How To Set Up Funnels For Agency Clients In Convertri

Turning potential customers into loyal customers needs a strong sales path, or “funnel.” If you’re an agency handling many clients, setting up a good sales funnel can greatly change your business. Convertri provides a powerful tool for building sales funnels that deliver exceptional results. Here’s exactly how to set up funnels for agency clients in Convertri.

Many agencies struggle to build and manage effective sales funnels for their numerous clients. Generating leads and guiding them to become paying customers is a crucial role. But this is often made difficult by slow-loading pages and complicated funnel builders. Sadly, 79% of marketing leads never become sales because they aren’t properly managed and their sales funnel isn’t set up effectively.

Convertri directly fixes these problems. It offers a platform made for agencies to build successful sales funnels quickly and flexibly. Agencies using Convertri report improved sales conversion rates when they utilize a well-structured funnel. The platform lets your agency create custom funnels for each of your clients. This ensures that every potential customer receives a personalized experience tailored just for them.

If you’re running a marketing agency, knowing how to set up funnels for agency clients in Convertri can save you hours and make you look like a pro.

Key Takeaways:

• Convertri’s speed is crucial for generating more sales and leads in your agency’s sales funnels.
• Sub-accounts in Convertri enable your agency to manage multiple client funnels efficiently, ensuring your customers’ satisfaction.
• Free-form editing and changing text on the fly in Convertri let you create perfect landing pages for every group of people you want to reach.

Discover how Convertri can transform your agency’s lead generation and conversion process.

Why Use Convertri for Client Funnels?

Convertri stands out as a top tool for agencies because it focuses on speed and flexible design. These are key for sales funnels that work.

Convertri pages load in under one second, much faster than the average of three to five seconds. This means your client’s potential customers won’t leave because of slow loading times. This speed ensures a better user experience and increased sales, giving your agency a competitive edge.

Convertri’s unique free-form editor also lets you build the exact page your client wants. You’re not limited by typical grid builders. You can create stunning designs that effectively showcase a client’s brand and message.

Who This Works For (Agency Uses)

1. Agencies that want to get great results and make their work smoother for different client needs.

Whether you’re handling many complex marketing funnels for several clients or just starting to offer new services, Convertri gives you the tools to build successful sales funnels across many industries.

2. For digital marketers who need fast, sales-focused funnels without complex web development.

Convertri’s speed and flexibility are perfect for lead generation campaigns, product launches, and building a strong customer journey. This means you can help your existing customers with everything from simple landing pages to detailed multi-step funnels. All of these will perform well, resulting in more quality leads and sales for your clients.

Sub-Accounts vs. Shared Access: What’s Best for Agencies?

Choosing between Convertri’s sub-accounts and shared access depends on the following:

1. How your agency works
2. How much do you want clients involved

Sub-accounts are a valuable tool for agencies that want to provide clients with their own dedicated, private space within Convertri. This means you can set up a client’s sub-account simply by typing their email address.

Your clients will automatically get login details and only see content in their assigned area. This gives you peace of mind, makes client onboarding easier, and builds long-term relationships by letting clients feel they own their marketing strategy efforts. You retain full control and can remove access at any time.

What You’ll Need Before You Start

Before you start building client funnels in Convertri, gathering the necessary tools and information will make the setup process smooth and efficient.

1. Client Materials

Gather all needed client materials early. This prevents delays and ensures a seamless building process. This includes high-quality images, brand videos, and any customer testimonials that will make the funnel pages more believable.

• Logos and Brand Guidelines: Maintain consistent branding.
• Copy and Content: All text, headlines, and calls to action.
• Images and Videos: High-quality visuals to catch people’s attention.
• Offer Details: A clear description of the product or service, price, and specific calls to action that encourage buying.

2. Integration Details

Plan your connections from the start. This is key to a working sales process and good lead nurturing. Figure out which outside services your client uses for getting leads and managing customers.

• Email Marketing System: For automated messages and helping leads become customers.
• CRM System: To manage new leads and track how much a customer is worth over time.
• Analytics Tools: For watching important numbers and improving marketing campaigns.
• Payment Gateways: If the funnel will handle direct sales.

Enhance your agency’s funnel building and explore new revenue streams with Convetri.

How To Set Up Funnels For Agency Clients In Convertri: Quick Checklist

Here’s a checklist you can use right away. The detailed, step-by-step explanations follow.

• Step 1: Create Funnel Outline

• Map pages: Homepage → Lead Page → Thank You Page
• Use Convertri funnel planner to drag & link pages visually
• Step 2: Customize Words & Branding

• Apply client fonts, colors, logo, and tone
• Replace copy with client messaging and target keywords
• Step 3: Add Tracking & CRM

• Install Google Analytics/pixels/custom scripts
• Connect the funnel to client CRM or Zapier for lead capture
• Step 4: Connect Custom Domain

• Add client-owned domain (CNAME or nameserver)
• Publish pages under the client brand and verify SSL
• Step 5: Optimize Speed & Mobile

• Verify fast page load and mobile layout
• Tweak mobile elements (resize/stack) for usability
• Step 6: Handoff or Manage Ongoing

• Choose: full handoff / shared access / ongoing management
• Set up sub-accounts, share credentials, document SOPs

6 Steps to Building Client Funnels in Convertri

Building effective sales funnels in Convertri becomes very easy with a clear, step-by-step process. This organized method ensures that every key part is covered, from the initial design to its improvement and handover to the client. This leads to sales funnels that keep bringing in customers.

Step 1: Create the Funnel Outline (Homepage, Lead Page, Thank You Page)

Set up the basic structure of your client’s funnel with a homepage, lead page, and thank you page. This outline establishes the basic customer journey, ensuring potential customers progress through it logically. The homepage can serve as the entry point, directing visitors to a dedicated lead page where they can provide their information.

Convertri’s easy-to-use funnel planner makes it simple to plan these pages visually. You can quickly drag and drop items and link them together. This first layout gives a clear picture of the marketing funnel. It will help you and your client visualize how potential customers will navigate the buying process.

Step 2: Customize the Words and Branding for the Client

Adjust the funnel’s words and branding to align perfectly with your client’s identity. This is vital for connecting with their audience and building trust. With Convertri’s pixel-perfect design tools, you can ensure that every aspect, from fonts to colors, reflects your client’s unique brand voice.

The free-form editor allows you to place elements exactly where you want them. It allows for custom layouts that go beyond standard templates.

This customization also goes for the written content. You can add specific keywords and messages to attract prospective customers and address their problems. It enhances your lead generation efforts.

Step 3: Add Tracking, Analytics, and CRM Integration

Add strong tracking, analytics, and CRM integration. This is essential for understanding how well the funnel works and managing new leads. Convertri makes this easy by allowing you to enter custom codes for tools like Google Analytics quickly.

This means you can track key metrics, identify areas for improvement, and demonstrate the value of your clients’ investment. 

Connecting with their CRM system ensures that every qualified lead captured by the sales funnel model is automatically added to their sales process. This helps their sales team follow up and nurture leads.

Step 4: Connect Custom Domain (Client-Owned)

Connect a custom domain owned by the client. This makes their brand look more trustworthy and gives their funnels a professional online presence.

Convertri makes this process simple. You can set up unlimited custom domains using CNAME records or Convertri’s nameservers.

This ensures that all their landing pages and marketing campaigns, including Google ads and paid ads, are published under their own brand, thereby strengthening their identity with their target audience.

Having a custom domain also helps with search engine optimization (SEO), improving website traffic, and making marketing efforts more connected. This is crucial for turning website visitors into loyal customers.

Step 5: Make it Fast and Good for Mobile

Create successful funnels quickly and ensure they work well on mobile devices. This is crucial for maximizing sales and delivering a seamless user experience. Convertri is built for speed, even faster than AMP, ensuring pages load instantly, even on mobile devices.

Besides speed, Convertri automatically creates a mobile version of your page. 

You’ll only need a few minor adjustments to ensure it looks great on all devices. You can choose and resize elements for mobile. This full optimization ensures your funnels are designed for exceptional results.

Step 6: Hand Off, Share Access, or Manage Ongoing

After building and improving the funnels, decide how you’ll manage the client, whether it’s a full handoff, shared access, or ongoing management. Convertri’s sub-accounts make this easy. You can give clients access to their specific funnels while you keep overall control.

For agencies, offering ongoing funnel management leads to more retained clients. Studies show 93% of customers make repeat purchases when agencies provide continuous support. Moreover, customer retention can increase profits by up to 95%, creating a steady income for your agency. It makes you a long-term partner in your client’s marketing and ensures their funnels continue to bring in leads and drive growth.

Build sales funnels that speak directly to your clients and drive results—see the difference Convertri makes.

FAQs

Q: How does Convertri help my agency manage many sales funnels for different clients?

A: Convertri offers sub-accounts, which let your agency set up separate areas for each client automatically. This feature simplifies client management with multiple logins and controlled access, allowing for the efficient creation and management of numerous marketing funnels.

Q: Why are Convertri pages so fast, and why is that important for a good sales funnel?

A: Convertri uses a specially designed Content Delivery Network (CDN) and smart ways to optimize things to get page load speeds under 1 second. This speed is vital for a good sales funnel because it prevents more people from leaving the page quickly, keeps website visitors engaged, and significantly increases sales, especially in attracting new customers.

Q: Can my agency deeply customize landing pages for different groups of people using Convertri?

A: Yes, Convertri has a 100% free-form editor that gives complete design freedom. This allows you to create effective landing pages and update messages with dynamic text replacement, ensuring each page strongly connects with the specific needs and interests of different groups of people. This leads to better lead collection and increased sales.

Q: How does Convertri help me get leads and make sales for my clients?

A: Convertri helps get leads through various tools, including countdown timers that boost sales, 2-step sign-up forms, and pop-ups that appear when someone is about to leave. All of these are designed to maximize sales. These features, along with fast-loading pages and strong forms for collecting contact information, help you smoothly guide prospective customers through the entire sales funnel.

Q: Does Convertri have features for making client funnels better for mobile users?

A: Yes. Convertri includes automatic mobile changes and smart adjustments. This ensures all pages are perfectly sized and optimized for any device.

Parting Thoughts

Convertri is more than just a tool to build pages. It’s a comprehensive platform that enables your agency to create high-performing sales funnels, yielding excellent results for your clients. By utilizing features such as sub-accounts, dynamic text replacement, and unbeatable page speed, you can significantly enhance your lead generation, increase sales, and foster lasting customer relationships.

If your agency is focused on getting results and building a modern sales funnel, Convertri provides the tools to succeed.