Marketing Funnel Example: A Simple Guide for Wellness Coaches

As a wellness coach, you're passionate about helping people live healthier, more balanced lives. But to make a real impact, you need to reach more clients. That's where marketing funnels come in.

If you're struggling to sell because it feels a little bit icky, today's post is for you. We're going to explore several different marketing funnel examples to help you get through it.

What Is a Marketing Funnel?

Before we get into all these examples, let's quickly define what a marketing funnel actually is. A marketing funnel is a fancy term that describes the journey a potential client takes—from first becoming aware of your wellness coaching services to eventually signing on to your one-on-one coaching or other programs you offer. 

It's called a funnel because it typically starts wide at the top with many potential clients and then narrows down to the people that move through the different stages.

You know, the ones that actually connect to you, that are drawn to you, and really, truly want to work with you because they feel like you can make a difference in their life. That's exactly what your marketing funnel helps you do.

The AIDA Marketing Funnel

So, we're going to talk about the fancy terms that different marketing funnel examples are. You have your classic, and you may hear people refer to it as the AIDA model if you are speaking marketing funnel language. 🙂

Awareness: This is when your potential client becomes aware of your wellness coaching services. They stumbled upon your content and are intrigued. They want to find out a little bit more about you and what you provide.

Interest: They show interest by engaging with your content or researching more about you. I know I'm someone who dives in deep and researches more. Then, I'll go and search them so I can find out where they have more content online. 

As a side note, typically, it is not social media content. I’ll dive into their long-form content in the form of a podcast or YouTube. My favorite is a podcast, which is easier for me to consume. 

Desire: Your potential client develops a desire for your coaching as if they feel it deep in their gut. Okay, well, maybe I feel it deep in my gut, but I know the people who I want to have coach me because I'm so drawn to them.

Action: They take action by signing up for your services.

Applying the AIDA Funnel to Your Wellness Coaching Business

As a wellness coach, how do you apply the AIDA funnel into your business to help you sell your products and services?

Awareness: This is where you share your health tips on your various social media platforms or appear on another person's wellness podcast.

Interest: You're offering a free wellness assessment, a health quiz on your website, or some sort of freebie that aligns with your paid offer.

Desire: This is where you showcase your client success stories and the benefits of your coaching. It's when they're deep inside your actual email list, and you're sending them different information about your coaching and what it's like to work with you.

Action: This is where you provide a clear call to action to book a discovery call with you or to sign up for your programs.

Here's the interesting part: you could also do something I've discussed before, like what Lindsay Maloney does. She has a sales breakthrough where she audits your sales page. She also sells this as a low-ticket offer on her website.

Understanding How to Apply the Funnel

This funnel is very effective for wellness coaches who create content. I'm not sure if there's a wellness coach out there who doesn't make some sort of organic content, whether that is social media, blog posts, videos, podcasts, or whatever. Almost everyone creates organic content to attract people and get to know them.

Again, the top of the funnel is your free blog posts, videos, podcasts, and guest appearances on different podcasts about your wellness topic. The middle of the funnel is the content upgrade. This is where they will download your meal plan, workout guide, or meditation guide—whatever you have as your opt-in or freebie.

Next week, friends, I will discuss Flodesk and email automation for your freebies. The bottom of the funnel is the paid coaching program or wellness course that you have available.

A High-Level Real-World Example

Here's a high-level, real-world example for you: You write a blog post about the five foods that naturally boost your energy. As a content upgrade, you offer a downloadable seven-day energy-boosting meal plan. I would be all over that one. Then, you promote your one-on-one coaching to those who downloaded the meal plan at the end of the email sequence.

As they work through that funnel, that seven-day energy-boosting meal plan would be perfect because you can send one email every single day that corresponds with that meal plan. On day eight, you can ask them if they want to go deep and work with you.

The Webinar Funnel

Here's another popular funnel out there: the webinar funnel. Here's an example of how that works: webinars are powerful tools for converting leads into clients. There's a reason so many people offer webinars: they do work, especially if it's a live webinar, and people can ask you questions as they're going through it. I recently attended a week-long masterclass or webinar, and it was very powerful!

Awareness: You promote the webinar through your social media, email list, and organic content. You build that up. As you mirror your promotional calendar to your content calendar, this is the awareness phase because it is where you're building all of that up.

Registration: This is where you capture your leads through that webinar registration page.

Engagement: You deliver value during your webinar while subtly promoting your offer. Hey, don't even subtly promote it. Most of us in the online space know exactly what a webinar is. If you feel more comfortable saying, “Hey, at the end of this webinar, I'm going to have an offer to let you work with me in a more intimate setting,” go ahead and do that.

Conversion: At the end of the webinar, you make a limited-time offer for your coaching program. If you want to, after your doors close to your program or your one-on-one, you can offer them a down-sell if they do not sign up with you later on. Or you can send them a curiosity email asking why they did not join the program.

You can offer them an alternative to your one-on-one coaching or group coaching. It might be that low-ticket offer that will allow them to stay in your funnel and nurture them more and more. Some people may need to stay in your funnel longer, whereas others are like – heck yes, I'm interested in working with this coach right now! It's all about letting people get to know you and how you work.

The Quiz Funnel Example

Here's the next one: it's a quiz funnel example. People love quizzes. I love quizzes. And they do provide that high engagement and effectiveness for your lead generation.

Attract: You promote your health-related or wellness-related quiz, which is the specific topic or niche that you help people with.

Engage: Users take the quiz and receive valuable information about their wellness goals.

Capture: You collect that email address to deliver the quiz results.

Nurture: You follow up with personalized content based on their quiz results.

Convert: You offer related coaching programs.

Again, your nurture sequence—you want to think of it as being more than one or two emails, more like seven or eight different emails. And on the last email is when you ask them to work with you.

Implementing This as a Wellness Coach

How would you implement this as a wellness coach? Well, you're going to create a quiz on “What's Your Wellness Personality?” The quiz results are segmented by whatever their result is in your email list, and then you have all those different personalities receive a different nurturing funnel in your email series.

While I’ve not used it personally, I’ve heard only good things about Interact Software for quiz implementation.

You can provide personalized wellness tips based on their personality and the things that they actually need help with. In the end, you can offer coaching services tailored to their specific needs.

The Tripwire Funnel Example

A tripwire funnel example—you've heard me talk about tripwires before. A tripwire is just a low-cost offer designed to convert free users into paying clients. Once somebody spends money with you, they're more apt to stay in and buy something else from you. I don’t know about you, but I’ve proven that time and time again with my purchase history.

Free Offer: You provide a valuable free resource. Maybe you like to provide a healthy recipe ebook.

Tripwire: Immediately after they access that free resource, you offer a low-ticket, high-value product. If you don't have a sales cart set up, you can create a landing page on your website. After they sign up for your free offer, they go to your thank-you page, where they can sign up for or purchase your low-ticket offer.

Core Offer: Once they've purchased your tripwire, then you can introduce your main coaching program.

Once again, your free offer will put them in the funnel—maybe halfway through that email series with your funnel. If they didn't sign up for your tripwire, you can give them the option to purchase it again. Or, if you’re not comfortable with that, have them go through the funnel and give them the option at the end to work with you more deeply with your coaching.

But if they do sign up for your tripwire, then at that point, you can put them in a different funnel that gives them still that high-value product information. It might be a little bit different than the value that you're providing in your free resource with your healthy recipe ebook, for example. And then you can ask them again at the end to work with you.

What Does That Look Like in Real Life?

What does that actually look like in real life? You offer a free guide on “10 Simple Stress Reduction Techniques.” Then you provide a low-cost 21-day stress management challenge as a tripwire. I love challenges, friends. Then you introduce your stress management coaching program to your tripwire buyers.

The Evergreen Product Launch Funnel Example

Okay, one more example, and then I'll be done here: the evergreen product launch funnel example. This funnel simulates a live product launch, but it runs automatically, which is easier for you. Personally, I’m not a fan of the fake live webinar because it feels out of integrity to me. However, a pre-recorded masterclass, I am all about that. And, this is your business, so you do you.

Opt-In: They sign up to watch your evergreen webinar series or one webinar.

Educate: If you are doing a pre-record or “on-demand” series, you provide a series of valuable content pieces—a video series, an email course, or an audio series where you send in drip audio, video, or daily emails that provide more education.

Offer: You offer open enrollment for your signature coaching program with a timer. I have used Deadline Funnel with clients, and it is simple and works well.

The timer provides that urgency. You can create this scarcity with limited spots or a time-limited offer. I don't know about you, but I do understand creating urgency. However, to maintain integrity, it should be genuine limited spots.

A past client of mine only opens coaching spots a couple of times a year to onboard all the new clients at the same time. Generally, enrollment went quickly. Spots open to the wait list first, followed by her email list a day later. On rare occasions, she opens them to new applicants.

Keep in mind that after your enrollment closes, those leads who didn’t purchase stay in your nurture sequence. Just because it was a no now doesn’t mean it will be a no in the future. Think of them as we are not ready yet. Those who will never be a yes will opt out of your list.

An Example of How This Would Work in Your Coaching

You create a free holistic health secrets video or audio series—you know, you can listen to it when you're folding your laundry or out on your walk. Anything to make laundry folding more fun, right? Then, you educate your viewers on the importance of a comprehensive approach to wellness.

You offer your signature six-month wellness transformation program with limited spots and continue nurturing non-buyers with valuable wellness content. They're on your list. Leave them on your list until they stop opening your emails; then, you can clean it out.

I wish it were as easy for me to clean out my closet as to purge my email list. About every six months, I'll look at anyone that hasn't opened one of my emails in the last six months. I'll email them and ask them if they want to stay on the list. If they open the email, they get to stay on the list. If they don't open the email, I delete them for my service provider. I take them off because there's no reason sending and cluttering up somebody's email if they're not going to read it.

It’s Time To Wrap This Up

What is the right marketing funnel example for your wellness coaching business that I've provided today? The best marketing funnel for you depends on your specific coaching style, your ideal client, and your resources. Whether you're a techie or non-techie, it also plays a role                    .

As a wellness coach, you do have the unique advantage of being able to offer immediate value through your health tips and your resources at any stage in the funnel. You're able to make an impact no matter where somebody is in your funnel. Remember, the key to a successful marketing funnel is providing value at every single stage and consistently.

By consistently delivering helpful wellness content throughout your chosen funnel, you're just not selling a service—you know that. You are creating an impact. You're demonstrating your expertise and building trust with your ideal clients, with your potential clients.

Experiment with these marketing funnel examples. Track your results and redefine your approach. With persistence and optimization, you're going to create a really powerful marketing engine that turns curious people into committed wellness coaching clients.

Okay, friends. Thank you so much for staying with me. One last thing: if you feel called, I welcome you to single one-on-one coaching session with me where we can map out your marketing funnel. My favorite way to do this is with content you’ve already created. Here is the link https://misstask.com/coaching-special-offer
I appreciate you, and I hope you make it a wonderful week.