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The Process — For Coaches & Experts

From Idea To Automated Sales In 5 Clear Steps

No confusion, no endless back-and-forth. A proven process that takes you from where you are to a launched funnel.

Step 1 is free — most funnels launch in 3–4 weeks

Step 01 · Day 1 — Free

Discovery Call

We start with a free strategy call. You share your offers, audience and goals — we identify the exact funnel architecture that fits your business. You leave the call with a clear blueprint, even if we never work together.

Funnel blueprintOffer feedbackTimeline & estimate
Step 02 · Week 1

Funnel Strategy

Our strategist maps your entire customer journey — every page, email, trigger and upsell. We research your niche and competitors, structure your offers into a value ladder, and lock the complete plan before anything gets built.

Funnel mapValue ladderCompetitor reportCopy angle doc
Step 03 · Week 1–2

Design & Copy

Designer and copywriter work in parallel. Conversion copywriting hooks your audience; premium design makes your brand look world-class. You review and approve everything before it moves to build.

Page designsSales copyAd creativesEmail drafts
Step 04 · Week 2–3

Build & Automate

Our developer builds everything: pages, forms, payment flows, email automation and AI follow-ups. CRM connected, tracking pixels installed, analytics dashboards set up. Fully tested before anything goes live.

Live pagesAutomated sequencesCRM + pixelsQA report
Step 05 · Week 4+

Launch & Scale

We launch, monitor and optimize. Ad campaigns get tuned weekly, pages get A/B tested, and your funnel compounds. You get simple weekly reports showing leads, sales and what's next.

Campaign managementA/B testsWeekly reportsScale roadmap
The Engine Room

How Strangers Become Paying Clients

Every funnel we build for coaches and experts runs on three stages. Watch the leads travel:

TOFU Awareness MOFU Interest & Nurturing BOFU Conversion & Expansion PAYING CLIENTS
TOFU • AWARENESS

Attract Prospects

Ads, SEO, social content and lead magnets grab the attention of your ideal coaching clients and pull them into your world through landing pages.

AdsSEOSocial MediaLead Magnets
MOFU • NURTURING

Engage & Build Trust

Smart forms, pre-call questionnaires and quizzes qualify leads, while email sequences and chatbots build relationships until they're ready.

Smart FormsQuizzesEmail SequencesChatbots
BOFU • CONVERSION

Convert & Expand

Sales pages, booking systems and frictionless checkout turn ready leads into paying clients — then order bumps, upsells and memberships grow lifetime value.

Sales PagesBookingCheckoutOrder BumpsUpsells
Team collaborating on a funnel build
5 Specialists one team plugged into your business
Where The Work Goes

A Real Team, Split Across Every Skill

Ever wondered where the project time actually goes? Here's the honest breakdown across a typical build — the biggest chunk goes into making the machines run themselves.

Tools We Master

Built On Platforms You Can Trust

We work with the leading funnel and marketing platforms — and we pick what's right for your business, not what's trendy.

ClickFunnels GoHighLevel WordPress Systeme.io Kartra Zapier ActiveCampaign Meta Ads Google Ads Stripe • PayPal Calendly ManyChat
Honest Answers

What To Expect (No Sugar-Coating)

Timeline: 3–4 Weeks

Most funnels go live within 3–4 weeks. Complex builds with courses & memberships can take 5–6. You'll get a firm date after the strategy step.

Your Time: ~2 Hrs / Week

We handle the heavy lifting. You review designs & copy (that's where your expertise matters) and join one weekly progress call.

You Own Everything

Pages, accounts, lists, automations — 100% yours from day one. No lock-in, no hostage situations. Ever.

Step 1 Starts With One Free Call

30 minutes. Zero pressure. You'll walk away with a clear funnel blueprint for your business either way.

Book My Free Discovery Call