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Getting Your Case Study Funnel Setup.

When you’re starting to run cold traffic to generate appointments for your agency,
it’s not enough just to have great ad copy straight to a booking page. This is why we
build out an extremely compelling case study funnel to indoctrinate leads, do a lot of
the heavy lifting as well as qualify them for you.

Things To Keep In Mind:

1. You MUST change the aesthetic of the template funnel, the wording, pretty
much everything except the structure and actual template. Look, if it was up
to me… I could give you all something you can directly copy. This is for YOUR
sake, it’ll just be embarrassing if you’re seen copying a template used by
everyone else.

2. Don’t compare your case study video & funnel to mine! This is my second
variation of it and I’ve done many webinars for clients as well. I’ve added extra
complexity with iPad drawings and B-roll footage but this isn’t necessary.
Keep your V1 simple for now.

Step 1 - Download The Funnel:

https://app.clickfunnels.com/funnels/8718958/share/4rly55gdv904u430

Step 2 - Create Your Slides

This is where it all starts, I’ve given you my slides for my V1 of the Case Study funnel
as the V2 is far more complex and has extra iPad slides that are of no use to you.

You want to make your case study compelling, send them a free gift/bonus at the
end of the presentation for sticking around. I believe your case study funnel should
be 20m-40m long. My V1 was 1h 10m and it’s simply too long for a business owner to
stick around for.

You want to add different B-roll clips, they can even be stock footage but we live in a
world where people need constant stimulation so every 2-5 minutes have something
out of the ordinary in your slides. I’m also a firm believer that there should be a video
component to it.
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View my current case study funnel here:
https://go.iag-media.com/case-study25250882
View my case study video here:
Slide download is below this video
Step 3 - Recording & Editing

I use the free quicktime player recording feature that comes with Macs, export it and
then put it into the free iMovie software in order to edit it and bring it all together.

You don’t need to make the video editing super intense but as I said, you want the
video to remain engaging.

Screen recording software: ​Quicktime player or any free windows software

Editing software: ​iMovie or any free windows software
Microphone: B​ lueYeti microphone (recommended)
Video Hosting: W​ istia (expensive) or Vimeo (cheap)

Step 4 - Tweaking The Funnel

Add your booking software, this will allow your prospects to book in a call with you
without any back and forth and it’ll sync with both your and your prospects calendar
and email. It also erases any time zone problems!

I recommend using ​https://calendly.com/​ or h

​ ttps://acuityscheduling.com/

Create an account in either of those and make sure it is connected to your GCal, this
way it syncs your available times and blocks instantly whatever you put on your
calendar from being booked.

Create an event for your discovery call in either of the softwares, make sure you set
up your availability correctly:
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For ​Calendly ​users:

Click on the gear icon and click Add to Website

Select “inline embed”:

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Customize colors and buttons as you wish and copy the code on the right:

For ​Acuity u
​ sers:

Go to your event, click on the drop down “Direct Scheduling Link” and select the
second option “Embed Scheduler”. Select the code and copy it.
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For ​both u
​ sers:

Go to your account on ClickFunnels and go to the 4th step called “Application” and
hit Edit Page:

Then click on the yellow/orange section:

On the right on the appearing section click on Open Code Editor:

Paste your code there:

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It should look like this with Calendly:

It should look like this with Acuity:

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If you use ​Acuity​ you will need an extra step, you need a button that takes to the
next step, this is already done:

For it you need to go in the top right go to Elements and Manage Elements:

Click on the Eye Sign on the ones that are crossed:

Finally, make sure your button appears:

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If you use ​Calendly m

​ ake sure you follow this instructions:

Click on you event gearbox and click on edit:

Scroll where it says confirmation page and put your thank you page URL there:

Next step is to make the funnel truly your own, in order to do this you need to make
sure you’ve changed a few things:
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1. Change the SEO of every page
2. Put your Facebook & Google tracking pixel code at the funnel level
3. Make sure the Landing page text is changed and you also change it around
slightly in terms of colours, theme, etc
4. Do the above step for every other stage of the funnel
5. On the landing page, if you don’t have any solid client testimonials then you
can delete that section and go on without it.

Step 5 - Integrating CRM

Now it’s time to hook up ActiveCampaign so every lead is placed into your CRM and
they’re also tagged properly. We’re also adding automation here so that every lead is
following up with based on different contingencies.

We will also be using Acuity Scheduling or Calendly AND Zapier.

Import the case study funnel automation:

http://tplshare.com/keXQOqt
http://tplshare.com/Dpq6w9u

Create the “Booked call” Zap:

1. Login to Zapier
2. Click on “Make a Zap”
3. Search for Active Campaign or Acuity Scheduling
4. Choose Trigger event as: “New Appointment” or “Invitee created”
5. Login to your Acuity or Calendly, if you’re using calendly you can fund your API
key and URL here:
https://help.activecampaign.com/hc/en-us/articles/207317590-Getting-started-
with-the-API
6. Only for Acuity users: Select your calendar and your agency discovery call
event.
7. Test the data and make sure there are samples showing up.
8. Now for the ​second​ part of the Zap choose Active campaign as the next app.
9. Choose as action create/update contact
10. Login to your Activecampaign
11. Add the contact to a list you have to create with the name of your agency.
12. Fill out all the fields with your customer information.
13. Add the Tag “Booked Call”
14. Turn the Zap on!
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Here is a Loom explanation Dany made on how to do the integration:

https://www.loom.com/share/5387d96ebd5a4cd1908eb957556dda35