Sales Funnel — Client Questionnaire
Client Onboarding

Sales Funnel
Questionnaire

Please answer as many questions as you can before our strategy call. Items marked ● are required before I can begin building. The more detail you share, the better the funnel I can create for you.

Required field
New Commonly missed by clients
Phase 01 Your Business & Audience
Your Business
Who You Are
01 Business name & website URL
Include social links you'd like traffic sent to.
Foundation
02 What exactly do you sell?
Coaching, course, digital download, service package.
Foundation
03 Your unique value proposition
Why should someone choose you over a competitor?
04 Have you run a funnel before? New
Share a link or screenshot of what worked or didn't.
Ideal Client
Who You Serve
05 Ideal customer profile
Age, job, income level, and location if relevant.
Audience
06 Their biggest pain point
What keeps them up at night? What result do they want?
Audience
07 Objections before buying New
"Too expensive", "no time", "tried before" — be specific.
08 Where they spend time online
Instagram, LinkedIn, Facebook, YouTube, TikTok.
Audience
Your Offer
What You Sell
09 Lead magnet / freebie
PDF guide, mini-course, quiz, free call, webinar.
Offer
10 Main paid offer — name & price
Brief description of what's included.
Offer
11 Upsells, downsells, order bumps New
VIP add-on, cheaper alternative, one-time bonus offer.
12 Testimonials & social proof
Written quotes, photos, video links, or screenshots.
13 Refund / guarantee policy
30-day money back, results guarantee, or no refunds.
Legal
Phase 02 Funnel Build & Content
Funnel Structure
The Flow
14 Type of funnel
Opt-in, VSL, webinar, challenge, or application funnel.
Strategy
15 Describe your page flow New
Opt-in → Thank you → Sales page → Checkout → Upsell.
16 Desired domain / URL
yourname.com/free-guide or a separate domain.
Tech
17 What happens after purchase? New
Members area, delivery email, onboarding call — full flow.
Copy & Content
Words That Sell
18 Headline / hook for opt-in page
Or describe the main result — I can draft one for you.
Copy
19 Who writes the sales page copy? New
Clarify scope — if you're providing it, send a Google Doc.
20 Email follow-up sequence ready? New
Welcome, nurture, and sales emails — let me know if needed.
Email
21 Video script or recording ready?
Applies for VSL or webinar-style funnels.
Branding & Tech
Assets & Tools
22 Logo + brand colors & fonts
PNG with transparent background, hex codes if possible.
Brand
23 Headshot & hero image
High-res founder photo + opt-in page background visual.
Brand
24 Funnel builder + email platform
ClickFunnels, GoHighLevel, Kajabi + ActiveCampaign, etc.
Tech
25 Payment processor New
Stripe, PayPal, ThriveCart, or SamCart.
Tech
26 Tracking pixels + legal pages
FB / Google / TikTok pixel IDs + privacy policy, T&Cs, disclaimer.
Legal
Phase 03 Goals & Launch
Goals & Timeline
Launch Targets
27 Target launch date
Typical build is 2–4 weeks once all assets are received.
Timeline
28 What does success look like?
500 opt-ins, 10 coaching clients, $10k in first launch.
29 Traffic source for the funnel New
Paid ads, organic social, existing email list, or YouTube.
Traffic
30 Ad creatives ready?
If running paid traffic — images, copy, video ads.
Anything Else?
Open Notes
31 Additional context, vision, or funnel inspiration
Share funnels you love, the vibe you're going for, or anything important about your business before we begin. The more context here, the better the funnel I can build for you.
What Happens Next
Once I receive your answers I'll review everything and schedule a 60-min strategy call to confirm the funnel flow before building anything. Please attach all files — logo, headshot, copy docs — alongside your reply. Looking forward to building something great together.