Templates that come with the numbers
Every template is a canvas plus a benchmark range for each step, a setup checklist that ticks itself as tracking goes green, and a forecast preset that starts sane. Pick one, put your pages in, and the forecast is ready before the first visitor lands.
Lead magnet to offer
Ad or organic traffic opts in for a free resource, gets a short nurture, and sees a paid offer.
Quiz funnel
A short quiz segments visitors, captures the email on the results gate, and routes each segment to a matching offer.
Free consultation booking
Traffic lands on a service page, books a free call through an embedded calendar, and the call closes a high-ticket engagement.
Application funnel
A case-study page sends qualified viewers to an application form, then a sales call closes a high-ticket program.
Live webinar
Registration page, reminder emails, a live session with a pitch, and a time-limited offer page.
Evergreen automated webinar
An always-on registration page, a just-in-time replay, and a deadline-driven offer sequence that runs every day.
VSL funnel
Paid traffic to a video sales letter, a checkout with an order bump, and a one-click upsell after the purchase.
Self-liquidating tripwire offer
A low-ticket offer that pays back the ad spend on day one, then a core offer sold to buyers by email.
Course launch
A waitlist, a three-part free video series, and a one-week open cart with a deadline.
5-day challenge
A free or low-cost five-day challenge in a group, daily lessons, and a pitch on day four or five.
Membership
Content brings people in, a free trial or low first month converts them, and monthly retention decides the business.
Shopify first purchase
Ads and organic to a collection or product page, add to cart, checkout, and the first order with a post-purchase upsell.
Abandoned cart recovery
Checkout starts that never finish, a three-email recovery sequence, and the orders it wins back.
Product launch waitlist
A pre-launch page collects emails and SMS numbers, then launch-day messages drive the waitlist to the product page.
SaaS free trial
Landing page to sign-up, an activation milestone inside the product, and the trial-to-paid conversion.
Freemium upgrade
Free accounts hit a limit or a locked feature, see the upgrade prompt, and convert to a paid plan.
B2B demo request
Paid search and LinkedIn to a demo page, a request form, a qualification call, the demo, and a closed deal.
Local service call funnel
Local search and Google Ads to a service page, a phone click or a contact form, and a booked job.
Google Business Profile to booking
Profile views on Google Maps, the website click, and an online booking through the scheduler.
Med spa consultation
Treatment pages to a consultation request, the consult visit, and the first treatment package.
Home services quote request
Ads and search to a service page, a multi-step quote form, an on-site estimate, and a signed job.
Agency client acquisition
Cold email to a free audit report, a report page with a booking link, a strategy call, and a signed retainer.
Referral partner funnel
Partners send warm introductions through a tagged link or a partner page, an intro call qualifies, and a deal closes.
5-point optimization checklist
Five stages to audit any funnel in order, each with a checklist note, laid over a reference funnel.
AARRR pirate metrics
Acquisition, Activation, Retention, Revenue, Referral as five lanes with the one metric to own in each.
Acquisition and retention momentum loop
Attract, convert, deliver, retain, and refer as one loop, so retention feeds the next round of acquisition.
Monthly client report
Three lanes (TOFU, MOFU, BOFU) with the client's sources, pages, and conversions placed by stage for a monthly readout.
What a template includes
- The canvas: sources, pages, actions, purchases, and offline steps, laid out and connected.
- Benchmarks: low, typical, and high for each step, with the traffic type they assume.
- A checklist: the setup steps, in order, that flip to done when the matching node is verified.
- Required events: what tracking must capture for the numbers on the canvas to mean anything.
- A forecast preset: traffic, cost, and conversion assumptions that produce a plausible profit picture on day one.
All templates are included on the Free plan, with three canvases and one tracked site. No card, no trial clock.
See pricing