In today’s video I want to show you how I set up a basic sales funnel for my client that is a health coach using Keap (formerly known as Infusionsoft).

In this scenario we’re using a free eBook as a lead magnet to attract people to her business and we will then market to them through email to convert them into a complimentary call where she will then have the opportunity to sell her health coaching services.

It was important to her that we created a lead magnet that could be used in various scenarios and would be an appropriate attraction tool to more than just one element of her business.

She offers additional services in urban gardening, meal prep, juicing and more, so we wanted to make something that would be easy to transition into those other services when she was ready to offer them.

Watch Time:

  • About 15 Minutes

Important to Understand When Watching:

  • This is the set up stage, we’ve spent several meeting prior to us building out this campaign strategizing on a very specific plan.
  • My goal in this video is to show you how easy the technical piece of this process is once you’ve determined your plan of action.
  • The only software we used for this funnel is Keap, everything we need is included (at this time my client doesn’t have a website, and it won’t stop us from accomplishing our goals)

Elements Needed Prior to Setting Up Our Funnel

  • Lead Magnet (we made ours in Canva)
  • Appointment Setting Software (Included in Keap)
  • Copy for the Landing Page ( I provided a template to follow, she answered the questions, I tweaked them and made them sales appropriate)

If after you’ve watched the video and you think you’d like to speak with us about how we can help you strategize for your next sales funnel, please feel free to complete the form below, and I send you over the information you’ll need to get on my calendar for a complimentary call, where we’ll talk through your goals and see how I can help.


If you like what you see, or have questions?  Feel free to leave a comment below and we’ll be in touch within 24 business hours!

Kae Whitaker
Kae Whitaker

Kae is the founder of Kae Whitaker Media Group, a boutique digital marketing firm located in Katy, TX.

Leave a Reply

Your email address will not be published.