Funnels can sound intimidatingālike something you need a marketing agency, $10,000, and a whiteboard to figure out.
But hereās the truth:
If you have a form and a phone, youāre already halfway there.
This simple customer journey (š) is all a funnel really is:

Letās break it down.
1ļøā£ Lead clicks ad or visits site
Whether they find you through a Facebook ad, Google search, or your Instagram bio linkāthis is the top of your funnel. Itās where awareness begins.
Tip: Make sure the page they land on has one clear goalāusually to fill out a form or book a call.
2ļøā£ Fills out a form
This is your lead capture moment. Whether itās a contact form, service request, or quote formāthis is where strangers become leads.
Donāt overcomplicate it. Ask for name, number, email, and a quick message.
Bonus: Use a CRM (like the one in our Starter or Pro plans) to store and track these automatically.
3ļøā£ Automatic SMS & Email
Now comes the magic. As soon as they submit that form, they get an automatic response:
- āThanks for reaching outāhereās what to expect next.ā
- āSchedule your call here.ā
- āHereās a free guide while you wait.ā
You donāt need to reply to every lead manually. A simple auto-response builds trust instantly.
4ļøā£ Appointment booking
If you offer consultations, installs, or services by appointmentāmake it easy for them to book. Bonus points if it syncs to your calendar and sends reminders.
GHL makes this seamless. Once the form is submitted, they can book right away.
5ļøā£ Sale closed
Once you meet with them, close the deal like you always do. Your funnelās job is to get them to the conversation fasterāso you can do what you do best.
6ļøā£ Review request
After the jobās done, the best time to ask for a review is right nowāwhen theyāre happy. This can be automated too. A simple text or email saying:
āThanks again for trusting us! If you have a minute, would you mind leaving a quick review? It really helps.ā
7ļøā£ Follow-up for repeat business
This is where a lot of businesses drop the ball. Once someoneās in your system, you can follow up a few weeks or months later:
- āNeed anything else?ā
- āWeāve got openings this week.ā
- āHereās a new offer for loyal clients.ā
And thatās it.
ā The Full Funnel (Without the Fancy Words)
You’re not building a “sales machine” or “conversion system.” You’re just guiding your customer from āHey, I think I need thisā to āWow, that was easy.ā
And the best part? Most of it can run on autopilot while you work, sleep, or grab coffee.
š” TL;DR:
Funnels arenāt complicated. This is all you need:
- A landing page or site with a form
- An automatic reply that feels human
- A clear next step (like booking or calling)
- A way to follow up (for reviews + repeat biz)
šÆ Thatās what we help set up for clients every dayāespecially those just starting out. If you’re overwhelmed or not sure where to begin, weāre happy to walk you through it.