How to Create an Automated Marketing Funnel

How to Create an Automated Marketing Funnel

A marketing funnel is a tried and true way to convert leads into customers. Millions of businesses use this model to increase lead generation and conversion rates, resulting in more sales! 

I always recommend business owners use this model. The best part about it is it can all be automated! The only work required from you is to put together your offers and set up the automation (or have me do it for you!) Let’s chat about marketing funnels and how they can benefit your business.

What is a Marketing Funnel?

A marketing funnel, or sales funnel, takes a person on a journey from being a prospect to a paid customer. You create steps along the way for this person to get to know you, learn about your services, and speak to their needs. You’re building the know, like, and trust factor! 

A sales funnel also helps you plan and measure your marketing efforts. Many business owners throw content to the world, hoping someone will interact with them. A funnel puts strategy into the equation to ensure you’re reaching the right people. Every business needs one!

How to Create a Marketing Funnel

You may already have the bones of a marketing funnel and didn’t even know it! I’m going to review a super simple marketing funnel. Some people prefer to add more steps, which is fine! This is just a sales funnel example.

sales funnel example

Free Offer

Always start with a free offer. Think of it as casting a line and seeing who bites (while still keeping your audience in mind, of course!). It doesn’t need to be anything fancy. Just something to introduce yourself to new potential customers! Here are a few examples:

  • PDF or guide
  • Gated video recording
  • Live webinar
  • Join a private Facebook group
  • Ebook or whitepaper
  • A challenge

When someone accepts the offer, they submit their email address to gain access to your freebie. Then, they’re added to your email list, where you can continue to nurture them. 

Since this is the top of your funnel, you should be getting the most leads here. You want to cast a wide net knowing everyone won’t make it to the bottom of your marketing funnel. Some people may just live on your email list forever, and that’s okay!

Low-Ticket Offer

A low-ticket offer is the next step in your marketing funnel. Once someone is on your email list, you can present other offers. Of course, you can (and should) still email them about free offers, like the freebies listed above, new blogs or podcast episodes, or other business announcements. But now that they’ve indicated an interest in your services (by voluntarily giving you their email address), you can present a low-ticket offer.

A low ticket offer is something offered at a low price, whatever that looks like for your business. Some businesses price at $9 for their low ticket offer, and others are at $500. It depends on your business, your audience, and the pricing of other offers.

If someone accepts a low-ticket offer, you have an even better indication that they’re likely to work with you. At this point, you’re asking for money, so not everyone will accept the offer. It’s safe to assume only people serious about solving their problems will accept this offer. That’s great information for you to know because these are hot leads! They’re prepared to pay you to help them.

Here are a few examples of low-ticket offers:

Here’s an example of my low-ticket offers!

how to automate a marketing and sales funnel

High-Ticket Offer

This is the end goal of your marketing funnel! You want people to become your customers. This step results in the fewest leads. People might not have the budget to hire you, or they got what they needed from your low-ticket offers. That’s why it’s important to fill your funnel as much as you can at the beginning! 

Here are some high-ticket offer examples:

  • Monthly services
  • Regular coaching
  • Consulting

Most marketers agree that a 3%-5% funnel conversion rate is good. That means you need to get 100 people in your funnel through your freebie to get 3-5 paying customers. Every step of the funnel is important to growing your business.

Don’t Forget to Automate!

The best part about creating a marketing funnel is that the entire thing can be automated! Your business can work around the clock to bring in new leads and nurture them into becoming full-paying customers. Here’s how a sales funnel looks when it’s automated:

  • When someone downloads your freebie, automate an email with the offer.
  • Have your email marketing platform add them to a nurture campaign.
    • This sends them emails over the next 7-14 days with other offers they may be interested in.
  • When someone purchases your low-ticket offer, automate an email with the offer.
  • Have your email marketing platform add them to another nurture campaign.
    • Make sure to include a link to book a call with you!
  • When they book a call, have Dubsado create a meeting invite, send it to the prospect, and add it to your calendar.

The rest is up to you to book this person as a client!

Remember that your funnel may need to be tweaked along the way, even if it’s automated. I recommend reviewing your funnel metrics quarterly to ensure every step is working correctly. If there happens to be a step that isn’t performing well, try something new! A marketing funnel shouldn’t be a one-and-done thing. You need to make sure it’s constantly working towards the goals of the business.

Do you need help with the automation side? Let’s talk! I love helping business owners create systems that work for them around the clock, even while they’re sleeping! Schedule a call with me to learn more about how I can help automate your marketing funnel.

About Solution Integrators

To keep it simple, I’m Ashley, a Chief Systems Officer. I take your complex problems and find ways to simplify them. My goal isn’t just to save you time (saving you time is the easy part!) – I want to fully level up the way you interact, manage, and fulfill offers for your clients. I want to help you provide a cohesive experience. An experience that not only feels like quality but looks that way too. From onboarding to offboarding – I want to transform each phase of interaction from lead to signed client. Let’s work together!


I analyze your current systems and client journey in order to simplify it so that you can easily scale your business.

Hey there, I'm Ashley!

Chief Systems Officer

Systems Setup & Automation

Business Growth Planning