How to Build Your Own Sales Funnel Agency – Complete Guide [2025]

Marketing is getting tougher, but the demand for sales funnel solutions is skyrocketing. Businesses know that a well-optimized funnel can drive conversions, and they’re willing to pay top dollar for it.

On average, 70-95% of business revenue comes from upsells and renewals, telling that how crucial funnels are.

With the right strategy, you can maximize your earnings per project, making a sales funnel agency one of the most profitable ventures today.

And the best part is that you don’t need to be an expert. All you need is the right resources, a few reliable tools, and a solid marketing strategy to attract clients.

In this guide, you’ll get a step-by-step strategy to build and grow your own sales funnel agency and ultimately maximize your earnings.

So, Let’s get started

Why You Should Start a Sales Funnel Agency

If you’re looking to tap into a profitable and scalable business model, starting a sales funnel agency could be the perfect opportunity for you.

Here’s why.

• High Demand for Funnels: With businesses always looking to boost higher conversions, sales funnels are a must-have. By offering funnel solutions, you’ll help your clients turn prospective customers into paying customers.
• Minimal Startup Costs: Starting a sales funnel agency doesn’t require a huge investment. With the right tools and strategy, you can keep your costs low while helping clients grow their businesses and see real profits.
• Focused Marketing Strategy: Unlike a traditional marketing agency, you can offer specialized funnel marketing strategies that create high-converting landing pages and lead magnets, guiding customers through their entire buying journey.
• Higher Conversions: As you help businesses optimize their sales funnel creation process, you’ll directly improve their journey experience, resulting in higher conversions and more loyal, satisfied customers.
• Attracting New Customers: Funnels don’t just help businesses retain customers, they’re a powerful tool to attract new customers and turn them into actual customers through lead magnets and strategic marketing efforts.
• A Singular Focus for Success: By focusing solely on funnel marketing, you’ll offer your clients a clear and specialized strategy to achieve their specific business objectives. Your singular approach will set you apart from general marketing agencies.
• Making Informed Decisions: Sales funnels provide your clients with the data they need to make informed decisions. You’ll capture leads, nurture them, and help your clients better understand their customers, resulting in more effective campaigns.
• A Powerful Tool for Growth: Sales funnels are one of the most powerful tools for scaling an online business. By creating optimized funnels, you’ll help your clients grow their sales and convert prospective customers into loyal, paying customers.
• Building Lasting Relationships: Through funnel marketing, you’ll help your clients build long-term relationships with their audience, nurturing leads and turning them into loyal customers who keep coming back for more.
• Scaling Your Business: Once your systems are in place, your sales funnel agency can grow quickly. You’ll help clients achieve everything from brand awareness to sales pitch optimization, boosting conversions and driving significant business growth.
• Streamlined Marketing for Clients: Funnels allow you to simplify marketing for your clients, helping them automate processes that improve the customer experience and lead to continued business success and growth.

Step-by-step Plan on Building Your Own Sales Funnel Agency

Following are guidelines that you can follow to pave your way towards becoming a successful sales funnel agency from scratch, especially if you are getting involved in offering sales funnel services for the first time.

P.S. You could be a web development agency for years, but if stepping into the sales funnel realm is new for you, then this guide will be very fruitful for you.

Step 1 – Build Your Team of Experts

The first step is to build a proper team that includes members with specific skill sets. You will need the following:

• A Project Manager
• Web developers
• Graphic designers
• Digital marketers with at least 1 copywriting expert

To build a successful funnel marketing agency, you need a strong team working together. Here’s how your team will operate:

• Project Manager: You’ll define project requirements, oversee progress, and ensure tasks are completed on time. Keeping your team aligned is key to success.
• Marketing Squad: Your marketers will analyze each client’s business and craft a tailored sales funnel to drive more customers and higher conversions.
• Copywriter: The copywriter will create persuasive sales copy for the funnel pages, ensuring the main pitch and offers resonate with your audience.
• Graphic Designer: Every funnel website needs engaging visuals. Your designer will craft high-converting funnel pages with input from the marketing team.
• Web Developers: They’ll bring your designs to life by building fully functional funnel pages, ensuring everything runs smoothly for your clients.
• Marketing Execution: Once the sales funnel is live, your marketers will drive traffic using Paid Ads, Social Media, and Email Marketing to attract prospective customers.
• Marketing Specialists: They’ll track performance, run A/B tests, and collect analytics to prove your funnel delivers results. You can use a digital marketing test to find the right experts.

Assembling the right team, you’ll create high-converting sales funnels that help businesses grow while scaling your own profitable business.

Step 2 – Get The Required Tools in Place

Once you have the team planned out, the next thing you need is the right set of tools.

Normally, you could get tools as per the expertise of your team members, or you could provide tools that are the right fit, and the members have to learn and use them.

The following are the tools you will require:

1. Tool to design the funnel pages: Provide your designers with the right tools to create visually appealing funnel pages. Sketch, Figma, Illustrator, or Adobe Photoshop are great choices for high-quality designs.
2. The Platform to Host Funnels: If your client has a WordPress site or no website at all, WPFunnels and WooCommerce are the best options for building cost-effective funnels. Alternatively, you can use ClickFunnels or Kajabi, but they come with higher costs. However, the WordPress option would be much better as you could then operate at a lower cost and offer your services at more affordable rates for your clients.
3. Choosing the right funnel-building tool: If you’re using WordPress, the best option is WPFunnels. A smart approach is to get a higher license plan and use it on your client’s site during the campaign. This way, they don’t have to worry about technical details, you handle everything, and they pay you for an easy service. On the other hand, if you choose a SAAS platform like ClickFunnels, it will be more expensive. Plus, you can’t use the same license across multiple clients. In most cases, you’ll need to ask your client to purchase their own license before you can start working.
4. Get an Easy-to-Use Email Marketing Automation Tool: Email marketing plays a crucial role in the success of any sales funnel campaign. Your clients may already have an email provider, and you can simply integrate it with their funnels. However, if they don’t, you can recommend powerful tools like Mail Mint, FluentCRM, or brevo, all great options for automating email sequences and nurturing leads. The key is to have a reliable email automation tool that seamlessly integrates with your sales funnels, allowing you to trigger emails based on user actions and maximize conversions.
5. Other Essential Tools for Accuracy:

• SEO & Keyword Research: Use SEMRush or Ahrefs for targeted marketing.
• Content & Copywriting: Use Grammarly to ensure clear and professional messaging.
• Development Tools: Use PHPStorm for coding and troubleshooting.
• Project Management: Use Jira or Clickup to keep tasks organized and on track.

Step 3 – Decide on Your Services & Pricing Model

As a business owner, you need to assess the effort and costs involved in running your funnel-building agency. Consult with your team and stakeholders to estimate the average workload, team expenses per hour, and project costs.

Based on this research, create pricing plans that are at least 1.5 to 2 times your expenses or even higher, depending on the niche complexity.

Since clients often negotiate, leaving some room for flexibility ensures you can adjust pricing while maintaining profitability..

The following are examples of a set of service plans:

But, obviously, people would tend to look for custom projects more often than your pre-set service plans. So, you have to clarify that people have the option to discuss with you before going for a plan.

You can keep a contact form to book a call with you in case they want to share details on their custom requirements.

Another good way to get started would be to ask them to take a free business analysis or appraisal. Or you can offer to provide a plan before signing a contract.

Step 4 – Build Your Portfolio

Once you have the business planned out, it’s time to prepare to become a pioneer or an agency people can rely on.

Following are a few ways you can build a strong portfolio.

1. Do some free work for clients, friends, or family

You can offer your services for free to a few people to get some good inclusions in your portfolio.

This can be easily done through social media communities on Facebook or LinkedIn. You can simply post stating:

“I will help 5 businesses to collect 500 leads in 10 days for free. Let me know who is interested.”

Many will respond. You can then browse through them and choose 5 people you want to work with.

Before you work with them, make sure to agree with each other that he will give a positive testimonial and will allow you to use the results and analytics in your portfolio.

Next, you need to put your team’s skills to the test and actually bring results.

Well, it may not be 100% successful with every client when you start out. That’s fine. Even if you do not get the expected results, it is a free service, and the client won’t be too disappointed.

But your goal here would be to use your team’s expertise and give them a glimpse of a real project while collecting data from the successful ones to strengthen your portfolio.

2. Create free funnel templates

Since sales funnels are always in high demand, creating free templates for sales funnels could be a great way to reach several potential clients.

You could ask them to provide an email and name to get the free template and mention your business details on the page to make them recognize you.

Later, you can ask for their feedback on your free template and use them in your portfolio.

3. Prepare case studies

Based on your experience with the free clients and planning the funnel templates, you can prepare case studies to show how you overcame obstacles to bring quality results.

These you can use to highlight your experience.

Step 5 – Create A Marketing Strategy

Another crucial part of this is preparing a marketing strategy.

1. Identify & Target Specific Industries

Now, even though you have planned on the team, and the packages, one crucial thing to remember is “Never target everyone.“

What this means is it’s important to rather target a few niches that you think will get you more clients, and you will have a greater chance of getting them results than trying to hunt for clients everywhere.

So, conduct market research and find out industries that can benefit more from sales funnels. Then identify the ones you want to aim for.

This will help you to run Paid Ads to reach several potential clients.

2. Establish Authority

This part can be a bit tricky. You have already provided free service. So what else can be done to establish authority?

Well, a good option would be to host free BootCamps or webinars, where you can invite prospects from targeted niches to give them more knowledge on sales funnels, how they work, and how they can help double their revenue growth.

This will not just help to get more clients interested in using sales funnels, but it will help you to connect with clients directly and prove to them that you know what you are doing.

The results you achieved with the clients (with your free service), and the case studies you prepared, will be valuable inclusions in your webinar or BootCamp resources as proof of your expertise.

And eventually, it will give you a chance to pitch to a few potential clients who attend.

The main goal here is to build authority. If your live sessions are detailed and useful, people will remember you as a brand and will probably consider your services if they plan on running funnels anytime soon.

You can also make special discount offers to people who attend the webinars and BootCamps to try and close a few clients there.

3. Create A Content Marketing Strategy

Now, of course, you cannot solely rely on social media and Paid Ads to get clients. You also need to work on getting organic traffic.

To do this, you can work on creating informative articles and videos to team strategies for various businesses. This will help to gain the trust of potential clients who are trying to learn the tactics.

In these contents, you could leave soft hooks to promote your services. Meanwhile, it will also help you grow in the rankings for relevant keywords that your clients search for when looking for sales funnel services.

As a funnel agency, if you can prove that your strategic expertise is on a high level, you will be able to land many clients organically.

4. Run Lead Generation & Lead Nurturing Campaigns

You could also prepare free resources or host webinars to collect leads from a targetted niche.

Once you have leads, you can nurture them with value-added emails from time to time and, eventually, offer them your service down the line.

The idea is to have a series of emails that will paint a picture of various stages of a successful funnel strategy.

And then, down the line, share how you helped businesses with this strategy to get more results and try to get them to book a call with you for a free session.

Since you will have targeted leads, this approach will help to land a few high-ticket clients, provided that you have great email copies..

Bonus Section: Tips to Promote Your Services

So, a lot of extra activities can be done to build your presence in the industry.

1. Create a Social Presence

If you want to attract more customers and establish credibility, start by creating a strong social presence. Set up a business page on platforms like Facebook, Twitter, and Instagram.

Then, build a community, like a Facebook Group, where you can share insights, answer questions, and showcase your expertise.

Social media is a great way to connect with potential clients at the awareness stage, introduce them to a new product, and position yourself as a go-to expert.

A well-managed social presence can lead to business doubling sales and an improved customer experience.

Use social media automation tools to simplify your posting and engagement, making it easier to grow your profitable business.

2. Join Relevant Forums & Communities

If you want your funnel marketing agency to grow, you need to be active where potential clients hang out. Join Facebook Groups, Reddit Spaces, and Quora Spaces related to your niche.

By answering questions and offering value, you build trust and credibility. Many business owners looking for a funnel agency will notice your expertise.

When people see your helpful insights, they’re more likely to reach out. This is a simple way to attract warm leads without spending on ads.

If you’re wondering how to start a sales agency, this is one of the easiest ways to begin. Being visible in the right places gives you free exposure and potential clients.

3. Design and development platforms

Share your funnel page designs on places such as Behance or Dribble to publicly show off the funnel design skills your team has.

Many entrepreneurs tend to look at Behance and Dribble to compare page design quality, and a good reputation there is a plus.

You can also highlight your expertise in areas like platform development to attract potential clients requiring complex web-based systems and tools.

4. Have Some Budget For Paid Ads

Paid ads can be a game-changer for your funnel marketing agency, but if not done right, they can drain your budget fast. As a startup, investing in ads is almost unavoidable.

Start by testing different ad types, Facebook Ads, Google Ads, or LinkedIn Ads and see which one brings the best results. Don’t spread your budget too thin; focus on what works.

Once you find a winning ad, scale it up and cut out the rest. This way, you get more customers without wasting money.

Most importantly, always target a specific niche. Without a clear focus, your ad spend can disappear quickly with little to no return.

5. Actively Participate in Podcasts & Other Activities

Get connected with people in your niche who can invite you to be a guest on podcasts. It’s a great way to reach a broader audience and showcase your knowledge.

You can also attend live events as a speaker. For example, speaking at a WordCamp about strategies to increase software sales lets you display your expertise in front of a live audience.

These opportunities give you a chance to highlight your skills and build credibility in your field.

Plus, it helps you attract potential clients who are looking for someone with your knowledge and experience. Being active in these spaces is a great way to stand out and show your value.

Conclusion

Starting a business requires more than just money; it takes hard work and dedication. This guide serves as a great starting point, but success comes from following each step carefully.

At first, it might feel stressful, but once you reach the fifth step, it will all become much easier. The effort you put in will pay off as you grow your sales funnel agency.

Eventually, you’ll be running a successful sales funnel agency, helping clients boost their revenue while growing your own. Use this guide as your blueprint to become a successful entrepreneur.

Consider using WPFunnels for building sales funnels and Mail Mint for automation—both are designed to make funnel creation and client management easier.

** FAQs **

1. What is a Funnel Marketing Agency and How Does It Help My Business?

• A funnel marketing agency focuses on guiding potential customers through the buying journey. They help improve conversions and grow your customer base by creating effective sales funnels that boost credibility and increase revenue.

2. How Do I Start My Own Funnel Agency?

• To start a funnel agency, understand the sales funnel process and utilize tools to create optimized funnels. Offer your services to small businesses, and with hard work, you’ll build a successful business that drives growth for clients.

3. What Makes a Successful Funnel Website?

• A successful funnel website provides a clear path for users to follow from awareness to purchase. By capturing contact information and optimizing the user experience, you can drive higher conversions and build long-term customer relationships.

4. How Can a Sales Funnel Agency Improve My Customer Experience?

• A sales funnel agency ensures that your customers are nurtured at every stage of their journey. By personalizing content and creating smooth transitions, they help improve your customer experience and increase customer satisfaction.

5. Why is Funnel Marketing the Best Option for Growing My Business?

• Funnel marketing helps you target the right customers and guide them through the buying process. By using the best channels and providing an effective sales funnel, you can increase sales and drive sustainable business growth.