Introducing Funnel Templates: Know Your Numbers Before You Build
Start any campaign from a proven funnel structure, plug in your numbers in projection mode, and find out if the math works before you spend a dollar on ads. Funnel Templates aren't pages you load up and send traffic to, they're pre-built planning structures that give your campaign the right architecture and the right benchmarks from minute zero.
Why this matters
If you've used ClickFunnels, Kartra, GoHighLevel, or Systeme.io templates before, set that mental model aside for a second.
Those are page templates, pre-designed landing pages and checkout flows you load up and send traffic to. They answer the question "what should this page look like?"
Funnel Templates in Conversion Playbook are planning structures. They answer a different question: "what steps does this campaign actually need, and what numbers does each stage have to hit to be profitable?"
You can't send traffic to a Funnel Template. What you can do is start your campaign planning with the right architecture, immediately run projections, and only then go build the pages in your funnel builder of choice.
This is how you avoid building bloated funnels with unnecessary steps that increase friction and kill conversions.
That's the move that saves the ad budget.
You've been here...
You built the funnel first and ran the math second.
It's Tuesday morning. You launched the campaign last Thursday. You've spent $900 on ads, pulled in 41 leads, three of them booked calls, none of them bought.
Now you're staring at the dashboard trying to figure out where it broke. Was it the hook on the ad? The price on the offer? The opt-in rate? The pitch on the sales page? The follow-up sequence?
You don't actually know what should have happened at each stage, so you can't tell what did go wrong.
Every marketer has lived this Tuesday. You built the funnel first and ran the math second, and now you're running diagnostics on a campaign that maybe never had a chance.
Funnel Templates exist so you never start that way again. Pick the structure that matches your campaign, project the numbers, and find out on day zero whether this funnel can actually print money, not on day seven, $900 in.
See it in action
Start from a proven structure, not a blank canvas
Sales Funnel Template
Every template ships with the correct stages pre-mapped on your canvas.Pick one and you're not building from zero, you're starting where someone who's already run this campaign type would start.
- Sales Funnel (Cold Traffic) Live
cold-traffic-to-sale architecture mapped end-to-end (ad → sales page → checkout→ upsell → confirmation)
Use it when you're running paid traffic straight to a direct offer and need to know your break-even cost per lead before you launch.
- VSL Funnel Live
Ad → VSL page → Checkout → Upsell → Downsell → Confirmation
Use it for consultants and high-ticket coaches projecting whether a VSL can hit the booked-call rate the offer needs.
- Live Webinar Live
Ad → Registration Page → Thank You → Live Webinar → Checkout → Upsell → Confirmation
Use it when you're planning a live launch and need projections that reflect what actually happens in the wild, not best-case assumptions.
- Quiz Funnel Live
Ad → Quiz Page → Quiz Results → Checkout → Upsell → Confirmation
Use it for offers where audience segmentation changes the pitch.
Save the funnels that work, reuse them forever
Once you've mapped out a funnel that performs, one click turns it into a template you can start from next time.
- Save any canvas as a template Live
Captures structure as a reusable starting point
use it when you've nailed your webinar flow or evergreen VSL and want every future launch to start with the proven version, not a fresh canvas.
Share a funnel with anyone
Templates aren't locked to your account. Generate a short code, send it to a client, a team member, or a community, and they can preview the full funnel before importing it into their own workspace.
- 8-character share code Live
Easy to share across workspace and accounts
Use it when you're an agency handing a client their campaign blueprint, or a course creator teaching funnel strategy by showing the actual map instead of describing it.
What's next
More templates are in the works: book funnels, SaaS free-trial flows, e-commerce two-step. If there's a funnel you want templated, let us know!
