Building a High Converting Opt In Funnel Step by Step πŸš€

November 18, 2025β€’4 min read

Creating a high-converting opt-in funnel is essential for capturing leads and driving business growth. In this guide, we'll walk you through the process of building an effective funnel right inside She Has Clients. You'll learn how to design, edit, and test your funnel to collect leads effectively and seamlessly. Let's dive in!

Step-by-Step Guide to Building Your Opt-In Funnel

1. Setting Up Your Funnel

Start by navigating to the 'Sites' section within She Has Clients, then click on 'Funnels.' Here, you'll have three options: create a blank funnel, use Funnel AI for rapid creation, or start with a template. For this guide, we'll begin with a blank slate.

  • Add your funnel name, such as "Lead Magnet," and click 'Create.'

  • Remember, your funnel can include various steps. For simplicity, let's focus on two key steps: the opt-in page and the thank you page.

2. Designing Your Opt-In Page

Customize your opt-in page by adding elements like headlines, images, forms, and buttons. Here's how:

  • Add a headline and a subheadline by selecting them from the 'Add elements' menu.

  • Drag an image into your layout as a visual representation of your lead magnet.

  • Place a text block and a button below for user interaction.

3. Customizing Your Funnel Appearance

Play around with styles to align the design with your brand. Adjust button styles, font sizes, and colors to ensure a cohesive look.

  • Modify button properties such as borders, padding, and alignment for an appealing call-to-action.

  • Use a color picker tool to match your brand colors.

4. Using Templates for Quick Setup

If you prefer using templates, explore different pre-designed options. Select a template that suits your needs and customize it by changing text, colors, and images.

5. AI-Driven Funnel Creation

Harness the power of AI to expedite the funnel creation process:

  • Use AI Assist to set up a lead generation funnel by inputting relevant details like business niche and target audience.

  • AI will generate a tailored funnel with content and design suggestions, which you can further refine.

6. Designing the Thank You Page

Post sign-up, direct users to a thank you page. You can create this manually or employ AI to construct it for you.

  • Highlight your value proposition and encourage further engagement, such as joining a community or accessing additional resources.

7. Publishing and Tracking Your Funnel

Once your funnel is polished, select a domain for your funnel and finalize the URL settings. Ensure every step is accessible and trackable.

  • Test the funnel by entering your details to validate functionality and lead capture efficiency.

  • Monitor submissions through the 'Contacts' and 'Forms' sections to maintain an organized lead database.

8. Expanding Possibilities with She Has Clients

Don't miss the opportunity to advance your business strategies with She Has Clients:

  • Begin a 14-day trial for $1 to explore the potential of building systems and automations.

  • Consider starting your own agency to offer SaaS solutions, generating additional income streams.

By following this comprehensive guide, you can create a robust opt-in funnel that promises to convert leads effectively, setting the stage for business success. Ready to get started? Head over to She Has Clients and embark on your funnel-building journey today!

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Starr Codd, MBA
Business Strategist

Starr Codd

Starr Codd, MBA Business Strategist

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