The Ultimate Clickfunnels Guide

Last updated on October 16, 2020

A successful online business needs a good approach to sales.

This is something many founders and CEOs struggle with.

This HubSpot report showed that 75% of businesses considered “closing more deals” as their top sales priority. 

Marketing and customer engagement are both interesting aspects of a business to play with, but you also need a strong sales strategy.

If you suck at it, chances are you will be out of business sooner than later. 

This is where sales funnels come in. 

A sales funnel is a step-by-step process that takes your customers from the point of contact to when they make their final purchasing decision.

It’s the tool that merges your marketing and sales effort to convert engagement into revenue. 

There are many sales funnels available, but in this article, we will be discussing how to use ClickFunnels.

It is one of the most popular online sales funnel builders with over 90,000+ active users and so this Clickfunnels guide will come in super useful.

Benefits of Using ClickFunnels: A ClickFunnels Guide

Designed to save time

Building a fitting sales funnel by yourself is next to impossible if you have little or no coding experience.

But you can save yourself plenty of hours of work by using the ClickFunnels sales funnel builder or a landing page software.

Cheap starting costs

Building a sales funnel from scratch is expensive without a sales funnel builder.

Sales funnels consist of different (changing) parts, and you will have to make new payments every time you need to build a new page.

ClickFunnels offers a 14-day free trial to allow users to get familiar with the tool at no cost.

After the trial is over, their host of features is available for a starting cost of $97 per month.

Here is the full pricing guide:

No coding experience needed

ClickFunnels offers a drag ‘n’ drop feature that makes building your sales funnel a breeze.

Plus, it’s okay if you don’t have a coding experience because you don’t need any.

Ease of use 

ClickFunnels can be used to model the sales stages your prospects will have to go through before becoming buyers.

Almost every sales funnel has five stages.


  • Interest: Here, visitors begin showing interest in your products or services.


  • Decision: At this stage, you need to convince visitors why your products are the best value out there. You need to provide testimonials, offer discounts (or downsells), free-product shipping, anything to keep them interested enough to take “action” which is the fourth stage.


  • Action: In this stage, your potential customers make a purchase.


  • Retention: Once you’ve nailed your first sale, it is obvious you’ll want to retain them. Hence, you can run an upsell. Upselling is encouraging customers to purchase a higher-end product than the one you previously offered. Or you can simply add a thank you page to appreciate their efforts. 

Traditional online funnels require a separate tool or program for all these processes making building a sales funnel very difficult and expensive.

With ClickFunnels all these tools are integrated into a single unit.

Email integration

Emails deliver the highest return on investment compared to other marketing strategies.

But, often, many generated leads don’t get converted.

For this reason, when you collect information on your leads or potential customers using ads on Facebook or any social media platforms, you must nurture your lead and do a proper follow-up. 

The best way to do this is by running an email marketing campaign using the information at your disposal.

With ClickFunnels, you can integrate emails and automate responses to your entire lead campaign.

That said, truth be told, there are much better email solutions around and this is one part of ClickFunnels that is a letdown in my opinion.

SSL certification

With growing concerns about online fraud, customers are wary of entering their credit card details into unsecured websites.

Your website security is a priority that cannot be ignored.

ClickFunnels offers SSL certification which provides encryption to keep both buyers and sellers safe from phishing, identify theft, and other malicious attacks.

Unified dashboard

Traditional online funnels are a huge pain to deal with since you have to pick them apart to modify changes on your website.

Each one’s a long process and very time-consuming.

But, with ClickFunnels, all that disappears.

You can create web pages, webinars, make transactions, run email campaigns, launch your products and services, all on a single page.

It is the biggest benefit of using ClickFunnels.

Plus, their budget-friendly package makes ClickFunnels a perfect sales funnel builder.

How to Create Your First Successful Funnel with ClickFunnels


There are many strategies that anyone can use to create a successful sales funnel.

But for this article, let’s consider Russel Brunson’s 5 step strategy.

Brunson is a co-founder of ClickFunnels and a very successful businessman in different ventures. 

Many entrepreneurs have reported success from using Brunson’s five proven steps -traffic, bait, front-end, middle offer, and back-end- to build their sales funnels.


Let’s get down to it with the rest of this ClickFunnels guide.

Stage 1: Traffic

First, you’ll want to let your customers know everything about what you’re offering them.

Spare no details.

Then you’ll want to determine how you’ll connect each offer you roll out within your funnel.

For example, your first product, say, Product A can be offered to customers for cheap.

If buyers respond positively, it shows you’ve done something right.

You gave them what they needed.

Then, you build your next product -Product B- on the back of that success.

At this stage, you can raise the buying fee.

ClickFunnels guide

Getting people to your funnel is amazing.

But if they are not your convertible, all that marketing spends will go down the drain.

So focus your marketing on the demographic or audience group who could be interested in what you have to offer.

To optimize your ads, content, and other marketing tools at your disposal, consider these before throwing your bait.

  • Where do your high-value prospects soon-to-be long-term customers like to hang on the internet?
  • What are their favorite social media channels?
  • What kind of offers can get them to join/follow a new brand?

Once you figure these things out, calling out to your target customers becomes less difficult.

Stage 2: Bait

For every journey in your sales funnel, you need to keep your prospects happy.

Keep them interested and willing to offer something in exchange for your services.

While creating a good bait is important, it is equally important to note that for you to be able to engage your prospects further you need to give them low-risk offers.

For example, free courses or contents, webinars, product samples, etc.

As they climb up the value ladder, you can throw in a few break-even prices that keep both of you happy.

Offering freebies is usually the best bait for prospects.

You’ll have kept them hooked enough to make them stay till the end, and make more valuable purchases at some point in the future.

Stage 3: Front-end offer

Now you’ve managed to keep your prospects hooked and interested in your low-risk and low-price offers.

Next, you’ll have to send them to a landing page.

A landing page or squeeze page is a web page designed to take web traffic and convert visitors for a specific marketing campaign.

At this point, your premium offer should be behind the show glass.

Usually, customers who get to this point are those who are truly interested in what you have to offer after taking your bait.

The real deal at this stage is to make a compelling marketing copy- words- to communicate the value of your premium offer.

Mind you, you aren’t just communicating.

You are making a sweet appeal.

You’ll want to:

  • Keep your sentences short.
  • Ensure your English is as clear and simple as possible
  • Use bullet points for easy reading and scanning of information
  • Use sub-headers.

For more compelling content, mix your words with pictures, videos, and interviews.

Still, don’t stop there.

Include social proof.

People will willingly buy your products if they see proof from others that it does exactly what it says in the description.

And finally, please, include a call-to-action.

After taking your prospects on a merry-go-round of words, images, videos, and social proof, you’ll want to help them decide by telling them what to do next–take your offer.

So, don’t dabble or beat around the bush here.

Go straight to the point.

Stage 4: Middle Offer

At this point in the value ladder, you’ll want to provide an undeniable offer to your prospects.

More like one that sounds committing, that allows them to finish a particular task, and again prepares them for something bigger.

ClickFunnels guide

As a result, for middle offers it’s either you’re doing an Upsell or a down-sell.

Upsells are typically pricier than your front-end offer and offer more value for more bucks, while a down-sell costs less.

A typical upsell usually looks like this:

  • A customized variation of your initial product
  • Bulk orders (Amazon does this well)
  • Supplementary products( again Amazon does this well)

Nevertheless, you should always provide a knockdown fee in case customers are worried about splashing big.

For this reason, a down-sell is crucial.

A typical down-sell looks like this:

  • A cheaper, smaller version of the upsell
  • Limited discounted and trial periods for the upends

Whichever you’re offering, the real deal here is to meet the needs of your prospective customers at that moment and take full advantage of it.

We are nearing the end of this ClickFunnels guide now.

Stage 5: Back-end offer

This is your priciest offer.

Your highest-value offer.

The goal was to lead your customers up to this stage in the funnel.

You’ve done that.

Now more than ever, you want your customers to claim your ultimate product.

But you don’t want to be aggressive about it.

Rather pare things down a bit.

Keep them engaged.

Truth is, there is no guarantee your customers will be willing to stake so much for your best products.

They might say: “I’d rather sit this one out. Perhaps some other time I’ll get that”.

What’s next?

Next is you keep them engaged.

Do whatever you can to provide value for them, enough to keep them interested in your products and services.

You could do this by:

    • Creating a Facebook community where they can grow and interact with other customers
    • Provide high-quality customer service
    • Delivering high-quality personalized content into their emails
  • Whatever you do, keep them stuck with you (in a benefitting way).

Got a Bricks & Mortar Business?

Clickfunnels have recently created new product called, Brick and Mortar Funnels.

It specifically teaches small business owners how to get customers and clients and can be seen here.

Clickfunnels Guide

Want a ClickFunnels Alternative?

Like all things, Clickfunnels is not for everyone so I made an extra video to highlight a few negative aspects of the software.


The ClickFunnels Guide Bottom-line

The sales process isn’t so scary once you have the right tools at your disposal.

ClickFunnels offers amazing benefits from easy customization to email integration and automation, making tracking your leads and sales pretty easy and convenient.

As for building your sales funnel using ClickFunnels, Russell Brunson’s five proven stages -traffic, bait, front-end, middle offer, and back-end- is an amazing guide to get started.

PS…If you liked this ClickFunnels guide, then please give us a share or tweet.



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