow

3) FG Collection - Glass

4) FG Collection - Magic

5) FG Collection - Executive

6) FG Collection - MTG Lead Magnet


Follow the steps here to request any of the design collections listed above.


Step Three:

Low Ticket Funnel (SLO)

Workflow Updates: Since the video below was recorded, a couple of changes have been made:

  1. We have added the option of a one step order form. Due to this change, there is no longer a "Two step order" trigger in Workflows. Instead, you will select the "Order Form Submission" trigger and then use the same filters as in the video.
  2. The workflow action "Add/Update Opportunity" has been changed to "Create/Update Opportunity".

Grab the checklist for creating a low ticket (SLO) funnel here.

Live Webinar Funnel

Part One:

Workflow Updates: Since the video below was recorded, a couple of changes have been made:

    1. We have added the option of a one step order form. Due to this change, there is no longer a "Two step order" trigger in Workflows. Instead, you will select the "Order Form Submission" trigger and then use the same filters as in the video.
    2. The workflow action "Add/Update Opportunity" has been changed to "Create/Update Opportunity".

Part Two:

Grab the checklist for creating a live webinar funnel here.

Application Funnel

Part 1:


Part 2:

Grab the checklist for creating an application funnel here.