In this post, I’m going to show you EXACTLY how to use ClickFunnels as a marketing agency owner.

Not just ClickFunnels software alone…

In fact, you will also see how numerous agencies have been able to use ClickFunnels in skyrocketing their businesses.

Plus, you’ll get to understand the psychology behind a converting agency sales funnel.

So, if you’re interested in growing your agency with sales funnels, in need of pre-built templates, and or eager to learn from experts on how to build amazing funnels, then you’ll love this new ClickFunnels for agencies guide.

Let’s dive right in…

What Is Sales Funnel for Agencies & How Does It Work?

Agency sales funnel a step-by-step visual representation and process that your agency clients take from the awareness stage to a stage where they finally become a loyal customer.

You can simply call it the steps people take to become customers.

sales funnel explained

With this marketing concept, you take your marketing agency clients one step closer to your offer through a series of marketing actions.

As an agency owner, there are lots of challenges involved in growing, running, maintaining, and improving your service-based business.

Mostly when it comes to marketing, sales, and managing clients.

When you grasp the concept of sales funnels as a digital agency owner – you’ll find out how fulfilling it is to visualize and monitor your client journey from the initial awareness all the way to the through conversion.

Sales funnel for marketing or digital agencies provide a helpful framework through which you can analyze your agency and identify the core areas that need improvement.

That said…

Building a profitable and converting sales funnel can be awkward and overwhelming if you’re entirely new to it.

Most of the time frustrating.

The good news? Setting it all up on ClickFunnels makes it effortless for anyone looking to gain leads, convert, and retain them.

All within the platform – ClickFunnels.

You basically need a system to take your prospects by the hand and walk them through each step of the sales process.

Just as if you were next to them in person.

That’s why we had to come up with this “ClickFunnels for agency” piece on how ClickFunnels works for agencies.

Is it worth using? How does it help marketing agencies in skyrocketing their business of helping businesses acquire customers?

We’ll find out soon.

How Well Does ClickFunnels Work for Marketing Agencies?

How about being able to have a complete marketing tool-suite that gives you the desired leverage and tools to build your agency website without mastering a line of code.

No design skill whatsoever.

At the same time helps with marketing, automation, follow-ups, and maximizes conversions without hiring a third-party expert to link it all up?

How better would your life be?

If you could constantly get notified of new leads coming into your digital agency sales pipeline on autopilot while having a pleasant time with your partner and kids.

Wouldn’t that be a dream come true? It is, definitely if you ask me.

But, right now, here you are. Without any of that.

You’re hungry to get HOT leads and converting them as long-term clients for your agency. It looks way hard than you can imagine.

Even though you’ve seen or heard countless testimonies on how businesses in your niche are crushing it big time.

To you, the whole thing looks like magic or they’re probably faking it.

Obviously, one of the major reasons people struggle to sell their agency services is because they don’t know how to generate enough business leads.

Qualified ones.

With the help of a platform and community like ClickFunnels (with of course your hard work and marketing prowess) – it’s possible to break-free from struggling to a thriving state in your agency business.


ClickFunnels works marvelously for marketing and digital agency owners. It helps you to easily and properly structure your funnels, pages, offers and acts as a virtual salesman that sells your services on automation.

ClickFunnels is a website and funnel builder that helps businesses sell their products and services online.

Plus, it also comes with over 10 inbuilt tools with incredible features.

Like you literally have to do away with tons of marketing solutions:

  • Webhosting
  • Email marketing software
  • Website builder
  • Marketing automation
  • Shopping cart
  • Membership/course platform
  • Affiliate management system
  • Webinars
  • Upsell, downsell, and order bumps
  • A/B split testing

And more…

Why ClickFunnels Would Help You Grow Your Digital Agency?

Using funnels to grow your service business is more than a dream come true. This is what everyone out there wishes.

Remember sales funnel is just a representation of the journey taken by your prospect. Planning, mapping, and executing that journey to come to fruition is a herculean task.

Just as we all know:

The old way of marketing, agency owners can easily spend $5,000 or more on a fancy looking agency website, not to mention incur recurring freelance site membership fees, and even pay an extra $500-$1000 monthly fee on a virtual assistant to help you generate proposals for potential clients.

Or anything similar that which looks like this:

ClickFunnels agency old way

Since you can’t control where the prospect goes or clicks, they can easily shop around and get distracted due to leaks all over the place.

You’d be losing leads and indirectly burning money this way.

But there’s a new and fabulous way:

Let’s take for example, you market your digital agency business the new way, you can invest $500 in advertising, and lead people through a simple application sales funnel. Once you collect their email, you can lead them to a page that shares a short video about your services and how you can help them.

Or maybe a short video on how they can quickly grow their business using a DFY funnel you’ve built specifically for them.

Whichever way.

Using a process like this:

ClickFunnels Agency freelancer new way

With that $500, you can generate upwards of 20-30 new leads to speak with over the phone, and you can close the sale of at least half – gaining 5-10 new clients!

Building Your Agency Sales Funnel on ClickFunnels

Now in building your agency sales funnel on ClickFunnels.

It starts with:

#1. Choosing Your Sales Funnel

While it is crucial to first map your agency sales funnel using a visualization tool like – the main building process starts within ClickFunnels.

You begin by picking the sales funnel type.

ClickFunnels Build 1

Here you’d choose if you want a host a webby, collect email, or sell your products.

#2. Picking Your Page Design

There are tons of pre-built and easily customizable page templates within ClickFunnels. This stage is where you select the style and design you love best.

ClickFunnels templates

#3. Page Customization

The ClickFunnels friendly Etison editor happens to be one of the easiest. It’s comforting to use. As you can quickly delete, add, and position elements the way you want.

Clickfunnels Editor

#4. Integrate Your Favorite Platform

If you need to integrate your email autoresponder to your sales funnel, you do that from the integration menu.

Or maybe you’d like to set up payment gateways to collect payments from your digital agency clients. It takes no time to connect.

Also, don’t forget to set up your automation for automatic lead followups at the backend of your funnel.

If you’re on the $97 plan, you can do that on your preferred ClickFunnels autoresponder. While on the $297 Platinum plan, you can use the inbuilt automation and email tool.

Called Follow up funnels.

The Follow-up funnel within ClickFunnels can be used to send follow-up sequences to your agency leads with the aim of converting them to clients.

In the form of email, texts, and messenger follow-ups.

In a bit, I’m going to walk you through essential elements that make and would absolutely make your agency funnel convert.

Things like:

  • Your irresistible offer
  • Enticing and captivating copy
  • Social Proof
  • Urgency and scarcity

For now, let me show you examples and success stories of agency owners having huge breakthroughs using ClickFunnels in their various businesses.

Success Stories

The co-founder of ClickFunnels – the man who popularized the concept sales funnel had to help about 99% of ClickFunnels users who haven’t made up to a million dollars with a single sales funnel (yet) with the three (3) secrets the 1% of users employed in their funnels.

To make a successful one.

Russell Brunson created this training and called it The Secretmasterclass:

  • The secret to making funnels convert
  • Secret to stricture and design your agency funnel
  • The secret to traffic acquisition

Though it requires work on your own end to implement most of the strategies Russell shared in this presentation – I do think it will help shorten the learning curve and guide you to take action on the right thing.

A typical real-life example of a true agency success story is Julie Stoian.

There’s nothing too special from her story and case study of how ClickFunnels transformed her life, family, and business.

All Julie did was to use a simple funnel to generated consistent leads for her agency business.

The last time I checked, as a matter of fact, Julie has transformed her business from an agency business to coaching, consulting, and information business model.

All through ClickFunnels.

Meaning, she now helps others on a higher level/scale. In fact, I’ve bought a few of her products which are all amazing.

Another great example is Cathy Olson:

Cathy and Julie are partners (as at when writing this). Cathy used to ClickFunnels to generate leads for her web design agency on autopilot.

Joe Burnich owns an SEO + marketing agency. With the use of ClickFunnels to close clients consistently who pay him $2k-$3k per month.

There are thousands of agency owners who had used and still use ClickFunnels in running their businesses.

On autopilot.

It doesn’t matter the type of agency you operate:

  • Social media agency
  • Brand agency
  • SEO agency
  • PPC agency
  • Chatbot design agency
  • Graphic design agency
  • Content marketing agency
  • Website design/management agency (grab free funnel template here)
  • Copywriting agency
  • Email marketing and automation agency
  • Media agency

You name it! ClickFunnels definitely works.

What Type of Funnel Should I Build for My Agency?

Great question!

There are basically different types of funnels for various purposes.

We have:

  • The lead magnet funnel: For acquiring contact information
  • The survey funnel: interactive funnels that segment leads for more future relevant offers
  • The product sales funnel: Majorly for sales
  • Application funnel: To book an application or schedule calls/meeting
  • Webinar funnel: Taking prospects through a presentation to get high ticket sales

Depending on how your agency services are priced and rendered, the lead magnet, survey, and application funnel should work for any type of digital agency.

Above the 3 options, I’ve seen the application sales funnel work best.

In every scenario. Especially high-tickets services/offers.

How does the Application Funnel work for Agencies?

The goal of the application funnel is to get target customers to apply to schedule a call, demo, or in-person meeting with your agency.

Of course, to discuss your offering and how you can help them attain their marketing goal.

This is how your agency sales funnel should look like:

Application Funnel

A squeeze page, preferably with a video and CTA apply —> Application page with pre-qualifying questions —> Calendar to pick a call/meeting day —> Confirmation

The main reason you should use this type of funnel is for you to see if they’d be a good fit for your services.

Nothing more.

This gives you an opportunity to filter the right clients to work with you.

Since agency services fall in the high-ticket category – businesses want to get in touch with experts before investing.

Nobody wants to pay over $2k to someone they’ve never spoken or interacted with.

You can close them during the call session.

Refining this strategy step further, you can combine the application funnel with both the lead magnet and survey funnels.

This enables you to turn a complete stranger/cold lead into a warm prospect, then am an extremely hot buyer.

3 Essentials for Building Profitable Sales Funnel on ClickFunnels

It doesn’t all starts and ends with sales funnel technicalities. There is more to it.

It starts with:

#1. Creating an offer

Your offer is basically the foundation of your sales funnel.

Without a good, solid, and an enticing offer that makes it a no-brainer for your prospective clients to be left without any other option BUT to give in to what you sell.

An offer can simply be a product on upon the core product you already sell.

Or call it a service upon a service.

It can be in the form of bonuses that add extra value to your products. One typical example of an amazing offer is the Funnel Flix courses worth thousands of dollars which ClickFunnels provides for every user that signs up.

You view all these on the sales page.

Funnel Flix CF

Incredible courses and training for free. Just for signing up for ClickFunnels.

Another example from ClickFunnels is the Secretmasterclass package.

Where you get 6months access of ClickFunnels Platinum plan for an insanely discounted amount of $997 instead of $1782.

Haven’t they gone crazy?


Russell explains what an offer is, the best in this video below:

Insane value right in that video!

I will also add that there is no point to create an offer when you don’t know the core needs or desires of your customers are.

First getting to know this would help bring you clarity execute and structure your offer properly.

#2. Craft Compelling Copy

Copywriting drives conversions.

You know, coming up with a great offer isn’t complete if not backed with great copy that triggers your audience to action to buy what you sell.

Great sales and marketing copy are the difference between funnels that brings in money and those that don’t.

Not just having compelling and action-driven words on your funnels and pages leave your visitors bouncing off.

You need them on your:

  • Emails
  • Ads
  • Social media posts
  • Squeeze pages
  • Webinar scripts
  • Headlines
  • VSLs (Video Sales Letters)

One pure fact is that creating awesomely converting copies is hard. It takes years. Practice. Mastery.

You have no choice as an agency business owner than to learn it. Or pay copywriters thousands of dollars to help you write marketing copies that get people to pull out their wallets.

Don’t feel bad yet.

Guess what?

Well, there’s a shortcut. Instead of wasting all of that time, money, and energy, why not plug into a copywriting solution?

Head over to to discover how to use a powerfully simple copywriting tool that takes care of your copy needs.

Funnel Scripts is your secret weapon when creating an excellent copy for your agency funnels, ads, emails, pages that focuses on helping your agency clients solve their problems.

#3. Social Proof, Urgency and Scarcity

Social proof. A psychological phenomenon where people take justifiable actions based on the behaviors and actions of others.

In essence, people buy products based on what they see or hear. They simply follow the actions of others.

The thing is trust plays a huge part in every successful sale funnel out there. And you must be able to implement trust and social proof elements into your funnel.

Don’t sweat it. It can be in the form of:

  • Customer reviews
  • Testimonials
  • Customer stories
  • Influencer endorsement
  • Social media shares or followers
  • Media features

Another cool one is using Useproof for showing live or past customer purchase notifications on your pages.

The last one is a timer which also helps create urgency in the mind of your customers.

ClickFunnels For Agencies – Final Thoughts

Hope this guide armed you to teeth on how to execute ClickFunnels into your agency? CF is just a tool. Know that. You just need to know how to utilize it to work for you.

Yay!!! We’ve come to the end of this post.

But one thing real quick before I round up:

Remember a successful sales funnel starts from, knowing what your audience truly need, mapping/visualization, coming up with a killer offer, crafting great copy and using social proof and urgency.

My final advice to you is to register and watch this dirty training on how to make your agency funnel profitable. If you haven’t yet.

Then grab the free trial of ClickFunnels here to get access to all the free courses and erect your own agency funnels within minutes.

Have questions? Drop them below!

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