How to Create a Sales Funnel to Make More Money

TL;DR

  • Your sales funnel is how you’ll convert potential customers into paying customers.

  • The funnel should be crystal clear and seamlessly drive potential customers to your offering.

  • Optimize your existing website and social platforms to help maximize conversions.

What is a Sales Funnel?

A sales funnel is the journey a potential customer takes from being a potential customer to a paying customer. Your funnel should move customers from the brand awareness stage all the way through the point of purchase.

How to Optimize Your Sales Funnel

Your brand, and thus your sales funnel, should be airtight.

What do we mean by that?

You must make it incredibly easy for a new user to:

  • Understand your brand

  • Join your community

  • Know which products suit them

  • Buy your products

If you have any holes in your digital marketing strategy, you’re not fully capturing the value of your marketing efforts.

Tighten your sales funnel so you have a foundation to start maximizing your marketing efforts. You’ll want to refine your digital presence to drive more users through your sales funnel, including the following:

  • Website

  • Social media bios and profiles — including Instagram, Facebook, YouTube, Twitter, and TikTok

  • Linkin.bio or Linktree

We’ll discuss each of these in more detail to follow.

Optimize Your Website

Your website should include the following:

  • Great photos

  • Testimonials

  • App and product showcase

  • Profiles of your target demographic

Here’s a great example of Playbook creator FitGurlMel’s website:

Remember, if you need to make custom graphics for your website, use Canva to help.

Optimize Your Social Media Bios & Profiles

Your bio on social media should follow a distinct format. Here’s what should be included:

  • Your name: Add a descriptor to your name (i.e. Fitness Coach, Yoga Instructor) to help new followers find you when they’re searching for fitness coaches or trainers.

  • Your bio: Explain who you are in one sentence or phrase, and what you do for people in another sentence or phrase.

Here’s a great example of an optimized Instagram bio from Playbook creator Ida Jemina:

Once your bio is optimized, you need to audit each of your existing social profiles. Here’s how we recommend further optimizing your social presence across each platform:

INSTAGRAM

  • Profile Image: Make sure this matches your other social profile pictures to retain brand consistency.

  • Include a CTA in Your Bio: Place a call-to-action in your bio, like “Get my workout and nutrition app today for just $1 for your first month!”

  • Pinned Story Highlights: Pinned Stories are essential to create app awareness for new followers and to answer FAQs to gain subscribers. Save every story you post to promote your app under a “My App” highlight. Include detailed app walkthroughs, showcase customer success through social proof, and more.

  • Feed Posts: Include carousel images, calls-to-action in the captions, and tight formatting.

Here’s a great example of an optimized Instagram profile from Playbook creator Aubrie Edgington:

FACEBOOK

  • Profile Banner: Use a nice, colorful image to attract attention! This image should be the same across all channels. Use a tool like Canva to create this.

  • Button Title: Change this button to “Use App” to mention your app and link to your $1 trial.

  • Profile Image: Make sure this matches your Instagram profile image (and other social profile pictures) to retain brand consistency.

  • Include a CTA in Your Bio: Place a call-to-action in your bio, like “Get my workout and nutrition app today for just $1 for your first month!”

  • Pinned Post: Pin a post to the top of your page that explains your app, its value, and the price.

  • Sales Link: Be sure to set your $1 trial link as your page’s default website!

Here’s a great example of an optimized Facebook profile from Playbook creator FitGurlMel:

Button Title — “Use App”

Pinned Post to Download App

YOUTUBE

  • Banner Image: Use a nice, colorful image to attract attention! This image should be the same across all channels. Use a tool like Canva to create this.

  • Profile Image: Make sure this matches your Instagram profile image (and other social profile pictures) to retain brand consistency.

  • Channel Trailer Video: Upload a promo video with a link to download your app in the description.

  • Sales Link: Add your $1 trial link so it appears alongside your social links on your banner image.

  • Other Social Links: Include links to your other social media platforms so users can easily find you.

  • Bio: Make sure your bio matches your Instagram bio for brand consistency.

  • Video Captions: Always include your sales link, and optimize your captions to include a brief description, short bio, and links to products.

Here’s a great example of an optimized YouTube profile from Playbook creator FitGurlMel:


Notice how she checks off all of the boxes we mentioned when it comes to her video captions, too:

TWITTER

  • Banner Image: Use a nice, colorful image to attract attention! This image should be the same across all channels. Use a tool like Canva to create this.

  • Profile Image: Make sure this matches your Instagram profile image (and other social profile pictures) to retain brand consistency.

  • Call-to-Action: Place a call-to-action in your bio along with your sales link. For example, “Get my workout and nutrition app today for just $1!”

  • Pinned Post: Pin a post to the top of your page that explains your app, its value, and the price.

Here’s a great example of an optimized Twitter profile from Playbook creator Boss Everline:

TIKTOK

  • Profile Image: Make sure this matches your Instagram profile image (and other social profile pictures) to retain brand consistency.

  • Call-to-Action: Place a call-to-action in your bio along with your sales link or Linkin.bio. For example, “Get my workout and nutrition app today for just $1!”

Here’s a great example of an optimized TikTok profile from Playbook creator Sarati:

Optimize Your Linkin.bio or Linktree

We recommend using Linkin.bio or Linktree to organize your links in one place for social sharing purposes. That way, you can point users to your Linkin.bio to download your app.

Make sure your sales link is the first link listed, and include a call-to-action telling people to click the link while sharing what it is you’re offering. For example:

  • “Get fit with my app! Sign up for $1”

  • “Tone and sweat with me for $1!”

  • “Home and gym 🍑 sculpting”

  • “Train with me daily for just $0.27 per day!”

Here’s an example of this from Playbook creator Sarati:

Playbook’s Digital Marketing Services

If you find yourself stuck creating your sales funnel, we’re here to help!

We understand that marketing your business can be time consuming and you might not have enough hours in the day. That’s why we offer a number of Playbook Creator Services, including one-on-one business coaching.

The program is designed to help you become a successful fitness entrepreneur, and includes a kickoff consultation, custom business, marketing, and brand messaging plan, as well as biweekly check-in calls.