Who This Is For
Movement Leaders And Practitioners
With Momentum
- You have an offer that works. People who go through it get results.
- Your content or ads are bringing in leads. People are raising their hand, filling out forms, showing up.
- You know the change you're creating in the world. The mission is clear.
The gap isn't your ability to attract people or serve them.
The gap is the leaks in your funnel between someone raising their hand and becoming a client.
The Core Problem
Most people are measuring outputs.
Not inputs.
Most people are looking at the results, without tracking the full inputs that create those results.
- Outputs (Results) are what you see after the fact: leads generated, bookings, revenue. These are lagging indicators.
- Inputs are the process metrics that create those outcomes: automated emails sent, number of touchpoints needed to convert a lead, speed to lead, setter activity, assets that build trust before a call, etc.
- Most business owners only have visibility around the results. So they don't actually know what is working and what is not working.
- Tracking inputs allows you to focus your energy, create leverage, and prioritize what needs to be fixed first.
Below is data a recent client got after an audit which revealed the leaks in their funnel.
Funnel Map — Where The Leaks Are
Real client data
Leak 01
Landing page doesn't convert attention into action. Misaligned message or no clear single CTA.
Leak 02 — The Biggest One
No follow-up or slow follow-up after form submission. Speed to lead drops conversion by up to 9×.
Leak 03
No pre-call nurture. Leads go cold between booking and call. ~40% no-show rate.
Stage 03
Consult Completed
Leak 04
No post-consult follow-up. "Think about it" becomes goodbye without a nurture sequence.
Converted
Client / Treatment
Their organic content is great and their ads are working. They have lots of leads coming down the pipeline (the data shown is for 1 month).
But the infrastructure in the middle needed to be upgraded to help more of those leads move forward.
The Main Leaks
Three Things That Keep Leads
From Moving Forward
The main leaks come down to not building enough trust, not giving the buyer a clear next step, not meeting the person where they are, and not communicating when they have the highest desire.
01 — Speed and Follow-Up
How easy is it for you to communicate with a new lead
and how quickly are you able to follow up with them?
- Research shows responding within 5 minutes converts at roughly 9 times the rate of responding after 30 minutes. You can create a process where the first message the person receives is automated from a space of care rather than desperation.
- The first automated message should do 2 things: make the lead feel welcomed and qualify them so the setter/staff can prioritize who to communicate with.
- The amount of touch points and the speed of those touch points should be measured to give more awareness around what needs to be improved with this initial communication.
- Your communication should make the next step clear and easy.
"When a lead first raises their hand is the best window of time to build trust. This person tends to be paying the most attention at this point."
02 — The Belief Shift Before the Booking
What does someone need to know
before they're ready to say yes?
- There is a pattern to the types of clients and belief shift that allows your people to say yes.
- You want to figure this out so you can: 1. Focus on these people in your messaging and 2. Front load all of the belief shifting before the moment they have to make a buying decision.
- You want to highlight the movement nature of your work which becomes an easy identifier for your people, makes them want to belong and bring others that can benefit. Your work goes beyond your service.
- Testimonials, case studies, objection-handling content, and content that gives someone momentum are all ways to create that shift before the conversation even starts.
- People should join your sales call or consult with most of their questions answered and be able to confirm rather than you needing to convince them.
Think of it like Facebook discovering that users who connected with 7 friends in their first 10 days had much higher retention. Your funnel has an activation threshold too. You want to figure this out and reverse engineer it.
03 — The Ecosystem After the First Touch
Does your infrastructure hold space
for people who aren't ready yet?
- Most funnels have one path: lead comes in, book a call, close or lose. You want architecture for the people who are interested but not yet ready.
- Lead magnets that exist in parallel rather than in sequence are a missed opportunity. Someone who didn't convert from your VSL funnel is a warm prospect for your webinar, your email sequence, or a secondary entry point.
- Not everyone who finds you will be ready for your highest-level offer right now. A lower-commitment entry point keeps them in relationship with your work, generates revenue for you, and makes them more likely to buy the higher level thing.
- You want a sequence in place that continues to nurture leads and invites them to other trust builders like lead magnets or lower ticket products.
- You want your different products to feel connected and sell for you.
Think about your ecosystem like the Apple ecosystem — different products that feel connected, feed into each other, and where communication is clear. Each part of your world should make the next part feel like an obvious next step.
The Bigger Picture
This isn't just about revenue.
It's about the mission God placed on your heart.
It's important that things are done well so that the people that need your help get your help, you are able to sustain yourself, and you create the type of world you want.
- Part of your mission is to serve the people you're meant to. The right infrastructure ensures this happens.
- Being a high achiever you might be used to pushing, but you can give yourself more leverage so that your work is sustainable instead of burning you out.
- There is an alchemical process that happens when you allow for greater communication and when you let yourself hold a higher level of power and space. This gets engineered through the right infrastructure.
Most people are being reactive with their business and feeling like there is always more to do. Having the right data and awareness of how the different things in your business are connected lets you know what to prioritize and do things in the most leveraged way. It's not just about doing more. It's about doing things in the right order.
Next Steps
Where to start
if this resonated
- 01Map your current funnel. Write down every step from first touch to converted client. Where does the hand-off happen? Where might someone fall through?
- 02Identify your main bottleneck. What makes it hard for someone to move forward or what makes it so that your team is in the dark on what to prioritize?
- 03Build visibility before building solutions. You can't fix what you can't see. Before adding more automations or sequences, make sure you have a way to measure what's already happening.
- 04Ask what shift needs to happen. Before someone in your world is ready to move to the next step — what do they need to understand, feel, or see? Intentionally build that experience into your funnel.
Ready to go deeper?
Share your funnel.
I'll tell you what I see.
Click the button below and I will guide you to share links to parts of your funnel. From there I will take a look and communicate what I see are the main leverage points to get more in return for your energy and patch existing leaks.
This conversation will happen via text or WhatsApp (you will be able to choose).
If it makes sense to go deeper after that, I'll invite you to continue the conversation.
Alternatively, if you prefer to have a call, click the "Apply for an Audit Call" button.