As a business owner, you understand the importance of marketing. Without it you’re setting your business up for failure, however, running a successful marketing campaign is no small feet and you may have many hats to wear within your business on a daily basis.

What if there was a simple way that you could automate your sales process to ensure you know exactly where each new lead is within your sales pipeline so you can invest your time reaching out to the most likely to convert leads. Sounds too good to be true right? Wrong!

In this guide, I’m going to show you how to create your first fully automated sales funnel that will nurture your website visitors into paying customers allowing you to spend more time selling and less time marketing. Let’s get started!

Step 1 – Choose Your Email Automation Platform

Say goodbye to the days of sending generic monthly newsletters in the hope they convert!

Email automation platforms allow you to send highly targeted emails based upon the website visitor’s actions and then enters them into a drip campaign that nurtures them through the buyer’s journey automatically ensuring visitors receive a personalised website experience without the need of sending emails manually.

There are a number of platforms out there to choose from including DripMailerLite, Aweber, ConvertKit, and ActiveCampaign. I use Drip as it includes a host of features on top of just marketing automation as well as offering a free starter plan for your first 100 subscribers making it perfect for business owners who are just getting started out.

Email Marketing/Marketing Automation – Drip

Step 2 – Create a Value Based Lead Magnet

When it comes to making a purchase online, it’s no longer down to just the price. Buyers want to make an informed decision before parting way with their hard earned cash.

In order to do this, you need to be providing valuable information that will support their research while answering the questions or concerns they are looking to solve when purchasing your product or service. You can do this using a range of content offers including:

  • How to guides
  • Case studies
  • Free trial
  • Mini-courses
  • Buyers guides
  • Expert advice
  • Webinars
  • Checklists
  • Worksheets
  • Blueprints

It needs to incentivise the visitor to hand over their personal information (generally their first name and email address) in exchange for access to your lead magnet.

The best lead magnet may depend upon your industry as well as your core product offering, so, you may need to conduct some additional research into what your website visitors want. If you are still unsure you can always split test it to see which offer is best received.

Create Automated Sales Funnel - Lead Magnet
Create Automated Sales Funnel – Lead Magnet

Step 3 – Create Your Introductory Offer

The next step in building your automated sales funnel is creating your introductory offer, this offer will need to provide more value than your lead magnet and should be priced at under $50 to ensure the highest conversion rate possible. Some examples of this are:

    • Video course
    • In-depth eBook
    • Consulting call
    • Professional audit

This can be delivered immediately after the customer has accessed the lead magnet, in a follow-up email a few days later or via a Facebook Ads retargeting campaign. You should also split test your introductory offer to ensure you are getting maximum performance out of your sales funnel at every stage.

Create Automated Sales Funnel - Introductory Offer
Create Automated Sales Funnel – Introductory Offer

Step 4 – Create a Core Product Offer

Next, comes your core product offer, this is where you deliver an irresistible, impossible to turn down product or service that will have your audience hook, line and sinker. This means it needs to provide value beyond the cost of the product or service while helping your customer achieve a specific outcome, goal or result.

Your core product offer may include the following:

  • Premium courses
  • Individual consulting
  • Access to an online community
  • Physical products
  • Ad-hoc services
  • Private coaching

Your core product offer should only be delivered once your customer has passed through your early stage sales funnels and found value in this. While it’s likely that your core product is something the visitor is looking to purchase, first-time visitors may not see value in it or have built enough trust with your brand to pay for your high-end products yet.

Again, it’s always important to split test your core product offer to ensure you are seizing every opportunity. What may have appeared most logical at first may not be the best performing so test again, and again, and again.

Create Automated Sales Funnel – Automated Email Sequences

Step 5 – Create Your Automated Email Sequences

Now that you have your lead magnet and core product offer mapped out, it’s time to time to tie it all together and turn it into a working sales machine. Your email sequences should reflect the offer you are delivering while nurturing them through your sales funnel while providing value in every email the receive.

Your emails sequences can contain everything inside of the email they receive or guide the reader back to a custom landing page. You may also want to engage a professional copywriter if you are looking to make your sales copy cutting edge and conversion driven.

Create Automated Sales Funnel – Automated Email Sequences

Step 6 – Create Your Landing Pages

Next, you’re going to need to create your individual landing pages for your lead magnet, introductory offer and core product offer. This is where you will drive your traffic to with the goal of converting visitors into subscribers and paying customers.

A landing page is like a traditional web page but with all navigation and external links removed allowing for the visitor to only take one specific action. Your landing page should wow your audience, keep them engaged as well as provide credible evidence that your product or service is going to solve the problem that led them to your website.

There are a number of options for creating landing pages on the market including Unbounce, ClickFunnels, Instapage and Leadpages. You may want to compare them to see which one suits your individual budget while providing you with all of the features you need to make your campaign a success.

Create Automated Sales Funnel – Unbounce

Step 7 – Launch Your Campaign

Before launching be sure to install as well as configure any analytics or tracking platforms to ensure you can accurately measure your performance and ROI.

With that done, you’re ready to launch. Congratulations, you have successfully created your first fully automated sales funnel.

You can look to promote it through your existing sales channels (blog, social media, email list) or acquire paid traffic through Facebook ads as well as reaching out to reputable bloggers in your industry for guest blogging opportunities. There are a number of sales channels out there that you can test and try to discover which is the best for you.

Create Automated Sales Funnel – Facebook Ads

Step 8 – Test and Improve

Now that your campaign is live, the only thing left to do is to test and improve by closely monitoring your campaign’s performance every day and trying new ideas or strategies to improve your sales funnel at every stage of the buyer’s journey.

Most email automation and landing page platforms allow for split testing so be sure to make use of this get the most out of your campaigns until it’s a well oiled, automated, sales machine.

Create Automated Sales Funnel - Split Testing
Create Automated Sales Funnel – Split Testing


And there you have it! You’ve just created and launched your first fully automated sales funnel.



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