Build an Effective Website and Funnel for your Agency Using AI

Table of Contents

1. Introduction
2. Setting Up the Website and Funnel
3. Lead Connector Email Clarification
4. Plans for High Level: Freelancer vs. Agency Pro
5. Funnel Design for the New Website
6. Creating the Funnel
7. Connecting the Root Domain to High Level
8. DNS and CNAME Records Setup
9. Page Rules and Website URL Redirection
10. testing and Finalizing the Funnel
11. Using Grow Form for surveys
12. Tracking Form Submissions in Google Sheets
13. Testing the Funnel and Checking Leads
14. Future Steps: Sales Pipeline and Automations

🚀 Setting Up the Website and Funnel

In this episode of the SMMA AI series, we will dive into the value-packed process of setting up a website and funnel to attract new clients for your agency. This video will cover various topics, including the lead connector email, different plans for high level, and the design and creation of the funnel itself. Let's jump right in!

⚙️ Lead Connector Email Clarification

In the previous video, we discussed how to set up the email integration with high level. To clarify, I have set up separate email addresses for my clients and my agency. This ensures clear communication and organization. Additionally, I recommend setting up a dedicated sending domain and IP to enhance email deliverability and professionalism. Although it may require an additional cost, it is worth the investment.

💼 Plans for High Level: Freelancer vs. Agency Pro

High level offers two plans: the Freelancer plan and the Agency Pro plan. The main difference between the two lies in the number of business accounts and the ability to white label the software. The Freelancer plan, priced at $297 per month, offers one business account, while the Agency Pro plan, priced at $497 per month, provides unlimited business accounts. Additionally, the Agency Pro plan offers access to split testing, email, phone, and text rebuilding functionalities. Consider your agency's needs and goals when choosing a plan.

🖼️ Funnel Design for the New Website

A traditional VSL (video sales letter) funnel is an effective and recommended approach for both opt-ins and booked calls. In this funnel, you have a landing page to drive traffic, an opt-in form, a VSL video, a calendar for booking calls, and a confirmation page. However, I will be tweaking this funnel slightly for our roofing and solar agency. The main changes include implementing an application funnel to pre-qualify potential clients and to avoid spam.

🛠️ Creating the Funnel

Now, let's get into the nitty-gritty of creating the funnel. We'll start by connecting the root domain of our website to the high level sub-account using Cloudflare, a free service that enhances security, performance, and reliability. By following a step-by-step process, we can easily set up Cloudflare and connect it to high level. This ensures that our website is up and running smoothly.

📊 Testing and Finalizing the Funnel

With the funnel set up, it's crucial to thoroughly test and finalize each step to ensure everything is working properly. We want to make sure that the landing page, VSL video, block copy, application page, and confirmation page are functioning correctly. Additionally, we will fine-tune the SEO metadata, individual page slugs, and design elements to optimize the user experience and conversion rates.

📝 Using Grow Form for Surveys

To create visually appealing and interactive surveys, we will utilize Grow Form, a powerful form builder. Grow Form offers a wide range of pre-built forms for various industries, including roofing and solar. The user-friendly interface allows for easy customization and branding. We will take advantage of this tool to enhance the aesthetics and functionality of our surveys.

📈 Tracking Form Submissions in Google Sheets

To keep track of all form submissions and potential leads, we will integrate Grow Form with Google Sheets. Each time a form is submitted, the data will be automatically recorded in a designated Google Sheet. This allows us to review and analyze the leads efficiently. We will also consider using High Level's native form for tracking purposes and compare the options for Better Insights.

🧪 Testing the Funnel and Checking Leads

Once the entire funnel is established, it is crucial to test the user journey and ensure a seamless experience. We will conduct thorough testing by going through the funnel as a potential client, submitting test data, and ensuring successful redirections and confirmations. This ensures that all elements of the funnel are functioning as expected and generating leads effectively.

📅 Future Steps: Sales Pipeline and Automations

In the upcoming videos, we will focus on further optimizing the sales pipeline and implementing automated processes. This includes setting up a comprehensive sales pipeline within High Level and creating automations for streamlining lead management, follow-ups, and client onboarding. These steps will elevate the efficiency and productivity of your agency.

Stay tuned for more exciting episodes as we continue building and scaling your roofing and solar agency with the power of AI and SMMA strategies!

Highlights

• Learn how to set up a website and funnel for your agency
• Clarify the lead connector email and set up dedicated sending domains
• Understand the differences between High Level's Freelancer and Agency Pro plans
• Design a customized VSL funnel for roofing and solar clients
• Connect the root domain to High Level using Cloudflare
• Fine-tune the SEO metadata, slugs, and design elements for optimal performance
• Utilize Grow Form for visually appealing and interactive surveys
• Track form submissions in Google Sheets for efficient lead management
• Thoroughly test the funnel and ensure a seamless user experience
• Prepare for future steps, including sales pipeline optimization and automations

Frequently Asked Questions

Q: What is the difference between High Level's Freelancer and Agency Pro plans?\ A: The Freelancer plan offers one business account, while the Agency Pro plan provides unlimited business accounts. The Agency Pro plan also includes access to split testing, email, phone, and text rebuilding functionalities.

Q: Can I use forms and surveys from Grow Form with High Level?\ A: Yes, you can integrate Grow Form with High Level to create visually appealing and interactive surveys. However, it is important to note that AB testing and lead tracking may not work seamlessly when using third-party form builders.

Q: How can I track form submissions and manage leads efficiently?\ A: By integrating Grow Form with Google Sheets, you can automatically Record form submissions in a designated spreadsheet for easy lead management and analysis. Alternatively, you can consider using High Level's native form for tracking purposes.

Q: What steps should I take to ensure a seamless user experience?\ A: Thoroughly test the entire funnel by going through each step as a potential client. Check for successful redirections, confirmations, and accurate data Recording. Fix any issues or inconsistencies to provide a seamless user experience.

Q: What are the next steps after setting up the funnel and website?\ A: In the upcoming episodes, we will focus on optimizing the sales pipeline and implementing automation processes. This includes setting up a comprehensive pipeline in High Level and streamlining lead management, follow-ups, and onboarding processes. Stay tuned for more!