— Account Manager Training

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.

Low ticket funnels

How to Know Which Client Should go to Which Low Ticket Funnel

Google Doc · decision guide

Internal playbooks

Internal use only — do not share with clients.

LTO Affiliate

Google Doc · playbook

5K Leads

Google Doc · playbook

Google Reviews

Google Doc · playbook

Walkthrough recording

Loom · walkthrough

Low ticket funnel links

DFY Website
  • Landing pagesites.leadconnectorhq.com/preview/…
  • Checkoutsites.leadconnectorhq.com/preview/…
  • Upsell 1sites.leadconnectorhq.com/preview/…
  • Upsell 2sites.leadconnectorhq.com/preview/…
  • Downsellsites.leadconnectorhq.com/preview/…
  • Intake formsites.leadconnectorhq.com/preview/…
  • Bookingsites.leadconnectorhq.com/preview/…
  • Confirmationsites.leadconnectorhq.com/preview/…

The Four Funnels

Which client goes to which low ticket funnel.

FunnelPerspectiveBest-fit client
LT AffiliateHands-offWants minimal involvement and our team handling sales. Positive signals include white-label SaaS, recurring revenue, or a larger offer. WL Acquisity is required. If they are super picky about marketing (this funnel is aggressive) and they don't want to associate it with their brand, put them on Google Reviews.
5K LeadsLead-generation agencyWants to build a proper lead-gen agency and maximize backend upsell opportunities; especially suitable when overall risk is high.
DFY WebsitePreserve a DFY commitmentDFY Website was specifically promised or sold, and the client must remain on that exact funnel.
20 Google ReviewsBroad front-end offerSuits high-risk clients and is the default when no stronger fit applies.

5K Leads · Masterclass (client facing)

Client-facing masterclass for the 5K Leads low ticket funnel, plus the internal delivery walkthrough used on the onboarding call.

Part 1www.loom.com/share/e90e16c244aa44e3876bebbf790faaa2Part 2www.loom.com/share/02c6c9867ec142e7a840305b9763abfa

LT 5K Lead Funnel — Delivery Walkthrough

Onboarding call hub · shared doc

Export as PDF — send to client

Downloads the walkthrough as a PDF. Preview before sending

20 Google Reviews · Masterclass (client facing)

Client-facing masterclass for the 20 Google Reviews low ticket funnel.

Masterclasswww.loom.com/share/04606cf2246943478618857866548356

LT Affiliate · Masterclass (client facing)

Client-facing masterclass for the Low Ticket Affiliate funnel, plus the explainer page you can share with clients on the onboarding call.

Masterclasswww.loom.com/share/0d840df4eb9c41878254433cc27bb213

Low-Ticket Affiliate Funnel — Explainer (PDF)

Onboarding call hub · client facing

LT Affiliate · What happens when a client makes a sale

  • 01

    An automation fires into the Slack channel with the sale amount, the client and the account manager.

  • 02

    The AM picks it up and messages the client to create a payment link for 20% of the amount paid (the 20% figure is in the automation).

  • 03

    The client fills out the Typeform with the payment link.

  • 04

    Submissions populate the tracking sheet automatically.

Message to client

Hey [CLIENT NAME], great news — you've just made an LT Affiliate sale of $[SALE AMOUNT]! Please create a payment link for 20% of the amount paid ($[20% AMOUNT]) and submit it here: https://thegrowthpartner.typeform.com/to/XcDiOJuh Let me know once it's done!

Client TypeformTracking sheet

Website funnel · Website Funnel Masterclass (client facing)

These leads come in from our overarching account running the campaigns for them. So on every sale, the client needs to:

  • 01

    Create a one-time checkout link for the full amount they earned (as outlined in the sheet).

  • 02

    Reach out to the lead and get them booked in. As easy as that.

Part 1www.loom.com/share/4e78168167074031bbc2038578f5ba3cPart 2www.loom.com/share/9c5a686c8473473780726341b80ce159
Message outline
Hey [Client Name]! 🎉 Great news... you've got a sale from the campaign, worth [$Amount].

Two quick things on your end:
1. Create a one-time checkout link for the full [$Amount].
2. Reach out to [Lead Name] — they're already sitting in your pipeline — and get them booked in.

We put together a quick masterclass walking through exactly how to do both — full clarity, step by step:
Part 1: https://www.loom.com/share/4e78168167074031bbc2038578f5ba3c
Part 2: https://www.loom.com/share/9c5a686c8473473780726341b80ce159

That's it, as easy as that! Let me know once you've been able to review so we can go through it together :D
Which funnel for which client?

This is a judgment call you make with the client's situation in mind. When in doubt, ask in channel.

  • →

    Hands-off, "just make it work", risky/impatient — Website funnel. Lowest friction, something live fast.

  • →

    Happy to get on sales calls / wants a B2B service business — B2B Book-a-Call funnel. They just need a niche.

  • →

    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.

For reference · legacy & adjacent

Community / Quiz funnel

Legacy — phased out

Ad → 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-managed

We 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.

Operating hub templates
3 funnels
01
B2B Book-a-Call

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.

b2b-funnel-operatinghub.lovable.app
02
DFY Website

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.

website-funnel-operatinghub.lovable.app
03
Cold Email

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.

email-funnel-operatinghub.lovable.app