Streamline your lead qualification funnel for customer service

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if you're an agency service provider or even a freelancer looking to get more clients let me show you a proven funnel that works all right first we're going to start with the traffic sources as you can see it's a bunch of social media sites there but this can also be a Blog on your website this can be organic or paid hopefully by now you understand traffic sources this is what you're going to do pick a channel or several channels and drive that traffic to a free lead magnet where people have to opt in with their email address in order to download your free lead magnet from there they'll get a quote-unquote upsell you're not really selling anything this is where you're going to offer them a free audit as the next step up people who choose no they just get a thank you page people who choose yes will get the audit that will lead them to a questionnaire that pre-qualifies them this is where you're going to ask important questions basically you create this questionnaire based on who your ideal client is to just ask a couple of questions if they answer those questions in the way that your ideal customer would then they're qualified otherwise they're not qualified if they're not qualified you can create for them a free downloadable audit this can be a website audit an e-commerce audit whatever and you send send it to them and in that audit make sure that there's plenty of places where they can click and they can show interest for maybe some self-service options that you might have if they are qualified though you want to send them a calendar invite this is so you can do a zoom call with them or you can send them to a sales page or you can do a live chat with them whatever your sales process is this is how you get the most qualified people into a part of your funnel where they're ready to buy now all those people that opted in they got emailed a lead magnet what you'll do then is send them an email sequence it's going to be helpful information or stories that they will find educational or entertaining but the overarching message will be that you're essentially selling them on the audit and this is for everybody that either said no or clicked out and then you'll have an automation where as soon as somebody agrees to the audit they're taken out of that email sequence easy peasy