March 30, 2020
7 Step Sales Funnel Checklist – How To Launch A Million Dollar Funnel

7 Step Sales Funnel Checklist – How To Launch A Million Dollar Funnel


Miles here, milesbeckler.com. This video reveals
my seven steps sales funnel checklist after making millions of dollars online through
sales funnels. I know the importance of going back through double checking all of my work,
making sure I got the right bits and pieces in the right places. So I put together this
little checklist for myself that I’m going through with this brand new funnel that I’m
launching and I figured I’d share it with you so you can kind of run your processes
against it and help you identify anything you might be missing in your sales funnels.
Let’s jump right in. Number one, we’re starting at the optin level now. The sales funnels
that I run, these are cold traffic funnels that I’m running right now that I’m testing
most of my work on. So it’s an opt in page, it’s a sales page, it’s a One-Click Upsell
and all the little bits and pieces that go with it. So the per first place I focus is at the opt
in page level and I want to make sure that I have a new big idea coming out right, which
means a new lead magnet of sorts but not just the lead magnet. I want to be split testing
the actual funnel itself. So I want to be split testing this opt in page. Then I have
to go back in and make sure I’ve got my Facebook tracking and my Google tracking installed
correctly so I can note and kind of push the data back into both of those systems so I
can analyze the progress, right? If I’m not feeding the data back into Facebook or in
the analytics, how would I be able to analyze how well that funnel’s doing? I wouldn’t therefore
getting all of that in place. So on the opt-in page level, it’s most important for me right
now that I’m testing a new big idea. I want to test something totally different
on the opt in page and then I’m running a smaller split test on the verbiage of the
opt in page to see which performs better. Second up is the autoresponder sequence. Now
obviously the optin page must be connected to the autoresponder sequence, but since this
is a brand new lead magnet, there needs to be a new followup sequence. I use tags in
my autoresponders, so I add a new tag so I can identify the individuals who come in through
this, um, new kind of form, if you will, those new opt in page. And then I want to make sure
that I have a transition from the autoresponder sequence, either back to my old autoresponder
sequence that leads them to the broadcast list or directly to the broadcast list. Now,
for email marketing, I run people through an autoresponder sequence. Generally it’s between three and 10 days,
but after that they get put onto a broadcast list where they get all of those kind of ongoing
updates. And that’s what I want to make sure is in place before I start sending lots of
traffic to the opt in page and people start opting in. I wanna make sure that that system
is built in a way that I don’t have to think about it. And it kind of automated delivers
that which they requested. It then gets them caught up on our bit. What we do, what we
offer some additional free value and eventually make sure it lands them on my broadcast list
because that is where we make the bulk of our income. Number three is the delivery page,
so this is a page on our website and we needs to actually deliver the item. Now this follows
the email list portion. That first email that goes out to the individual
who just opted in. That first email is what delivers the thing that they asked for, right?
That lead magnet is actually delivered via email, so I need to have that hosted on my
site so it’s a page on my site, but the actual item is hosted elsewhere. If it’s a video
system hosted on Vimeo, Vimeo pro, so you can kind of manage the video delivery elsewhere.
If it’s an MP3, you can use Libsyn or Amazon’s s three service. If it’s a pdf, you can also
use Lipson or Amazon’s S3. You don’t really want your web server to, um, have to actually
deliver the content itself. It could potentially slow down your web server. So use a third
party kind of CDN for that. Um, kind of a, a delivery, uh, a hosting service specifically
designed to deliver, uh, information to deliver PDFs to deliver mp3s or videos. So that’s the delivery page. The one question
you might want to ask yourself on that delivery pages, do you have an offer on that page?
Um, we are showing them a one time offer, which we’ll talk about in a minute, but on
the delivery page you have the ability to a repeat that one time offer. If you choose
or B, you could show them an additional item that would be a great supplement for them.
It’s kind of like how a server at a restaurant we’ll offer you dessert after you get the
thing that you ordered, right? Here’s your entree. Did you like it? Great. By the way,
would you like some dessert? That’s kind of the approach here and you might as well stick
that extra offer there on the delivery page. So number four is the Oto page and the offer.
Okay. So the Oto that sends for one time offer, this is the page that the user reaches after
they opt in. So they land on an optin page that says, hey,
enter your email and get a free thing. Then once they complete that action, they go to
an Oto page, a onetime offer page. We don’t deliver the item right away. We give them
an offer to purchase something of ours at a very, very discounted price. On this current
product, we’re going to be testing a couple of price points, uh, but we’re offering about
50 to 60% off is what we’re offering here. So on this, on the Oto page, you can either
split test the product itself. So after the opt in, you could show half of the people
product a, you could show half of the people product B and you could understand which product
gets a higher conversion rate. Or if you just have one product that you want to offer. After
this, you could test two separate price points and you’ll be surprised at what testing a
different price point can do for your conversion rates and ultimately for your earnings per
click. And that’s what I really truly monitor here
is either my earnings per lead or my earnings per click because that’s ultimately what I
want to maximize through this kind of a funnel. So you need to have an offer that works, it
needs to be complimentary to the item. So if you’re giving away a pdf cheat sheet, you
might be offering a video course to help them implement what you taught them on the cheat
sheet. Uh, make sure it’s that next logical step generally, um, done for you, done with
you are great types of offers to make as OT. Oh, split testing the product or split testing.
The pricing is the big thing on this page. Then we have the checkout in the delivery.
So I mash these up together because I can’t actually make my checkout page until I have
my delivery page completed. Uh, so I, I matched those up together. So on the delivery page, I just want to make
sure it’s delivered well. It’s clean, it’s easy to access, and that they get access in
an automated fashion, that it’s all done through automations, that they get the emails, they
get their username, their password, whatever it is that they purchased, they have to get
it quickly via automation. Um, so not automated delivery. And then I want to be split testing
my checkout page. Now I use Samcart for this. You could see the link to Sam Cart in the,
in the link below. Um, Samcart has got some really cool features that allow us to completely
customize the actual checkout page itself so we can reinforce the sales messaging on
the checkout page and we can split test the checkout pages. So they’ll show variation,
one to half of the users who click on the checkout link and they’ll show variation too. So I can test a very different looking checkout
page to optimize my conversion rates because ultimately that’s the most key point in this
entire funnel is when that user is prompted to take out their credit card and enter their
credit card for that item. If I can get it go from a 10% to a 20% conversion rate through
split testing, that checkout page, I will actually double the number of sales that I
get, which is pretty remarkable and that’s why I focus in on running split tests on the
checkout page. Um, then number six is the one click upsell. So after they check out,
they go to another offer. This is a one click upsell. The transaction remains open, which
means if they choose to take the OneClickUpsell, they don’t have to re enter their credit card
information. It’s got a button below that says, yes, I want to take you up on the upgrade. And then it also has a link that says, no
thanks, I want to pass on this offer. So that’s the functionality of it. And I run videos
on this page. The Oto offer for this one for me is a written text letter. So there’s that
copywriting required there. I do have some videos on my oto, I use video sales letters
for my oto, but for this particular funnel I’m starting with a written sales letter in
that position. And then for the one click upsell, it is a video. Now you need to be
testing this as well. You can be testing different price points with the same offer or you can
be testing totally different offers. Now if you dif, if you test different price points,
be sure you’re not speaking out the price in your video sales letter for that one click
upsell. But on this one for us, we’re actually testing to separate one click upsells to see
which one again helps us get the highest, uh, earnings per lead. That’s, that’s ultimately what we’re looking
for here. And, uh, I host these one click upsell videos on Vimeo so I can control the
player window so it doesn’t have the youtube links above and that all those escape routes
for the user. I don’t want them to be able to leave that page unless they choose the
yes or no options. So it completes the transaction effectively. Number seven is the Facebook
ad getting all of the Pixel and the custom conversions set up. I again, group this all
together because at this point in time I’m inside of the Facebook ads manager and I just
make sure to get all of my bits and pieces done there. So I need to make sure that I’ve
got the custom conversions set up correctly. So Facebook knows when a click becomes a lead
and when a lead becomes a customer, I push all of that data back in. I do use their advanced pixel component, the,
uh, the event, part of the Pixel component to push back the data into Facebook. But I
also use the custom conversions based on the URL. So I have two separate ways that I’m
showing Facebook when a specific user takes that action because I run conversion campaigns
and the more data I can seed Facebook with on my conversions, the more people similar
to those who converted Facebook will go find for me. So I make sure that all of that conversion
tracking is set up. I’ve goofed that up enough times to know that needed to check and reject.
There’s a plugin for the chrome browser called the Facebook pixel helper. Um, it’s great
for you to test to see if your pixel shows up, but you can always right click view source
and make sure your pixel is in the right place. I’m on the Facebook ad, I have multiple split
tests going down here. I’m testing probably four different long copy ads. I could probably
call it three long copy ads in one medium copy ad. And then two short copy ads. I consider
a long copy ad to be 400 to 800 words, maybe 300 800 words. That medium copy ads going
to be right in the 200 words or so mark. And then the short copy ads or dozens of words,
probably under a hundred words, so I’ve got like five different pieces of copy that I’m
going to be testing on this, and then I’ve got images, stock images versus branded images,
so a stock image inside of Facebook ads. We can go right into Shutterstock and I can pull
images that are relevant to the emotions around the ad. They’re relevant to the offer itself,
but then we’re doing some branded ones where we actually layer on some of our kind of custom
imagery to just make sure it’s on brand on point, the right kind of colors, the shapes,
et cetera. That’ll help people who are familiar with
us identify our brand, or if they’re not familiar with who we are. We kind of reinforce that
same type of imagery later inside of this funnel, through the images on the sales pages,
et cetera. Now you probably have noticed that I’ve mentioned split testing, different items,
many, many, many, many, many, many, many times. The goal of this funnel is to liquidate my
ad spend. I would love to be able to put $1,000 a day into this funnel and get $1,000 out
every single day from this funnel. Because what that means is I would be getting dozens
and dozens of new customers every day and hundreds, if not thousands, actually technically
would be about 3000. Based on my other numbers, I’d be getting about 3000, um, new leads each
and every day. And all I’m doing is cycling the same thousand dollars. Right? I don’t
have to dig a hole and spend a lot of money in debt. I get the same money out that I put in. If
you’re interested in learning more how to run Facebook ads this way, there’s a really
interesting webinar that was just published. I’m gonna have a link to that pop up above
my head. I think it’s on this side. Click on that. You can take a watch on that. Um,
it’ll be, the link will be down below for the Facebook ads Webinar. But this is the
idea, right? Is I’m getting Facebook to drive customers and the revenue from the customers.
Facebook’s driving, because I’m using conversion campaigns. I put right back into Facebook
ads, so I’m not out of pocket. My ad spend, I just turn that money and maybe add on to
it as we grow. But the number of split testing components is how I’m able to identify the
most valuable flow for an individual. Right? So there’s potentially four different
images. There’s potentially five different pieces of ad copy. That’s something like 20
different combinations or more. I’m off mental math here of just the ad itself. Then the
go to landing page, there’s one of two different options at that landing page. We’ve got something
like 40 plus options going on now. Then they get to the checkout page. There’s two variations
of the checkout page. We’re up to like 80 different paths. That user could go down at
that point. They see the one time offer, which I’ve got a split test on. Then they see the
a one click upsell, which I’ve got to split test on. So as you notice what I’ve created
through having a number of moving pieces at every step of the funnel is I’m testing literally
upwards of a hundred or more different combinations that a user could go down. And my ultimate goal here is to identify which
one gives me the highest earnings per click and the highest earnings per lead. And once
I’ve really identified that here within the first week of running all of this, I turn
off all of the variations that aren’t working great and I focus all of my ad budget on the
one or few variations that are working the best. That becomes my control. And at that
point I get together with my team, with my wife, we sit down and we look at what worked,
we looked at what didn’t work, we analyze this, and then we come up with a new hypothesis
and we continue to try to beat our control. So we’re setting up a lot of variations. At
first, we’re going to see what comes out and emerges as our control. And then all of our
energy goes to beat that control at every single level. We want to create a better ad than we have
running as our control. We want to create a better opt in page that’s running compared
to what we have currently as our control. We want a better one time offer. We want a
better checkout page. We want a better one click upsell, always improving every step
of our funnel. This is what we’ve done time and time and time before to generate millions
of dollars online and here I am just doing the work. You know there’s a phrase a, it’s
like a proverb or something and it says, uh, before enlightenment, Chop Wood and carry
water after enlightenment, Chop Wood and carry water. That’s what I’m doing here. I mean
multiple millions of dollars online and I’m still doing the work. I’ve got a team helping
me with a lot of these bits and pieces, but this is the work. I hope you’ve enjoyed this. If you found this to be helpful, get at me
in the comments and let me know. Say yes miles. This was helpful. Those kinds of comments
will let me know to make more of these types of videos where I track what I do in my day
to day business and share it with you. Uh, if you don’t leave comments, if you don’t
give me a thumbs up, I’ll probably come up with other stuff that I’ll make videos on
cause I make three videos a week right now. So subscribe, hit the bell so you get notified.
I appreciate you and I look forward to connecting with you on the next video until we meet again.
Be well and go forth. Test new funnels, do lots of split testing, collect lots of great
clear data. Find out what your best performing variations are though. That’s your control.
And then go beat those. That’s what we professional marketers do. You can do the same. I thank
you again for your time. Any questions get at me in the comments and I’ll see you soon
on the next video. Cheers.

31 thoughts on “7 Step Sales Funnel Checklist – How To Launch A Million Dollar Funnel

  1. Listening to the experience of an expert. Will get you faster results and know your shortcomings on your business. Thank you for sharing this.

  2. Appreciate the teachings, always have split test in the funnels you have to let the market tell you what they really want.

  3. Great video, lots of helpful tips for sure. Do you think I can go over the same info, but give us a look at.m how it works live? I am a visual learner and would greatly benefit from that. Thanks again for the time and information provided.

  4. How many days, on average, do you find it takes someone to convert on an offer after they opt-in? I know you have your own products, but for affiliate products, for example, how much nurturing do you do before you hit them with the offer? I'm usually sending around 3 value-based emails before they get the offer.

    In order to better qualify leads, I ask them to click a link in the welcome email to confirm their interest. When they click the link, a tag is added and they're sent to another automation. This way I can properly score leads.

  5. You know how you can save to a folder for reference? Miles has his own folder! Def' my mentor! Always worth the time to take to stop and watch! Time is so money. His education pays it off!

  6. I have a question. I have been watching your videos about sale funnels in which you offer course to your customers. Do you generate the course video or are they provided by another source. Excuse me if you stated in your video and I missed it. thanks

  7. Hey miles, great video piecing everything together. I have never used a one click upsell on my site, and i remember last time I looked into setting it up I couldn't find a plugin (I even considered developing one myself) – do you have any advice how to get the one click upsell going? Most I've found the prospect needs to enter details in again. Thanks Miles!

  8. Your content and advice are awesome, I would like to see an example of this with physical products, not only with services

  9. Miles, with everything you teach, one challenge I've had it's keeping things organized. If you're writing emails every day to your list, then repurposing for other platforms (for example), how do you stay organized?

  10. what's your preferred way to split-test offers/pricing?

    I know Thrive Themes has a split-testing tool but may not be appropriate for all cases. Do you use a 3rd party split testing?

    Most of the time, I just drive specific ads to separate opt-in pages manually. Looking to see if there is more efficient way to do this as we continue with experiments.

  11. Ha, chop wood and carry water..thats gold! If you had a site on a broad niche, say pets for example, would you suggest building multiple lists/funnels for each type of pet and target different affiliate products to each list or try to target your whole audience with something more generic?

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