Sales Funnel Questionnaire

Task Submitted By

First Name *

Last Name *

New or Existing Client

Is this a new or existing client? *

Add the clients ID here *

Client Info

Clients company name *

Clients first name *

Clients last name *

Clients phone *

Clients email *

Company Details

Company Phone *

Company Email *

Address *

City *

State *

Postal code *

Country *

Where the Funnel Will Be Built

Which GHL agency account is this going into?

What is the link to the sub-account it is going into?

What is the name of the sub-account the funnel will be built in?

Your Offer

What is the funnel selling or promoting?

What is the main goal of the funnel?

What is the offer and price?

Do you have a lead magnet or irresistible offer?

Funnel Setup

What pages do you need?

Where will traffic come from?

Who is your target audience?

What should happen after someone converts?

Bookings and Payments

Calendar link (if booking calls)

Payment processor (if taking payments)

What domain should the funnel use, and do you already own it?

Branding and Copy

Do you have a logo, fonts and graphics?

What are your brand colors?

Do you have copy, or do you need us to write it?

Testimonials or reviews to include

What funnels or pages do you like, and why?

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