Direct Offer Funnel Build

Goal: Create a frictionless funnel for warm, qualified leads to book calls fast — using minimal steps, soft qualification, and high automation. 1. Funnel Strategy Summary Who it’s for: Cold email reply leads Warm ad traffic or retargeting Leads from partnerships, content, or list offers Best when: You want to predictably and consistently be on demo calls daily You need soft qualification, not long-form questions You have setter teams or triage calls pre-demo CALL BOOKING SERIES Funnel Flow: Traffic Source → Lead Capture Page (GHL) → Embedded Calendar → Thank You Page → Automated Slack, Email, SMS Notifications → Triage Call / Demo Execution WEB CONVERSION SERIES Funnel Flow: Traffic Source → Lead Capture Page (GHL) → Sales Page → Thank You Page + Upsell Plan → Automated Slack, Email, SMS Notifications → Triage Call / Demo Execution 2. Crafting the Landing Page Tool: GoHighLevel (GHL) or Framer or Webflow or Wordpress Load Speed: <2.2s Conversion Goal: 25–40% form completion → 30–60% demo booking CALL BOOKING SERIES Examples of these landing pages being fully built out: https://saaslaunch.net/book-cc https://saaslaunch.net/booked Section 1: Creating your Offer Statement + CTA Bold, outcome-driven headline Sub-headline clarifies method or result CTA button scrolls to form or calendar How do I create a offer statement with my PMF / GTM Offer Your Offer Statement Now that we know who we’re helping, we should have a better understanding of where we’re taking them. This is the transformation, not how you’re getting them there, but rather where you’re going. For this part of the exercise just imagine you can wave a magic wand and every client does exactly what you tell them to do, where would they end up? “I Help W Do X Using Y In Z” statement. I Help (your avatar) (achieve transformation) so they can (dream outcome) in (X timeframe) (risk reversal) or I Help (your avatar) (achieve transformation) in (X timeframe) without (pain points) (risk reversal) or I Help (your avatar) (achieve transformation) with (unique mechanism) without (pain points) I help men over 50 feel and look sexy so they can get the woman of their dreams in 90 days or less. I help “9-5ers” create passive income so they can achieve real freedom and take care of their loved ones in 30 days or less. I help chiropractors pack their practice and serve more people in 30 days or their money back. We’ll help you acquire 100 paying users in 90 days guaranteed or you don’t pay and we’ll send you $1k for wasting your time The secret is to make it as simple and attractive as possible. Imagine you’re going to tell a 7-year-old, would they understand it? Whatever you write down first, remove 50% of it. The Corner Store Test If you walked up to the cashier at your local corner store and told them what you did, would they understand it? They are likely not your avatar, but no matter how sophisticated you think your market is, nobody wants to work/think. This is where most people mess up and this is likely why you can’t scale your offer past a certain point. I’ve had to rebuild my own offers from the ground up multiple times, changing names and changing deliverables, all to make it easier to understand, easier to achieve the desired result, and have a more appealing transformation/desired result. If you still need more help creating offer statement please ping us within the slack channel we’ll help you create one More information here as well: OFFER STATEMENT CREATION Examples of a very bold offer on a page Template funnels you can use for yourself Use GHL Funnel V1 Or GHL Funnel V2 NOTE: If you’d like a fully custom personalized funnel built specifically for you software company to convert at the highest level possible when attempting to launch this funnel You May Submit a Custom Request for $50 HERE to our Web Design Team to Come up with the strategy and design for your funnel Section 2: Social Proof Logo bar (4–6 companies) Carousel of testimonials (Slack screenshots, short quotes) Optional: embedded Loom proof or UI demo clip Section 3: Facebook Leadform (Above or Below Fold) Fields: First Name Email Phone Use-case Qualifier (input) Add conditional logic if fake leads are common Section 4: Embedded Calendar (GHL) Smart time zone adjustment 24h minimum booking delay Add required field: “Biggest challenge right now?” Section 5: Fully Branded Thank You Page Confirmation message Embed Loom video: “What to expect next” Optional: Slack invite link, async prep form, onboarding link Inspo TY Pages: https://www.scalingwsystems.com/scheduled-sws-2 https://go.closers.io/sta-call-thank-you1647430381109 https://www.renoconsulting.online/confirmation-page Template funnels you can use for yourself Use GHL Funnel V1 Or GHL Funnel V2 NOTE: If you’d like a fully custom personalized funnel built specifically for you software company to convert at the highest level possible when attempting to launch this funnel You May Submit a Custom Request for $50 HERE to our Web Design Team to Come up with the strategy and design for your funnel 4. Automation Stack Trigger: Form submission or calendar booked (GHL or Zapier) Automations to Deploy: Add to GSheet log with leads, booked calls, and UTM Source, qualifying question answer all inside sales KPI tracking sheet to keep in contact with leads ( SaaSLaunch | Marketing Tracker | 25 ) NOTE: CREATE AN AUTOMATION WITH GHL TO INTEGRATE ALL DATA INTO SPREADSHEET FOR TRACKING PURPOSES SMS confirmation to lead (use this Zapier template) =,\./Reminder email 24h before call ( Use the Template called “Recipe - Appointment Confirmation + Reminder” within GHL ) Optional: Create GHL Opportunity with custom tag 5. KPIs to Measure Metric Target Form Conversion Rate 25–40% Calendar Self Booking Rate 30–60% Show-Up Rate >80% Call-to-Qualified Rate >60% Close Rate (Post-Demo) 25-50% 6. Deployment Steps Step 1: Clone preferred GHL funnel version (V1 or V2) or request a custom designed landing page from the saas launch team Step 2: Swap in client’s brand logo, colors, and CTA Step 3: Customize headline, offer bullets, and form fields Step 4: Embed GHL calendar and test integrations Step 5: Connect Zapier / GHL workflows for Slack + SMS alerts Step 6: Send test traffic + review conversion benchmarks Step 7: Go live with outbound + retargeting ads NEXT STEP IS BUILDING OUT THE PAID ADS CONTINUE TO NEXT MODULE