The 5 Levels of a Consulting Funnel
Have you ever spent years turning into an professional guide, however you continue to battle to e-book calls with people who find themselves prepared to rent you, not simply interested by you?
That’s precisely what a consulting funnel is constructed to deal with. It will get the precise folks reserving time with you and retains the improper ones from taking over your week.
Each consulting funnel follows the identical form when you strip away the specifics. It’s a handful of phases, every doing a unique job. And collectively they transfer somebody from a stranger who’s by no means heard of you to a consumer who trusts you with a bit of their enterprise and the cash that comes with it.
A coach chasing that very same type of consideration may construct one thing like a high-ticket webinar funnel as an alternative, reaching a room filled with consumers directly. However a guide is reaching one enterprise at a time, which is why this method runs in a different way entrance to again.
The primary two phases don’t want you in any respect. A web page and a type can run them when you’re off doing different issues. They finally resolve who earns a spot in your calendar. Then the final three phases are the place you present up in particular person, as a result of belief between a guide and a consumer isn’t one thing a touchdown web page can construct by itself.
Actually, belief is the very first thing you want earlier than anybody ever will get on a name with you.

The Asset That Builds Belief Earlier than You Ever Speak
For a coach, a guidelines or a brief video could be sufficient to get somebody’s consideration. However a guide wants greater than that, as a result of the particular person on the opposite finish isn’t deciding whether or not to attempt an inexpensive course. They’re deciding whether or not at hand a bit of their enterprise, and a piece of cash, to somebody they’ve by no means met.
That’s why the very first thing a guide presents shouldn’t be a obtain. It must be a analysis. And that analysis seems completely different relying in your specialty.
A advertising and marketing guide may provide a free audit that scores an organization’s messaging in 5 areas, then fingers again particular findings as an alternative of a generic template. An operations guide may provide a brief evaluation that factors out precisely the place money and time are leaking. A fractional CFO may provide a money circulate assessment constructed across the prospect’s personal numbers as an alternative of a made up instance.
Every one makes use of the prospect’s precise enterprise, not a hypothetical. As a result of that’s what makes somebody who’s critical about paying for assist cease and listen.
Filtering Out the Calls That Had been By no means Going Anyplace
As soon as somebody’s seen that analysis and needs extra, don’t ship them a calendar hyperlink simply but. Ship them an software first.
The applying does the filtering a traditional opt-in type can’t do. Ask about funds, timeline, and who makes the choice, and also you’ll know inside seconds whether or not this particular person is price 45 minutes of your week.
You may construct this precise setup inside ClickFunnels. An software web page, a number of qualifying questions, and a calendar that solely unlocks as soon as somebody clears the bar you set. Pre-qualifying leads earlier than a name cuts down on wasted time, and it really works the identical means right here because it does for any service enterprise filling up a calendar. If you wish to construct this your self, ClickFunnels has a free trial to begin with.
However no web page or type ever closes a deal by itself, which implies the dialog nonetheless has to occur. The applying simply makes positive whoever’s left in your calendar is already a match, so the decision has much less convincing to do.
The Half Solely You Can Do
By the point somebody books this name, you already know their funds, their timeline, and roughly what they want. That’s the entire level of the applying. But it surely doesn’t let you know every little thing, and the decision is the place you discover out the remaining.
It helps to stroll in with a plan moderately than a script. Ask the place their enterprise stands proper now, what’s stopping them from fixing it on their very own, and what adjustments for them if the issue stays precisely as it’s. These three questions do extra work than any pitch you might put together forward of time, as a result of the solutions come from them, not from you. Government consumers decide up on that too. They discover the distinction between a rehearsed pitch and somebody listening to what they only stated.
That is the one stage in the entire funnel you shouldn’t attempt to automate. A chatbot can qualify somebody. However it could’t sit throughout from a enterprise proprietor, discuss by way of what’s damaged, and resolve in actual time whether or not you’re the precise particular person to repair it. The second this name begins sounding like a script being learn out loud, the belief you constructed with the analysis and the applying begins to slide.
The funnel received them to the desk. However what you do with the dialog from right here decides whether or not it turns right into a proposal or only a good name.
What Occurs Whereas They’re Deciding
The decision went effectively, however an government purchaser hardly ever indicators on the spot. They loop in a companion, verify the funds towards different priorities, and generally sleep on a choice which may run 5 – 6 figures. That hole is the place a variety of consultants drop off, and it’s precisely the place the funnel ought to decide again up by itself.
Right here’s how that works with out you writing something new. Earlier than you ever get on a name, you construct a handful of follow-up emails forward of time, every one constructed round a typical purpose folks hesitate: one on return on funding, one on timeline, one on why now as an alternative of later. As soon as the decision ends, you decide whichever ones match what got here up, and the sequence sends by itself from there. Nothing will get written from scratch per prospect. What adjustments every time is which pre-built items get used.
And right here’s one of the best half, you solely must construct this as soon as. The emails are already made, chosen based mostly on what the decision surfaced, they usually run with out you, proper up till somebody says sure.
Turning a Completed Mission Into Your Subsequent Consumer
Ending a venture effectively doesn’t simply make one consumer glad. It’s additionally the way you fill your calendar once more with out ready for somebody new to stumble onto you.
As soon as the work wraps up, ask for a brief testimonial. If the consumer’s prepared, take it a step additional and switch the entire venture right into a case research: what their enterprise seemed like earlier than you began, what modified, and what it took to get there. That case research then turns into your subsequent authority asset, the identical type of proof that opened the door the primary time. Besides now it’s proof of one thing you already did as an alternative of one thing you’re able to doing.
A referral works the identical means. A consumer who received the result they needed is way extra prone to point out your identify to another person of their place, and that point out typically skips the authority asset and the applying altogether. It goes straight to a hotter model of the invention name, as a result of somebody they belief already vouched for you.
None of this occurs by itself, it takes asking, on the proper second, whereas the consequence continues to be contemporary. Do this persistently, although, and every completed consumer makes the subsequent one simpler to land.
One Particular person vs a Small Crew Working This
Every little thing above works whether or not you’re working this by your self otherwise you’ve received a pair folks serving to. However a number of issues shift relying on which one you might be.
In the event you’re solo, you’re doing each stage your self, constructing the analysis, studying the purposes, and taking each discovery name. That’s advantageous once you’re beginning out, however your calendar turns into the ceiling on how a lot of this you possibly can run directly. Automating the primary two phases issues much more right here, as a result of it protects the one factor you possibly can’t get extra of: hours in your day.
With a small group, the work splits up. Possibly one particular person builds and critiques the purposes whereas another person handles the invention calls. Offers additionally are likely to take longer to shut, just because extra folks on the consumer’s facet must log out earlier than something strikes ahead. That normally means the follow-up sequence must run a bit longer too, giving everybody concerned time to get on the identical web page.
Neither model adjustments the 5 phases themselves. It simply adjustments who’s sitting by which seat, and the way lengthy the proposal stage takes to shut.
This takes a while to arrange, however you solely construct it as soon as. After that, it retains bringing in the precise folks with out you having to handle it daily. As a result of each hour that’s not spent on an unqualified name is an hour again in your week. And that point can now go towards the rationale you began doing this work within the first place, sitting with somebody who wants precisely what you understand how to do.
FAQ
What Is a Consulting Gross sales Funnel?
It’s the trail a stranger takes to turning into your consumer, damaged into 5 components: proving what you’re doing, filtering out individuals who aren’t a match, a dialog, a proposal that follows up by itself, and the work itself feeding you the subsequent consumer. The primary two run with out you. The remaining doesn’t.
Do Consultants Want a Gross sales Funnel?
If referrals are holding you absolutely booked, possibly not but. However referrals dry up the second you cease working, or the second your greatest purchasers cease needing you, and a funnel provides you a means to usher in new enterprise that isn’t tied to who occurs to consider you that week.
What’s the Distinction Between a Consulting Funnel and a Teaching Funnel?
A training funnel normally sells the identical program to lots of people directly, so it leans more durable on automation from prime to backside. A consulting funnel sells a customized engagement to at least one enterprise at a time, so the again half of it wants to remain human in a means a training funnel doesn’t. In the event you’re constructing a enterprise promoting applications at scale as an alternative of one-on-one work, our information on lead technology for coaches walks by way of that model.
How Do Consultants Get Shoppers On-line With out Chilly Outreach?
By constructing the entrance of the funnel as soon as, an authority asset and an software, and letting it run as an alternative of chasing down each lead by hand. From there, the one guide work left is the decision itself, which is the half that was at all times going to want an individual anyway.
What Ought to a Guide Automate, and What Ought to Keep Human?
Automate something that occurs earlier than you’re each on a name: proving your experience, filtering out the improper match, and following up after a proposal goes out. Preserve the decision itself, and the judgment about who you tackle, fully human. That cut up is the entire concept behind this method, not a rule to work round, however the factor that makes the remainder of it reliable.
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