Sales Funnel Newbie help

9 replies
Hello, I am in the process of developing a sales funnel for my service.

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What is your service?
I will offering bookkeeping service to Restaurant owners and I am in the process of creating an e-book to offer to potential clients.

To give you a more detailed idea:

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#1 A squeeze page
This will be a page in my website correct? I am dedicating a page in my website exclusively to restaurant accounting. I was thinking of posting a link through mailchimp for potential clients to sign up, and received the e-book for free.
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#2 A OTO (one time offer) page
I will be offering a month free of bookkeeping service or something like that to new clients. My question here is if the offering is correct in this case? and how to incorporate it in the whole process with my website and mailchimp.
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#3 A freebie thank/download page
I will be sending them the e-book I am writing. This will most likely be through the automation with mailchimp.
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#4 A "register your purchase" page for one time offer buyers
I need some help with this. Not really sure what this is since the goal here is to have them call me to setup an appointment so I can learn about their business and sell them my services.
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#5 A paid product thank/download page
I am having trouble with this as well since I am not sure what I can charge for the paid product. There will be a thank you page which comes from mailchimp.

Thank you for help!
#funnel #newbie #sales
  • Profile picture of the author hvazquez07
    Hey man!

    Kudos to you for taking action!

    I'd put things a bit different in your funnel, so that:

    Step 1: Free PDF/Lead Magnet: this could be an audit, a checklist, a cheatsheet, etc.
    Step 2: Thank you page WITH tripwire offer ($7-$47). This could be a small course or a 10 minute consultation with you. This is invested 100% back into funneling more traffic into your free PDF.
    Step 3: Upsell. This is where you offer the client with the package that you developed for him. However, this will be closed upon the end of the 10 minute consultation.
    Step 4: High ticket DFY. Offer something of 4 figures (like a DFY website), so that you can maximize your profit on this step.

    Every step of the process should have its own email list. Step 1 signups will be pushed to purchase the tripwire. Step 2 will be asked to purchase the package, etc.

    To make it happen you can use Leadpages, Clickfunnels or Optimizepress and you'll need some sort of autoreponder for the follow up sequence.

    Hope it helps man!
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  • Profile picture of the author jdcaro55
    Kudos to you for taking action!
    Thanks Hernan. I've been trying to read up on some of these processes and I appreciate all the help you guys give.

    I'd put things a bit different in your funnel, so that:

    Step 1: Free PDF/Lead Magnet: this could be an audit, a checklist, a cheatsheet, etc.
    This is good. I can create a Cheatsheet. Can this be done through Mailchimp? is this what clients will see in my website when they go to my restaurant accounting page? Would I also mention the free ebook here?

    Step 2: Thank you page WITH tripwire offer ($7-$47). This could be a small course or a 10 minute consultation with you. This is invested 100% back into funneling more traffic into your free PDF.
    This is what I am having problems with. Is the $7.00-$47.00 necessary? what is the reasoning behind it? Say I wanted to do a small course, how would the clients pay? what system would I use here? does it work with mailchimp?

    Step 3: Upsell. This is where you offer the client with the package that you developed for him. However, this will be closed upon the end of the 10 minute consultation.
    I usually takes more than 30 mins to find out the end service price and that is why I wanted the end product to be the appointment with me by offering the month free of service.

    Step 4: High ticket DFY. Offer something of 4 figures (like a DFY website), so that you can maximize your profit on this step.
    I am not sure what you mean here. Do you mean the ebook?

    Every step of the process should have its own email list. Step 1 signups will be pushed to purchase the tripwire. Step 2 will be asked to purchase the package, etc.
    Is this something I can automate in mailchimp?

    To make it happen you can use Leadpages, Clickfunnels or Optimizepress and you'll need some sort of autoreponder for the follow up sequence.
    I have some homework to do then. Will have to research these other pages.
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  • Profile picture of the author Brent Stangel
    This will be a page in my website correct?
    Right. A page with your opt-in form from MC, offering your ebook.

    You don't have to have a OTO or thank/download pages.

    You could start with a simple Opt-in page and deliver your ebook via your first follow-up message.

    Not every sales funnel needs to be the same and you can always test different variations after you gain some experience.

    If you need more detailed help just ask.
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  • Profile picture of the author Jennifer Boyatt
    Just an idea--I don't see most restaurant owners reading an e-book. Maybe a checklist like someone mentioned.

    You know, just an idea, but I would go around to local restaurant owners and ASK them what their greatest bookkeeping need or nightmare is. Then that will tell you what you need to create to solve that thing (those things).
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    • Profile picture of the author discrat
      Originally Posted by Jennifer Boyatt View Post

      Just an idea--I don't see most restaurant owners reading an e-book. Maybe a checklist like someone mentioned.

      You know, just an idea, but I would go around to local restaurant owners and ASK them what their greatest bookkeeping need or nightmare is. Then that will tell you what you need to create to solve that thing (those things).
      IM and the nuances of it are not always applicable to all businesses.

      I agree with Jennifer, I honestly just do not see this taking off.

      Squeeze pages, OTOs , e-book etc.. for a restaurant owner ?

      Sorry ,I could be wrong but doesn't make a lick of sense to me.



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      • Profile picture of the author jdcaro55
        Thanks for your replies guys. I really appreciate the input.

        I will try to keep it simple for the clients according to what I have learned so far.

        I have asked a number of my current clients what they would have loved to know before when they were first starting out in terms or running the restaurant and accounting/tax laws and this is what I am using to create the e-book plus other tips I have learned from the industry as well.

        I believe keeping it simple will be key here.

        Once again thanks guys.
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  • Profile picture of the author jdcaro55
    Thank you for the information Brent and Jennifer. I think I will try to keep it simple first and as I learn add more stuff.
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    • Profile picture of the author crystalclearyou
      I completely agree with Jennifer. You might even create a very brief (5 questions or so) survey to find out what the restaurant owners needs are. Then make some phone calls (could go in person, but calls would be much quicker and you could reach out past your local area) to restaurant owners. Let them know you're working on a research project/writing an ebook/etc that would potentially be of benefit to them and that if they would give you 5 minutes to offer their input, you will give them a free copy of "whatever it is you decide to produce". My goal would be to talk with 50-100 restaurant owners. You might be surprised at what you learn! As you're "interviewing" them, just ask questions and let them talk to really find out what their needs are. They'll appreciate you listening and will often thank you for contacting them. (i.e....you're the one helping them instead of asking them to help you) Be sure to get their email address so you can send their freebie when its done.

      Would love to hear how this turns out!
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  • Profile picture of the author Jennifer Boyatt
    Are you expecting to serve local restaurant owners and be hired as their contract bookkeeper?

    Or were you wanting to have world or nation-wide clients with some kind of online process?

    A funnel will still work, just not an *online* funnel for an *offline* product.

    You can still create a free thing like maybe a clinic? for restaurant owners to come hear a 30 minutes talk about the 10 biggest accounting nightmares for restaurant owners and how to solve them. Which you would have learned by doing your pre-research.

    At the talk, do not particularly hard sell. Give them real info, real value, real solutions, maybe another freebie like a paper checklist. Then say, "I'd love to help you more if you think you need some one on one." at the end of the talk.

    Although I'm not sure restaurant owners would sit still enough for a talk, hmmm. Maybe create a recorded webinar (video)? That would send them back online, but only after an in person hello visit with you where you leave your card that has your name, phone number, "let me help you", title of webinar (ten nightmares . . .) and url of website.
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