What Is Lead Funnel and The Guide For Beginners

Lead Funnel is a popular and effective method that helps your business convert web visitors into leads and become customers.

This article will give you the foundation of the lead funnels for beginners. It’s Include:

  • What Is the lead funnel
  • The sales funnel stages
  • How to create you lead generation funnel in four steps
  • The best practices
  • and more

Understanding the processes and stages inside can help you build your brand, trust, and relationship with prospects and increase your conversion rates to convince them from visitors to leads and become a customer.

If you do not have time to read, click here to get lead generation funnel swipe file + video tutorial and 106 actual case studies of the world’s most successful!

Now, let get started!

What Is Lead Funnel?

Lead Funnel (or lead generation funnel) is a type of sales funnel, it not only helps you generate leads but also helps you build brands, create trust, build relationships. From there convert visitors into leads and become customers through 5 parts:

  1. Lead Magnet
  2. Squeeze Page
  3. Thank You Page
  4. Sales Page
  5. Follow up Funnel
Lead Generation Funnel Customer journey

Why lead Funnel Important?

Every business needs leads and marketing automation.

For a long time, before people started to use sales funnels for online business.

A standard method to help entrepreneurs build lists is to use Pop-ups on their websites. When people visit your site, after a few seconds, a pop-up ad appears with gifts, coupons, discounts, e-book … for free to exchange for the email address.

Today, this method still prevalent and has many people used, but it has some disadvantages:

Instead, we will create a landing page called the “Squeeze page” with one goal – collecting emails. And that is the first step of sales funnel


This marketing strategy is becoming increasingly popular used by more people, and they call this Lead Funnel.

Lead funnels not only solves the problems that pop-up ads encounter but also works better because each funnel stage is designed with a unique goal. Therefore potential customers will not be distracted and confused by many links (menu, Catagory, another post, anchor text, link footer, …)

3 Types Of Lead Generation Funnel

In the Dotcom Secrets book by Russell Brunson, based on how it works, he divided the lead funnel into three types.

1. Lead “Squeeze” Funnel

Lead magnet funnel, Squeeze page funnel, Reverse Squeeze page funnel or Bridge funnel are collectively referred to as Lead “Squeeze” page funnel.

Each type may have a different number of pages and structures, but they all have two main pages: squeeze page and thank you page.

sueeze page funnel - sales process

2. Survey Funnel


Survey Funnel have these pages:

  • Survey page
  • Squeeze page for each group
  • Results page for each type of person with a message tailored specifically for them.

3. Summit Funnel

Summit funnel is strategically designed for entrepreneurs to provide value, build authority in a market.

Because you will work with multiple speakers, so it allows you to take advantage of other people’s traffic. Then help you build your list quickly.

The Summit Funnel has these pages:

  • Registration page
  • Special Offer page
  • and broadcast page

Lead Funnel Stages

1. Squeeze page

Squeeze page is a landing page that help you generate leads, where you exchange your lead magnet for an name, email address, phone number,…

The goal is to make an offer good enough to attract your audience and convince them to trade their contact information to get what you offer.

Once we have their contact details, we can start a lead nurturing sequence and build the relationship, educate, and offer products or services in the future.

2. Thank You Page

On the thank you page, you build trust with your prospective customers by giving them what you said you’d give them. You fulfill your promise.

Now, you should introduce your product or another funnel here. Some people will buy it and help you break even.

If this is your first funnel, it’s ok!

This time to start building a relationship through email marketing. After you create your next funnel, you can go back and put the link on the thank you page.

3. Sales Page

This time to make money by selling proposition and your top benefits. Your prospect will come to your sales page (and start buying journey) from the thank-you page or email.

A sales page is a standalone page created for one goal that is sales your products or services.

When I start your first business online, I didn’t have money to pay for ads.

So I start writing a blog. Traffic comes with me for free by inbound marketing efforts.

I push people to get my lead magnet so I can start building a relationship with them. But, in the long run, I want to be able to buy ads, I should make money quickly to break even. The sales page can help me do that.

If you haven’t a product yet, It’s also a good idea to become an affiliate and promote other products.

4. Follow up Funnel

As I said above the Lead Generation Funnel has 2 goal:

  • Build list through squeeze page
  • Nurturing relationship, brand and trust

You can do this by Follow up Funnel. Based on the contact details they give, there are many tools to help you follow up customers such as Facebook chatbot, SMS, desktop notification, etc. instead of only through email marketing.

Therefore you have more chances to interact with customers.

When prospects subscribed to your mailing list, you will initially send a follow-up email series. Now everything is automated by tools like Clickfunnels, Getresponse, Active Campaign, Aweber, etc.

You can write an email and schedule, add tags to optimize the personal experience…You just set it once and never do it again (don’t forget A/B testing)

After the first email series, you will bring them to another list. Here you can send broadcast emails to introduce new articles on your blog, videos on Youtube, Case study, Podcast, … To build followers on social networking platforms and promote other products on the value ladder.

Now, I going to show you my best practices about how to create a Lead Funnel.

The 4 Step to Create your Lead Funnel

As mentioned above, there are many different types of the lead funnel. However, I will show you how to create the most basic sales funnel using the lead magnet.

The tool I have use:

Besides, you can learn more other tools in the Sales Funnel Software article here.

Let’s go!

Step 1: Create your Lead Magnet

One of the essential factors to convince potential customers to exchange email addresses is the Lead magnet.

To be able to create a compelling lead magnet, you need to go through 3 steps:

  1. Identify who you want to attract
  2. Create content
  3. Design

Read More: How to create a lead magnet step-by-step

1. Identify who you want to attract

In step one, you need to determine who your target is? What problem are they having? How do you help them solve that?

I know this is boring, but if you do it well, the conversion rate will be high.

Most people who are new to online business, especially Affiliate marketers, don’t have products and don’t know who their customers are.

Think simple and write it down

Remember, the mission of an entrepreneur is not focus on sales products; they solve problems of the market.

For examples, I sales product that help marketer increase traffic to website

Target audience: People who want to increase the followers on Instagram

First, I need to determine does anyone interested in this topic. If you’re familiar with SEO ( Search Engine Optimization) you will know there are many tools out there that can help.

In this case I will use Ubersuggest (because it’s free)

Research keyword on Ubersuggest

The result returned has 1300 searches per month. So, we have people care about this topic

Next, I think I’ll provide Instagram Tips e-book to help people build their followers.

Keyword “Instagram Tips” has 2400 vol

So I had the idea to start my lead magnet and be able to answer questions.

  • My dream customers are: People who want to increase website traffic through Instagram
  • Their problem is: They want to learn how to build more followers on Instagram
  • I can help them by creating an ebook about Instagram tips

It’s simple,right?

2. Create Content For Lead Magnet

There are 3 common ways that you can apply to create content.

Do it yourself

You will build the content for the lead magnet yourself.


  • You can write with your voice and own story
  • Unique content, positioning you as an expert in the field.


  • Waste your time.
  • Difficult for those who are not good at content marketing
  • If you are a beginner and not experienced, creating quality content is almost impossible

PRL (Private Label Rights)

PLR stands for Private Label Rights. Did you know there’s a whole market of people who hire ghostwriters to write books and then sell the rights to the books?

If you go to Google right now and type in PLR Instagram, or private label rights Instagram, there’s probably a dozen Instagram products that are out there for sale.

Results when I search PLR Instagram on Google
The list of PLR Instagram products

You pay $12 or $15 and you get the rights to the product.


  • Save time.
  • Initial costs are cheap.
  • You can test the lead magnet quickly to see will people want to receive it or not.


Currently, most of the content inside PLRs ​​are outdate. Therefore, it can adversely affect your brand, breaking the trust of potential customers after they finish watching.

Hire someone do it for you


  • You don’t have to do it yourself
  • Save time
  • Quality guaranteed


  • The cost of hiring a good copywriter can be a bit high. It’s not suitable for beginners or people who just start an online business
  • Hard to find freelancers who have good skills and fit your requirement.

lead magnet creation tips

If you use PLR, you should put together many products and then edit the content to fit the current trend. In case you do it yourself or outsource; follow these steps:

1. Buzzsumo

Buzzsumo is a tool that gives you content ideas that more engagement, like, share on social media. I use this tool to understand my target audience and search intent.

Now I will enter the keyword “Instagram Tips”.

Lead funnel Instagram tips buzzsumo

You can see the posts has 40.2K engagement, 10.3K, 9.8K on Facebook. This proves that content is excellent and much loved.

2. Outline Content

Now that you have the reference content that has more people engagements and loved. You’ll want to take a look at the content and synthesize the best knowledge of every page and outline the content you need.

3. Content Creation

You can use content in PLR and combination with the top 10 Google search results and your personal experience.

In other cases, you can also hire freelancers and send outlines to them. I usually hire copywriter on Fiverr.com or Upwork


I recommend you hire the Philippines people because their English skills are relatively good, but the cost is also much cheaper.

3. Lead Magnet Design

If your team has a designer using Photoshop or illustrator, this is quite simple.

However, the majority of Funnel Secrets readers are mostly beginners, small businesses, or Affiliates. Therefore, this is also a challenge.

There are 2 methods that I often use when creating book cover



This is one of the big platforms for the design that marketers often use (even your design skills terrible). With powerful features, an extensive template library, and over 1 million images for you to use, this is a useful tool that you should use in your business.

With Canva, you don’t need to have much knowledge of design skills.

They also provide you the templates and tools so you can create your eye-catching Images just by dragging and dropping simply.


Funnel Rolodex

Funnel Rolodex is a platform created with the goal of assisting you in building a funnel. Here, you can hire freelancers related to content marketing, page builder, funnel optimization, Ads service, Designer, and more.

ebook cover funnel rolodex

This is where I usually hire designers for ebook cover with relatively cheap price from 15-20 $

funnel rolodex ebook cover

And this is the result.


Thus the ebook has been completed.

Next, we will go into the next step to create a lead funnel. The first is to create a Squeeze page.

Step 2: Build Your Squeeze Page To Exchange Email

If you want to be successful, find someone who has achieved the results you want and copy what they do and you’ll achieve the same results. – Tony Robbins

It’s true when you build your funnel.

Instead of spending a lot of time designing your squeeze page, you can learn it from people who have been successful and have high conversion rates.

Some people call it “Spy,” and others call it “Funnel Hack.” It consists of 3 main steps:

  1. Figure out a successful funnel
  2. Learn their framework, page design, headline…
  3. Model it

Remember, “model” and “copy” are completely different.

For example: Here is the Marketing Secrets Blackbook funnel

Official website: https://marketingsecrets.com/blackbook


Then I use Clickfunnels to clone this page (If you are using wordpress you can also use Thrive Architect or Elementor Pro instead)

Inside Clickfunnels dashboard you have 2 options: Cookbook Builder (done-for-you funnel template) or Classic builder (Build your own stages of sales funnel)

In this case, I click on Classic funnel builder and choose Collect Email


Create a name and tags then click on “Build Funnel”


Clickfunnels has many funnel template for you. In this case, because I would like to design like Marketing Secrets blackbook funnel, so I pick a blank page.


I analyze the funnel and sketch layout.


Then I build it inside Clickfunnels and add elements


And this is the final result


You can see this page at http://www.go.funnelsecrets.us/igsecrets

Download IG secrets ebook share funnel free here to get started!

As you can see, the two pages are almost the same. But the fact is that I didn’t copy anything. In case you created your own lead generation page, here are some tips to remember:

  • The landing page needs to be simple: Most of my landing pages only have a headline, an image, and an opt-in box. Often times, a landing page might not convert because it’s too complex; there’s just too much stuff happening on it and it’s confusing your visitor.
  • The headline should be engaging and curious to pay visitors attention: Most of the high bounce rates or low conversion are due to the headline not curious enough.

In case you are not good at copywriting, you can use Funnel Scripts (The software helps you to create your headline, sales scripts, email scripts, Ads scripts, and more in less than 5 minutes. You just fill the blanks and answer some questions).

To learn more about this tool, you can watch the webinar demo here: Funnelscripts.com

Besides, they also have a trial version that helps you create the headline for free. Click here to try it out.

Funnel Scripts free trial version that help you create a killer headline for free, you just answer the question and fill the blank
Here is some results after I answer the question

Step 3: Build Your Thank You Page

Thank you page is also built similar to the squeeze page, need to ensure 3 elements:

  • Simple
  • Curiosity
  • Tell people what they should to do

In thank-you page you have 2 main parts:

Step 1: Fulfill the previous promise; provide links and showing people how to get a lead magnet.

Step 2: Introduce your first offer or other funnels (help you break even)

If you don’t have a product, you can invite customers to follow you on the social networks like Facebook, Instagram, Youtube

Instagram Secrets ebook thank you page

You can see this page at http://www.go.funnelsecrets.us/igsecrets

Download IG secrets ebook share funnel free here

Step 4: Build a Relationship Through Follow Up Funnel

The final step is to build a follow-up funnel.

Note that the Follow-up funnel is not an email campaign. This is a period of building relationships with subscribers and converting them into customers through communication tools such as Email, Facebook messenger, SMS, desktop notification …

The most popular method that marketers use today is email marketing. After they have opt-in you will add them to the email list and start sending something.

  • I usually will send one email per day for the first five days to introduce myself and my business.
  • How my business can bring value and solve their problems?
  • And introduce the first offer.

After five days, they will be transferred to another list (or tagged) where I send daily email templates: Notify new blog posts, upload Youtube videos, new podcasts, product launch, and sell different products on the value ladder.

Now create your first follow-ups funnel. It can be Facebook chatbot or email autoresponder (because it’s popular and straightforward to install)


Lead funnel is the simplest and most effective sales funnel to help you build your list and ease the work of the sales and marketing teams. It’s time for your best practices; let start building funnel today!

Remember, try to do it as quickly as possible. Don’t wait 1-2 months for your lead magnet or your landing page to be perfect. Because it will never be perfect, you can only make it better every day through testing and optimization.

If you only set up a plan and wait, it only makes your success and the time to reach your goal delayed.

I hope you enjoy the article and the guide on how to create a lead generation funnel.

Now, I want to hear from you.

If you have any questions, please leave a comment below.

Finally, to get more ideas you can click here to get free training videos and 114 Unique funnel examples for only $ 7

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