Funnels and funnel resources.
A funnel is the path a stranger takes from seeing the ad or email to becoming a paying customer. We run a few shapes depending on the client. Each operating hub below is the single source of truth for that funnel — diagrams, scripts, decks, and SOPs.
B2B Funnel Operating Hub TEMPLATE
Direct ad → Meta lead form → qualifier → Calendly. Setter follows up on opt-ins that don't self-book.
Best fit · Operators happy to take sales calls. Wants a B2B service business — they just need a niche.
Website Funnel Operating Hub TEMPLATE
Low-ticket $20 site as the foot-in-the-door, order bumps (AI SEO, voice agent), then implementation call into bigger services.
Best fit · Wants hands-off, 'just make it work'. Risky/impatient. Lowest friction, something live fast.
Email Funnel Operating Hub TEMPLATE
Cold-email engine run through Acquisity. Multiple different strategies (podcast method, interview method, direct method) available.
Best fit · Client who don't mind getting on podcast/interview calls. Want to pick high-ticket first without low-ticket entry.
This is a judgment call you make with the client's situation in mind. When in doubt, ask in channel.
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Hands-off, "just make it work", risky/impatient — Website funnel. Lowest friction, something live fast.
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Happy to get on sales calls / wants a B2B service business — B2B Book-a-Call funnel. They just need a niche.
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Completely hands off, no involvement, passive income — Affiliate funnel.
Make the funnel match the contract. A recurring problem is clients running a funnel that doesn't match what their contract / guarantee says. If something feels mismatched, flag it.
Community / Quiz funnel
Legacy — phased outAd → AI quiz → $1 / 7-day trial → $99/mo community + order bumps. Was the default 'quiz funnel'. Clients moved to B2B or Website funnel; you'll still see it referenced.
Affiliate funnel
Not AM-managedWe sell our own info products and split profit with the client. AMs do NOT manage affiliate clients' delivery. If you think your client is a match - flag in #ai-automation-agency.