Workflow - Research Phase
Are they currently selling?
Yes
Do we already have customers data?
Yes
How we did obtain that data?
Answer:
He might say something like "We are already selling", "We have insights to a similar business data", "We bought the data somewhere".
Can we trust this data?
No
Yes
Analyzing the data
No
Market Research
As soon as people arrive at the page, What are they looking for?
Do "Market Research"
Do "Analysing the data"
No
Do "Market Research"
Do "Buyer Personas"
Buyer Personas
click to edit
User information
Age
Sex
Device
Industry
Problems
If there are any reviews available take a moment to read them and take note of any problems users are struggling with
Do "Market Research"
Is the business/brand local, national or international?
Competitive Analysis
Do they know their competition?
Yes
No
List them
Research them
Do an audit on their funnels and/or website
Is there a current design of our business to compare it to?
Yes
How does the current design compare to the competition
No
Search for inspiration in the competitor's landing pages/website
If no good landing pages are available search for more inspiration in places such as:
Dribble
Behance
Brand Assesment
Identity
Do they have a Bran Manual, Style Guidelines or something similar?
Yes
Review the following
Logo
Take a look at the logo
Typography
Take a look at the Typography
Make sure everything is readable
If the logo is not matching the current industry standards we can propose a new logo.
It is very important that the logo is consistent with the visual quality/style/fidelity of the website.
No
Create one with the following
Never show the new logo (If made) by itself, show it as part of the new prototype of the landing page.
Colors
Check out their color scheme
Inspiration Websites
Funnel Development Workflow
Ideation & Concept
Wireframe
Design
Native Shopify development
On-boarding Form
Research & Wireframe
Design
Development
Handover
Workflow
Phase 1: Collect Information
Can be collected either via Call, chat or quiz.
Who are you, your company?
What is your offer?
Do you guys have a brand manual that we must follow
Do you guys have a buyer persona already?
Do you have any type of analytics about your audience that we can use?
If you don't have any analytics about your target audience we can do our own market research and come up with our own research.
Do you guys have already some kind of promotional texts maybe from email marketing campaigns or previuos ads that you had runned in the past? That would really help us to do the copywriting according to your brand's voice.
If you have none don't worry we still make it work.
If you don't have one we can make you one for free.
I mean obviously you are looking for some kind of conversion, so what type of conversion are we talking about?
How your ideal outcome with this project would be? How does that look?
Phase 2: Develop Your Funnel
Funnel Outline
Low fidelity wireframe
Review
Necessary changes
Final low fidelity wireframe
Start the high fidelity wireframe
Review
Necessary changes
Final high fidelity wireframe
Choose tech stack
Do you have a favorite funnel builder software? Would you be willing to change this software if a better option was presented to you?
Funnel Creation
A/B Tests Preparation
Step 3: Funnel Launch
Usability tests
Launch
Collect Analytics
UX Hypotesis
Create A/B Testing
Goal Definition
Variable Selection
Version Creation
Test Execution
Data Collection
Analysis & Decision
Implementation & Iteration
The Funnel Agency Client Machine
Attract leads
Message
Email
Referrals
Qualify
Application
Inbox
DM Close
Send Invoice
Deliverables
Timeline
Guarantee
Collect Payment
Stripe
Paypal
Payoneer
Onboarding
Email
Form
Zoom Call
Build Draft
Strategy
Research
Wireframe
Build it out
Send to client
Get Feedback
Colors
Fonts
Moodboard
Design
Copywriting
Make Edits
Client Requests
Implement Edits
Get Feedback
Client Approves
Set up tech
Transfer Funnel
Email Sequence
Tracking
Optimize
A/B Split Testing
Headlines
Offers/Upsells
Automation
Zoom Call
Funnel Development
Research Phase
Make a new folder inside the "1.- Funnels" folder with the name of the product/project
Brand Assesment
Identity: Look at the logo, colors, typography, and other visual elements to understand the brand aesthetics.
Voice and Tone: Identify the company's communication style. Is it formal or casual? Professional or playful?
Values and Mission: Understand the core principles and objectives that drive the company.
Brand Perception: If possible, gather feedback from customers or users about their perception of the brand.
Business Analysis
Business Model: Is it a B2B or B2C? Subscription-based or one-time purchase? E-commerce, affiliate, service-based, etc.?
Target Audience: Identify and understand the target demographics, psychographics, buying behaviors, pain points, etc.
Competitive Analysis: Analyze competitors, their strengths and weaknesses, and what makes your client stand out.
SWOT Analysis: Identify Strengths, Weaknesses, Opportunities, and Threats of the business.
Sales & Marketing Strategies: Understand the existing strategies in place (if any) and their effectiveness.
Product Deep Dive
Product Features: List out and understand all features and benefits of the product or service.
Unique Selling Proposition (USP): What makes this product/service unique or better than competitors?
Product Lifecycle: Is the product new, growing, mature, or in decline?
Customer Testimonials/Reviews: These can offer insights into the strengths and weaknesses of the product.
Pricing Strategy: Understand the pricing model, discounts, and the value proposition.
Current Funnel Analysis (if there's an existing funnel)
Traffic Sources: Where is the traffic coming from?
Conversion Rates: Identify drop-off points and areas for improvement.
Customer Journey: Analyze the steps a customer takes from awareness to conversion.
Tools and Technologies: What platforms and tools are currently being used (CRM, email marketing, analytics, etc.)?
Stakeholder Interviews
- Engage with key stakeholders in the company, from executives to sales and marketing teams. They can provide valuable insights that might not be apparent from external research.
- Gather qualitative insights and pain points.
Customer Surveys/Interviews
- If possible, talk directly to some of the company's customers. Their direct feedback can be invaluable.
- Understand their purchasing journey, pain points, and what convinced them to buy or not buy.
Industry Trends
Stay updated with industry trends and forecasts to understand potential future shifts and opportunities.
Compile & Synthesize
Once your research is complete, compile your findings into a structured document or presentation.
Highlight key insights, opportunities, and recommended strategies.
We need to know everything about the project/product
Objective:
Have the same knowledge as the owner of the product/brand.
Strategy Phase
Objective Setting: Clearly define what you want to achieve with the funnel. Is it lead generation, sales conversions, brand awareness, or something else?
Audience Segmentation: Based on the research, decide if you'll create separate funnels or funnel stages for different audience segments.
Channel Identification: Decide which platforms or channels you'll use to drive traffic to the funnel (e.g., social media, PPC, organic search, email).
Content Strategy: Plan the type of content that will be most effective at each stage of the funnel (e.g., blog posts, videos, webinars, ebooks).
Design & Development Phase
Funnel Blueprint: Create a visual representation of how the funnel will look, from the top (awareness) to the bottom (conversion).
Landing Page Creation: Design and develop landing pages optimized for conversion.
Lead Magnet Design: If applicable, create valuable resources or offers (like ebooks, webinars, free trials) that will attract potential leads.
CTA Development: Design clear and compelling calls-to-action.
Tech Stack Integration: Ensure that all technologies (like CRM systems, email marketing tools, analytics platforms) are seamlessly integrated.
Testing Phase
A/B Testing: Test different versions of landing pages, CTAs, or lead magnets to see which ones perform better.
User Experience (UX) Testing: Ensure the funnel provides a smooth experience for users, from landing page navigation to form submission.
Technical Testing: Confirm that all integrations work, forms capture data correctly, and there are no broken links or pages.
Launch & Promotion Phase
Soft Launch: Release the funnel to a smaller audience segment to gather initial feedback and data.
Promotion Strategy: Decide how you'll promote the funnel through ads, social media posts, email campaigns, etc.
Rollout: Fully launch the funnel to your broader target audience.
Monitoring & Optimization Phase
Performance Analytics: Regularly review how the funnel is performing in terms of traffic, conversion rates, and other KPIs.
Feedback Collection: Continuously gather feedback from users and stakeholders.
Iterative Improvements: Based on data and feedback, make periodic adjustments to the funnel to improve performance.
Scale & Expansion Phase (if the funnel is performing well)
Additional Traffic Sources: Explore more channels to drive even more traffic.
Funnel Diversification: Consider creating additional funnels for other products, services, or audience segments.
Geographical or Demographic Expansion: If relevant, expand the funnel's reach to other regions or demographics.