page title icon How To Use ClickFunnels for Agencies

Running an agency can be exhausting—not only are you working hard to attract leads and convert them into clients, but you’re working double-time to help your clients get leads of their own. Believe it or not, we’re about to make the process a whole lot easier for you. Enter: ClickFunnels.

ClickFunnels helps agencies grow their leads and convert those leads into clients. Agencies can also use ClickFunnels to increase leads and conversions for their clients.

In short, ClickFunnels is a platform that helps people build beautiful, effective sales funnels without the need for developers or coding experience. Before we get too deep into how ClickFunnels can help your agency, let’s quickly review what a sales funnel is.

Click here for a FREE two-week ClickFunnels trial, a FREE ClickFunnels course, and over 10 done-for-you funnels!

Sales Funnel Basics

A sales funnel is a marketing technique that makes the most of buyer psychology, effectively leading people through the steps of the sales process from initial interest all the way to purchase. The term “funnel” is used because each step further down the funnel is targeted at a smaller, but more valuable, group of leads.

Sales funnels, as you might already know, are crucial in increasing conversions:

  • General public into interested leads
  • Leads to customers
  • Existing customers to repeat customers

The more effectively you’re able to build and manage your sales funnel, the more quickly and efficiently you’ll be able to grow your business.

Unfortunately, online sales funnels are a pain to create unless you know how to code or have a relationship with a web developer; this has led many business owners to neglect this crucial part of the marketing strategy—even agencies who should know better.

ClickFunnels for Agencies

So, how does ClickFunnels play into this? Well, ClickFunnels makes it a point to create sales funnels accessible to everyone—no coding knowledge needed. Their intuitive, drag and drop platform will have you building and managing your agency’s sales funnel within minutes.

Once you’re comfortable building your own sales funnels on ClickFunnels, you can even start to build funnels for your clients. The platform allows you to share the funnels with others, so your clients can approve them before they go live or keep an eye on the analytics to see how they’re performing.

ClickFunnels also offers a host of other online tools for small businesses, making it a one-stop-shop for all your agency’s needs.

How Can ClickFunnels Help Your Agency?

Click funnels will walk you through the sales funnel-building process step-by-step, then help you organize and analyze your funnels to make sure they’re as effective as possible. Being able to build sales funnels more easily without having to rely on web developers or coders for help will help you grow your agency in a couple of important ways.

Click here for a FREE two-week ClickFunnels trial, a FREE ClickFunnels course, and over 10 done-for-you funnels!

Win More Leads and Conversions

First, you’ll build sales funnels to not only attract more leads but to convert a higher percentage of those leads into paying clients. You can also use sales funnels to target existing or previous clients to upsell to them, gaining those valued repeat sales.

There’s no point in making sales funnels that don’t perform well, so ClickFunnels gives you all the tools you need to monitor how each funnel is performing:

  • Number of leads generated
  • Conversion rates
  • Which funnels are performing best

The more you use the platform, the more you’ll learn about buyer psychology and which sale angles work best—this will help you refine your marketing strategy over time, making it even more powerful.

Impress Your Clients

As an agency, you want to make your clients happy. And what’s the best way to make someone happy? Make them more money, of course! ClickFunnels will help you do just that.

No more will you have to worry about a web developer missing a deadline or tacking on unexpected fees when you’re trying to get a sales funnel built for your client. Thanks to ClickFunnels, you can just do it yourself.

ClickFunnels is a perfect addition to your client’s marketing campaign and will boost conversions and make you look like a sales funnel wizard.

ClickFunnels Tools to Help You and Your Clients

ClickFunnels puts all other sales funnel platforms to shame due to its ease of use and stellar support team. But there are plenty of additional features and tools that set it apart from the competition—let’s look at a few.

Etison Editor

The Etison Editor is without a doubt ClickFunnels’s star player. The modern interface is easy to learn and use and will literally have you creating your first sales funnel within minutes. Finally, you’ll have complete control over your sales funnels without having to outsource to deal with the hassle of coding yourself.

Click here for a FREE two-week ClickFunnels trial, a FREE ClickFunnels course, and over 10 done-for-you funnels!

The platform is purposely intuitive since it was designed with complete beginners in mind. It will allow you to create a completely custom funnel from scratch, although we recommend using one of their helpful templates, to begin with. You can always go back and tweak it later if you need to.

Follow-Up Funnels

Initial funnels are designed to encourage people to check out your agency. But follow-up funnels are crucial for cultivating lead relationships to convert them into customers. They then keep client relationships warm, encouraging them to return to your agency time and again.

ClickFunnels’s Follow-Up Funnels feature (previously known as Actionetics MD) makes creating and managing follow-up funnels a snap. Follow-up funnels increase sales dramatically, using: 

  • Automated texts
  • Targeted emails

These are based on what you know about the client or lead because of previous purchases or the info they fill out on contact forms. You’ll use this information to offer them products or services that they’ll be most interested in.

Click here for a FREE two-week ClickFunnels trial, a FREE ClickFunnels course, and over 10 done-for-you funnels!


If you’ve been doing online marketing for a while, you’re probably well aware of the potential value of affiliate relationships. If you’ve set up any affiliate programs, you’re also aware of the hassle involved in doing so.

Backpack, ClickFunnels’s affiliate tool, streamlines the entire affiliate process for you and lets you manage each element all in one place. If you’ve got multiple clients who all want affiliate programs, just think of all the time this will save you. You’ll have more time to do what you do best—help your clients be successful.

Tools for Small Businesses

As we mentioned earlier, ClickFunnels is more than just a sales funnel platform. They really go out of their way to provide useful services for their clients, increasing their product’s value that much more.

Some of our favorite ClickFunnels free online small business tools are:

  • Play Button: add a free play button to your images, which increases engagement
  • Funnel Script: helps you create sales copy based on specifics about your business and target audience
  • Invoice Generator: easily create invoices for free
  • Sales Funnel ROI Calculator: use it for your agency or when meeting with clients about their funnels

This is just a small sample—there are over twenty tools at the moment, and more being released all the time.

Using ClickFunnels for Your Agency

We can go on all day about how simple ClickFunnels is to use, but unless you try it yourself, you won’t be able to appreciate what an innovative platform it really is. It’s entirely revolutionized how small business owners handle sales funnels, taking them into their own hands.

You can click here now to get a free 2-week trial of ClickFunnels and try it out for yourself, but in case you’re still on the fence, we’ll walk you through the process of setting up a sales funnel with ClickFunnels so you can see how straightforward it is.

Choose a Funnel

The first step in setting up a sales funnel with ClickFunnels is, naturally, choosing a funnel. There are six types of sales funnels, broken down by what it is you or your client are trying to do:

  • Generate leads
  • Generate sales
  • Run an event (webinar or otherwise)

You can create more than one funnel, so don’t worry if you want to do all the above. Just pick the most pressing one to start with and go from there.

Squeeze Page

A squeeze page funnel’s job is to generate leads by making people aware of you or your client. Because this is usually the first time a lead is interacting with your company, your main goal is to get their contact information.

Many squeeze pages do this by offering something, such as a free gift, that the lead must fill out a contact form to receive. The gift will usually be some type of small sample of your work that will prove your usefulness to the client (like an eBook on your top 10 marketing tips for small businesses, for example).

Click here for a FREE two-week ClickFunnels trial, a FREE ClickFunnels course, and over 10 done-for-you funnels!

Application Page

An application page serves the same function as a squeeze page, but it collects more detailed information from the lead. The more information you have about your leads, of course, the more targeted you can be in your approach to trying to win their business.

It’s not uncommon for people to get turned off by filling out detailed forms, so ClickFunnels includes a less-detailed popup form that’s quicker to fill out. It pops up if they indicate that they will abandon the first form, so you still at least get some info.

Tripwire Page

Tripwire funnel pages focus less on generating leads and more on converting leads into sales. Leads are usually directed to a tripwire page after buying something or signing up for a free gift. They’re generally designed as sales pages that include a limited-time offer to take advantage of the lead’s buying mood.

Video Sales Letter

Video sales letter pages, like tripwires, focus on converting leads to paying customers. An easy way to think of video sales letters is like a tripwire page but with video. People tend to engage more with web pages that include videos, so these pages are powerful marketing tools.

Include a video that walks potential clients through what working with you will be like. Or add a video of customer testimonials to your client’s page. The possibilities are endless when it comes to engaging marketing videos.

Product Launch

Product launch funnels can be triggered after a lead fills out a contact form. The purpose of a product launch funnel is to let people know about a new product or service that’s coming out, building anticipation and interest. The product launch funnel is only one example of an effective email marketing campaign.


Webinars, like the free gifts we mentioned earlier, can be useful marketing tools when they show leads what it is that makes your agency (or your client’s business) special. These sales funnels can take a little effort to set up, but if done well, they offer an impressive ROI.

Webinars position you as an expert in your field, making leads more likely to think of you next time they need the services you offer.

Click here for a FREE two-week ClickFunnels trial, a FREE ClickFunnels course, and over 10 done-for-you funnels!

Adjust as Needed

The templates in ClickFunnels are useful for getting started, providing the bare bones of your pages. But they’re entirely customizable, so you can add, delete, or move things around to suit your needs.

You can add:

  • Membership page: where your clients (or their customers) can manage memberships
  • One-click upsells: make it easy for customers to add to purchases in-progress
  • Order forms: minimize cart abandonment with a simplified checkout process
  • Affiliate centers: manage your affiliate program right from ClickFunnels

As we’ve mentioned, the drag and drop user interface is effortless to use, so you can make all these adjustments even if you’re not super tech-savvy.


Once your pages have everything they need functionality-wise, it’s time to customize them to reflect your brand (or your client’s, if you’re making a funnel for them). Make a page that truly reflects the brand by changing:

  • Color scheme
  • Font
  • Logo

Usually, all of this would require at least basic coding knowledge, but not the case with ClickFunnels. Their templates guide you through everything. Customization can be as basic or as detailed as you’d like, depending on your time and interest.

Add Lead Capturing

As you know by now, an essential part of sales funnels is capturing lead information since that’s what you’ll use to continue marketing to them. The most basic way to do this is using the automation tab, which lets you set up a basic email follow-up campaign.

If you want to utilize the follow-up funnels we discussed earlier (and trust us, you should), you might want to use them instead of the automation tab since they’ll trigger targeted email campaigns rather than a quick follow up.

Add Services and Products

Keeping true to its intention of helping business owners manage all aspects of their online business needs, ClickFunnels has an online shopping cart where you can add your services, or your client can sell their products.

Adding products to the online store is just as straightforward as the rest of the ClickFunnels process: just click “add product,” and away you go. You’ll be able to specify whether it’s a physical product that will be shipped or a service or virtual product that doesn’t require shipping info.

Run a Split Test

ClickFunnels encourages users to set up split tests when they’re trying out new sales funnels. This is basically two versions of the same funnel sent out, and you monitor their performance over some time.

Once enough time has gone by to indicate which is more effective, you can get rid of the competing one, and only use the winner; this will help you refine your marketing copy over time as you learn what works.

Share the Funnel

ClickFunnels ideal agencies for several reasons:

  • The ability to create multiple funnels (unlimited depending on your plan)
  • Multiple contributors
  • Sharing ability

You can create funnels for your clients and share them for approval before going live or give them access to a particular funnel’s performance stats.

Clients can also share existing funnels with you if they need help with the funnels they built before you came along.

Click here for a FREE two-week ClickFunnels trial, a FREE ClickFunnels course, and over 10 done-for-you funnels!

Go Live

Once you’re happy with the funnel (and the client’s satisfied, if applicable), you’re just about ready to go live. Before you click that button, though, make sure to go through ClickFunnels’s pre-launch checklist, which will help make sure you haven’t missed anything.

Track Your Stats

Creating sales funnels isn’t the only thing that’s easy with ClickFunnels; managing and tracking them are a piece of cake, too. The robust dashboard will tell you everything you need to know about your funnels’ performance

This is especially helpful if you’re managing funnels for a client and want to have figures to share with them.

Final Thoughts

By now, you should have a pretty good idea about how ClickFunnels will help your agency increase business and increase your clients’ business, too. But if you’re still not completely convinced, try the free 2-week trial at absolutely no obligation—if you decide it’s not for you, cancel at any time. Chances are, once you try it, you won’t ever want your agency to be without it ever again.

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