Creating a Customer Experience Funnel for Coaching Business
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Creating a Customer Experience Funnel

Posted by Shannon Whaley, PCC (USA) | February 25, 2019 | Comments (0)

Maybe the term makes your stomach churn. You cringe at the thought of having to figure out the strategy and technology part of the “funnel.” Maybe the words ”confusing, complicated and inauthentic” come to mind.

Many people have an aversion to this term; however, most don’t know what it actually is or that it is the backbone of a business. Plainly put, the sales funnel is your business model, and it’s how you bring your soulmate clients into your community to educate and engage with them. It’s how you share your ideas and thoughts, and eventually it’s how you invite them into a working relationship with you.

Creating a Client Experience

Level 1: Creating an Awareness Around Your Brand

As you’re creating an awareness around you and your brand, you’re sharing your story, valuable content about your niche and how you help your clients go from Point A to Point B. Below are several ways you can deliver free content to your community to let them know who you are and what you do:

  • Blogging
  • Facebook posts and Live videos
  • Instagram Stories, Lives and posted content
  • Free workshops

Level 2: Getting People on Your Newsletter List

You do not own your social media platforms, and they can be shut down at any time, which is why it is crucial that you start to build your newsletter list as soon as you can. Having a list makes sales much easier as you have your ideal clients standing right in front of you!

Here are several simple ideas to build your list:

  • Create a super valuable gift that your ideal client can’t wait to get their hands on. How can you help them solve one important problem? What actionable steps can you give them that they can implement in their lives and start to see an immediate change? This is your new opt-in!
  • Create a landing page for your website so the first page they come to is the offering for your opt-in
  • Have opt-in forms at the bottom of all of your blog posts
  • Create a cover photo in Canva for your Facebook profile and business page that directs people to your website and opt-in: “Click here to get your copy now!” In the description of the photo, let people know what they’re going to get and add a link to your opt-in

Level 3: Give Them a Sample

In the third level, this is where you give your ideal client an idea of what it would look like to work with you. There are several ways to do this, and here are a few ideas to get you started:

  • Offer a 20-minute call or strategy session to your list. Make it time sensitive and only offer a handful of sessions to create a sense of urgency
  • Offer a free call to the members of your Facebook group, if you have one
  • Offer a consultation or discovery call when you do a Facebook Live or at the end of your social media post

Level 4: Create Group Experiences

You’ve built their trust, and they’re ready to buy from you! Congratulations! Here are some creative ideas for low-cost offers that will show your soulmate clients what it’s like to work with you more closely.

  • Low-cost PDF: What is your ideal client struggling with? What can you create (that they will pay for) that will help them solve their number one problem, or at least get them started?
  • Low-cost video series: Have you done Facebook Lives that were super helpful and packed with information? If you’ve done a free webinar series, you can package several up and offer them at a low price
  • Workshops: Host a workshop that covers one topic where they walk away with easy, actionable steps. This is a great trust-building activity

Level 5: Offer a Signature 1:1 Program

Your 1:1 program is the highest priced service you offer. In your 1:1 program, you’ve created a customized experience for your soulmate client that specifically addresses their needs, and you help them go from Point A to Point B in a specific amount of time. You’ve done your research and know exactly what your ideal client is struggling with and what’s getting in their way. You know that you can help them remove those obstacles so that they can live their biggest and best lives!

Sales funnels don’t have to be intimidating. In fact, it’s quite fun to engage with your audience and build the necessary relationship it takes to have a healthy and productive coaching relationship. Have fun with it!

shannon whaley headshot

Shannon Whaley, PCC (USA)

Shannon Whaley, PCC, is a credentialed coach, trainer, and the sales and marketing coordinator for Inner Glow Circle. She has a passion for storytelling, using it as a personal development tool as well as a way to connect to your audience and build your coaching clientele.

The views and opinions expressed in guest posts featured on this blog are those of the author and do not necessarily reflect the opinions and views of the International Coach Federation (ICF). The publication of a guest post on the ICF Blog does not equate to an ICF endorsement or guarantee of the products or services provided by the author.

Additionally, for the purpose of full disclosure and as a disclaimer of liability, this content was possibly generated using the assistance of an AI program. Its contents, either in whole or in part, have been reviewed and revised by a human. Nevertheless, the reader/user is responsible for verifying the information presented and should not rely upon this article or post as providing any specific professional advice or counsel. Its contents are provided “as is,” and ICF makes no representations or warranties as to its accuracy or completeness and to the fullest extent permitted by applicable law specifically disclaims any and all liability for any damages or injuries resulting from use of or reliance thereupon.

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