Be A Conversion Funnel Specialist

Learn how to become conversion funnel specialist.

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Specialize Your Way to Success

Build Your Own Lifestyle Anyway You Want

If you put the entire funnel into place and manage the funnel using the exact method I describe on this site, you could have a steady flow of buyers—forever!

When I talk about buyers on this site, just use the term that describes the people you do business with as clients, customers or patients, depending on your industry or niche.

How to Make Money Specializing

Marketing alone is not going to produce the exceptional results you will get using the marketing funnel described on this site.

To maximize the results of your marketing efforts you need to setup your business properly so it will be recognized or rewarded by search engines, social media platforms, directories, your competition and more importantly leads, subscribers, prospects, buyers, repeat buyers, referrers along with ambassadors loyal to your brand.

In this article, I’ll describe how I set up businesses that take advantage internet options integrated with old school marketing processes using the digital marketing funnel described throughout this site.

Be A Conversion Funnel Specialist

Business Plan Overview

Regardless of your business niche or industry it’s in your best interest to create a fluid business plan that can guide you through all aspects of your business.

Normally, I create a list of topics for my business plan then expand on those topics to work out details and processes. Keep in mind the business plan doesn’t have to be perfect or lengthy to get started. You can adjust and expand on your plan over time, that’s why I say keep it fluid. Most likely the initial plan will change until you hardy recognize your first thoughts when you started creating the plan..

The initial topics I use in a business plan on are listed below:

  • Funnel
  • Branding
  • Administration
  • Legal
  • Equipment
  • Software
  • Operations
  • Promotion
  • Marketing
  • Follow Up
  • Sales

For the purpose of this example, I won’t use any specific business industry or niche business. The funnel I refer to on this site will work for any business, large or small, B2C or B2B, it doesn’t matter.

This funnel converts!

You simply adjust the funnel to suit your business model, industry or niche.

How the Funnel Works

The idea behind the marketing funnel is to acquire new leads, subscribers, prospects, buyers, repeat buyers, referrers and brand ambassadors, along with nurturing existing contacts in your funnel.

The funnel works like this:

  1. Attract visitors to your website or landing pages.
  2. Use opt-in methods to collect a mobile phone number and email address.
  3. If a visitor doesn’t opt-in then retarget them—sending them to a different landing page.
  4. Have your email marketing automation setup with the right messaging.
  5. Have your text messaging automation setup with the right messaging.
  6. Have your integrated phone system process setup.
  7. Have your sales process in place.
  8. Have your followup process in place.
  9. Set up your rinse and repeat process.


Branding is creating a image for your company, products, and services. The key to success in branding is to communicate a consistent message to consumers about your product or service in all of your advertising, promotions, public relations and regular interactions with the people you serve.

  • Branding Overview
  • Advertising
  • Audience
  • Benefits
  • Brand Guide
  • Clarity
  • Colors
  • Competition
  • Connections
  • Features
  • Flexibility
  • Logo
  • Mindset
  • Messaging
  • Mission
  • Personality
  • Products
  • Services
  • Social Media
  • Stationary
  • Weakness
  • Opportunities
  • Threats
  • Templates
  • Topography
  • Value Proposition


  • Accountant
  • Attorney
  • Bookkeeper
  • Business Insurance
  • Email Messages
  • Internal
  • Internet Outage Emergency Plan
  • Internet Provider Contract
  • Mail
  • Medicaid Payments
  • Medicare Payments
  • Member Notices
  • Mobile Phone Contract
  • Property Insurance
  • Proposal System
  • Social Security
  • Standard Operating Procedures (SOPs)
  • Standardize Contact Information
  • Taxes State
  • Taxes Federal
  • Taxes VAT
  • Tax Issues


  • Affiliate Disclaimer
  • Affiliates Policy
  • Agreement Attorney
  • Business Formation
  • Business Licenses
  • Business Phone Contract
  • Contracts
  • Copyrights
  • Customer Service Policy
  • Digital Millennium Copyright Act (DMCA)
  • Earnings Disclaimer
  • General Data Protection Regulation (GDPR) – EU
  • Image/Video Releases
  • PCI Compliance
  • Privacy Policy
  • Product Agreements
  • Refund Policy
  • Service Agreement
  • Terms of Use
  • Trademarks


  • iMac Pro
  • iMac
  • MacBook Pro
  • Backup Drives
  • Laser Printer
  • Furniture
  • Cabinets
  • Whiteboards


  • ActiveCampaign CRM/Email Marketing
  • Bench
  • Calendly
  • Canva
  • Cloudways Vultr
  • Facebook Messenger
  • FreshBooks
  • Google Analytics
  • Google Domains
  • Google Search Console
  • Google Tag Manager
  • Google Workplace Business Email and Tools
  • Help Scout
  • Loom
  • ManyChat
  • LinkedIn Sales Navigator
  • PayPal
  • Process Street
  • Publer
  • SEMRush
  • SendOwl
  • StreamYard
  • Stripe
  • WordPress Themes and Plugins I Use
  • 404 Page WordPress Plugin
  • Akismet
  • Bot Protection
  • Breeze
  • Disable Comments
  • Duplicate Page
  • FluentCRM
  • Getwid Blocks
  • GeneratePress
  • GeneratePress Child Theme
  • GenerateBlocks
  • GP Premium
  • Login or Logout Menu Item
  • MemberPress
  • MonsterInsights
  • Nav Menu Item
  • Nav Menu Roles
  • Ninja Tables
  • Post Types Orders
  • SearchWP
  • ShortPixel
  • SEOPress
  • Ultimate Dashboard
  • ThirstyAffiliates
  • Widget Context
  • WP Fluent Forms
  • WordPress
  • WPPay Form Pro
  • WP Maintenance Mode
  • WP Video Popup


Operations are the processes used to create goods and services, market them to buyers and deliver the final products. Operations can be different for each industry, niche or business model.


Marketing can involve research, creation, pricing, testing, and distribution of a product or service.

Marketing also involves analyzing the competition by researching their pricing, products, where they sell, and age, race, gender, and other characteristics of their customers.

A small business uses market research to test ideas and products on potential customers and to get feedback on the products or service.

Market research also discovers what price consumers would pay for a proposed product or service, where they would purchase it and how often they would use it.


Advertising is paying to get your message to potential customers. Unlike public relations, advertising lets you control the message.

A classic advertising strategy includes demonstrating a need or a problem to your potential customer; offering a solution to help fill that need or solve the problem; and showing them how your product or service does that.

Good advertising sells the benefits of a product or service, rather than simply discuss the product or service.


Promotions are events, activities, sponsorships, and contests that create and increase awareness of your product or service.

Promotions differ from advertising because they are less educational in nature than traditional advertisements.

Sponsoring a youth sports organization, giving away free samples at a mall, offering coupons in grocery stores, or promoting a sweepstakes or contest that bring customers to your website are all examples of promotions.

Promotions should be geared toward the consumer demographic your market research determined is your best potential customer.

Follow Up

I do the follow up sequence before the sale. This way it makes it much easier to close a sale. If the person I am selling through indicates they don’t want to purchase what I am selling, I don’t pester them. I simply nurture them using email marketing.

If you follow up before asking for the sale, your conversions will increase dramatically and you won’t be pestering people about whatever it is you are selling.


Sales is a term used to describe the activities that lead to the selling of goods or services.

Sales people reach out to contacts that might be interested in purchasing the product or service that their company is selling.

The contacts that demonstrate interest (e.g., visiting the company website, downloading a piece of content, interacting with your company on social media).

The goal is to reach out to leads who have shown interest or fit the description of their target customer, in hopes of providing them with a solution that results in them purchasing your product or service.

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