Learn Through a Coaching Path

This learning path is based on the Coaching Formula Email Julie wrote a while back. For the purposes of FGF University, we'll give you the walkthrough for steps in that formula that involve FG Funnels.

After initial setup of of your FG Funnels account, you will learn how to:

Set up an application funnel for your offer.
Set up the automation for your application funnel.
Set up a lead funnel for your free offer.
Set up the automation for your lead funnel.

Download the FGF Coaching Path Checklist

Covered in this article:

Step One: FG Funnels Step Up
Step Two: Application Funnel Build
Step Three: Application Funnel Automation
- Create a Pipeline & Stages
- Workflows
Step Four: Lead Funnel Build
Step Five: Lead Funnel Automations

Step One: FG Funnels Step Up

A. Connect a Domain or Subdomain to Your Account for The Funnel to Live on

If you want to connect a top level domain to your account, something like fgfunnels.com, use the FG Funnels Domain Setup Wizard.

If you want to connect a subdomain to your account and you purchased your domain outside of FG Funnels, use the article Setting Up a Subdomain for Funnels and Websites for Domains Purchased Outside of FG Funnels.

If you want to connect a subdomain to your account and you purchased your domain within FG Funnels, use the article, Setting Up A Subdomain for Funnels and Websites for Domains Purchased Within FG Funnels.

B. Set Up Your Email Service in Your Account

FG Funnels uses LC Email as the default email service. How to Set Up a Dedicated Sending Domain (LC Email).

OR
If you are a high volume sender (sending over 10k emails per month), you may want to set up MailGun as your email service provider, as LC Email charges per email sent. LC Mail Alternative: Setting Up Mailgun For Your Account

C. Connect Stripe to Your Account

You will need to make sure your Stripe account is connected to receive payments. Connect Your Stripe Account

D. Set up Your Business and User Profiles

You will want to make sure that your business and user profiles are configured correctly before building your funnel as many custom values are pulled from these areas. Setting Up Your User Profile

E. Have an Unsubscribe Process Set Up and Verified to Be Working

It is required that you give those who you are messaging the ability to unsubscribe with any marketing email. Therefore you need to make sure that your unsubscribe process is set up and working. How to Add an Unsubscribe Link to Your Emails

F. Integrate Your Google or Outlook Calendar

For your appointments to sync to your calendar, you must connect your Google or Outlook Calendar to your FGF account.

G. Connect Your Subdomain for Your Course Area/Client Portal.

You must connect a subdomain for your course area/client portal so your clients can access any course material that you create.

Step Two: Application Funnel Build

Now that you've set up your FG Funnels account, it's time to set up the application funnel. This will include creating your calendars, forms, and your funnel. Jump right in with the steps below!

A. Create Your Forms

In this step, you will create an opt-in form for leads to sign up for your email list. You will also create an application form for potential clients to fill out when they are ready to work with you. Head here to learn How to Create a Form.

B. Create Your Calendar

If your clients meet with you 1:1, you will create a Personal Booking Calendar. If you have multiple coaches on your team, you'll create a Round-Robin Calendar, and the client can choose who they meet with.

C. Create a Three Page Funnel

In this step you will be building your three-page funnel that will include:

A sales page with a Pop-up Opt-in. Learn how to create a pop-up on your funnel here.
An application page. Use the 'form element' in the funnel builder to connect your application form.
A calendar page. Use the 'calendar element' in the funnel builder to add your calendar to the calendar page.

Additional Steps for creating your funnel:

Style the funnel with your copy & branding.
Mobile optimize the funnel (make sure everything looks good & works on mobile view).
Customize the SEO and general settings of the pages.
Set the domains & URL paths for the funnel.
Set a favicon for the funnel.
Install any pixel or tracking codes in the header section of the funnel settings.

*If you want to watch a walk through video on setting up your application funnel, head here! Please note, the interface has changed a bit since the recording. However, the steps are still the same for building your funnel!

Don't Forget! As a FGF user, you can access all of our funnel & website templates. You can preview all of the templates here. Learn how to request a template here.

Step Three: Application Funnel Automation

Now it's time to create your pipeline and workflows for your funnel! See steps below:

A. Create a Pipeline & Stages

Head here to learn how to create a pipeline. Here are the stages you will need in your pipeline:

Optin
Application Received
Call Booked
Offer Accepted
Follow Up
Offer Not Accepted

After creating your pipeline, you will need to create tags for each stage in the pipeline. Here are the tags you need to create:

Optin
Application Received
Call Booked
Offer Accepted
Follow Up
Offer Not Accepted

B. Workflows

As a coach, you will need six workflows:

Optin workflow - when popup gets submitted
Application received workflow - notifies you
Call booked workflow - appointment reminders
Offer accepted workflow - new client
Follow up workflow - emailing to close the deal
Appt Reminders workflows - Generic

Here is how each workflow would look:

OPTIN WORKFLOW:

Trigger = Form submission
- Filter form
Action 1 = Assign User
Action 2 = Add Contact Tag - Optin
Action 3 = Update Pipeline Opportunity
- Stage = Optin
Action 4 = Delay: Wait for Four Hours
If/Else Condition
- Branch 1= Contact Details / Tag / Includes / Application Received / YES = Remove Optin Tag
- Branch 2 = NO
Action 5 = Send Email About Filling Out Application

APPLICATION RECEIVED WORKFLOW:

Trigger = Form submission
- Filter application
Action 1 = Assign User
Action 2 = Remove tag Optin
Action 3 = Add Contact Tag - Application Received
Action 4 = Update Pipeline Opportunity
- Stage = Application Received
Action 5 = Send Notification To Yourself
Action 6 = Delay: Wait for Four Hours
If/Else Condition
- Branch 1= Contact Details / Tag / Includes / Call Booked / YES = Remove Application Received Tag
- Branch 2 = NO - Send a follow up email

CALL BOOKED WORKFLOW:

Trigger = Customer Booked Appointment
- Filter in calendar - appointment
- Filter in appt status - confirmed
Action 1 = Assign User
Action 2 = Remove Contact Tag Optin & Application Received
Action 3 = Add Contact Tag - Call Booked
Action 4 = Update Pipeline Opportunity
- Stage = Call Booked
Action 5 = Send Notification To Yourself
Action 6 = Send Email

OFFER ACCEPTED WORKFLOW:

Trigger = Pipeline Status Changed
- Filter stage - moving to offer accepted stage
Action 1 = Assign User
Action 2 = Remove Contact Tag Optin, App Received, and Call Booked
Action 3 = Add Contact Tag - Offer Accepted
Action 4= Send Welcome Email + Next Steps
Action 5 = Send Contract (Must have contract template already created. Learn how to create a contract template here.)

FOLLOW UP WORKFLOW:

Trigger = Pipeline Status Changed
- Filter in stage - follow up
Action 1 = Assign User
Action 2 = Remove Tag Optin, App Received, and Call Booked
Action 3 = Add Contact Tag - Follow Up
Action 4 = Send Email
If/else condition
- Branch 1 = Contact Details / Tag / Includes / Call Booked or Offer Accepted / YES = Remove Follow Up tag
- Branch 2 = No - Send 2nd Email

APPOINTMENT REMINDERS WORKFLOW (USE PRE-MADE RECIPE):

Follow The Recipe & update messaging as needed

Step Four: Lead Funnel Build

Check out the LEAD FUNNEL walkthrough!

Step Five: Lead Funnel Automation

Check out the LEAD FUNNEL walkthrough!