Manual Walkthrough Guide
This guide walks you through the manual process of setting up a free content funnel from scratch.
Step 1: Create Prospect
Before creating a campaign, you need to set up the prospect in the system.
Creating a New Prospect
Navigate to Prospects in your dashboardClick "Add New Prospect"Enter prospect information: - Business name
- Contact name
- Email address
- Phone number (optional)
- Industry/niche
Save the prospectProspect Settings
Configure important prospect settings:
Assign to team member (if applicable)Set prospect statusAdd relevant tagsNote any special requirementsStep 2: Create Lead Magnet Campaign
Now create the campaign that will deliver your lead magnet.
Campaign Setup
Go to Campaigns > Create NewSelect "Lead Magnet Campaign" typeName your campaignSelect the prospect you createdConfigure Campaign Elements
Landing Page
Select or create landing page templateCustomize headline and copyAdd lead magnet descriptionConfigure form fieldsLead Magnet Delivery
Upload or link your lead magnet contentWrite delivery emailSet up thank you pageFollow-up Sequence
Create nurture email sequenceSet timing between emailsAdd value-focused contentStep 3: Review Link/Funnel
Before launching, thoroughly review everything.
Landing Page Review
Check your landing page for:
Headline is compellingValue proposition is clearForm is workingMobile responsivePage loads quicklyNo spelling/grammar errorsFunnel Flow Review
Test the complete funnel:
Submit a test leadVerify email deliveryCheck thank you pageConfirm lead appears in CRMVerify tags are appliedTest on mobile deviceLaunch Checklist
Before going live:
All content reviewed and approvedTest submission completedTracking pixels installedTeam notified of launchClient approval (if needed)
