Create a Mini Funnel for Free Consult → Paid Service
Guide leads from “just curious” to “I’m ready to book.”
Background & Why This Matters
You offer a free consultation — smart move. But unless you’ve got a clear follow-up path, that free time may not turn into revenue.
Without a system, here’s what often happens:
- Client leaves the call “thinking about it”
- You forget to follow up — or follow up too late
- The client finds someone else
A mini funnel solves that by creating a structured journey:
- From interest → to free consult → to a clear offer → to payment
It’s like a conversation — but automated and scalable.
What You’ll Achieve
You’ll build a lightweight funnel that:
- Captures consult bookings
- Sends confirmation, prep info, and follow-ups
- Moves interested prospects into a paid offer
- Boosts conversion without manual tracking
What to Expect After Setup
- Clear path from free to paid offer
- More conversions from the same number of consults
- Less manual follow-up and more predictability
What You’ll Need
You’ll only need 45-75 minutes and free/low-cost tools to get started:
- Booking tool like Calendly, TidyCal, Acuity, Practice
- Email platform like ConvertKit, MailerLite, Flodesk, Flowdesk
- Optional landing page like Tally, Card, Podia, Beacons
Step-by-Step Instructions
Let’s walk through using Calendly + Tally.so + ConvertKit.
✅ Step 1: Create a “Free Consult” Booking Link
- In Calendly, create a new Event Type:
- Title: Free 20-Minute Consult
- Duration: 20 minutes
- Description: What the session covers, what they’ll leave with
- Add custom questions (e.g., “What do you need help with?”)
✅ Step 2: Build a Simple Thank You Page
- Use Tally.so or Carrd.co
- After they book, redirect them to a custom page: “You’re confirmed! Here’s how to prepare…” [Optional: Share video, PDF, or workbook]
- Include a soft teaser for your paid service: “We’ll also talk about what ongoing support could look like after the consult.”
✅ Step 3: Create a Follow-Up Email Sequence in ConvertKit
- In ConvertKit, create a new Automation:
- Trigger: Calendly Booking Tag (Free-Consult-Booked)
- Sequence:
- Email 1 (Same Day): Confirm details + remind of time
- Email 2 (1 Day After Consult): Thank them + share link to paid service
- Email 3 (3 Days After): Share case study or testimonial
- Email 4 (5–7 Days After): Offer a final reminder, bonus, or limited spot
✅ Step 4: Create a Simple Sales Page or Payment Link
- Use:
- Stripe Payment Link
- Practice Plan page
- Podia or Stan Store product page
- Include:
- What’s included in the service
- Pricing
- Booking or access link
- Social proof
✅ Step 5: Connect Everything
- Booking → Tag in ConvertKit
- Tag → Triggers automation
- Automation → Nurtures lead
- Final email → Links to payment or call-to-action
Want this done for you?
Book a free 30-min AI Strategy Connect — we’ll look at your workflow and I’ll show you how to set it up or handle it for you.