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Deep dive: Which funnel fits my marketing goal?

Learn about choosing the right Perspective Funnel template & get started with these.

Luise avatar
Written by Luise
Updated over a week ago

You’ve developed an outstanding offer and now want to find the right funnel without building everything from scratch? Then you’re in the right place! We’ve created ready-made funnel templates for various marketing goals. Here you’ll get to know them.

Gain clarity on your marketing goal

Before choosing the right funnel, you need a clear plan of what you want to achieve with it. Most people want to:

How to find the right funnel

Before choosing the right funnel template, you should be clear about your marketing goal and who your target customer is. You’ll find more information about this in our Academy – your path to success. You can also access it in your account overview.

We’ve also created a special video on this topic as part of this training. If you want to dive deeper, scroll down the homepage of the Academy to find the video.

1. Marketing Goal: Generate Appointments

With Mobile Funnels, you can automatically fill your calendar with qualified appointments. Your funnel pre-qualifies leads through targeted questions and delivers appointments automatically. You’ll speak with people who are already looking for a solution like yours. 👇

  • Online Appointments

    Use this template to generate pre-qualified online bookings via Calendly or other tools.

  • In-Person Appointments
    Use this template to book pre-qualified in-person meetings (e.g., for a hair salon).

  • Offer Inquiry
    Use this if you want direct requests for your offer, such as insurance.

  • Case Study
    Use this to attract warm leads who’ve already seen results from your work.

  • Solar Offer
    Build trust and collect targeted leads, e.g., for a solar company.

  • Coaching Offer
    Promote your coaching or consulting offer using a video landing page.

  • Property Valuation
    Let leads evaluate their property (e.g., apartment) and get personalized results.

  • Strategy Call
    Use this to get high-quality direct bookings into your calendar.

  • Health Quiz
    Let users learn something about themselves or assess a situation through a quiz and get immediate results.

  • Property Sales
    Quickly gather contact info and property details from sellers.

  • VSL Demo
    Give leads deep insight into your offer via a video and build trust.

  • Skool VSL
    Use this to present the benefits of your Skool community in a video.

2. Simplify Processes

Save time for you, your team, and your customers by gathering information directly through a funnel.

Recommended templates:

  • Agency Onboarding
    Simplify client onboarding and collect all project data in one place.

  • Social Profile / Link in Bio
    Use this to share multiple links from your social media bio.

3. Marketing Goal: Generate Sales & Accept Payments

Depending on your funnel structure and business model, you might want to collect payments directly or first capture a lead and then sell a product.

Recommended templates:

  • Bundle Checkout
    Sell digital products quickly and accept payments directly in the funnel.

  • VSL Checkout
    Combine a video sales letter with a direct payment option.

  • Course Sale
    Sell access to your course directly and collect payments.

4. Marketing Goal: Attract Talents

Beat the skilled labor shortage with social recruiting – reach both active job seekers and those open to new opportunities.

People clicking your ad on social media are directed to a recruiting funnel and can apply in just 2 minutes. The result? Qualified applications from top talents. 👇

Recommended templates:

  • Experience Recruiting
    Get high-quality applications while introducing your company in detail.

  • Express Application
    Make it easy for applicants to apply while filtering out unsuitable candidates.

  • Quiz
    Use this to make the application process quick and engaging.

  • Careers Page
    Present your company and all its facets in depth.

5. Marketing Goal: Build an Email List

Build your own audience cost-effectively with an email list. Free yourself from expensive ads, collect leads cheaply, and build lasting relationships. Over time, these leads will become loyal customers.👇

Recommended templates:

  • Giveaway
    Use this to attract many participants to your giveaway.

  • Lead Magnet
    Capture contacts from people interested in a specific topic or problem.

  • Case Study
    Attract warm leads who have seen proof of your work.

  • Product Finder
    Let users customize a product to their preferences.

6. Marketing Goal: Collect Leads

Direct customers to targeted offers using smart questions and build stronger connections. Mobile funnels with intriguing hooks draw your audience to the right product and introduce them to your brand.👇

Recommended templates:

  • Coupon
    Offer a discount coupon that leads to a larger purchase later.

  • Tester
    Recruit pre-qualified testers for your product or service.

  • Live Webinar
    Collect signups for a live webinar on a specific date.

  • Product Finder
    Let users tailor your offer to their needs.

7. Marketing Goal: Gain Audience Insights

Get to know your audience and tailor your messages to them. Ask the right questions and gather answers that help you address their pain points with precision.👇

Recommended templates:

  • Survey
    Understand your audience’s opinions and thought patterns.

  • Quiz
    Make it fun and simple for people to share insights about themselves.

  • Giveaway
    Collect entries while learning about your participants.

  • Product Finder
    Understand user preferences for products or services.

8. Use the Empty Funnel

If you want to build a funnel completely from scratch, use the blank template.

  • Empty Funnel
    Start from zero and create your custom funnel without presets.


Find more information about the following topics in our help center:

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