
What Is a Funnel (and Why Do You Need One)?
Imagine you open a lemonade stand.
First, someone walks by and sees your sign (that’s your lead magnet).
Then they stop and try a free sample (that’s your opt-in).
You chat, they like you, and they decide to buy a full glass (that’s your offer).
Later, you follow up with a friendly note saying, “Thanks! Come back soon!” (that’s your email funnel).
Step 1: Start with the End in Mind (Your Offer)
What do I want people to buy from me?
“I want to offer a 1-on-1 coaching call for $97 to help moms organize their week.”
Step 2: Create a Lead Magnet That Solves a Small Problem
What free thing can I give someone to help them get a quick win—and get to know me?
- A checklist
- A short guide
- A mini video
- A Canva template
- A sample from your paid product
Your offer is “coaching for busy moms.” Your lead magnet might be:
“3-Minute Morning Reset for Moms: A Simple Checklist to Start Your Day Calmly.”
Step 3: Plan the Path (Your Funnel Flow)
- Freebie/Lead Magnet
“Get my free checklist for calm mornings.” - Opt-In Page
A page where they give their email to get the checklist. - Thank You Page
A page that says “Thank you!” and introduces your paid offer. - Welcome Email
The first email that delivers the freebie and shares a little about you. - Email Series
A few follow-up emails that give more value and lead to your offer. - Sales Page
A simple page that explains your offer and how to buy it.
Step 4: Write It Out Before You Build It
- The title of your freebie (make it clear and helpful)
- A short message for your thank-you page
- A few friendly emails (like you're writing to a friend)
- A short explanation of your offer (what it is, who it’s for, what it helps with)
Subject: Here’s your Morning Reset Checklist!
Body: Hi! I’m so glad you grabbed this. I made it for busy moms like you who are juggling all the things. Use this to take just 3 minutes for YOU each morning—you deserve it.
PS: If you want more help organizing your week, I offer a 1-on-1 planning session. You can check it out here!
Step 5: Sketch the Funnel Like a Flowchart
📝 Opt-in Page →
✅ Thank You Page →
📧 Email #1 (Freebie) →
📧 Email #2 (Tips) →
📧 Email #3 (Offer) →
💰 Sales Page →
🎉 New Customer!
What Tools Will I Need Later (And Can I Use Free Ones?)
- Canva (for lead magnet design and page visuals)
- ConvertKit or MailerLite (for email opt-ins and sequences)
- Google Docs or Notion (for writing and planning)
- ChatGPT (to help you write your emails, pages, and even ideas!)
Want Help Doing All of This? Join the Workshop!
Funnels, CRMs & Lead Magnets — Oh My!
- You’re just starting out and feel overwhelmed
- You’ve heard about funnels but don’t know what to build
- You want to finally take action—without hiring a team
- You love learning visually and step-by-step
What You’ll Learn:
✔ How to write your emails and pages using ChatGPT
✔ How to create visuals and lead magnets in Canva
✔ Which tools to use (even if you’re “not techy”)
✔ How to plan your entire marketing journey with confidence
Final Thoughts: Start Simple. Start Smart.
You don’t need to be perfect. You just need a plan.
Join the “Funnels, CRMs & Lead Magnets — Oh My!” workshop for just $45 CAD and walk away with a mapped-out funnel, lead magnet, emails, and a clear message.
THE SIMPLE START METHOD
Launch your online business, without the tech overwhelm
No tech skills? No problem. The Simple Start Method walks you through everything — your brand, your offer, your funnel, and a fully built website — so your business is set up right from day one, without you having to figure it all out alone.
- ✓ Brand, offer, and funnel built out step-by-step
- ✓ An AI-built website, done for you
- ✓ Bonus training on SEO, YouTube, blogging, and client onboarding
Your business, fully set up
No tech skills required
Starting at
$500
or 3 payments of $200









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