How To Build Automated Lead Generation Funnel For Your Marketing Agency

In this article, I’ll show you how to generate high-quality leads for your marketing agency with our automated lead generation funnel system.

An automated lead generation funnel will completely change the way you operate in your business by allowing you to become more selective with the clients you take on, save time on your prospecting efforts, give you confidence by diversifying your prospecting, and provide you with a lever for exponential scale. 

Over the next few minutes, I’ll be showing you exactly how to set up an automated funnel for your business so that you can start driving high-quality leads straight into your pipeline! 

Here’s an overview of what we’ll be covering over the few minutes: 

Section 1 – choosing a niche 

Section 2 – choosing a hook 

Section 3 – building your funnel 

Section 4 – writing copy for your funnel

Section 5 – launching your funnel 

Section 6 – troubleshooting your funnel 

If you’re feeling overwhelmed with the technology side of things, don’t worry – we developed the training so that even beginners could follow along and we’ll be providing you with a plug-and-play template that will save you plenty of time and effort.

What’s A Funnel? 

A funnel is a series of steps that you take prospects through to turn them into a lead. In this case, the purpose of the funnel is to attract potential clients and pique their interest, get them to fill out a form with their information, and book a call with you to speak with you about your services.

The beauty of a funnel is that – once set up – it can be completely automated. This really helps if you’re in the phase of your business where you never seem to have enough time for your own prospecting, are becoming too reliant on referrals, or if you are wanting to aggressively grow.

How To Build Automated Lead Generation Funnel For Your Marketing Agency

What is Automated Lead Generation Funnel?

If you’re in the business of selling products or services, then you know that generating leads is essential to your success. But what if there was a way to automate lead generation so that it was easier and more efficient? That’s where automated lead generation comes in.

An automated lead generation funnel is a system for generating leads that is mostly or entirely automated. This means that once someone enters your funnel, they will be automatically contacted and followed up with until they either become a customer or opt-out of the system.

There are many benefits to using an automated lead generation funnel, including:
1) Increased Efficiency: When everything is automated, it can save you a lot of time. You can set up your lead capture pages, email sequences, and even sales pages in advance so that they’re ready to go when you need them.
2) Consistency: Automated lead generation funnels are also great for consistency. If you want to make sure that your leads are getting the same message every time, an automated funnel can help with that.
3) Scalability: Automated lead generation funnels can be easily scaled up or down depending on your needs. If you need more leads, simply turn on the faucet and let the leads flow in! Conversely, if you need fewer leads for a while (perhaps because you’re already working with a full client load), then just turn off the faucet until things pick back up again.

Benefits Of Using Automated Lead Generation Funnel for your marketing agency

If you’re running a marketing agency, then you know how important it is to generate leads. And if you’re not using an automated lead generation funnel, then you’re missing out on a lot of potential business.

Here are some of the benefits of using an automated lead generation funnel for your agency:

  1. You can reach more people with your message.
  2. It’s easier to scale your lead generation efforts.
  3. You can track and measure your results more effectively.
  4. Automated lead gen funnels often result in higher quality leads than manual methods.
  5. Automated Lead Generation Funnels Save Time! By automating repetitive tasks like email follow-ups and social media outreach, you’ll free up time to focus on other aspects of your business

What You’ll Need To Build Automated Lead generation Funnel

Here’s an overview of the “ingredients” you’ll need to build your funnel:

  • About 5-7 hours over a 7-day period to build your funnel
  • Funnel building software (we will provide you with a plug-and-play template on days 3-5 using the same software we use) 
  • Copy, privacy policy, pixel & tracking codes
  • Imagery for your funnel

Here’s to your success! 

First Step: Choosing a niche for your funnel

The biggest reason why automated lead generation funnels fail is largely due to poor messaging, and good messaging all hinges on the specificity of WHO or WHAT you are talking to – in other words, your niche. 

Unfortunately “niching” has become overused and overcomplicated over the years, leaving entrepreneurs and freelancers scratching their heads and wondering which way is up.

What is a Niche?

In the context of service-based businesses and for the specific purposes of a lead generation funnela niche is a specific service or sub-service you offer or a type of industry/client avatar you work with. 

An example of this would be ‘Google advertising for hair salons’ 

Why do I need to niche down? 

Your potential clients are being bombarded by thousands of messages daily and it’s unlikely that you will find much success with your funnel if you stay broad or general (e.g. “digital marketing services” or “branding”) as this isn’t really going to make them go “oh yea that’s what I need” unless they are already deep inside the consumer purchasing cycle, which is a very small number of potential leads. 

In order to stand out from the crowds and get a stranger to book a call with you, you MUST talk to their specific problems and pain points, and this is very hard to do when you’re broad or general. 

Niching will therefore make you much much more money and save you a lot of frustration by helping your funnel convert better. 

Not only that but niching will provide you with an unparalleled competitive advantage when it comes to growing your business as it will be easier to build in processes and create consistency in the quality of work. 

Benefits of niching: 

  • Consistency in quality of work 
  • Better internal processes – easier to scale 
  • Higher converting lead generation funnel 
  • Easier to write copy for your funnel 

But I don’t want to just offer one type of service or work with one type of client…

A common objection we hear a lot to niching is that agencies want to work with all sorts of different types of clients or services. This is totally fine and you can and should still do this if that is what you so choose, but what we’re saying is that your funnel should be niched down. Once you have this funnel cranking and converting, you can then roll out more funnels for different services or industries that you work with. Make sure you spend a lot of time considering your niche as we can’t stress enough how pivotal this really is! 

Pick me psychology. A short interlude

So this guy gets into business and starts selling high-end bicycles online. He sets up his website, takes a couple of online courses to sharpen his understanding of what needs to happen, and decides he doesn’t want to try and figure out how to run his own FB ad traffic – he’d rather hire a pro and get to where he wants to be financially a lot faster. 

He starts shopping around for agencies and solutions and asks peers for any references.  

He gets referred to three separate agencies and receives the following proposals from them: 

  1. The first agency specializes in FB ads and quotes him $5,000 a month
  2. The second agency specializes in e-commerce FB ads and quotes him $5,000 a month 
  3. The third agency specializes in bicycle e-commerce FB ads and quotes him $5,000 a month 

Assuming he got along equally well with each agency, who do you think he’s going to pick? Pretty obvious, right?

Now here’s where the real magic happens, let’s rewind and repeat the process.

He gets referred to three separate agencies and receives the following proposals from them: 

  1. The first agency specializes in FB ads and quotes him $5,000 a month
  2. The second agency specializes in e-commerce FB ads and quotes him $5,000 a month 
  3. The third agency specializes in bicycle e-commerce FB ads and quotes him $8,000 a month 

Who do you think he’s going to choose? Not surprisingly, 80% of businesses will still opt for option 3 despite the 60% price increase.  

And herein lies the secret power in niching. Not only are you reducing the actual time required to set up the right resources, thereby increasing your client success rate, but you can charge way more for it as well! 

How to Choose Your Niche 

The reality is that as an agency – you likely fit into the core market of creating wealth for your clients in one shape or form. 

If you help with branding or graphics – your services are required to help them possibly drive sales, or retain clients. 

If you’re building websites – it’s probably done with the intent of getting in front of leads and customers.

The book Blue Ocean Strategy discusses the concept of blue and red oceans as a way to understand niches.  

Red Oceans are where there already exists lots of competition. Where you want to be playing is in the Blue Oceans – these are essentially niches within a submarket.  

For example:

Build Automated Lead Generation Funnel For Your Marketing Agency

Many agencies find lots of success by playing in the “niche” area, but if you don’t have any street cred or are brand new, you will get a lot more traction by taking this a step further and playing within a sub-niche of that niche. 

Funnel Building Agency

The above illustrates niching based on a type of industry or client avatar – but you can also niche down based on the specific type of service you offer. For example, website conversion optimization, or email sequences for e-commerce. 

What Makes a Good Niche? 

Typically the niche you want to occupy will need to possess the following elements: 

There’s a pool of potential clients in that niche – for example, you could decide to specialize in funnels for drone snipers, but if there’s only one drone sniper in the world that won’t get your business very far. So – to some extent – market viability. Is there already a demand for their offer?

DON’T BE FOOLED – even the most obscure niches (such as sporting clubs) can be highly lucrative ones…

They – as an industry average – have revenues or margins that can justify fair agency fees. When the bicycle e-commerce owner was choosing between running his own ads or hiring a pro, he chose the latter as he knew his revenue potential could far exceed the fees to bring on the experts – thus making him a profit; what we all want as business owners.

If, on the other hand, he had been a convenience store owner that can only realistically generate $10K in revenue due to locational restrictions, then paying an agency $7K in fees won’t make much sense. We cover pricing your services in our Academy program, but you’ll generally want to try and go after a niche that could sustain $4K/mth retainers.

If you’ve already worked with clients before from lots of different industries that fit the above bill then add on this segmentation filter:

You have credibility and authority within the niche. If you still have two or more fingers up in the air then identify the one that you have the MOST credibility in and that resonates with you personally. For example, you may have great case studies for building travel-based business’ websites and personal trainer websites, but you much prefer working with the travel industry, then go with this as your niche.  

Messaging Exercise – Your Core Offer 

Now that we have our niche locked down, it’s time to nail our messaging. This is our key proposition and will be used to communicate what you do and for whom. This one-sentence line will be used across your website, funnels, pitch decks, proposal documents, and as a guiding light for everything that you do in your business. 

IMPORTANT:  This is intended to be an iterative process. This means, that the first time you run through this exercise you will end up with the first draft of your core offer. You should review your one-sentence over several weeks to refine and edit it until it really resonates. 

Step #1:  Start listing out everything that you or your company excels at, what is your core genius? For example, are you great at connecting people, or setting up sales funnels? Write down who specifically these types of activities help.

Step #2: Next, write out what the activities listed in step one directly result in. For example, lower abandoned cart rates, high website conversion rates, etc. 

Step #3: Finally, how do the results listed in Step 2 impact your clients’ lives (personally and professionally), does it reduce stress on their marketing efforts, does it lead to higher customer retention rates, etc? 

Here’s an example:

Core Messaging Example: 

1. What are you really good at? 

  • Website conversion optimization for Shopify store owners 

2. What does the above directly result in (metrics)? 

  • Lower abandoned cart rates 
  • Higher website conversion rate 

3. How does #2 impact your clients’ lives/ how does it make them feel (benefit)/ what does it solve? 

  • Increased revenues without increasing ad spend 

4. Tie them all together into one sentence. 

  • We help Shopify store owners attain higher website conversion rates and lower abandon cart rates so that they can increase revenues without increasing ad spend through CRO services. 

The above sentence clearly states who you help, how you help them, and what your services result in. 

Now it’s your turn! 

Next Step: Decide on your niche, on the next section we will choose a hook to build urgency/authority 

What is a Hook? 

Since you will be driving cold traffic into your funnel, you’ll need to persuade them that you are the right person to help them with their services. A hook is what is used to create this authority, trust, or urgency. 

Types of Agency Hooks

There are three main hooks that can be used to effectively drive high-quality leads to an agency in an automated fashion. These are: 

  1. Case studies/testimonials 
  2. A lead magnet (free training/audits) 
  3. Trials or Performance-Based Pricing 

In an ideal world, you would be able to combine 1-2 hooks into your funnel; however, most agencies will only use one hook.

Case Studies 

The most effective hook is using case studies and testimonials as this builds a lot of trust and authority and tends to deliver a higher-quality lead. 


  1. Has a “juicy” case study or testimonial. “Juicy” here means a specific case study or testimonial revealing a numeric value of some sort (ROA, revenue growth, conversion rate, leads, timeframe). If this is not the case, assess whether it can be positioned in such a manner (while still being ethical).
  1. Competence in service being sold.

Example of agency funnel leading with results 

Lead Generation Funnel For Your Marketing Agency

Video testimonials will build the most trust, as these are difficult to forge. When asking clients for testimonials make sure that they cover the following in their recording:

  1. Where they were before working with you
  2. Why were they nervous to hire you or an agency?
  3. What specific results and outcomes/growth happened since working with you?

If you do not have video testimonials, then use lots of screenshots, show actual ads or assets that you delivered to clients or name the client brands you worked with. You may need to ask previous clients for permission before doing this unless it was already a clause in your service agreement together. 

If you do not have case studies or testimonials yet, we highly recommend you invest in some pro-bono work to generate these, as they will pay themselves off tenfold. However, you still have two hooks you can use to drive leads: lead magnet or trials & performance-based incentives. 

Lead Magnets 

Lead magnet funnels are very effective at building trust and large communities – this may be helpful if you aim to eventually launch and sell a course to your community or avatar. 


  1. Comfortable working with opt-in funnels
  2. Can communicate and present thoughts and ideas clearly
  3. Requires longer rapid-fire testing – budget $1k ad spend minimum
  4. Competence in the service being sold

Example – of an agency funnel using a lead magnet

How To Build Automated Lead Generation Funnel For Your Marketing Agency
Automated Lead Generation Funnel For Your Marketing Agency

This hook uses a free value-based download such as a website template or a free SEO cheat sheet guide. 

The downside of this funnel is that it requires more work as you will need to build the lead magnet, you’ll also want to create an opt-in for your funnel and an email sequence for the back end. For the sake of simplicity, we will not cover this type of hook inside this course but do get in touch if you need any help.

Trial or Performance-Based

Trial or Performance-Based funnels are ideal for those who don’t have strong enough case studies or testimonials and also need something up fast. It is a trickier sales call to maneuver but if you can get past that, it can be a very lucrative funnel. 


  1. Competence in the service being sold

IMPORTANT – only run performance-based or trial-based funnels if you have thoroughly audited the client and KNOW that you can get the results as this is a fast way to bankruptcy if you can’t! 

How To Build Automated Lead Generation Funnel For Your Marketing Agency

Remember – the hook is only as good as you present it, make sure you have worked through your messaging exercises in the next section. 

NEXT STEP: Building your automated lead generation funnel

Your funnel consists of 5 pages, these are as follows:

1. Squeeze Page: where you send traffic to 

2. Form Page: where leads are pre-qualified 

3. Calendar Page: where leads can book a time in 

4. Confirmation Page: shown when a booking is successfully made 

5. Not A Fit: shown when leads are not qualified 

Your funnel will be made up of 5 pages as illustrated below: 

Building your automated lead generation funnel

Squeeze Page: This page is the page that sells your service and entices the lead to schedule a time with you. This is the page you will be driving traffic to. 

Form Page: This is the page where you will ask the lead for more information about their business. You will be creating a form for this page to collect this information and using conditional logic on questions to pre-qualify leads. For example: if a lead is a dropshipper and you do not wish to work with this type of avatar, your form will “kick” this type of prospect out of the funnel so that they cannot book in a slot and waste your time – these types of leads are redirected to the “Not A Fit” page. 

Calendar: The calendar page is where leads can book a time with you or your sales team. 

Success: This is the confirmation page a lead will see once they have successfully booked a call. 

Not A Fit: This is the page where leads will be shown if they do not fit the criteria you have set in your form. You may wish to use this page to promote a Facebook Group you run or a course you sell to continue to nurture these leads. 

Steps to Setting Up Your Automated Lead Generation Funnel 

Option 1: You can choose to build your funnel from the ground up using your own landing page software of choice, follow the prompts below from step #3 and the copywriting.

Option 2: Download our pre-built plug-and-play funnel to save time. We build funnels using an agency software called HighLevel, follow the prompts below to access them. 

STEP 1: Create a Funnel Account 

The funnel template is built with an agency software called HighLevel, you will need to first create an account with them in order to download the funnel and all five pages. 

Here is an exclusive 30-day free trial (please note, the page may say 14 days but an additional 16 days will be added to your account – use this link here

STEP 2: Download Our Funnel Template

Once you have your account set up, click this link to download the funnel. 

Select “Add Funnel” to copy the funnel to your account

STEP 3: Name Your Funnel 

Name your funnel and select a location (you should only have one option at this stage).

You will find your new funnel and all 5 steps under ‘Funnels’ – click on it and begin to edit.

Below is a checklist of what you should edit.

STEP 4: Add Domain 

Add in the domain and path for your funnel and push “Publish” – you can add a domain under “Settings” > Domains. 

NOTE: If at any stage you get stuck, contact HighLevel support as they are VERY responsive and will be able to get you on the right path quickly. 

STEP 5: Create Your Form 

In HighLevel, forms are called Surveys.  

On the left-hand side, under “Marketing” you will find “Surveys”. 

Start pulling in the questions you would like to ask such as name, email, website, etc.

To create conditional logic questions: select “custom field” > single option > add the options per line. Next, when you add the question, you will see “Logic” where you can assign conditions to each answer they provide.  

Be sure to create a redirect to the “Not a Fit” page for disqualifying questions and to create a redirect to the “Calendar” page once the form is completed. 

Once the survey is complete, click “Integrate Survey” (bottom right) and select your new funnel to add it. You can also embed the form/survey straight from the “Form” page of your funnel. 

STEP 6: Create Your Calendar 

Under “Settings” from the left-hand side, click on Calendar > New Calendar. Once you’ve created your new calendar, embed it into your “Calendar Page.”

Make sure you create a redirect to your Confirmation Page once someone books a call (this is done under the “Confirmation” tab when editing the calendar). 

STEP 6: Edit Pages 

Once you have the main integrations set up for your funnel, here are the pieces you need to make sure you edit: 

  • Edit all funnel pages with your branding/logo 
  • Add your Facebook pixel to funnel
  • Add Privacy Policy to your Squeeze Page
  • Edit SEO metadata to your Squeeze Page 
  • Edit pop-up – make this link straight to the form page
  • Double-check the funnel and all redirects by testing it out

Next Steps: Writing the copy for your funnel 

NEED HELP?  We can take the entire process of building your funnel off your hands, from helping you refine your niche and positioning through to the design, build, and copy. You can add on campaign management too if you want us to run the ads for you! 

To find out more about our done-for-you services, get in touch with us here or click here to learn more.

Copywriting for Your Funnel 

Poor or lazy copy is the biggest reason why an automated lead generation funnel will fail. Surprisingly, most agencies and freelancers will spend an agonizing amount of time on the aesthetics of their funnel, yet neglect the messaging.

A funnel will convert with great copy and poor aesthetics, however, it will hardly ever succeed if the messaging is off yet the design is great – so be sure to invest the bulk of your time here. 

Steps to Writing Copy for Your Funnel 

Step #1: Refine the avatar 

Step #2: Write out the problem 

Step #3: Write down the solution 

Step #4: Write down the origin story 

Step #5: Write out the opportunity/cost of not taking action/ urgency 

Step #6: Write out the headline 

Step #7: Write out the subheadline

Step #8: Write out testimonials

Overview of Process 

Step #1: Refine Avatar 

You’ll want to make sure you understand your client’s avatar and niche before creating a copy. 

The more you can niche down and talk to a particular type of clientele or a specific service, the more successful your funnel will be. 

The reason for this is that it is far easier to speak to specific pain points and desires when the copy is hyper-focused. 

An example of a hyper-focused niche includes online cosmetics retailers or outdoor adventure businesses. Examples of hyper-focused services include website conversion rate optimization or e-commerce email marketing. 

Step #2: Write out the problem

Write out the problem you are solving in 2-3 sentences as if you were writing a press release. Think about what the issues are that the avatar is facing.  

Your problem sentences should clearly identify the WHO, WHY, WHAT 

E.g. Ecommerce businesses can’t seem to gain traction from their Facebook ads or don’t have the time and resources to figure it out or hire an in-house team member. They’re able to generate sales from other sources and feel frustrated by the lack of progress happening on the Facebook ads side as they see this as a big opportunity for growth for their business.  

Step #3: Write down the solution 

Again, the solution is a 2-3 sentence blurb explaining how and what it is you are going to do to help them with their problem. This should touch upon their desires, and the outcomes they dream and fantasize about. 

E.g. We take the guesswork and time out of generating positive returns from Facebook ads by offering done-for-you campaign management solutions for eCommerce businesses with a validated product.  

Step #4: Write down your origin story

People buy from people, and an origin story helps to connect potential leads with you and your business. It creates authority and trust.

Here you will share your story, how your business came to be, what makes you an expert in what you do, and why they should choose you. Ideally, your story is easily connected to the industry or niche they are in. 

If you’re not comfortable sharing your origin story, you can use a client’s story (with their permission). 

Example Origin Story: 

When we started our e-commerce business in 2013, we literally knew nothing about anything.

Just two young, bright-eyed, and bushy-tailed ‘wantrepreneurs’ having a go at building a business and all self-funded.

Ignorance really was bliss!

We quickly became overwhelmed by feeling like we had to do everything ourselves. We thought that’s just how things were done and that’s how people succeed.

The problem was, by trying to be the ‘jack of all trades,’ it significantly slowed our growth. In fact, we got too bogged down to even move forwards.

The time it took to learn a new skill, implement a strategy, and start to see the results (or lack thereof!) was far greater and more detrimental than outsourcing the task to somebody else.

Sure, we could do it ourselves. But not at the speed, to the standard and at the level an expert could do it for us.

The day we put our egos aside and conceded to the fact that we didn’t have to do everything ourselves, was the day our business stepped up another level, and we started to see the long-anticipated growth we’d been after.

Step #5: Write out opportunity/authority 

Write down the opportunity or industry statistics supporting the claims being made and justifying solutions. Ideally, this would come from the opportunity side. 

E.g. Internet usage is up 35% since the March 2020 lockdown and some e-commerce businesses are experiencing massive surges in online purchases as people look to ease their boredom, stay in shape, maintain their wellness and beauty, stay safe, and occupy their children. If you have a product that slots into one of these industries, you could be generating massive returns from Facebook ads right now. 

Step #6: Write out the headline 

Next, write down the headline based on the problem/solution being solved and create a sub-headline to go along with this. Create 3-4 different headlines. Make sure the hook, such as performance-based, case study, or trials, is prominent in the headline. 

From your headline, it should almost be immediately clear what avatar you are speaking to.

Example headlines we’ve used: 

  • Unlock the hidden fortune in your ad account 
  • Performance-Based Facebook Ads for Realtors 
  • 14-Day Facebook Ad Trial for Roofers 
  • Generate high-quality leads for your marketing agency 

Step #7: Write out the subheadline 

This goes beneath your headline and should reinforce the headline or break down any potential objections. 

E.g. Without needing to spend thousands on ads 

Step #8: Write out testimonials 

If you have case studies or testimonials you’ll want to format these so they are easy to digest for readers hitting the page. Recap the outcomes so these are most prominent then describe the problem the client faced and what solution/services were applied. 

Example Testimonial Copy  


Create a new revenue stream for your e-commerce store using Facebook ads


Performance-based campaign management for e-commerce brands looking to create new revenue streams using Facebook ads.


As an e-com seller, you know that Facebook ads could be a highly profitable revenue stream for your business (as you can see your competitors doing really well from the platform) but in between trying to manage all the logistics of your core products, inventory, and customer support, you don’t have the time or resources to crack a successful campaign and every time you take a dive in, it’s like a money pit that never returns anything back. 

Hiring an in-house marketer isn’t an option until you can prove this channel can be lucrative for you, you know there’s a big opportunity to create a lucrative revenue stream here, and just need a marketing partner you can trust to come on board and take this off your hands. 


We take the guesswork and time out of generating positive returns from Facebook ads by offering done-for-you campaign management solutions for eCommerce businesses with a validated product. And the best part – it’s virtually risk-free, you only pay us once we start to generate results for you! 


Ad costs have never been cheaper. If you have a website that is already converting and generating sales from other sources, chances are you’ll do really well with Facebook ads. But there’s a bit more to it than just whipping up a couple of audiences and creatives. Knowing how to leverage the platform comes down to knowing how to buy the best traffic Facebook has to offer and optimizing campaigns so that you can win in the auction against your competitors. 

Origin Story: 

Established in 2017 – [agency name] came about after Founder [name] launched his own e-commerce shop selling [XYZ] to consumers. Within two years, the business grew to $2M in reviews, and [name] and his team opened up the capacity to start helping other eCommerce brands using their unique process of campaign and audience segmentation. 


4x ROAS from a $100K/mth ad spend 

XYZ had been through five different agencies before coming to us and was highly skeptical that we could generate results. Using our unique process we were able to generate 4 x ROAS within four months.

TIP: If you’re struggling to write out compelling sentences and thoughts, an easy hack is to go on Amazon and browse books teaching similar things – usually authors will spend a considerable amount of time pulling together the descriptions (not all do…) with direct-response (pain points and core desires), which can really help inspire you and give you a sense of how to speak directly to your niche.


We are big fans of split testing and optimizing your funnels – this will allow you to drop your cost per lead down even more. 

Below are the benchmarks your funnel should be hitting: 

  • [If using a lead magnet funnel] Opt-In % Rate – 20% min 
  • [If using a webinar funnel] Webinar Conv % – 3-5% min (allow 7-10 days) 
  • Sales Page to form page flow – 20% of traffic min 
  • Form page to calendar page – 20% of traffic min 
  • Calendar to confirmation page – min 50% 

For split testing, these are the tools we recommend you install on your site: 

1. Hotjar  – make sure you get the pro version to ensure it doesn’t slow down your site 

2. Google Optimize – this will allow you to create multiple split tests in one hit, faster testing = save money 

Additional Tips: 

  • Leads should cost between $60-$200 depending on which niche you are targeting and what your offer is
  • If lead quality is not good, make sure you create conditional logic questions in your form to screen these types of individuals out – in HighLevel the form is created under “surveys”.
  • IMPORTANT: once you start running traffic into your funnel, allow at least a week to generate enough data to see where the bottlenecks exist

Congrats on making it through the Funnel Building training

We know it’s a bit of a task to get one of these puppies up but hopefully by now you have launched ads to your funnel and can start optimizing results. 

If you would like help troubleshooting your funnel or want us to take the whole build off your hands, get in touch with us today to find out more about our hands-on support HERE

We know it’s still early days with your funnel, but we can’t wait to see how it changes your business and we’d love to hear from you when it does – Get In Touch With Us Here.

NEED HELP? Hire a Funnel Building Agency

If you’re running a business, chances are you’re always looking for ways to improve your sales funnel. After all, a well-oiled funnel can mean the difference between success and failure. But building a successful funnel takes time, effort, and expertise.

That’s where hiring a funnel building agency comes in. A good agency will have experience designing and optimizing funnels for businesses in your industry. They’ll also be able to provide insights and recommendations based on data from past projects.

There are plenty of agencies out there that claim to be experts in funnel building. So how do you choose the right one?

Here are a few things to look for:

A proven track record: Look for an agency with experience designing and optimizing funnels that have generated results for their clients. Ask them about case studies or testimonials from past clients so you can see what they’re capable of achieving.

Industry expertise: It’s important to hire an agency that understands your industry inside out as they’ll be able to create more targeted funnels that are more likely to convert leads into customers or clients.

Data-driven approach: The best agencies use data analytics tools like Google Analytics or HotJar to track user behavior and identify areas of improvement within the sales process.

Creative thinking: Funnel optimization isn’t just about numbers – it’s also about creativity. Look for an agency with fresh ideas who aren’t afraid to think outside the box when it comes to designing your ideal sales process.

Let Us Be Your Funnel Building Agency

Are you looking for a reliable funnel building agency? Look no further than Wealth Ideas Agency. We are a team of experienced professionals who can help you build high-quality and high-converting sales funnels that will convert your visitors into customers.

We understand the importance of having an effective sales funnel in place and we will work closely with you to ensure that your funnel is designed to meet your specific needs. We offer a wide range of services, including lead generation, email marketing, and social media marketing, all of which can be tailored to your unique business.

Don’t waste any more time struggling to build your own sales funnels. Let us be your one-stop shop for all things funnel related. Contact us today to get started!


If you’re ready to start filling your agency pipeline with high-quality leads…

without spending any more time on prospecting, get in touch here

And you’ll get a high-converting, done-for-you funnel and start pulling in hot leads…

Even in your sleep!



1 thought on “How To Build Automated Lead Generation Funnel For Your Marketing Agency”

  1. Pingback: Top 5 Best Marketing Funnel Building Agencies and Platforms

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