Create funnels built for your prospects, not the industry masses.

Create funnels built for your prospects, not the industry masses.

You’ve outgrown the plug-and-play stuff.

Your audience is nuanced. Your services are specialized. Your voice doesn’t fit the “7-day challenge to 10K months” script and thank god. Because those templates weren’t made for people like you.

They were built for mass appeal, fast churn, and lowest-common-denominator selling.

You? You’re building long-term trust with intelligent buyers. Your funnel should reflect that.


The Real Problem with Generic Funnels

They’re loud when you need to be sharp.
They’re hyped when your people want honesty.

They’re bloated with fake urgency and pop-ups that feel nothing like how you actually work.

When you’re an expert consultant with a reputation and real relationships, the “tripwire > upsell > downsell” flow doesn’t just miss the mark; it can actively damage the trust you’ve built.

It’s not just about “what converts.”
It’s who it converts and how.


What Makes a Funnel Actually Work in Expert Industries

Funnels aren’t evil. They’re infrastructure.
They’re how someone moves from stranger to client without you manually hand-holding every step.

But for that to work in your world, the funnel needs to:

  • Reflect your voice (not some bro-marketing template)

  • Respect your audience’s decision-making process

  • Help both of you qualify the fit

  • Offer next steps that feel aligned—not pressured

This is where Ghost Funnels come in.

They’re subtle. Intentional. Invisible to the average user but dialed in beneath the surface to track, warm, and convert the right people.


Elements of a Funnel Built for Your Audience

Here’s what to focus on when designing a funnel that actually fits your space:

1. Context-Sensitive Entry Points

You don’t need 10 opt-ins. You need the right one for the right offer. Whether it’s a diagnostic, short quiz, free audit, or article with a strategic CTA, each entry point should reflect where your audience is, not where some template thinks they are.

2. Values-Aligned Nurture

Your audience isn’t dumb. They’ve seen the bait-and-switch. The nurture flow should demonstrate your thinking, not just pitch. Use voice-led email, proof-rich content, and no-fluff automations that feel like conversations, not campaigns.

3. Flexible CTAs

Some people are ready to buy now. Others need a primer. Your funnel should offer multiple ways to step in: book a call, binge articles, explore a service page, or download a tool. Funnel flows aren’t linear anymore; your strategy shouldn’t be either.

4. Consultant-Centric Design

You don’t need countdown timers or tripwires. You need selective filtering. Let your funnel disqualify bad-fit leads so the right ones feel like they’re exactly where they’re supposed to be.


Funnels Are Just Extensions of Your Voice

You don’t have to sound like a robot to scale.
You don’t have to write a 27-email sequence to convert.

You do have to build a system that reflects how you naturally sell and then design it to work without you.

A well-built funnel isn’t loud. It’s clear.
It doesn’t overwhelm, it guides.

And most importantly, it’s not a carbon copy of what worked for a SaaS company in 2019. It’s built around your audience, your insights, and your positioning as an expert.


Build the Funnel That Builds Trust

When someone joins your list, lands on your site, or downloads your tool, your funnel quietly begins.

If it’s bloated, misaligned, or borrowed from someone else’s audience, it breaks trust before it ever builds it.

But when it’s your voice-aligned, values-aligned, strategy-aligned, it becomes one of your sharpest tools for:

  • Pre-selling without performing

  • Qualifying leads before calls

  • Scaling your time while deepening authority

This isn’t about “funneling” people into a sale.

It’s about making your client journey frictionless, authentic, and scalable.

Not noise. Not hype. Just smart systems that move the right people closer to a real yes.

How to Set Up Your Domain, SSL, Email, & WordPress Using cPanel

How to Set Up Your Domain, SSL, Email, & WordPress Using cPanel

Here’s a step-by-step guide on how to set up a domain, SSL certificate, email, and WordPress with cPanel:

1. Set Up Your Domain

  • Purchase your domain from a domain registrar (e.g., GoDaddy, Namecheap, etc.).
  • Log in to cPanel: Use the credentials provided by your hosting provider to log in to cPanel.
  • Add Your Domain to cPanel:
    • In cPanel, go to the Domains section.
    • Click Addon Domains if you want to add a new domain (or Subdomains if you want to create a subdomain).
    • Enter the domain name, set up the document root (default is typically fine), and click Add Domain.
  • Update Domain DNS Records:
    • Go to your domain registrar’s site and update the DNS records to point to your hosting provider’s nameservers.
    • The typical nameservers look like ns1.yourhost.com and ns2.yourhost.com.
    • This may take a few hours to propagate globally.

2. Install SSL Certificate

  • Go to SSL/TLS in cPanel:
    • In cPanel, find the Security section and click on SSL/TLS.
  • Install SSL for Your Domain:
    • Under Install and Manage SSL for your site (HTTPS), click on Manage SSL sites.
    • Select the domain you want to install SSL on from the drop-down list.
    • If your hosting provider offers a free SSL (e.g., Let’s Encrypt), you may see an option to automatically install it. Click Install.
    • If you have a purchased SSL certificate, paste the Certificate (CRT), Private Key (KEY), and Certificate Authority Bundle (CABUNDLE) in the respective fields and click Install Certificate.
  • Force HTTPS Redirect (Optional):
    • To ensure all traffic is encrypted, you can force HTTPS redirection by enabling the Force HTTPS Redirect option in cPanel’s Domains section or by editing your .htaccess file to include:
      perl

      RewriteEngine On

      RewriteCond %{HTTPS} off

      RewriteRule ^ https://%{HTTP_HOST}%{REQUEST_URI} [L,R=301]

3. Set Up Your Email

  • Create an Email Account:
    • In cPanel, go to the Email section and click Email Accounts.
    • Click Create and fill in the email address, password, and mailbox quota.
    • Click Create Account.
  • Access Webmail:
    • You can access your email by going to yourdomain.com/webmail or by setting up your email on an email client (e.g., Outlook, Gmail, etc.).
  • Set Up Email Clients:
    • For external email clients, use the IMAP/SMTP settings typically provided in cPanel (e.g., mail.yourdomain.com, port 993 for IMAP).

4. Install WordPress

  • Go to the Software Section in cPanel:
    • In cPanel, find the Software section and click on Softaculous Apps Installer.
  • Install WordPress:
    • In Softaculous, find WordPress and click on Install.
    • Choose your domain from the drop-down menu, leave the directory field empty (if you want it to install on the root), and fill in the site name, description, admin username, and password.
    • Choose the language and click Install.
  • Complete the Installation:
    • After installation, you’ll receive a link to access your WordPress dashboard (e.g., yourdomain.com/wp-admin).

5. Finalize Setup

  • Test Your Website:
    • Visit your domain to check if your website is up and running.
    • If you set up SSL, ensure the site is loading with HTTPS.
  • Set Up Permalinks:
    • In WordPress, go to Settings > Permalinks and choose your preferred URL structure (e.g., Post name).
  • Install Themes and Plugins:
    • You can install WordPress themes and plugins to customize the design and functionality of your website.
  • Start Building Content:
    • You can now start creating pages, posts, and customizing your WordPress website as desired.

With these steps, your domain, SSL, email, and WordPress website should be up and running smoothly! Let me know if you need help with any part of this setup.

Your consultancy platform is now the product, treat it as such.

Your consultancy platform is now the product, treat it as such.

You’re not “just” a consultant anymore.

You’ve got client results. A methodology. Maybe a backlog of articles, tools, and frameworks that have helped dozens of people get clarity. But if your platform still looks like a résumé instead of a business model, you’re leaving authority and income on the table.

It’s time to stop treating your site like a brochure.

Your platform is a product. And when you treat it that way, everything changes.


The Mindset Shift: From Presence to Product

Most consultants approach their online presence like a portfolio:

“Here’s who I am, what I’ve done, and how to contact me.”

But that posture doesn’t scale.
It doesn’t build trust while you sleep.
And it definitely doesn’t generate leverage.

A platform-as-product approach flips the script:

  • Instead of “showing off work,” you teach your method.

  • Instead of “saying you’re an expert,” you prove it through your IP.

  • Instead of waiting for inbound leads, you build systems that attract, qualify, and convert ideal-fit clients on your terms.

This is what positions you as the expert, not the service provider.


What It Actually Means to Productize Your Platform

You don’t need to turn everything into a paid course (though that’s an option).
You do need to structure your insight into assets that work for you, not just your 1:1 clients.

Here’s what that can look like:

1. Your Blog Is an Authority Engine

Not filler. Not SEO fluff. Each article should answer a real question your clients ask before they’re ready to pay you. Think of it like the pre-sales call before the call.

2. Your Tools Are Lead Magnets, Not Freebies

A self-assessment quiz, pricing calculator, and onboarding checklist, these aren’t just “extras.” They’re value-forward entry points. When done right, people pay with attention, email, or even cash.

3. Your Frameworks = Proprietary IP

Document your approach. Name it. Visualize it. Turn it into a diagnostic or a brand audit that clients can’t unsee. This doesn’t just build authority—it becomes your signature product.

4. Your Process Becomes the Offer

Instead of selling deliverables, sell a system. Something clients can follow, trust, and refer. Your platform should walk people through that system before they ever get on a call.


But I’m Still Customizing My Services…

That’s fine. You don’t need to stop offering custom work. You just need to build a platform that:

  • Filters for who the custom work is right for

  • Converts others into scalable, lower-lift offers

  • Positions your thought leadership regardless of who’s buying

This is how consultants stop being seen as just freelancers.

You become a category of one because your IP becomes your brand.


Competitors? Or co-creators?

Here’s the contrarian take most consultants miss:

Your platform isn’t just for clients.
It’s for peers. Future collaborators. Strategic partnerships.

When you treat your platform like a business product, other experts start to see you as an equal, not a threat. That opens the door to:

  • Guest features and backlink swaps

  • Affiliate commissions on shared tools

  • Plug-and-play partnerships in each other’s funnels

  • Joint workshops and co-branded offers

Authority moving forward is collaborative, not competitive.

But collaboration only happens when your platform signals that you’re playing the same game.


Treat it like it’s worth something because it is.

If your platform shows your thinking, teaches your process, and converts browsers into buyers… it is a product.

So stop tweaking your “About” page and wondering why growth is stalled.

Design your platform like you would any good offer:

Clear problem. Tangible value. Obvious next step.

You’re not here to blend in.

You’re here to build something that runs even when you don’t.

And that starts with treating your platform like what it truly is:

A product. A lever. A signal that you’ve outgrown trading time for money.

The ultimate guide to lead generation for blue-collar contractors

The ultimate guide to lead generation for blue-collar contractors

Learn how blue-collar contractors can dominate their local market, keep more of their profits, and stop paying for leads:

If you’re a contractor in roofing, siding, gutters, construction, decks, solar, windows, or any of the other trades I mentioned, you’re in the right place. I get it—your online presence might not be where it needs to be, and you’re probably tired of relying on third-party directories like Angi, Thumbtack, and Yelp. Those platforms take a big cut of your profits and don’t always give you the control you need. Plus, let’s be real—carbon copies and outdated communication methods aren’t cutting it anymore.

But here’s the good news: I’m here to show you how to take control of your lead generation, build a stronger online presence, and keep more of your hard-earned money. Let’s dive in.


1. Your pain points are solved.

I know your struggles.

  • Shitty online presence? Let’s fix that.

  • No idea how to optimize your Google My Business page? I’ll show you.

  • Relying on third-party directories? There’s a better way.

The key is to generate your own leads. That means using tools like lead magnets, dynamic price calculators, and high-value offers to attract customers directly to you. And guess what? You don’t have to do it alone.


2. Trends you need to know.

The world of lead generation is changing fast. Here’s what’s working right now:

  • Lead Magnets: Offer something valuable (like a free estimate or guide) in exchange for contact information.

  • Dynamic Pricing Tools: Let customers calculate costs on your website—it’s a great way to capture leads.

  • High-Value Offers: Discounts, limited-time deals, or free consultations can get people in the door.

But here’s the thing: you don’t need to spend a fortune on fancy tools. Platforms like RoofRoof are here to help. When you sign up for free, you get to keep all your lead info directly—no middlemen, no hidden fees.


3. Free and organic efforts that work.

Why pay for leads when you can get them for free? Here’s how:

  • Get Listed on RoofRoof: I’m already doing the heavy lifting by marketing the directory brands for free. You just need to sign up so I learn what cities to focus on and for you to show up.

  • Take My Free Course: Learn how to generate leads yourself or train someone on your team. Check it out here: RoofRoof Lead Generation Essentials Guide.

This is the path of least resistance. Let me handle the marketing while you focus on what you do best—running your business.


4. Key elements to build a robust website.

Your website is your #1 lead-generation tool. Here’s what you need:

  • Clear Calls to Action: Make it easy for visitors to contact you.

  • Dynamic Pricing Tools: Let customers calculate costs on your site.

  • Portfolio and Testimonials: Show off your work and build trust.

But here’s the best part: RoofRoof is working on consolidating all these fragmented tools you can find online and bring them into one platform. And when you sign up, you’re price-locked at the rate you start with—no surprises.


5. Let RoofRoof do it for you (for free).

Why stress over lead generation when I can do it for you? RoofRoof is designed to help contractors like you:

  • Keep All Your Lead Info: No more losing mixed leads to third-party platforms.

  • Free Listings: Get in front of customers without paying a dime.

  • Ongoing Support: I’m here to help you succeed.


6. Local SEO.

Here’s how to dominate your local market:

  1. Optimize Your Google My Business Page: Add photos, respond to reviews, and keep your info up to date.

  2. Get Listed in Local Directories: RoofRoof can help with this.

  3. Earn Positive Reviews: Ask happy customers to leave reviews.

  4. Mobile Optimization: Make sure your website works great on phones.


7. Lead nurturing and conversion.

Once you’ve got leads, here’s how to turn them into customers:

  • Follow Up Fast: Respond within 24 hours.

  • Be Professional: Clear communication builds trust.

  • Use a CRM: Tools like Jobber, Housecall Pro, or even RoofRoof’s built-in features can help you stay organized.


8. Track your KPIs and ROI.

You can’t improve what you don’t measure. Here’s what to track:

  • Cost Per Lead: How much are you spending to get a lead?

  • Conversion Rate: What percentage of leads turn into customers?

  • Customer Lifetime Value: How much is a customer worth over time?


9. Why following trends matters.

  • Businesses with strong online presence grow 40% faster.

  • 97% of consumers search online for local services.

  • Companies that nurture leads see a 50% increase in sales-ready leads.


10. Common mistakes to avoid.

  • Ignoring Online Reviews: They’re crucial for building trust.

  • Not Tracking Leads: Use a CRM to stay organized.

  • Overlooking Referrals: Happy customers are your best marketers.


11. Regulatory and ethical considerations.

  • Be Transparent: Clearly state your pricing and services.

  • Follow Advertising Laws: Stay compliant with GDPR, CAN-SPAM, and other regulations.


12. The future of lead generation.

  • AI and Automation: Tools like chatbots and automated follow-ups will become even more important.

  • Consolidation: Platforms like RoofRoof are bringing all your tools under one roof.


13. Learn more with RoofRoof.

Want to dive deeper? Check out my additional courses specific to the residential and construction services industry: RoofRoof Guides.


14. Summary of lead generation tactics.

Here’s the quick rundown:

  1. Get listed on RoofRoof for free.

  2. Optimize your Google My Business page.

  3. Use lead magnets and dynamic pricing tools.

  4. Build a professional website.

  5. Track your KPIs and ROI.

Ready to get started? Learn more at RoofRoof Pricing.


Let’s take control of your lead generation together. You’ve got this—and I’ve got your back.

AI agents that handle phone calls like a pro

Scale your client interactions without missing a beat

Get ahead by leveraging AI agents that manage phone interactions seamlessly, freeing you to focus on high-impact tasks while ensuring every caller feels heard.

Why your business needs AI agents (and not just for efficiency)

Think AI phone agents are only for massive corporations with thousands of daily calls? Think again. Even solopreneurs and small teams gain tremendous leverage from deploying AI in their phone communications.

Here’s why you can’t afford to dismiss this technology:

  • Consistency: AI doesn’t have off days, forget scripts, or let emotions cloud judgment.
  • Scalability: Instantly handle surges without scrambling to hire temporary help.
  • Data insights: Every interaction becomes actionable data on customer sentiment and behavior.

Misconceptions keeping you from scaling

Many business owners believe phone calls demand a “real” human voice. But customers today prioritize convenience and clarity over small talk. AI agents can deliver exactly that, consistent, clear, efficient service.

Setting up your AI agent for success

Here’s your quick-start guide:

  1. Clarify your intent: Precisely define which scenarios AI will handle, appointment bookings, FAQs, or client intake calls.
  2. Train with real interactions: Use past call recordings to capture tone, style, and client expectations.
  3. Iterate fast: Test, refine, and expand capabilities incrementally based on real feedback.

Surprising ways AI phone agents boost your client relationships

Beyond saving time, AI phone agents:

  • Personalize at scale: Recall customer details and preferences instantly.
  • Reduce friction: Handle routine inquiries swiftly, letting you focus on complex issues.
  • Enhance availability: Offer round-the-clock responsiveness to boost satisfaction.

Tools you can implement right now

Tool Key feature Pricing
Air AI Conversational accuracy Starts at $99/mo
Smith.ai Real-time transcription Starts at $240/mo
CallHippo AI Smart call routing Starts at $20/mo

Your AI agent isn’t your replacement, it’s your amplifier

The goal isn’t to remove human touch but to amplify your capability and scale your availability. With AI agents handling routine calls, you’re free to tackle the complex, strategic conversations that truly require your expertise.

How will integrating an AI phone agent transform your business in ways you haven’t yet imagined?

Improve rankings and reviews using AI tools.

Improve rankings and reviews using AI tools

Why AI for rankings and reviews

AI saves you hours of manual keyword research and customer outreach. It spots the exact phrases your prospects search for, generates content outlines that rank, and even crafts personalized messages that nudge happy clients to leave feedback, all without you staring at spreadsheets or drafts.

Key AI tools to consider

  • Surfer SEO
    Analyzes top-ranking pages and suggests terms and structure to outrank competitors. Visit Surfer
  • ChatGPT
    Creates on-brand blog intros, meta descriptions, and review reply drafts in seconds. Try ChatGPT
  • BrightLocal
    Automates review invitations and monitors your local listings. Explore BrightLocal
  • Podium
    Uses AI to route feedback requests via SMS and email, boosting five-star reviews. Learn more
  • Google Review Link Generator
    Creates direct links so clients can leave reviews in one tap, useful for SMS campaigns. Generate link

Steps to boost your SEO with AI

  1. Run a content audit
    Use Surfer SEO to compare your pages against top results. Note missing keywords and content gaps.
  2. Create AI-driven outlines
    Prompt ChatGPT: “Write an outline for a blog on [topic] targeting keyword [KW], include five H2s.” Then refine in your voice.
  3. Generate drafts quickly
    Ask your AI to expand each section. Edit for clarity, add examples, and insert internal links.
  4. Optimize meta tags
    Use ChatGPT to write 155-character meta descriptions that include your primary keyword and a call to action.
  5. Publish and monitor
    Track ranking improvements in Surfer SEO or Google Search Console. Tweak headings or add FAQs for rich snippets.

Automating review requests and responses

  • Segment happy clients
    In your CRM, tag customers with high satisfaction scores or repeat purchases.
  • Send AI-generated invites
    Use Podium or BrightLocal to SMS or email: “Hi [Name], thanks for choosing us. Would you share your experience? [Review link]”
  • Auto-draft responses
    Configure ChatGPT to draft “thank you” replies and handle negative feedback by prompting: “Write an empathetic apology and solution offer for this complaint.”
  • Integrate with Google
    Ensure reviews sync to your Google Business Profile so your star rating climbs in local search.

Best practices for sustainable growth

  • Balance AI and human touch
    Always personalize AI drafts before sending, add client details or a unique insight to keep communications authentic.
  • Respect timing
    Space review requests 3–5 days post-delivery so clients have time to experience your service.
  • Rotate content types
    Mix blog posts, case studies, and video transcripts to capture diverse keywords and keep your audience engaged.
  • Audit AI outputs
    Regularly review your AI-generated content for accuracy and brand alignment, update prompts as your style evolves.

Measuring success and optimizing

  • Keyword ranking improvements
    Track position changes for target keywords in Surfer SEO or Search Console.
  • Traffic and engagement
    Monitor pageviews, time on page, and bounce rate in Google Analytics to see what content resonates.
  • Review volume and rating
    Compare the number and average rating of reviews before and after automating invites.
  • Response time
    Measure how quickly you reply to reviews; aim for under 24 hours to show attentiveness.
  • Conversion lift
    Track leads or sales from pages you’ve optimized or reviews you’ve highlighted.

By combining AI-powered SEO and review automation, you’ll climb search results, build trust through stellar feedback, and close more deals with less manual work. Which AI tool will you deploy first to supercharge your rankings and reviews?

How will you harness AI to turn your content and client feedback into your strongest growth engines?

Top email marketing software for small biz growth

Top email marketing software for small biz growth

Why email marketing software matters

For a small business, email remains one of the most cost-effective channels. The right software automates welcome sequences, newsletters, and drip campaigns, so you can nurture leads without manual effort. It also provides analytics to see what resonates, helping you refine your messaging and drive sales.

Key features to evaluate

  • User-friendly editor
    Drag-and-drop design makes it easy to create mobile-friendly emails without coding.
  • Automation and workflows
    Look for visual workflow builders that trigger messages based on subscriber behavior.
  • Segmentation and personalization
    The ability to segment by attributes—location, purchase history—and include merge tags for first names or custom fields.
  • Deliverability tools
    Built-in tools for spam testing, domain authentication (SPF, DKIM), and reputation monitoring.
  • Reporting and analytics
    Real-time dashboards showing open rates, click-through rates, and conversion tracking.
  • Integrations
    Connectors for your CRM, ecommerce platform, or CMS to sync contacts and track revenue.
  • Scalability and pricing
    Plans that grow with your list size and offer predictable costs or generous free tiers.

Top platforms for small business growth

  • Mailchimp
    Free up to 2,000 contacts, with basic automations, audience segmentation, and a simple drag-and-drop editor.
  • ConvertKit
    Designed for creators and solopreneurs; offers visual funnels, tagging, and free tier up to 1,000 subscribers.
  • MailerLite
    Affordable plans, powerful automation, landing pages, and pop-up forms with a free tier for up to 1,000 subscribers.
  • ActiveCampaign
    Advanced automation and CRM integration; ideal once you’re ready to scale beyond basic workflows.
  • Sendinblue
    Includes SMS marketing, transactional emails, and a free plan with unlimited contacts and 300 emails per day.

Steps to select and implement

  1. Map your needs
    List your must-have features—automation, integrations, templates—and compare plans.
  2. Test free tiers
    Sign up for free versions to trial editors, deliverability, and support experience.
  3. Import your list
    Clean your contacts, remove duplicates, and import into the new platform to test segmentation.
  4. Build a welcome sequence
    Automate a 3-email series to onboard new subscribers and set expectations.
  5. Set up tracking
    Add UTM parameters and integrate with Google Analytics or your CRM to measure campaign ROI.

Best practices for using email software

  • Keep subject lines clear
    Aim for 50 characters or fewer and preview how they display on mobile.
  • Personalize content
    Use merge tags and conditional content to make emails feel one-to-one.
  • Test and refine
    A/B test send times, subject lines, and CTAs to optimize engagement.
  • Maintain list hygiene
    Regularly remove inactive subscribers and suppress hard bounces.
  • Respect frequency
    Find a cadence that keeps you top of mind without overwhelming your audience.

Measuring success and optimizing

  • Open rate
    Indicates subject line effectiveness and sender reputation.
  • Click-through rate
    Shows how compelling your content and CTAs are.
  • Conversion rate
    Tracks how many clicks lead to signups, purchases, or calls booked.
  • Unsubscribe rate
    A low rate signals you’re delivering value at the right frequency.
  • ROI per campaign
    Compare revenue generated to the cost of your email platform and creative efforts.

By choosing the right email marketing software and following these steps, your small biz will automate nurturing, improve engagement, and drive more sales without extra overhead. Which platform will you try first to kickstart your growth?

How will you leverage email automation to build deeper connections and accelerate your small biz growth?

The fast five funnel recipe your UX freelance business need today

Fast five funnel recipe

Why this funnel works for UX freelancers

As a UX freelancer, you juggle design, research, and client management. A simple, five-step funnel ensures you don’t lose leads in the shuffle. It guides prospects from discovering your portfolio to becoming long-term clients through targeted actions at each stage. Let’s break it down.

Stage 1: attract

Draw in your ideal clients with targeted content and outreach. Share case studies on LinkedIn, write a short blog post on Medium, or post design tips with relevant hashtags on Twitter. The goal is to appear in front of decision makers, product managers, startup founders, or marketing leads looking for UX expertise.

Stage 2: capture

Once they’re interested, collect their contact info. Add a simple lead magnet, like a free UX checklist or a one-page heuristic review template, behind a Mailchimp signup form. Embed the form on your personal site or portfolio so visitors trade an email address for immediate value.

Stage 3: nurture

Send a short email sequence (2–3 messages) to your new subscribers. Start with the promised checklist, then follow up with a one-minute video explaining how you solved a common UX problem. End the sequence with a clear call to action: “Reply to this email to schedule a free 15-minute UX audit.” Automate this in ConvertKit Free or Mailchimp’s free tier.

Stage 4: convert

When a prospect books your audit call, using Calendly Free, you’re ready to close. Deliver a concise audit, highlight quick wins, then propose a paid engagement. Use a simple proposal template in Google Docs with scope, timeline, and pricing so you can generate professional quotes in minutes.

Stage 5: delight

After project delivery, exceed expectations. Send a personalized summary of results in a Trello board or Notion page. Offer a small bonus, like a 30-minute follow-up call, to ensure they see ROI. Satisfied clients refer others and often become repeat customers for new features or iterations.

Tools and extensions to use

  • Mailchimp Free Tier
    For lead capture forms and basic email automation.
  • ConvertKit Free
    For simple nurture sequences and tagging subscribers.
  • Calendly Free
    To automate booking your audit and discovery calls.
  • Google Docs templates
    For quick proposal and checklist creation.
  • Trello or Notion Free
    To deliver results interactively and track client feedback.

Measuring and optimizing your funnel

  • Opt-in rate
    Percentage of site visitors who subscribe for your UX checklist.
  • Email engagement
    Open and click rates on your nurture sequence emails.
  • Audit booking rate
    Number of leads who schedule a call via Calendly.
  • Conversion rate
    Percentage of audit calls that convert into paid projects.
  • Referral rate
    How many clients refer you after being delighted.

This fast five funnel recipe gives your UX freelance business a clear, repeatable path from first touch to loyal clients. Which stage will you implement first to simplify your operations and boost your win rate?

How can you refine each step of this funnel to match your unique UX expertise and audience?

Funnel marketing: a beginner’s guide.

Funnel marketing: a beginner’s guide for pricing

Why funnel marketing matters for pricing

Funnel marketing helps you understand how prospects move from first hearing about you to making a purchase. By tailoring pricing and offers at each stage, awareness, interest, decision, and loyalty, you ensure that potential clients see the right price point and value proposition at the right moment. This prevents underpricing, confusion over package tiers, or leaving money on the table by not capitalizing on customer readiness.

Stages of a marketing funnel

A typical funnel has four main stages:

  • Awareness: Prospects discover your brand through content, ads, or referrals.
  • Interest: They engage with educational material, blogs, webinars, or social media posts, to learn about your solutions.
  • Decision: Prospects compare options, review pricing, and consider buying. This is where pricing clarity is critical.
  • Loyalty: After purchasing, satisfied clients can become repeat buyers or brand advocates.

Aligning pricing with funnel stages

Your pricing strategy should match prospect expectations at each stage:

  • Awareness stage offers
    Provide free or low-cost resources, ebooks, checklists, or mini-courses. These “tripwire” offers introduce value without a big commitment, warming prospects up to higher-priced packages later.
  • Interest stage pricing
    Offer entry-level services or low-tier packages. For example, a low-cost consultation or group workshop. The goal is to convert curious leads into engaged prospects who see your expertise firsthand.
  • Decision stage offers
    Present your core packages with clear benefits and ROI. Use comparison tables or case studies to justify price differences. Offer limited-time bonuses or payment plans to reduce friction.
  • Loyalty stage upsells
    Provide higher-tier or subscription options, ongoing coaching, premium support, or exclusive content. Loyal clients are more likely to invest in advanced packages when they’ve already experienced success.

Steps to build your first funnel

  1. Define your audience and goals
    Identify who you serve and what problem you solve. Set a clear goal for your funnel, generate leads, book consultations, or sell a course.
  2. Create a lead magnet
    Develop a free resource that addresses a specific pain point. This can be a downloadable guide, a webinar registration, or a quiz. Promote it on social media and your website.
  3. Build an opt-in page
    Use a simple landing page that highlights the lead magnet’s benefits and captures email addresses. Keep the form minimal, name and email suffice.
  4. Set up an email sequence
    Craft a nurture sequence that delivers the lead magnet, shares valuable tips, and gradually introduces your paid offers. Include one low-cost service offer in the sequence to gauge interest.
  5. Design a sales page
    Create a dedicated page for your core packages. Clearly list features, benefits, testimonials, and pricing. Use a comparison chart to help prospects choose the right package.
  6. Implement payment and scheduling
    Use a payment gateway, Stripe or PayPal, and integrate a booking tool like Calendly for service calls. Ensure the process is frictionless: a single checkout button and an easy scheduling link.
  7. Follow up for upsells
    After purchase, automatically send a thank-you email offering an advanced package or subscription service. Highlight the extra value loyal clients receive.

Tools and platforms to get started

These free or affordable tools help you create and manage funnels without high costs:

  • Mailchimp Free Tier
    Build signup forms, landing pages, and automated email sequences. Up to 2,000 contacts are free, which is ideal for beginners.
  • ConvertKit Free
    Create simple funnels with forms and email sequences. The free plan covers up to 1,000 subscribers and basic automations.
  • Elementor Free (WordPress plugin)
    Design landing and sales pages using drag-and-drop. Customize templates for lead magnets and pricing pages without coding.
  • Stripe
    Accept payments for courses or services. Integrate Stripe checkout into your sales page for a seamless experience.
  • Calendly Free
    Allow prospects to schedule calls or demos directly. Embed scheduling buttons on your sales pages and emails.
  • Trello
    Manage funnel tasks, content creation, page design, email drafts, and follow-up reminders, using simple boards and cards.

Best practices for beginners

  • Keep offers clear and simple
    Avoid confusing package tiers. Limit to three tiers, basic, standard, premium, with distinct features and price points.
  • Focus on value first
    Your lead magnet and low-cost offers should solve an immediate problem. Demonstrating value early builds trust and justifies higher prices later.
  • Use strong calls to action
    Each funnel stage should guide prospects, download now, sign up for a free call, or choose a pricing plan. Clear CTAs reduce decision fatigue.
  • Test continuously
    A/B test landing page headlines, email subject lines, and pricing tiers. Small tweaks can yield significant conversion improvements.
  • Segment your audience
    Tag email subscribers based on their interests or actions, webinar attendees, ebook downloaders, to send more relevant offers and pricing options.

Measuring success and optimizing your funnel

Track these metrics to know if your funnel and pricing strategy work:

  • Lead opt-in rate
    Percentage of landing page visitors who submit their email. A higher rate means your lead magnet resonates.
  • Email open and click rates
    Monitor how many subscribers open your nurture emails and click through to offers. Use these insights to refine copy and timing.
  • Conversion rate
    Percentage of leads who purchase a low-cost offer or core package. Comparing rates across stages reveals where drop-offs occur.
  • Average revenue per customer
    Calculate total revenue divided by number of customers. Use this to adjust price points or introduce upsells if revenue is lower than expected.
  • Customer lifetime value (CLV)
    Track revenue from repeat buyers or subscribers over time. Higher CLV indicates successful upsells and retention strategies.

By following this beginner’s guide, you’ll build a funnel marketing system that aligns pricing with each stage of the customer journey, giving you a powerful edge in your pricing strategy. Which funnel stage will you optimize first to see immediate improvements in your conversions?

How can you refine your funnel and pricing offers to give prospects the right value at the right time?

Retain coaching clients without breaking the bank.

Retain coaching clients without breaking the bank

Why client retention matters

Loyal coaching clients generate steady revenue, refer new prospects, and require less marketing effort than finding replacements. Improving retention by even a few percentage points can dramatically boost profitability. Focusing on retention lets you maximize lifetime value without constantly hunting for new leads.

Key retention strategies

  • Deliver personalized value
    Tailor your coaching to each client’s goals. Use an intake questionnaire to identify their priorities, then send custom action plans or resources that speak directly to their needs.
  • Maintain consistent communication
    Schedule regular check-ins via email, text, or quick calls to review progress. Knowing you’re accessible builds trust and helps you address issues before they become reasons to leave.
  • Create a community
    Encourage peer support by forming a private group on a low-cost platform like Google Groups or a free tier Slack workspace (Slack Free). Group discussions and accountability partners keep members engaged between sessions.
  • Offer flexible packages
    Provide tiered options, single sessions, bundles, or monthly subscriptions. Allow clients to pause or adjust plans based on their budget. This flexibility reduces cancellations when finances get tight.
  • Provide ongoing resources
    Share recorded webinars, tip sheets, and templates using a low-cost file-sharing service like Google Drive. Clients grateful for free resources are less likely to walk away.

Low-cost tools for engagement

Using affordable or free tools helps you stay organized and communicate effectively without high expenses:

  • Email automation
    Use the free tier of Mailchimp or MailerLite to send welcome series, progress reminders, and check-in emails automatically.
  • Scheduling and reminders
    Let clients book sessions via Calendly Free. Automated reminders reduce no-shows and show clients you respect their time.
  • Video library
    Host short how-to videos on a private YouTube playlist (YouTube). Embed playlists in your site or share links directly to reinforce lessons between calls.
  • Group coaching platform
    Start a private Facebook group (Facebook Groups) for existing clients. Use it for live Q&A, peer support, and sharing success stories at no extra cost.
  • Progress tracking
    Track goals and milestones using a free Trello board (Trello) or a simple Notion database. Visual progress updates motivate clients to stay on track.

Steps to implement your retention plan

  1. Survey current clients
    Use Google Forms to gather feedback on what they value, pain points, and suggestions. Use results to refine your service offerings.
  2. Map the client journey
    Outline key touchpoints, from onboarding to progress reviews, and assign tools for each stage (email sequences, check-ins, resources). Ensure nothing falls through the cracks.
  3. Set up automation
    Configure email drip sequences in Mailchimp or MailerLite for welcome emails, mid-program check-ins, and renewal reminders. Automate scheduling links and feedback requests.
  4. Launch community platform
    Create a private group on Facebook or Slack. Invite clients and post weekly prompts, discussion questions, shared wins, or quick tips, to foster engagement.
  5. Monitor engagement metrics
    Track email open rates, group interactions, and resource downloads. Set alerts in your CRM (HubSpot Free CRM) to notify you when engagement drops so you can reach out personally.

Best practices for long-term loyalty

  • Personalize at scale
    Use merge tags in your email platform, “Hi [FirstName]”, and reference their goals or recent wins. Clients appreciate feeling seen, even in automated messages.
  • Reward referrals
    Offer a free session or discounted month when a client refers a new coaching client. Highlight the program in your community group and emails.
  • Host occasional live events
    Run a free monthly webinar on hot topics using a free Zoom account (Zoom Free). Invite all clients and open spots for prospects to join.
  • Offer mini-challenges
    Run 5-day challenges, like goal-setting or habit-building, using email automation and a private group. Challenges create momentum and deepen commitment.
  • Ensure easy renewals
    If you use a payment tool like Stripe or PayPal, set up subscription billing with simple one-click renewals. Remind clients a week before cards expire.

Measuring success and optimizing

Track these indicators to know if your retention efforts work:

  • Renewal rate
    Percentage of clients who sign up for a new package or extend their program. A rising renewal rate shows your retention plan is effective.
  • Engagement metrics
    Monitor group activity, comments, reactions, and posts, and email open rates. Higher engagement means clients find ongoing value.
  • Referral rate
    Count how many new clients arrive via referrals. Growth in this metric indicates satisfied clients are spreading the word.
  • Net promoter score (NPS)
    Use a simple Google Form to survey how likely clients are to recommend your coaching. Track changes over time to identify satisfaction trends.
  • Client lifetime value (CLV)
    Compare total revenue per client before and after implementing retention tactics. Increased CLV shows clients stay longer and spend more.

By focusing on personalized value, leveraging free or low-cost tools, and automating key touchpoints, you can retain coaching clients without breaking the bank. Which retention strategy will you implement first to keep your clients engaged and loyal?

How will you combine personalized attention with cost-effective tools to ensure your coaching clients stay with you long term?