how to create coaching funnel in 5 minutes

How to Create a Coaching Funnel in 5 Minutes

If you’re a coach, a consultant, or simply a marketer looking for new ways to increase leads and conversions – this blog post is for you! Read on to learn all about the coaching funnel for your business and how you can create your own using Outgrow! 

Funnels provide a framework for you to guide your customers through their buyer’s journey, starting from the awareness stage into the conversion stage. A coaching funnel plays a crucial role in optimizing and streamlining your conversion strategy. This is primarily because it drives your prospects to sign up for your product or service.

Before we get into the how-to of setting these up, it’s important to understand what is a coaching funnel and why you need one, to begin with. So take a little time out from creating product recommendations quizzes and blog posts for your audience and allow us to give you a little training on how to create a coaching funnel. Be warned, it will change your perception about conversions forever!  

Let’s go.

What Is a Coaching Funnel and Why do You Need it?

Simply put, a coaching funnel is indigenous to the coaching industry. These funnels are specifically created for products and services that require coaching so that their users can know which level they should begin at. They cover everything from dance classes and French lessons to a marketing course. And here’s why you need one:

a) Relieve Pain Points

A coaching funnel may just be the answer to your prayers when it comes to relieving the pressure points of your target audience. By answering questions such as which level they should begin at or what kind of class is most suitable for them, you are able to add value to a client’s life. And as every smart marketer knows, Happy Customers = Happy You!

b) Increases Lifetime Value

An effective coaching funnel actually allows you to build a relationship with your customers so that they can become repeat customers down the line. It enables you to gain your client’s trust by providing them with useful information. Further, it gives you a chance to show not only your expertise but more importantly, that you care!

c) Increase Sales and Signups

This one’s simple. Providing value to your clients and building genuine relationships with them has a direct (positive!) impact on your sales and the number of signups you get for your classes. By using a coaching funnel, you not only get to attract a steady stream of new prospects into your sales pipeline but also pre-sell and qualify clients before you even speak to them. This is exactly how Jonathan Howkins successfully created and marketed a funnel for his online guitar teaching website to generate a 3x return on investment!

How to Start Creating A Coaching Funnel

The class is not over yet! At this point, you’re probably wondering how you can begin creating a coaching funnel for your business. The very first step is to finalize the kind (and number) of questions you want to ask. Here are some of the questions you can ask as part of  a coaching funnel:

a) Demographic Questions

For example: “What is your age?” or “What is your gender?”

b) Segmentation Questions

For example: “Have you been trained in dancing before?” or “What is your job title?”

c) Information Gathering Questions

For example: “Do you prefer classical or western dance forms?” or “Are you interested in outbound or inbound marketing?”

d) Follow Up Questions

For example: “How often do you wish to train?” or “Which is your favorite dance form?”

To help you further, here’s a template of a coaching funnel created at Outgrow that will show you exactly what type of questions to ask in order to get the most out of your funnel.

customized templates for coaching funnel

How to Create a Coaching Funnel With Outgrow

What is the best kind of coaching funnel? An interactive one, of course! Here’s a step-by-step, detailed guide to creating high-converting coaching funnels on Outgrow:

a) Sign up to Outgrow right here.

b) Select “Outcome Quiz” from your Outgrow Dashboard.

c) Next, click on “Select a Template”.

d) Scroll through the list and select the coaching funnel template or an example. Simply click on “Use Template” to start creating a funnel of your own.


e) Start by customizing your welcome screen. Make sure to personalize the funnel by adding your logo, a suitable color theme etc.


f) Add all your questions from the left panel and make the edits on the right.

g) Now, add all the outcome pages you want to lead your prospects to.

h) Once you have added all the outcomes, you now need to map these outcomes to the segmentation question.

i) You can now direct the users to the “Enroll Now” page that corresponds to the product/service on the outcome page.


An Example of a Coaching Funnel

Check out this coaching funnel made on Outgrow. Created for a dance course, this funnel leads the customers – via a series of relevant, insightful questions – to the dance class which is the perfect fit for them.

Pro Tip: Be sure to notice how we have offered a special discount on the Results page in order to entice more people into enrolling for the class immediately! Creating an irresistible lead magnet or offering a free gift is a good way to encourage your audience into joining your classes.


Following Up via Emails using Outgrow

All brilliant marketers know that following up with your customers can be one of the most important business actions that you can take. According to Demand Gen Report 2021, 53% of marketers say email has been the most effective channel for early-stage lead generation.

It would be foolish to not follow up with the leads that your coaching funnel generates and that’s why you have the option of sending email notifications to your prospects using Outgrow. Here’s how you can send follow-up emails to your leads:
a) Under the “Configure” section of your builder, click on “Email Notifications”.


b) From “User Notification”, turn the toggle on to send a follow-up email to your leads.


c) Don’t forget to customize the subject and body of the email according to your objective and you’re good to go!


So, there you have it!

Be it a membership offer, an online course, a certification program, or an actual class – you can create a coaching funnel for it all. However, your coaching funnel will only work if it solves a problem that your clients struggle with. Therefore, make sure to keep it specific, useful, and concise. Finally, it’s important that you put in as much effort to promote your coaching funnel as you’ve put into creating one. After all, we can’t ignore the famous saying, “Content is King, but Distribution is Queen”!

We’ll be back soon with another new funnel to coach you about.

Final Thoughts

We hope that the information we have provided about how a coaching funnel works is useful to you. Moreover, the steps covered will definitely help you create an interactive coaching funnel for your business.

Now that we’ve discussed how to create a coaching funnel on Outgrow, it’s time for you to create one on your own! Sign up for Outgrow’s FREE trial now and build the most interactive coaching funnel to prioritize your leads based on your requirements.

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