Simple funnel to get leads & sales for coaches + course creators

I went ahead and broke down all the action steps from the 15-minute video. Here are the core action steps broken down from the video:

Understand the Funnel Structure

• Sales funnels move people from attention → lead → value → conversion.
• Key parts: Lead Capture, Conversion Vehicle, and Sales Mechanism.

Set Up Lead Capture

• Create a lead magnet (e.g. free resource, training, checklist).
  
• Build a landing page that collects name and email.
  
• This is the starting point of the funnel—don’t skip it.

Build a Conversion Vehicle

• Right after someone opts in, send them to a high-value presentation, not just a thank-you page.
  
• Best option: Automated Webinar that provides education + makes an offer.
  
• Other options: challenges, events, video series, etc.

Add a Sales Mechanism

• For <$1,000 offers: One-to-many sales (sell directly at the end of the webinar).
  
• For >$2,000 offers: One-to-one sales (invite them to book a call).
  
• If $1,000–$2,000: Choose one direction or offer both.

Monitor & Optimize Metrics

Minimum Benchmarks to Aim For:

• 20% opt-in rate on lead capture page.
  
• 60% attendance rate on your webinar/conversion vehicle.
  
• 5–10% purchase conversion on low-ticket products.
  
• 10% call booking rate if you’re selling high-ticket.
  
• 25% close rate on calls.

Drive Traffic

Use three main strategies:

• Buy it: Run paid ads (Google, Facebook, YouTube, etc.).
  
• Build it: Post value content on social platforms.
  
• Borrow it: Get in front of other people’s audiences (podcasts, partnerships).

Scale by Reinvesting Profits

If your funnel is hitting the target metrics and generating profit:

• Reinvest into more ads.
  
• Cycle continues: more leads → more sales → more reinvestment → more growth.

Here’s a link to the actual YouTube video if you want to watch it yourself.