Understand the route
Review the offer, audience, channels, current pages and available evidence.
Funnels
Connect the steps from interest to action
When people find you through different channels, the next step should still make sense. I help map the route from an advert, search result or post to an enquiry, booking, purchase or agreed follow-up. We define the plan first, then agree which parts need to be built.
Recognise the situation
For journeys with gaps between the stages
- An advert sends everyone to a general homepage.
- Visitors can enquire, but the next step or response process is unclear.
- Different pages promise different versions of the same offer.
- You need a defined route for a launch, service or product.
The outcome
An agreed route your team can work from
The deliverable is a documented journey and a practical brief for the next stage. Depending on scope, it can identify entry points, audience questions, page requirements, response steps and who is responsible for each handoff. More qualified enquiries may be an intended outcome, but a plan alone cannot guarantee them.
For example, a service campaign could lead to a focused landing page, a short enquiry form and a defined human response. That is an illustrative route, not a completed project or a promise that every business needs those stages.
Possible scope
Agree the deliverables before production
- Journey map showing entry points, stages and intended actions.
- Offer and message continuity across the agreed route.
- Landing-page and form requirements or briefs.
- Follow-up requirements and responsibility handoffs.
- Prioritised implementation steps and measurement questions.
Services can be commissioned separately or combined. The proposal identifies the actual deliverables, client inputs and responsibilities.
The process
How the work unfolds
Map the decisions
Identify what visitors need to understand at each stage and the action that follows.
Agree the brief
Document priorities, deliverables, client inputs and implementation boundaries.
Prepare the handoff
Provide the agreed map and briefs, or proceed to separately scoped production.
Your starting material
Bring the information your business already has
- Your offer, audience and intended business action.
- Links to relevant adverts, pages, forms and current follow-up messages.
- Available enquiry or journey evidence, shared with appropriate permission.
- Who will respond to leads and which systems are already in use.
Scope and responsibilities
Be clear about what happens next
A funnel plan does not automatically include page development, advertising, copy production, CRM setup, email automation or ongoing management. Each required component is assessed and quoted. Software subscriptions, access and integration feasibility must be confirmed before implementation.
You remain responsible for accurate business and product facts, permission to share material, and approvals. Any tools, access, third-party costs and ongoing responsibilities are confirmed in the scope. If evidence is unavailable, that limitation is recorded rather than filled with invented results.
Frequently asked questions
What to expect
Is this the same as a website?
A website is one possible part of the route. Funnel planning examines how people arrive, what they need to understand, which action follows and what happens after that action.
Can you review an existing journey?
Yes. We can begin with existing pages and messages, then agree which gaps need assessment. A rebuild is not assumed.
Does a funnel have to involve automated email?
No. The appropriate next step may be a human reply, booking or purchase. Automation is considered only if it serves the route and is feasible within the agreed scope.
Is this the Starter Funnel Pack?
Funnels is the service area. A Starter Funnel Pack is a separately scoped package; its quote defines the actual deliverables. You can also request a custom project.
Will this guarantee more sales?
No. Results depend on the offer, audience, traffic, implementation and response process. Measurement and ongoing improvement are included only if agreed.
Related services
Choose the right starting point
Use Marketing Strategy when the audience, offer or priorities still need decisions. Conversion Psychology examines clarity, trust and friction within the stages. Website Design and Advertising can implement agreed parts of the route under their own scopes.
Human-led diagnosis and Brand Seed work are available through Digital Mastery. The broader HBSOS software platform remains in development; these focused services do not require access to it.
A practical first step
Tell me where the journey needs attention
Share what you offer, who you want to reach and where the current experience becomes difficult. I’ll review the enquiry and ask the questions needed to establish a proposed scope and investment.